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.
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