MacroGenics, Inc. could see a relatively muted entry into the marketplace for its bispecific antibody Margenza, at least early on, given the competitive landscape for HER2-positive metastatic breast cancer and that Margenza’s label features the full trial results rather than the targeted subgroup of patients with the CD16 158F allele, which most people carry and which is associated with a muted response to Genentech, Inc. ’s Herceptin (trastuzumab), a widely used HER2-targeting drug.
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