Trodelvy's most direct competitor in TNBC Ph 1 data released Here’s some Phase 1 results from the drug most see as the nearest direct competitor in TNBC to Trodelvy at this point (because TH1902 is not very well known!). It’s from Daiichi Sankyo and Astra Zeneca and called DS-1062.
Data is from cutoff of Jul30 and for 44 TNBC patient cohort of the TROPION study. Recall it’s a Topo1 inhibitor ADC.
—-Objective Response Rate was 32% — in line with Trodelvy
—- Disease Control Rate was 77% (disease control is total of complete, partial and stable disease).
—- In TOPO-1 ADC Naive subset, ORR was 48% —better than Trodelvy in apples-to-apples cohort
—- Baseline had 11% with brain metastases, 68% 2 prior lines, 30% treated with TOPO-1 ADCs
—- Disease Control “observed” beyond 7 months in patients with ongoing response
—- No median Duration of Response reached at current date cutoff
Safety Summary:
—-Grade 3 or higher TEAE’s in 23% (TEAE = Treatment Emergent Adverse Event)
—- Serious treatment related TEAE’s in 5%
—- Common ones of nausea, stomatitis in 50-60%
So seems the hurdle to beat is still around 35% ORR or maybe 50% ORR for those with high sortilin expression (so it’s proper cohort) and having a disease control rate that’s pretty high —so at least a bunch of stables and some partial and complete responses of 50% or hugher.