Re: Just Maybe - Released Today
Good find Sooner! This is very encouraging. This drug has the potential to completely change the paradigm for ovarian cancer- that's a very strong statement!
In the short term, we will have another active agent with which you can treat platinum-resistant patients, which is certainly going to change the standard of care. It is not going to cure anybody, but it is always helpful for platinum-resistant disease to have another active agent. This drug has the potential to completely change the paradigm for ovarian cancer. We are already in trial design to explore [the possibility] of substituting mirvetuximab soravtansine with paclitaxel at multiple places in the natural history of the disease, especially earlier in the disease, which would be the first major change in the upfront treatment of ovarian cancer in about 20 years. This will allow women to go through that treatment without any hair loss, without developing neuropathy. To me, that’s a big leap forward, and you could actually save paclitaxel until later in the course of the disease.
So likely going to require a confirmatory trial. Would be nice if they could get a breakthrough designation on the combo's with Carbo and Avastin. This is going to cost bucks and delay potential revenue stream. Like IMMU doing a deal with Jansen, IMGN will have to do a deal with a major onco company. I bet GSK after buying their way into onco with Tesaro acquisition would be game. Then Parp companies like AstraZeneca and Merck make a lot of sense tp own the disease state treatment channel. I think IMGN is a little salty with Roche after Kadcyla experience.