#ESMO22: Mirati vs Amgen: Scrappy KRAS G12C contender outperforms its giant rival in colorectal cancer

PARIS — This weekend at ESMO, the KRAS battle between Amgen and its pesky biotech rivals at Mirati will continue with new slices of combo data for advanced cases of colorectal cancer. And once again, Mirati will get in with a solid punch.

Preview

来源: Endpts

Chuck Baum

Amgen has updated combination data on its approved pioneer Lumakras and its EGFR inhibitorEGFR inhibitor Vectibix with a 30% overall response rate — way better than the meager 9.3% it posted earlier for the monotherapy.

But Mirati is in Paris touting adagrasib data in advanced colorectal cancer, with a 19% ORR on its own and a cetuximab (EGFR inhibitor ErbituxEGFR inhibitor Erbitux) combination cohort of 28 patients coming in at an improved 46% ORR — substantially superior on the snapshot.

Cowen’s Tyler Van Buren was among the first analysts to offer Mirati a thumbs up:

This is even more impressive considering that ada combo patients had a median of 3 prior lines vs. soto combo patients with 2. The CRCCRC data continue to illustrate that ada is the superior option and a differentiated KRAS G12C inhibitorKRAS G12C inhibitor.

For Mirati founder Chuck Baum, it’s a solid add to the data set:

We continue to explore the full potential of adagrasib in combination with cetuximab in late-line CRC in a potentially registration-enabling Phase 2 cohort of theKRYSTAL-1 study and in second line CRC in the ongoing Phase 3 KRYSTAL-10 study.

Preview

来源: Endpts

Samuel Klempner

Amgen has dug in for the long run with its first-in-class player Lumakras, which has made biotech history in treating lung cancer by drugging the long “undruggable” KRAS. Now Mirati has been digging in its heels, looking for its first OK in lung cancer before the end of the year while trying to leapfrog the pharma giant in other arenas where Lumakras has struggled to make an impact. But they’re also testing investors’ patience as supporters wait for a clearer explanation of its filing plans.

Amgen, meanwhile, will have a presentation on its colorectal cancer data from its CodeBreaK 101 colorectal cancer study on Monday. Also on the radar is Roche’s GDC-6036, which looks like it’s coming in alongside Mirati’s drug for monotherapy results.

“These (Mirati) data illustrate the importance of durable KRAS inhibition in colorectal cancer and the added benefit that dual EGFR/KRAS blockade may provide for some patients in their regimen as evidenced by the more sustained responses from the adagrasib and cetuximab combination,” commented Samuel Klempner of the Massachusetts General Cancer Center and study investigator.

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