Golcadomide

DelveInsight's follicular lymphoma pipeline report highlights 50+ companies developing 55+ therapies, including key players like Chia Tai Tianqing Pharmaceutical Group, Incyte Corporation, and others. Promising therapies such as Parsaclisib, TQ-B3525, and Tafasitamab are in various clinical trial phases. Notable events include Incyte's acquisition of tafasitamab rights and Janssen's collaboration with CBMG for CAR-T therapies.

The T-cell malignancies market is expanding due to increased incidence, treatment advancements, and strategic partnerships. Key companies like Corvus Pharmaceuticals, Bristol-Myers Squibb, and Kymera Therapeutics are developing over 80 pipeline therapies. Notable drugs include Soquelitinib (Phase III), MB 105 (Phase II), and KT-333 (Phase I). Regulatory milestones and positive trial results are driving progress in this field.

Golcadomide, a next-gen molecular glue CELMoD compound, is projected to generate $45 mn annually by 2036 in the US. Developed by Bristol-Myers Squibb, it treats various lymphomas and leukemia. The risk-adjusted NPV (rNPV) model, considering phase transition success rates and likelihood of approval, provides a conservative valuation. BMS reported $45,006 mn in FY2023 revenue, with a net margin of 17.8%.

Preliminary findings from the phase 1b CC-220-DLBCL-001 trial show that combining golcadomide (0.4 mg) with R-CHOP (rituximab, cyclophosphamide, doxorubicin, vincristine, prednisone) is well-tolerated and yields high metabolic response rates in previously untreated aggressive B-cell lymphoma patients. The 0.4-mg dose achieved an 88% complete metabolic response rate, with promising 12-month progression-free survival in both overall and high-risk groups. Golcadomide, a first-in-class oral CELMoD agent, demonstrated a toxicity profile similar to R-CHOP and maintained good dose intensity.