Yige Guo's questions to Mersana Therapeutics Inc (MRSN) leadership • Q3 2024
Question
Yige Guo of Guggenheim Securities asked why the expansion cohort will first focus on triple-negative breast cancer (TNBC) and whether there is a rationale for optimal sequencing of Dolasynthen and TOPO1 ADCs.
Answer
CEO Martin Huber explained the TNBC focus is driven by high unmet medical need and a potentially faster regulatory path for post-TOPO ADC patients. He called it the 'cleanest, easiest, fastest' path. Regarding sequencing, Dr. Huber said the immediate focus is the post-TOPO setting, reflecting clinical reality. He also highlighted the future potential for combination therapy with a TOPO ADC, a strategy he believes is unavailable to competitors due to overlapping toxicities.