GSK’s two ADCs show encouraging early efficacy, while high-dose safety and competition remain key
Mo-rez achieved a confirmed response rate of 62% in platinum-resistant ovarian cancer, while global data for Ris-rez in small-cell lung cancer were also close to those from a Chinese study. Goldman Sachs sees both assets as competitive, but higher doses were associated with more serious adverse events, and the near-term focus remains oncology drug commercialization.
Goldman Sachs ·