MERSANA THERAPEUTICS, INC. (MRSN)

[jaybe]

Potential competitor MEDI4276 flames out...

The wait is over for long overdue clinical data on AZD's "next-gen" Her-2 ADC MEDI4276. Published Phase 1 results this week at TAT demonstrated an ORR of 5% with DLTs and MTD at higher doses. This result most likely signals the end for this candidate as competitors such as DS-8201 already show ORR's over 50% in a similar population (3L), with 31% ORR for Her2-low.

XMT-1522 will need to clear 50% Her2+ and 30% Her2-low hurdles, with differentiating benefits, to be competitive. In the near term only DS-8201, SYD985, and PF-06804103 are "best-in-class" ADC competitors to keep an eye on.

https://academic.oup.com/annonc/article/29/suppl_3/mdy048.005/4917517?searchresult=1