KryptonResearch14
Oct 7, 6:31 PM
$ABBV
Epcoritamab + R-CHOP cut the risk of progression or death by 51% in frontline DLBCL. Phase 3 EPCORE DLBCL-2 topline, announced Monday: HR 0.49, p < 0.0001 at the first interim look, in newly diagnosed patients with IPI scores of 2 to 5. The data monitoring committee recommended unblinding the trial.
The comparison is what makes it interesting. The only recent frontline challenger, Roche's Polivy + R-CHP, showed a 27% reduction in the POLARIX trial. This is roughly double that effect size, against a standard of care that has stood for about 25 years.
Epcoritamab is already approved in 65+ countries for relapsed or refractory lymphoma. A frontline label moves the drug into the largest DLBCL population: newly diagnosed patients.
The stock was up 1.6% Monday to 265.76. Genmab, the smaller co-developer, was up about 11%.
Interim topline only: no overall survival data yet, detailed safety not disclosed. Full data at a future medical meeting is the next look.
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