EHA 2023 – earlier leak limits the surprise factor

With Asco just around the corner biotech investors might be excused for forgetting that another oncology-focused conference is about to take place. The European Hematology Association meeting starts on 8 June, two days after Asco concludes, and most abstracts have now gone live. Not that this will come as much of a surprise to those who already saw the data when the EHA briefly leaked the conference abstracts by accident last month. This revealed keenly awaited numbers behind Carvykti’s Cartitude-4 study, which Asco is separately still allowing to be highlighted at a late-breaker, and another EHA plenary that technically remains under wraps, covering the Commands study of Reblozyl. The latter will make EHA another showdown for Reblozyl against Geron’s imetelstat, and myelofibrosis data also include Bristol Myers Squibb’s little-known BET inhibitor BMS-986158. Car-T presentations at EHA include an unusual anti-CD5 approach from China’s Iaso that claims impressive remissions in T-cell lymphomas, albeit with a big toxicity price. The conference will also see human data on Lilly’s Bcl2 inhibitor LOXO-338, but on the face of it remissions look unimpressive, and it is unclear how this project might compete against Abbvie/Roche’s behemoth Venclexta.

Selected presentations at EHA 2023
Project Mechanism Company Indication Trial Abstract Detail
Reblozyl Anti-TGF-β ligand fusion protein Bristol Myers Squibb Myelofibrosis Commands S102 Plenary, embargoed until 9 Jun
BMS-986158 BET inhibitor Bristol Myers Squibb Myelofibrosis NCT04817007 S213 MonoRx, or Jakafi or Inrebic combo
AG-946 Pyruvate kinase R activator Agios Myelodysplastic syndromes NCT05490446 PB1990 Next-gen Pyrukynd follow-on
KER-050 Activin receptor type IIA inhibitor Keros Myelodysplastic syndromes NCT04419649 S166 36-patient data at recommended ph2 dose
LOXO-338 Bcl2 inhibitor Lilly (ex Fosun) B-cell malignancies LOXO-BCL-20001 P636 2/5 PR in CLL; 0/7 PR in NHL
Nirogacestat Gamma secretase inhibitor Springworks Multiple myeloma MajesTEC-2  S194 Tecvayli combo, ORR 57-92%
GC007g  Anti-CD19 Car-T (donor-derived) Gracell ALL NCT04516551 P369 First disclosure: 9/9 MRD-CR (2 relapses)
CT125A  Anti-CD5 Car-T (donor-derived, CD5-del using Crispr) Iaso T-ALL NCT04767308 S116 12/14 CR, but 3 deaths due to infection
SMART101  Allogeneic cells Smart Immune  Post-HSCT immune reconstruction NCT04959903 P1403 Preliminary safety & clinical data
Source: EHA conference website.

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