Bfw,

Thanks for sharing. Their CAR-T approach is not specific to prostate cancer, is still in the pre-clinical stage, and they are just setting up for IND filing to start Phase 1. Lots of competition in the CAR-T field, so this Endocyte CAR-T program has no relevance to Zenith's ZEN-3694 program in my opinion. I disagree with your conclusion that their run this year is due to their CAR-T program. In my opinion, it is due to the advancement of their radioligand therapy for prostate cancer into Phase 3.

Their 177Lutetium-PSMA-617 therapy for enzalutamide/abiraterone refractory protstate cancer is interesting and now starting a Phase 3 VISON trial to test this radioligand therapy (aka radioactive warhead). The prostate cancer must be PSMA positive for this to work. Looks like they get pretty good PSA response. Looks like they elicit some fairly frequent blood and lymphatic adverse events with their therapy (anemia, thrombocytopenia, leukopenia) in 30-40% of patients. 

Tough to compare to ZEN-3694 since we've seen very little of the ZEN-3694 full data set yet; only a select few hyper responders. The good news is that ZEN-3694 isn't specific to PSMA positive prostate cancers, so ZEN-3694 could be used in a larger patient population that this Endocyte therapy. There is room for more than one new mCRPC therapy.

BearDownAZ