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AGEN ASCO-GI23 Presentation on Lead Asset Botensilimab (Free Account Version)

  • Writer: BPIQ
    BPIQ
  • Jan 22, 2023
  • 3 min read

Summary

  • Yesterday, AGEN presented updated data on its lead candidate, an anti-CTLA-4 at ASCO-GI23

  • The AGEN ASCO-GI23 presentation included expanded data from the Phase 1a/1b trial expansion cohort in MSS-CRC

  • Key publicly available data from the presentation is provided below.

  • Want more AGEN analysis and trade ideas? Sign up for one of our paid subscriptions HERE and save with our current promotion

  • Sign up for a BPIQ Pro account and get access to our BPIQ Pro post HERE, with a comparative analysis with AGEN's prior data.

  • Sign up for for an Amp account and get all BPIQ Pro access PLUS access to Amp's updated post on AGEN HERE, which has Amp's view on the updated AGEN data, and Amp's AGEN buy/sell moves in its portfolios based on it.

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Botensilimab (Boten) is a multifunctional Fc-engineered next generation anti-CTLA-4 antibody that is currently in multiple Phase 2 studies for solid tumors. From prior data it looks more tolerable and possibly more effective than approved anti-CTLA-4 antibodies. See our prior post (CLICK HERE) for detailed information about Boten and AGEN's double-agent (Boten + balstilimab (AGEN's anti-PD1)) trial in a common form of colorectal cancer (MSS-CRC), for which we currently don't have effective therapeutic options.


As of this initial post-ASCO-GI23 post, we don't have an official company press release and copy of their slides. And the ASCO-GI23 late-breaker abstract on an initial look, appears to provide the prior SITC data. However, we see consistent copies of key slides from meeting attendees on social media, as presented below.


FIG. 1 shows the presenter with the study design slide.

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FIG. 2 is the updated study design slide. The cutoff for this data was August 29, 2022.

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FIG. 3 shows the objective response waterfall plot. Now with 70 subjects enrolled, the Objective Response Rate (ORR) is at 23%, disease control rate at 76%, progression free survival at 4.1 months and the median overall survival has not been reached. As is typical, a response is a tumor reduction of greater than 30%, with stable disease at +/- 30%.

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FIG. 4 provides their summary findings and future direction. An interesting point from this slide is the estimated 12 month overall survival at 63%, much better than current standard of care.

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FIG. 5 provides a time course spider plot showing the change in the target lesion size over time. The data shows many durable responses (lasting more than 6 months) and some responses lasting more than 1 year.

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FIG. 6 provides the adverse event profile. The results show 2 (3%) treatment related Grade 4 AEs in these 70 colorectal patients, with 14 (20%) of patients experiencing a grade 3, and 1 patient experiencing a grade 4 immune-mediated diarrhea/colitis.

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If you want more AGEN analysis now, sign up for one of our paid subscriptions HERE and save with our current promotion:


Sign up for a BPIQ Pro account and get access to our BPIQ Pro post HERE, with a comparative analysis with AGEN's prior data. Sign up for for an Amp account and get all BPIQ Pro access PLUS access to Amp's updated post on AGEN HERE, which has Amp's view on the updated AGEN data, and Amp's AGEN buy/sell moves in its portfolios based on it.


This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.


Article history:

Originally posted 1/22/23


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