|As to IMMU-132 vs. EV:|
1. As Idaho indicated, as long as SGEN hasn't moved past AA and received full approval on their ph IV confirmatory trial, IMMU-132 is still eligible for AA, and then full approval of 132.
2. In the case of DS, the approach involves a similar mechanism of action as that of IMMU-132, targeting the same target, TROP-2, This is not the case with EV, so there is room for both EV and 132, which is further supported by the notion that there appears to be no overlapping toxicities with those therapeutic approaches.
3. Most patients dealing with bladder cancer are older and drug safety is going to be important in terms of keeping these patients on the drug. It appears IMMU's safety profile is favorable as compared to EV. This safety advantage is significant in terms of the biologic's use in early lines of treatment and in combination applications.
4. The exclusion for neuropathies for EV is particularly noteworthy as that is a lingering side effect for platinum-based therapies which will precede use of SGEN's EV for platinum-eligible patients.
On another note, we not only see the toxicity associated with Daiichi Sankyo's DS-1062, but we see suspension of Pfizer's TROP-2 ADC, as mentioned by Behzad in his recent fireside chat. This reinforces the importance of discovering the right balance of antibody, linker and drug conjugate which has escaped many companies with much larger R&D budgets.