Sounds like Epstein and I are on the same wavelength—at least until the PFE deal closes, LOL.
Epstein predicts this based on what? You can't make that prediction for ADCs in general because the most important driver of efficacy and safety is the target. Of course Epstein would make this prediction.
Other than that we are all on the same page. I am not making an argument about the clinical utility of ADCs, there's no doubt they have value.
Biotech investors (including analysts, CEOs, and myself in the past) confuse clinical utility with investability. My argument is that there is very little barrier to entry into the ADC space--identifying differentially expressed targets and attaching a cytotoxic molecule to them is relatively trivial. My argument is are they are not investable *moving forward*.
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