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Biotech / Medical : Immunomedics (IMMU) - moderated
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To: TinfoilHat who wrote (53439)12/14/2019 8:56:51 PM
From: JohnBeach9 Recommendations

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Tin.

DS8201 is the Daiichi HER2- targeting ADC that was presented at SABCS. It doesn't target trop2; it was never perceived as a competitor to SG in TNBC, NSCLC or any other target.

DS1602 is the Daiichi TROP2 ADC that was perceived to be a threat to SG. It's in phase I in NSCLC and because it targets Trop2 the concern was that it could be first mover in LC and move into the TNBC space as well. IMMU shares had been under a DS1602 cloud for months, but spiked Sept 10 when the updated data on 1602 revealed a safety signal related to ILD.

They are different compounds, but with the same ILD problem. It suggests that the is an issue with the ADC construct.
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