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Biotech / Medical : Xencor (XNCR) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (126)	2/20/2019 2:05:48 PM
From: atticus4paws	Read Replies (3) \| Respond to of 136

In October 2018, XNCR again said that they planned to start a P3 for XmAb5871 in IgG4-RD by year end. The P2 had around 15 patients in the single active arm. I think this drug is partnered in this indication right? Could that be slowing things down? Last readout for this indication was 11/2017. Rick, which indication do you think makes this drug the most valuable?

To: scaram(o)uche who wrote (126)	2/20/2019 9:36:22 PM
From: Miljenko Zuanic	Respond to of 136

CD123 was (and is) hot target, therapeutic window is small (so far)... Dual targeting with FC-gamma-R2b and CD19, targeting B-cells activation, is novel approach in autoimmune-induced diseases,...I was not very clear on their Lupus data, complicated trial,...IgG4-RD is way broad and will be interesting where they will progress first....SLE or maybe MS? It is a high risk, but IL15 program with 45/55 split with GNE (Roche) is with high value (high expense), IMO. It is at early stage, loots of work to do...and there is my problem with XNCR? Can 120 employee (maybe +50% in R&D, split between two places, LA and SD) do all this work on Abs?