Dew--Regarding ADCC, Xencor is an interesting private biotech. They have put out some good papers that look at Fc modifications. In my opinion, it looks like a company that could be a target for larger players in the MAB space (e.g. Medimmune, Genetech, etc.). BioWa and MEDX also have an agreement on ADCC. I think that you are correct, and second generation products will be optimized ABs with enhanced ADCC.
Another way to enhance ADCC is with co-administration of cytokine therapies. Chir/NVS have looked at IL-2 given with Rituxin. Also, ZGEN is looking at IL-21(?) given with monoclonal ABs.
Thinking long term, with multiple ABs on the market, a cytokine that enhanced ADCC could be a major blockbuster.
I will have to study up on GTC's research in this area.
Regards,
biophud
