Replies to post #234085 on Biotech Values

[dewophile]

GSK/KPTI

I don't think the approval was in any doubt (ODAC voted to approve unanimously). Uptake may be challenging in this (covid) environment - new MOA w unique toxicity requiring regular ophtho exams.
This will compete with KPTI's selinexor and does seem a bit more active but not as convenient and different toxicity profile. I would imagine patients will cycle through both drugs if they live long enough.
There is an ongoing study w velcade/dex similar to KPTI's Boston study - it will be interesting to compare outcomes there once this reads out as that is a much larger commercial opportunity (along w other combos that both companies have in the works)


Edit: GSK is also have to compete more directly w other BCMAs in due course. I would think the KPTI drug offering unique MOA would be used post relapse on a BCMA

[DewDiligence]

GSK—Blenrep misses PFS superiority in rrMM—in bid to expand the label beyond salvage therapy:

https://www.gsk.com/en-gb/media/press-releases/gsk-provides-update-on-dreamm-3-phase-iii-trial-for-blenrep/

GSK plc today announced that DREAMM-3, the phase III open-label, randomised head-to-head superiority trial of Blenrep (belantamab mafodotin) monotherapy versus pomalidomide in combination with low dose dexamethasone (PomDex) in patients with relapsed or refractory multiple myeloma (RRMM), did not meet its primary endpoint of progression-free survival (PFS).

In the DREAMM-3 trial, the primary endpoint of PFS demonstrated a hazard ratio (HR) of 1.03 (95% CI: 0.72 1.47). The observed median progression-free survival was longer for belantamab mafodotin vs PomDex (11.2 months vs 7 months).