Replies to post #212496 on Biotech Values

[bladerunner1717]

re: CTMX

It certainly can't hurt to have Dr. Rachel Humphrey on board as CMO.

Rachel Humphrey, M.D., joined CytomX in August 2015. Dr. Humphrey recently held positions as vice president and head of immuno-oncology both at Eli Lilly and at AstraZeneca, where she was responsible for building the immuno-oncology departments and supervising the strategies and designs for all immuno-oncology agents in development. She previously served as vice president of product development at Bristol-Myers Squibb, where she led all aspects of clinical development of the antibody therapy Yervoy™ through the submission of global biologics license applications and global launch. At Bayer, Dr. Humphrey supervised all aspects of the early and late stage clinical development of Nexavar for treatment of renal cell carcinoma. She began her career as an oncology fellow and staff physician at the National Cancer Institute. Dr. Humphrey trained in internal medicine at the Johns Hopkins Hospital, received her medical degree from Case Western Reserve University and her bachelor’s degree from Harvard University.

Bladerunner

[RockRat]

CTMX, MRSN: Igenica may not be a perfect match as a competitor. Here's an old article (3 years, apparently before Astra Zeneca's munch of Medimmune) that talks of the ADC players, including the big ones we must also pay attention to (could use a bit of editing in a couple of spots):

Advances in Linker Technology: Improving the Safety and Efficacy of Antibody Drug Conjugates

I still don't have my head completely around how Mersana delivers their whopping payloads without off target effects. Is acidic pH really that confined to the tumor microenvironment?

Another question: how will these more exotic engineered antibodies/ADCs scale up?

It's been good while since I paid attention to IMGN, SGEN, and their ilk. Their space seems to be getting more crowded and interesting.

Regards, RockRat