A bright fu­ture for LAG-3? Top an­a­lysts see an arms race in the mak­ing, but drug­mak­ers need a bi­ol­o­gy break­through

With the suc­cess of PD-1 as a tar­get for a grow­ing suite of “mir­a­cle” I-O drugs, the race is on to find an­oth­er in­hibito­ry im­mune check­point to keep grow­ing the field. The com­peti­tors in the clin­ic are nu­mer­ous — TIG­IT, TIM-3, Galectin-9, for ex­am­ple — but a team of top an­a­lysts is call­ing out a par­tic­u­lar­ly bright fu­ture for one tar­get, as­sum­ing drug­mak­ers can nail the bi­ol­o­gy.

The check­point in­hibitor LAG-3 could see an ex­plo­sion in nu­mer­ous can­cer types out­side of melanoma in the com­ing years, but a mix of lit­tle-un­der­stood bi­ol­o­gy and wide­ly dis­parate late-stage clin­i­cal re­sults is putting a damper on the field’s ear­ly chances, SVB Leerink an­a­lysts wrote in a note to clients Thurs­day.

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