来源:雪球App,作者: 张小丰,(https://xueqiu.com/9518372158/303849518)
$再生元制药(REGN)$ 肿瘤海外后发者想要逆袭只能靠头对头PK,正面击败先发者。LIBTAYO +Lag3 vs K+chemo,LIBTAYO +Lag3 vs Opdualag(O+Lag3)
So we're excited to see what the Phase III data looks like next year, which uses pembrolizumab as the control. So we'll be testing Inmazeb plus LIBTAYO versus pembro-monotherapy. We also have a head-to-head study underway that combines our Inmazeb LIBTAYO and compares it to Opdualag, the approved LAG-3 PD-1 combination from Bristol-Myers. That trial just got underway and we'll be enrolling -- we are enrolling now and hope to get data, I think in 2026.
The primary endpoint there is objective response rate. We'll also be evaluating PFS and OS. One thing that we're really hopeful for in the KEYTRUDA-controlled study is to achieve overall survival, which was an endpoint that Opdualag missed in its metastatic melanoma program. And really, I think is an important one that if we can demonstrate we'll differentiate us beyond just the head-to-head data we hope to generate.