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Biotech / Medical : Immunomedics (IMMU) - moderated
IMMU 16.44-7.3%3:59 PM EST

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From: stockdoc7712/7/2019 5:28:47 PM
4 Recommendations

Recommended By
corndog
erippetoe
Renmanco
Wildbiftek

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The ability of sacituzumab to safely target trop 2 should not be underrated. Naked sacituzumab does little other than coat tumor cells with Mab, you have to have some sort of payload to actually kill the tumor. Currently we are doing an ADC with a topoisomerase inhibitor that seems to be in the sweet spot of effective but not too toxic.
I do own shares in a company called FATE. They have developed the ability to grow and genetically modify NK cells from hematologic stem cells. They are thereby able to create a massive clone of NK cells that can be given to patients. They are modifying these cells in a variety of ways, but the initial patient data was presented today at ASH in their P1 trial. They have a product called FT516, which is an NK clone that has a CD16 protein genetically inserted. CD16 is high affinity binder of antibody. The idea would be you could give a Mab that targets the tumor (rituxan, herception, sacituzumab etc) then chase it with FT516, the NK cells are potent killers of tumor cells but they need targeting, which the CD16 protein confers on them.
While I have invested in FATE, my main concern was allogeneic immune reaction limiting the dosing. If the patient develops an immune response to the NK cells, which are just an off the shelf clone, not the patient's own cells as in CAR-T, then the therapy is basically useless, you could only give it once at best. But in their initial trial with unmodified clonal NK cell line called FT500, they were able to give repeated doses without triggering a T or B cell immune response as they reported today.
I find their technology extremely intriguing with very high potential but the data is extremely preliminary in humans. However, if this does pan out, I could see naked Sacituzumab with FT516 becoming a very powerful combination.
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