Jun. 6 at 8:11 PM
$NAYA
Bispecifics are already ruling immuno-oncology !
The race is on with big pharma paying top dollars to defend the Keytruda ( Merck) and opdivo (BMS) ftanchises and others soon to participate in the emerging
$100 B PD1xVEGF opportunity.
At the same time #Merus a
$4 B market cap biotech delivers 80% response with its EGFRxLGR5 bispecific in head and neck cancer and raises
$300M.
The biology and the growing clinical data support the superiority of bispecifics over legacy monoclonals.
The emerging winners will move fast, design and implement clinical trials based on AI predictive models to maximize clinical outcomes and embraces combinations with other modalities such as #ADC and #RIT.
This is our playbook at NAYA Therapeutics with an initial focus on hepatocellular Carcinoma (#HCC)with two complementary bispecifics and a RIT and in Multiple Myeloma where #bispecifics are starting to position themselves to dethrone Darzalex and ahead of CAR-Ts for broad use in the community.