Positive Read-Through from Ovarian Cancer KOL Call for GMAB/CORT/ONC

研报英文原文证据摘录

Positive Read-Through from Ovarian Cancer KOL Call for GMAB/CORT/ONC

Biotechnology - Oncology & Rare Diseases

Oncology - Market Overweight

ONCOLOGY May 14, 2026

Positive Read-Through from Ovarian Cancer KOL Call for

GMAB/CORT/ONC

The Wolfe Byte

KOL's force-rank for ADCs: Rina-S #1, R-DXd #2, mocertatug #3, TUB-040 #4, Kalpit Patel

AZD5335/sofetabart #5-6 -- and the reason the FRa next-gen entrants land last kpatel@wolferesearch.com (646) 419-2570

is timing not data. View Kalpit’s Research

KOL prefers Rosella regimen > KN-B96; thinks WEE1 has a niche in CCNE1+ pts View Comp Table

despite weak ORR. Gugan Raghuraman

graghuraman@wolferesearch.com

646-419-2572

We hosted Dr. Jose Ruah-Hain (MD Anderson Cancer Center) to hear his views

on the rapidly evolving ovarian cancer treatment landscape. Dr. Ruah-Hain treats

~50–60 ovarian cancer patients per year, with a large proportion of heavily pretreated

PROC patients seeking clinical trial access. The call covered ADC targets (FRα. NaPi2b,

CDH6, B7H4), non-ADC therapies (Rosella, KEYNOTE-B96, ZN-c3 WEE1 inhibitor),

and sequencing across disease settings.

View full replay here.

The KOL force-ranked the ADC targets by excitement in PROC:

1. Rina-S (FRα) – most advanced, pivotal update in 2H26E, manageable tox,

first-mover advantage is why KOL this Rina-S likely to be used (used PARPi

analogy)

2. R-DXd (CDH6) – close second behind Rina-S, strong data, Phase III enrolling

rapidly; but Rina-S slightly ahead because oncologists may feel more

comfortable managing neutropenia than pneumonitis

3. Mocertatug (B7H4) – differentiated MoA with immune-engagement potential

4. TUB-040 (NaPi2b) – exciting ORR, clean safety, but earlier stage

5. AZN-5335 (FRα) – similar efficacy/tox to Rina-S but appears to be later; "living

late"

6.