Weekly Digest - October 2024

Weekly Digest - October 2024

24 Oct 2024: As DLL3 heats up, early data for Zai Lab’s ADC sets up case for differentiation

  • Zai Lab is positioning its DLL3-targeting ADC ZL-1310 in the extensive-stage small-cell lung cancer (ES-SCLC) market following Amgen’s FDA approval of a similar therapy
  • The company’s shares surged nearly 15% after reporting a 74% overall response rate in its Phase Ia/b study, particularly highlighting a 100% response rate in patients with brain metastases
  • Zai Lab aims to differentiate ZL-1310 from Amgen’s Imdelltra, which has a lower overall response rate and safety concerns, including serious cytokine release syndrome
  • Zai Lab reported good tolerability for ZL-1310, with no discontinuations due to adverse events, although one case of dose-limiting toxicity was noted
  • DLL3 is becoming a significant target in oncology, with major companies like Merck and Novartis investing in DLL3-targeting programs, indicating increasing interest and competition in this therapeutic area

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