Oncolytics Biotech Inc ONCY

RE:RE:RE:RE:RE:RE:RE:RE:RE:Biotech industry readies for " Pharma M&A Spree"

[Noteable]

Ken Keller, President and CEO of Daiichi Sankyo, Inc. provides an in-depth look into the company's transformation from a cardiovascular-focused organization to a leader in oncology. The conversation offers valuable insights into the future of cancer therapies and the dynamic landscape of the biotech industry.He also touches on the significance of strategic partnerships in accelerating drug development and ensuring global access to life-saving treatments.- May 2024

https://open.spotify.com/episode/2HhhtyW30bgqD5TO2pLJyS

June 27, 2024 -  FDA has rejected Daiichi Sankyo’s Merck & Co.-partnered antibody-drug conjugate (ADC) patritumab deruxtecan.

The FDA’s complete response letter is related to problems found during an inspection of a contractor’s manufacturing facility, rather than any issues with the efficacy or safety data, the two firms said. 

This issue with the contractor's manufacturing capabilites demonstrates the complexity of the antibody-linker-payload structure of antibody-drug conjugates and the overall difficulty of manufacturing ADCs, without the ADC structure being compromised.

Then of course, there is the issues of safety and effectivenes of the ADCs once administered to the patient, which are relative to the linker's reliability, and the payload's side effect profile and dosing limitations.

https://www.fiercepharma.com/pharma/daiichis-lung-cancer-adc-rejected-fda-blow-first-project-under-merck-partnership

July 25, 2024 - Stalling sales underscore the challenges facing Astrazeneca-Daiichi-Sankyo's HER2 drug Enhertu.

September 23, 2024 - Daiichi Sankyo and AstraZeneca’s TROP2 directed ADC datopotamab deruxtecan (Data-DXd) fails in the treatment of HR+/HER2 low or negative metastatic breast cancer.

Breast cancer is the second most common cancer and one of the leading causes of cancer-related deaths worldwide. More than two million breast cancer cases were diagnosed in 2022, with more than 665,000 deaths globally.

Approximately 70% of diagnosed cases are considered what has been historically called HR positive, HER2 negative breast cancer

https://www.businesswire.com/news/home/20240921214470/en/Datopotamab-Deruxtecan-Final-Overall-Survival-Results-Reported-in-Patients-with-Metastatic-HR-Positive-HER2-Low-or-Negative-Breast-Cancer-in-TROPION-Breast01-Phase-3-Trial/?feedref=JjAwJuNHiystnCoBq_hl-WBlLQO14j4QZPTyX5CYOnwC4VjN53jumZRlnzhBoBxGrCOi9QzgjCezTS3Nw_X6kJUrpSBm-Hav1w-UkdSlG3ltkRSnqzf6ourQGu_UA28CzZCGORvG0LE20YOvo49uqw==

https://www.fiercepharma.com/pharma/enhertu-stalls-astrazeneca-daiichi-charts-harder-yards-adc

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