Asco 2022 – early focus settles on Adicet
Among thousands of abstract titles for the upcoming Asco meeting that were revealed yesterday some biotech investors have zeroed in on one dataset in particular: Adicet’s phase 1 Glean-1 study of ADI-001. Adicet had soared when the data, toplined in December, provided the first clinical evidence that Car-modified gamma-delta T cells could take heavily pretreated patients into remission; the shares closed up 7% yesterday. It will be crucial for this dataset, initially comprising just four lymphoma subjects, to hold up to full scrutiny when it is unveiled on May 26, when all abstracts go live, before being discussed at an Asco oral session on June 6. Meanwhile, bigger datasets that have caught the Asco limelight include Enhertu’s Destiny-Breast04 data, which delivered a knockout result in Her2-low breast cancer in February and has secured an Asco late-breaker. Another late-breaker features Gilead’s Tropics-02 study of Trodelvy, also in breast cancer. However, huge doubts surround this result, given Gilead’s reluctance to reveal substantial information about it and Enhertu’s potential to squeeze Trodelvy’s potential market. All will be revealed at Asco.
| Selected Asco 2022 presentations | ||||
|---|---|---|---|---|
| Project | Mechanism | Company | Setting | Vantage background |
| Prominent biopharma datasets | ||||
| Enhertu | Anti-Her2 ADC | Astrazeneca/Daiichi Sankyo | Destiny-Breast04 study (plenary late-breaker) | Enhertu tightens its stranglehold |
| Trodelvy | Anti-Trop2 MAb | Gilead | Tropics-02 study (late-breaker) | Gilead’s Tropics readout makes investors sweat |
| Patritumab deruxtecan | Anti-Her3 ADC | Amgen/Daiichi Sankyo | Her3+ve breast cancer | Low-profile asset, acquired by Daiichi in 2008 from U3 Pharma; data at Asco & Esmo 2021 |
| Tislelizumab | Anti-PD-1 MAb | Beigene | Rationale-309 study (plenary) | How Gal appointment could influence strategy at Novartis |
| Cell therapy oral sessions | ||||
| ADI-001 | Anti-CD20 Car-gamma-delta | Adicet | B-cell malignancies | Adicet scores the first hit for gamma-delta |
| OriCAR-017 | Anti-GPRC5D Car-T | Oricell | Multiple myeloma | Ash 2020 – multiple myeloma goes beyond BCMA |
| GC012F | Anti-BCMA/CD19 Car-T | Gracell | Multiple myeloma | Ash 2021 – the sun sets on Kymriah, but Novartis has a plan |
| CART-ddBCMA | Anti-BCMA Car-T | Arcellx | Multiple myeloma | – |
| Lete-cel | Anti-NY-ESO-1 TCR | Adaptimmune/GSK | Myxoid/round cell liposarcoma | Glaxo picks Adaptimmune over Immunocore |
| TAEST16001 | Anti-NY-ESO-1 TCR | Guangzhou Institute | Soft tissue sarcoma | – |
| Source: Asco. | ||||
Evaluate Vantage will report from Asco, which takes place in Chicago on June 3-7.
