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GLOBAL RESEARCH ARCHIVE

RAINFOL-02 Deep-Dive: Can Rina-S Emerge as a Leader Among Next-Gen FRα ADCs?

Published: 2026-06-09Institution: Wells Fargo Securities, LLCCompany / ticker: GMAB.CO,ZYME.OQPages: 46Original language: 英语Evidence page: 7

Research evidence excerpt

RAINFOL-02 Deep-Dive: Can Rina-S Emerge as a Leader Among Next-Gen FRα ADCs?

RAINFOL-02 Deep-Dive: Can Rina-S Emerge as a Leader Among Next-Gen FRα ADCs? Equity Research

Exhibit 5 - Safety Overview - SORAYA

Source: Modified from Elaherehcp.com

Historically, treatment outcomes in platinum-resistant ovarian cancer have been poor, with multiple

phase III monotherapy and combination trials failing to demonstrate meaningful or statistically

significant improvements in overall survival compared with chemotherapy. Trials such as CORAIL

(lurbinectedin, PM01183; oncogenic transcription inhibitor) and NINJA (nivolumab; PD-1 inhibitor)

showed median overall survival of roughly 10–11 months with investigational agents, similar to or

worse than chemotherapy, while combination regimens in AURELIA (bevacizumab, Avastin; VEGF-A

pathway inhibition) and JAVELIN (avelumab; PD-L1 inhibitor) did not achieve statistically significant

survival benefits despite numerically longer outcomes.

Results from the SORAYA trial represent a meaningful departure from prior experience. Elahere

demonstrated a sustained overall survival benefit that persisted regardless of prior lines of therapy

or previous PARP inhibitor exposure, highlighting the robustness of its effect in a heavily pretreated

population. While patients treated earlier (one to two prior lines) experienced longer survival than

those treated later, Elahere maintained activity even in patients with extensive prior therapy,

consistent with its differentiated mechanism of action. Notably, objective response rates with Elahere

were substantially higher than historically reported for late-line chemotherapy, even among patients

previously exposed to bevacizumab, underscoring its efficacy in settings where standard options

perform poorly.

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