https://www.google.com/url?sa=t&rct=j&q ... 1sAPMYKo_8In Feb 2016 Morgan Stanley assessed Macrogenics the maker of MGD007. The following paragraph is about their optimistic view of Macrogenics' propriety DART technology.
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DARTs represent the potential major upside driver to our valuation:
Mgt. has 5 DARTs currently in clinical testing, with initial data on at least two of
the targets (and potentially three) in 2016. We see the CD3/CD19 DART, which
has the same target as Amgen's Blincyto and CAR-T, and the CD3/CD123
DARTs as the most promising. Importantly, mgt. has improved upon prior
bispecific platforms by increasing DART half-lives to prevent continuous
infusions and improving manufacture. This being said, while initial data could
offer a first look at safety and some efficacy, we may need to await more
robust data in 2017 before the efficacy signal is known.
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Hopefully Morgan Stanley will publish an updated report soon.
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We need initial DART data to get more bullish: Core to our thesis is solid
DART data that would allow us to value the opportunity across targets and
diseases. Thus, while we remain optimistic on bispecifics as a therapeutic
approach and believe that MacroGenics has developed a suitable platform for
their development, initial data is key to our ability to value the program. We
await clear efficacy data from the platform.
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