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Sam Fazeli

👤 Speaker
634 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

Which bucket would you put that in?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

I know it's not a bio, but is it a beta or a same or how would you classify that drug?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

In terms of potential outside of China, of course, the complication potentially is that iBrands is heading for genericization.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

And you've also got two pretty hefty competitors in the forms of Qiskali and iBrands.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

So we have palbociclib, ribociclib, etc.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

So anyway, we're in a world that's complicated.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

But I often find that drugs that do have better CNS penetration do have an opportunity to really take hold when you've got a disease where CNS metastasis is a significant part of it.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

So let's hope that that's the case.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

Now, in another area that's also breast cancer, potentially not focused, but also impacts breast cancer is the HLX2022, which is a HER2 targeting antibody with non-overlapping epitopes with other drugs, particularly trastuzumab.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

So I'm just interested in your thinking about where that fits in the, what is the target product profile here?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

How do you feel that would fit with the

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

Evolving competition from drugs like Xanidatamab, Alphamab, KNO26, of course, N-HER2, which is an ADC, and Remagen, which is also an ADC, Dicitamab, Vedotin.

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

What's your thinking there?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

So there is, I think maybe, is it an obvious question?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

Is this something that you could use as a backbone for an ADC also?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

And then if not, could you see it as a combo with a, this is about vedotin or a nher2?

Vanguards of Health Care by Bloomberg Intelligence
Fosun Pharma’s Drive Beyond China

And you don't see a risk of interference between the two antibodies because they have different epitopes?