An­a­lyst of­fers Am­gen a boost for its ri­val an­ti-BC­MA BiTE, blem­ish­ing GSK as well as CAR-T ri­vals Cel­gene and blue­bird

Baird’s Bri­an Sko­r­ney is giv­ing Am­gen a thumbs up to­day for a snap­shot of hu­man da­ta from its an­ti-BC­MA BiTE pro­gram AMG 420, pos­si­bly caus­ing a few headaches among its ri­vals in the close­ly watched space.

In a note out at mid-day, Sko­r­ney wrote:

Over the week­end, ini­tial clin­i­cal da­ta for AMG 420 were pre­sent­ed at the Myelo­ma 2018 meet­ing. No­tably, in the high dose group there were five pa­tients with strin­gent com­plete re­spons­es (sCR). This in­clud­ed four MRD-neg­a­tive pa­tients. The pre­sen­ta­tion in­di­cat­ed that four of the pa­tients had re­spons­es on­go­ing > 10 months. We think this com­pares fa­vor­ably to Cel­gene/blue­bird’s CART-BC­MA pro­gram, bb2121, which has a 50% CR/sCR, 36.4% VG­PR and ORR of 95.5% and a me­di­an dOR of 10.8 months in 22 pa­tients ad­min­is­tered > 150 x 106. The an­ti­body ap­proach to tar­get­ing BC­MA has, so far, been dis­ap­point­ing.

Endpoints News

Unlock this article instantly by becoming a free subscriber.

You’ll get access to free articles each month, plus you can customize what newsletters get delivered to your inbox each week, including breaking news.