RE: Why give it back?7 Mar 2023 09:28
I am certainly not of the opinion that GSK would want a competitive compound in the market that may likely lose revenue on the commercialisation of the Tesaro pipeline which they paid 5,1 billion for in 2019. However, good or not so good it would just not be good business acumen.
Why pay circa 300 milion in milestones on top of running later stage trials plus Royalty payments to put a compound into the same arena as the now GSK owned Tesaro pipeline?
Clinical trials to assess the use of Zejula in “all-comers” patient populations, as a monotherapy and in combinations, for the significantly larger opportunity of first line maintenance treatment of ovarian cancer are also underway. These ongoing trials are evaluating the potential benefit of Zejula in patients who carry gBRCA mutations as well as the larger population of patients without gBRCA mutations whose tumours are HRD-positive and HRD-negative. Results from the first of these studies, PRIMA, are expected to be available in the second half of 2019.
GSK also believes PARP inhibitors offer significant opportunities for use in the treatment of multiple cancer types. In addition to ovarian cancer, Zejula is currently being investigated for use as a possible treatment in lung, breast and prostate cancer, both as a monotherapy and in combination with other medicines, including with TESARO’s own anti-PD-1 antibody (dostarlimab, formerly known as TSR-042).
In addition to Zejula and dostarlimab, TESARO has several oncology assets in its pipeline including antibodies directed against TIM-3 and LAG-3 targets.
They have also comparatively recently added
EOS-448 is currently in an open-label phase I study in patients with advanced solid tumours. GSK and iTeos plan to start combination studies of EOS-448 with dostarlimab in 2022. GSK’608 (anti-CD96 being developed in collaboration with 23andMe) is in phase I as monotherapy and in combination with dostarlimab. GSK expects to submit an Investigational New Drug application for GSK’562 (anti-PVRIG in-licensed as SRF-813 from Surface Oncology) by mid-2022.
Monoclonal antibodies are very expensive to produce and also have produced more side effects than originally predicted, difficulties in producing specific antibodies.
These are later developed treatments for cancer. They sound good given the GSK hype but no mention of DDR pathways especially P53 which exits at up to 98% in late stage HGSOC.
GSK have their pipeline. Very costly treatments too.
Jemperli has not been without its setbacks either.