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MGNX 17.05+1.0%4:00 PM EDTNews

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To: Miljenko Zuanic who wrote (45)8/3/2017 12:53:48 PM
From: tuck  Read Replies (1) of 63
 
The lowest dose with full potential for antitumor activity was 2 mg/kg Q3W

Yes, I saw that, but that wasn't officially established until the data had been analyzed, right? Why wouldn't one escalate to MTD? Are you suggesting that MGA012 is a substantially weaker molecule than pembro because they are escalating beyond the established top of pembro's therapeutic window? That said, I don't get the reasoning behind having their very own anti-PD-1 molecule outside of the bispecifics, considering how far behind they are in that space. If they were to drop anything, why not that "me too" molecule?


As for the bi-specifics . . .


Koenig from the CC: "One of the things that we are very excited about for instance for MGD013 is that we're seeing that the DART configuration engaging both PD-1 and LAG-3 gives us a signaling activity through the cross linking of those molecules that further enhances T -cell compared to two separate antibodies there."


I think it is worth waiting for the next year of data to come in before rationalizing the pipeline. If they haven't found something to prune by then, I'll get worried. They're still fine tuning dosing/on target side effect mitigation strategies, and I think it's too early to dismiss these, though your point regarding half life is taken.


Cheers, Tuck
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