Orion - What is the future outlook?

The ASCO abstract for the First-in-human trial of the TEAD inhibitor ODM-212 in patients with advanced solid tumors (TEADES) has been published: First-in-human trial of the TEAD inhibitor ODM-212 in patients with advanced solid tumors (TEADES). - ASCO

As with other similar early-phase trials, transient renal adverse effects were observed, requiring downward dose adjustments, which may also decrease efficacy; irritation of the liver and pancreas was also noted. However, a maximum tolerated dose was not reached; Phase 2 continues, and an optimal dose will likely be found.

The testing involved 20–320 mg per day as a small molecule (i.e., in tablet form), which is an excellent thing. Novartis discontinued the development of its own equivalent drug due to adverse effects and lack of efficacy observed in Phase 1. Others are still continuing with results comparable to Orion’s, e.g., YAP/TEAD inhibitor VT3989 in solid tumors: a phase 1/2 trial | Nature Medicine

The efficacy of ODM-212 in patients with metastatic cancer previously treated with immunotherapy or chemotherapy is currently “promising” but not revolutionary; in mesothelioma (pleural cancer), the response rate was 27.8% for 18 patients, and the disease control rate was 77.8%. Once the optimal dose is identified, efficacy may increase in Phase 2. Phase 3 will ultimately decide the game, and Orion is currently utilizing “Bigger Pharma” partners for such stages with its other molecules.

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