REGN/MRK at ESMO2019.....
One of the unknown factor in REGN future is cemiplimab competitiveness in IO market, and what overall value of REGN's IO is?
REGN try to compare cemiplimab to opdivo (patent description&publications, very similar in potency/activity, REGN claim no induced CDC/ADCC for IgG4... mct.aacrjournals.org ), while there is no direct (pre-clinical data) comparison to keytruda. So, let see what MRK have to say about Keynote629 (mCSCC cancer, P2) and how is rated v cemoplimab P2.
Cem p2, two regimen... watermark.silverchair.com
Keytruda P2 mCSCC, Keynote-629..... watermark.silverchair.com
While, it is hard to directly compare p2 trials, it appears to me that keytruda show smoller objective RR(ORR) and disease control rate (DCR), 34.3% v 44.3% and 52.4%<12w> v 59.1%<16w>, while DOR/OS is hard to compare because of the difference in trial duration. All taken, cemiplimab (if similar trend is obtained for mNSCLC monotherapy trial) has chance to directly compete with keytruda IN BROAD cancer field, not only mCSCC.
So, REGN pipeline (IO) hold good chance to compensate any loss (IF AT ALL) from Eylea WW sale, past 2023Y! |
