Rosemary Li

Rosemary Li asked about the overall market opportunity for Monjuvi in front-line DLBCL, its positioning against Polivy, and the implications of the IPI 3-5 eligibility criteria on the reported PFS benefit and broader population use.

Answer

Pablo Cagnoni, President and Head of R&D, highlighted that the IPI 3-5 patient group has a worse prognosis and Monjuvi addresses GCB DLBCL, a segment not fully covered by competitors. Bill Meury, President and CEO, emphasized Monjuvi's role as an intensification strategy (adding to LEN and R-CHOP) rather than a replacement, supporting its contribution to core business growth. Mohamed Issa, EVP and Head of U.S. Oncology, added that front-line DLBCL represents the largest opportunity, with 50% of patients still receiving R-CHOP.

Rosemary Li inquired about the overall market opportunity for MONJUVI in front-line DLBCL, its positioning against Polivy, and the implications of the IPI 3-5 eligibility criteria on the reported PFS benefit and its broader use.

Answer

Pablo Cagnoni, President and Head of R&D, Incyte, highlighted that the study focused on IPI 3-5 patients, a group with a poorer prognosis, and emphasized MONJUVI's competitive PFS benefit. Bill Meury, President and CEO, Incyte, clarified MONJUVI as an intensification strategy rather than a replacement for R-CHOP. Mohamed Issa, EVP and Head of U.S. Oncology, Incyte, added that 50% of the 30,000 annual DLBCL patients still receive R-CHOP, representing a significant opportunity.