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Floatz Rating
CCC55/100
Confidence
Indicative
v0.2
Sponsor
MedSIR
Modality
antibody_drug_conjugate
Development Phase
Phase 2
Status
Active
Evidence ledger · v0.2

Clinical Evidence

Clinical track record: trial progression, reported outcomes, safety signals, and endpoint quality.
45High confidence
Detailed axis rationale is planned and will be published soon.
TrialPhaseStatusNPrimary endpointReadout
Safety and Efficacy of T-DXd vs. CDK4/6i-based ET as First-line Therapy of HR-positive and HER2-low/Ultralow Advanced Breast Cancer Patients Classified as Non-luminal Subtype
Recruiting
Phase 1 Study to Evaluate the Effect of DS-8201a on the QT/QTc Interval and Pharmacokinetics in HER2-Expressing Breast Cancer
Completed
A Study of DS-8201a in Metastatic Breast Cancer Previously Treated With Trastuzumab Emtansine (T-DM1)
Terminated

Competitive Position

Competitive setting: how crowded the indication is, class-level failures, and timing against rivals.
73High confidence
Detailed axis rationale is planned and will be published soon.

Same indication · Breast Cancer

AssetSponsorPhaseRating
ds-8201a (this asset)MedSIRP2CCC · 55
DarolutamideVandana AbramsonP2BBB
PertuzumabSWOG Cancer Research NetworkP4BB
PalbociclibHoffmann-La RocheP4BB
Trastuzumab DuocarmazineByondis B.V.P3BB
GoserelinTerSera Therapeutics LLCP4BB
RibociclibNational Cancer Institute (NCI)P4BB
OxaliplatinBeijing Biostar Pharmaceuticals Co., Ltd.P4BB
Eribulin MonomethanesulfonateHenan Cancer HospitalP4BB

+42 more in the Breast Cancer cohort

Other indications for ds-8201a

IndicationSponsorPhaseRating
Breast NeoplasmP2BB · 64
HER2 Positive Breast CarcinomaP3B · 60
Colorectal CancerP2B · 57

Scientific Foundation

Strength of the underlying biology: target validation, tractability, modality fit, and how related mechanisms have fared.
NR

Planned for methodology v0.2.

Development Feasibility

How realistically the program can be executed, drawing on modality precedent, enrollment dynamics, and sponsor delivery.
NR

Planned for methodology v0.2.

Commercial Opportunity

Commercial prize: addressable population, unmet need, and the value case for the indication.
NR

Planned for methodology v0.2.

IP & Exclusivity

Exclusivity position, covering patent protection and freedom-to-operate runway.
NR

Planned for methodology v0.2.

Manufacturing & Supply

Manufacturing and supply readiness, driven by modality process and scale-up risk.
NR

Planned for methodology v0.2.

Related assets

Citation

Floatz Terminal. ds-8201a in Breast Cancer. Methodology v0.2.
Rated under v0.2 effective July 8, 2026. Last refreshed July 8, 2026.
Accessed July 14, 2026.
https://terminal.floatz.ai/assets/ds-8201a-breast-cancer

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