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Biotech / Medical : Regeneron Pharmaceuticals

REGN 689.45

-0.9%

10:51 AM EST

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From: Miljenko Zuanic	3/15/2019 11:34:24 PM
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REGN at JPM spring calls (transcript at SA): event.on24.com <We are trying to replicate what they observed in their KEYNOTE-189 trial and so we are testing the combination of Libtayo plus chemotherapy versus chemotherapy. At one point in time, we were as you are aware there were a number of trials that we’re testing the combination of anti-PD-1 and anti-PD-L1 with anti-CTLA-4 antibodies.We looked at those data as they were coming out and we realized that they were unlikely to have any disruptive potential over what was observed with anti-PD-1 monotherapy or the combination of anti-PD-1 plus chemotherapy. So we moved away from that strategy, but we wanted to guard against with having a drug approved when the field had already when the puck was somewhere else and we were stating to where it had been. And so we responded to those things and we feel like the data have supported that and so that is the current plan in lung cancer.> One hot Q is why anti-CTLA4 target does not play synergistic scheme in lung cancer? Why is chemo combination BETTER than IO combination with anti-PD1? Is REGN wasting resource (and Sanofi was right) with in house anti-CTLA4 Abs,...or simple they do not want to trigger competitive interest. All pre-clinical model suggest high probability for IO/IO combo success in NSCLC, but current data from Keytruda negate this view. Hope CM-227, part 1a data will soon be available, and we may have bit clearer picture what is going on with IO/IO front-line in NSCLC! BTW, what the FUCKING IDIOTIC protocol they have for anti-PD1 + anti-CTLA4 (+chemo) combo versus Keytruda? WHO WAS THE IDIOT THAT RECOMMEND THAT PROTOCOL??? clinicaltrials.gov PS: And I complained about trial designee first day was released at trials website.

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