Ovarian & Breast Cancer Report

08 March 2018

Several companies are gearing up to report key data in ovarian and breast cancers in the upcoming months. This report highlights major developments expected to occur in the space during 1H18 and compiles published predictive intelligence based on interviews with key opinion leaders on these events.

Headlines Included:

• AstraZeneca’s Lynparza in ovarian cancer draws continued positive sentiment for SOLO-1, but first-line usage less straightforward – experts
• Tesaro’s Zejula faces challenges in proving efficacy in PARP inhibitor-treated ovarian cancer patients but carries a dose of cautious optimism – experts
• Adaptimmune’s MAGE-A4, MAGE-A10 TCRs have experts on watch for cross-reactivity; inherent TCR efficacy challenges linger
• Celldex’s glembatumumab gpNMB biomarker driven focus logical but market size may be smaller than expected in TNBC – experts
• Syndax’s entinostat unlikely to be competitive with CDK4/6 inhibitors in second line breast cancer; lack of toxicity differentiation between drug classes – experts
• Syndax expects end 2Q18 for entinostat commercial partner talks to accelerate; interest from Pfizer, Lilly, Novartis and AstraZeneca – CEO
• Puma’s Nerlynx likely to claim NALA victory, but future third-line Her2 metastatic breast cancer competition expected to take sheen away, experts say
• Tesaro/Merck’s Zejula/Keytruda combo in ovarian and breast cancer sees experts reel back hype pending further validation but appeal exists