Bluestar Managing Director Erin Olsen is back from the ASCO conference in Chicago and joins Principal Jeff Fineberg on the podcast again, this time to talk about all things antibody drug conjugates (ADCs) in oncology.

Given the number and value of deals in this space over the past couple of years, as well as the 170+ ADCs now in clinical development, Jeff asks Erin to take stock of what we’ve learned about the potential of these molecules, with all their moving parts, and opine on what lies ahead.

Over the course of this brief conversation, Erin and Jeff touch on some key questions about ADCs, including:

• Are ADCs living up to their promise? (1:48)
• What are some lessons learned from Enhertu? (3:20)
• What have we learned about TOP1 payloads and TROP2 targeting? (6:10)
• Have ADCs delivered on better safety than chemo? (8:40)
• What’s next for ADCs? (10:50)

Bluestar BioAdvisors LLC is a boutique consulting firm comprised of strategic experts in the business of life sciences. We help clients answer key strategic questions about asset value, positioning, and future market potential, serving as an independent, objective advisor through the critical decision-making points of portfolio planning and business development.

For more information about us, please visit Bluestar BioAdvisors’ website, Erin’s bio, and Jeff’s bio.

As the Bluestar team prepares to head to ASCO 2024 this upcoming weekend, Bluestar Principal Jeff Fineberg sits down with Bluestar Managing Director Erin Olsen to talk about interesting abstracts related to two topics:

1. What are the unmet needs in 1L therapy?
2. The KRAS G12C mutation landscape

After attending ASN Kidney Week, Bluestar Principal Jeff Fineberg sits down with Dr. Pietro Canetta to talk all things IgA nephropathy (IgAN). After Dr. Canetta provides a brief summary of his IgAN lecture at Kidney Week, Emerging Therapeutic Options in IgA Nephropathy, the two discuss the Filspari (sparsentan) data presented from both the PROTECT study, in IgAN, the DUPLEX study, in FSGS. From there, Dr. Canetta opines on the value of surrogate endpoints in predicting the three D’s of CKD: death, dialysis, and doubling of serum creatinine (SCr). Dr. Canetta briefly discusses Novartis’ press release announcing the positive Phase II data with atrasentan, another ETA RA, before the conversation shifts to other drug classes and therapeutic targets, including SGLT2 inhibitors, and B-cell activation (i.e., APRIL/BAFF). Finally, Jeff asks Dr. Canetta about whether the recent advancements in IgAN are generalizable to other glomerular diseases, and what might be the determinants of this.

Jump to specific topics in the conversation:

• 00:00 Recap + guest intro/bio + Kidney Week lecture summary
• 05:05 Filspari (sparsentan) trial results from PROTECT (IgAN) and DUPLEX (FSGS)
• 12:25 Value of surrogate endpoints in predicting three D's - death, dialysis, and doubling of SCr - in glomerular disease
• 19:55 Atrasentan press release
• 23:05 The "four-hit" hypothesis of IgAN pathogenesis and SGLT2i
• 26:10 B-cell activation (APRIL/BAFF) as a therapeutic approach in IgAN
• 31:55 Generalizability (and lack thereof) of therapeutic approaches to other glomerular diseases
• 37:25 Where to learn more

Helpful links:

PROTECT Study (Filspari/sparsentan in IgAN)

DUPLEX Study (Filspari/sparsentan in FSGS)

Novartis press release (atrasentan in IgAN)

ENVISION Study (sibeprenlimab in IgAN)

Columbia Glomerular Center

For more information about Bluestar BioAdvisors, please visit our website.