Following up on the current market state discussion related to Moderna, any thoughts on the Amgen treatment that FDA just approved today? Seems to be a much more targeted treatment but the general approach of targeting specific mutations seems to suggest a “family of drugs” that targets a number of different mutations. If that can cover mutations the cause 90% of cancers seems like it would be a huge win. (But I’m not sure if things work that way!)
That new Amgen drug targets a human protein that’s mostly only used during embryonic development. I think it’s expressed by most cancer cells in maybe around 0.2% of cancer cases. In many of those cases, some of the cancer cells will stop producing it.
Most potential targets have worse side effects and/or are less common.
Following up on the current market state discussion related to Moderna, any thoughts on the Amgen treatment that FDA just approved today? Seems to be a much more targeted treatment but the general approach of targeting specific mutations seems to suggest a “family of drugs” that targets a number of different mutations. If that can cover mutations the cause 90% of cancers seems like it would be a huge win. (But I’m not sure if things work that way!)
That new Amgen drug targets a human protein that’s mostly only used during embryonic development. I think it’s expressed by most cancer cells in maybe around 0.2% of cancer cases. In many of those cases, some of the cancer cells will stop producing it.
Most potential targets have worse side effects and/or are less common.