Hey people, firstly, ADC stands for antibody drug conjugate, and so that is still an antibody drug by its nature, but with some sort of decoration and argubly makes it more specific to the target cells and less side effects.
Enhertu is the ADC version of Herceptin (the HER2 antibody drug). So even we put all the questions of side effect/efficacy aside, in breast cancer, Enhertu will only work if the patient got HER2 expression in the breast tumor.
In EFTI's targeting cohort in AIPAC and AIPAC003, those patients were/are HER2 low/negative or triple negative (which would account for over 75% of breast cancer patient cases). Those are the cases Enhertu and/or Herceptin would not able to handle.
So the only competition between EFTI and Enhertu is the HER2 low patients. You can have a guess of which one will work better.
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