From Seeking Alpha, Seattle Genetics is increasing "in" and Immunogen increasingly "out" in ADC projects in Genentech. Genentech recently advanced 3 more antibody drug conjugate (ADC) programs to phase I using the SeaGen technology. This is in addition to another more advanced program for a CD22 ADC aimed at blood cancers. Genentech has not confirmed the identity of the three programs but it is speculated that CD97b (lymphoma) and TENB2 (prostate cancer) are among them.
Beyond that, Genentech still has TDM-1 based on Immunogen technology and it has shown remarkable activity and a surprisngly benign safety profile. All of the Genentech ADCs employ non-cleavable linkers and Genentech appears to prefer the SeaGen technology for that purpose. Genentech also seems to prefer targets where non-cleavable linkers can be used with success - which again points toward more Seattle Genetics projects if that trend continues.
Posted by Bruce Lehr Feb 16th 2011.