Ann: First Patient Dosed in Phase 1b/2 AML Trial, page-173

Three weeks after this post Zimberelimab was approved in China.

https://www.thepharmaletter.com/in-brief/brief-china-approves-6th-home-grown-anti-pd1-mab

https://www.businesswire.com/news/home/20210830005543/en/Ligand%E2%80%99s-Partner-Gloria-Biosciences-Receives-Approval-in-China-for-Zimberelimab-for-the-Treatment-of-Recurrent-or-Refractory-Classical-Hodgkin%E2%80%99s-Lymphoma

Bodes well for an FDA approval - and elsewhere. OtsUka (under Taiho Pharmaceuticals) has license rights in Japan and certain other territories in Asia (excluding China) to market this PD1 inhibitor.

We know knockdown of FTO sensitises melanoma cells to interferon gamma (IFNγ) and sensitises melanoma to anti-PD-1 treatment:

https://www.nature.com/articles/s41467-019-10669-0

We know RAC are currently producing combination Zantrene+PD1 inhibition data. From the 'Zantrene highly effective in Melanoma preclinical study' announcement in September:




Preclinical data confirming synergies between Zantrene+Zimberelimab should be catalyst for a price rerate. Preclinical data confirming synergies between Zantrene+>1 PD1 inhibitor should be grounds for a bidding war.

End of ramp.