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Janux Data Boosts Confidence in Vir Biotechnology's Masked TCE Pipeline

• Morgan Stanley highlights Janux Therapeutics' positive Phase 1a data for JANX007 in metastatic castration-resistant prostate cancer. • The analyst suggests these findings provide a favorable readthrough for Vir Biotechnology's masked T-cell engager (TCE) pipeline. • Vir Biotechnology is anticipated to release initial Phase 1 monotherapy data from VIR-5818 and VIR-5500 in the first quarter of 2025. • Morgan Stanley maintains an Equal Weight rating on Vir shares, setting a price target of $10.

Morgan Stanley analysts suggest that recent Phase 1a data from Janux Therapeutics regarding JANX007 in metastatic castration-resistant prostate cancer (mCRPC) offers a positive outlook for Vir Biotechnology's masked T-cell engager (TCE) pipeline. This assessment comes as Vir Biotechnology prepares to release initial Phase 1 monotherapy data from its VIR-5818 and VIR-5500 programs in Q1 2025.
The Janux data, which demonstrated promising results in mCRPC, has led Morgan Stanley to believe that Vir's TCE pipeline may also yield favorable outcomes. T-cell engagers are a class of immunotherapeutic agents designed to redirect T cells to kill cancer cells. Vir Biotechnology's approach involves masked TCEs, which are designed to be activated specifically in the tumor microenvironment, potentially reducing off-target toxicities and improving efficacy.
Vir Biotechnology is expected to present initial Phase 1 monotherapy data from VIR-5818 and VIR-5500 in the first quarter of 2025. These early-stage trials will provide critical insights into the safety and preliminary efficacy of Vir's masked TCEs. Morgan Stanley currently has an Equal Weight rating and a $10 price target on Vir shares.
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Reference News

[1]
Vir has positive readthrough from Janux data, says Morgan Stanley | Markets Insider
markets.businessinsider.com · Dec 3, 2024

Morgan Stanley sees Janux Therapeutics' Phase 1a data as positive for Vir Biotechnology's TCE pipeline, with VIR-5818 an...

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