Ep. 4 - ADC Alchemy: A Post-ASCO Discussion

Bluestar Managing Director Erin Olsen is back from the ASCO conference in Chicago and joins Principal Jeff Fineberg on the podcast again, this time to talk about all things antibody drug conjugates (ADCs) in oncology. 

Given the number and value of deals in this space over the past couple of years, as well as the 170+ ADCs now in clinical development, Jeff asks Erin to take stock of what we’ve learned about the potential of these molecules, with all their moving parts, and opine on what lies ahead.

Over the course of this brief conversation, Erin and Jeff touch on some key questions about ADCs, including:

•    Are ADCs living up to their promise? (1:48)
•    What are some lessons learned from Enhertu? (3:20)
•    What have we learned about TOP1 payloads and TROP2 targeting? (6:10)
•    Have ADCs delivered on better safety than chemo? (8:40)
•    What’s next for ADCs? (10:50)

Bluestar BioAdvisors LLC is a boutique consulting firm comprised of strategic experts in the business of life sciences. We help clients answer key strategic questions about asset value, positioning, and future market potential, serving as an independent, objective advisor through the critical decision-making points of portfolio planning and business development.

For more information about us, please visit Bluestar BioAdvisors’ website, Erin’s bio, and Jeff’s bio.