RE:Did I get this mostly right?One thing that's playing on my mind is WHY did that one patient get neutropenia, Obvious caveat n=1 is not a good basis for conclusions, there could be something in this patients history that explains this more than the drug. Having said that this doesn't look to me like a result that is in line with expectations. If you go back to the preclinical paper is has a section on the drug degradation in mice. It states that free Docetaxel exposure is 37x lower than PDC bound docetaxel. In laymen terms very little drug is breaking down in the blood. At double the docetaxel equivalent dose if the patients are behaving like mice then there should still be a tiny amount of free docetaxel in the blood, not enough to cause neutropenia. One thing absent from the update alongside efficacy was any insight into the Pk results. Is the drug looking as stable in humans as mice?
This is not necessarily wholely negative. Some ADCs trumpet their drugs degradation outside tumour cells because it potentially allows bystander killing, but it can't be ignored this also leads to toxicity. It could be that a mix of free docetaxel and PDC bound docetaxel produces a good drug profile/therapeutic window but it doesn't look like being in line with the mouse data.
(One thing to note is they've never published the rat toxicology data. My memory is they said the rats reached DLT at 3x docetaxel equivalent dose. It could be the human data is in line with the rat data but we've never seen that and we don't exactly know what the DLTs were in the rat. Certainly getting grade 4 neutropenia at 2x dose might make you think that DLTs are possible at 3x dose. Maybe that very clean mouse data which we've been relying on is not the best guide.)
Most of what SPCEO says looks good (noting some things project into the future). There are some of the more optimistic best case scenarios that have been possible in the absence of data that seem to go away with this update. (The normal situation of what is theoretically possible running face first into real world experience.)