Biotech Investor, Former Scientist, M.D., Tweets since October 2019
Sep 14, 2022 • 9 tweets • 2 min read
1/n I'm looking at $LPTX right now and trying to understand the stock price drop following #ESMO22.
There is actually little change in the data compared to previous ASCO-GI 2022 data.
If you do a more rigorous evaluation on an ITT basis and count only confirmed responses,
2/n the ORR is 52% and is not much greater than the ORR of nivo + chemo (47%) or tisle + chemo (47%). However, the mPFS is significantly greater (11.3 mo vs 7.7 mo and 6.1 mo, resp.). mOS has not been reached after a median study duration of 15.7 mo (nivo + chemo mOS =13.8 mo).
▪ ZW49 $ZYME seems well tolerated, however, unexpected is the alopecia (→ the linker would need a closer look).
▪ The dose needs to be increased (T-DXd is dosed much higher).
▪ The efficacy data (ORR, DCR) at 2.5 mg/kg 3QW in ≥ 3L mBC are very weak,
2/n
but those in ≥ 2L GEA are surprisingly about as good as T-DXd at 6.4 mg/kg 3QW.
▪After 3 years of phase 1, the overall data situation is very thin.
