Seagen Inc.

SGEN

Held by 6 specialist biotech funds

High Convergence

6 funds opened new positions. Next phase3 readout (tucatinib): Jun 2023.

BiotechnologyCEO: David R. EpsteinIPO: 2001Website ↗

Seagen Inc., a biotechnology company, develops and commercializes therapies for the treatment of cancer in the United States and internationally. The company offers ADCETRIS, an antibody-drug conjugate (ADC) for the treatment of patients with Hodgkin lymphoma or CD30-positive T-cell lymphomas; PADCEV, an ADC targeting Nectin-4 for the treatment of advanced or metastatic urothelial cancer; and TUKYSA, an oral small molecule tyrosine kinase inhibitor for the treatment of adult patients with advanced unresectable or metastatic HER2-positive breast cancer. It also develops TIVDAK for metastatic cervical cancer and other solid tumors; Ladiratuzumab Vedotin, an ADC targeting LIV-1 for metastatic breast cancer and solid tumors; Disitamab Vedotin, a novel HER2-targeted ADC; and SEA-CD40, SEA-TGT, SEA-BCMA, and SEA-CD70 for various cancer diseases. Seagen Inc. has collaboration agreements with Takeda Pharmaceutical Company Limited; Agensys, Inc.; Genmab A/S; Merck; and RemeGen, Co. Ltd. The company was formerly known as Seattle Genetics, Inc. and changed its name to Seagen Inc. in October 2020. Seagen Inc. was incorporated in 1997 and is headquartered in Bothell, Washington.

Catalysts

Phase 3Q2 2023tucatinibHER2-positive Breast CancerNCT03975647

Primary: Progression-Free Survival (PFS) as Per Response Evaluation Criteria in Solid Tumors (RECIST) Version (v)1.1 Based on Investigator Assessment (From the date of randomization to the date of PD or death from any cause or censoring date, whichever occurred first (maximum up to 43 months))Enrollment:466/466Sites: 486RANDOMIZED, QUADRUPLE, TREATMENT

Phase 2Q4 2023tucatinibUterine Neoplasms, Uterine Cervical Neoplasms, Biliary Tract NeoplasmsNCT04579380

Primary: Confirmed Objective Response Rate (cORR) as Assessed by Investigator (From the first dose of study treatment until the first documented CR or PR on or before the first documented PD or new anti-cancer therapies or death, whichever occurred first (up to 28.3 months))Enrollment:217/217Sites: 106NA, TREATMENT

Phase 2Q3 2024tucatinibColorectal Carcinoma, Gastric Adenocarcinoma, GEJ AdenocarcinomaNCT04430738

Phase 3Q3 2025TucatinibHER2 Positive Breast CancerNCT05132582

Primary: Progression-free survival (PFS) by investigator assessment per Response Evaluation Criteria in Solid Tumors (RECIST) v1.1 (Up to approximately 3 years)Enrollment:654/654Sites: 307RANDOMIZED, QUADRUPLE, TREATMENT

Phase 3Q1 2026Brentuximab vedotinDiffuse Large B-cell LymphomaNCT04404283

Primary: Overall survival (OS) (Approximately 2 years)Enrollment:239/239Sites: 145RANDOMIZED, TRIPLE, TREATMENT

Phase 2Q1 2026tisotumab vedotinColorectal Neoplasms, Carcinoma, Non-Small-Cell Lung, Exocrine Pancreatic CancerNCT03485209

Phase 3Q2 2026tucatinibColorectal NeoplasmsNCT05253651

Primary: Progression-free survival (PFS) per Response Evaluation Criteria in Solid Tumors Version 1.1 (RECIST v1.1) by Blinded Independent Central Review (BICR) (Up to approximately 3 years)Enrollment:Target 400Sites: 382RANDOMIZED, TREATMENT

Phase 3Q2 2026sigvotatug vedotinCarcinoma, Non-Small-Cell LungNCT06012435

Phase 2Q2 2026disitamab vedotinCarcinoma, Non-Small-Cell Lung, Ovarian Neoplasms, Endometrial NeoplasmsNCT06003231

Phase 2Q4 2026disitamab vedotinUrothelial CarcinomaNCT04879329

Primary: Confirmed Objective Response Rate (cORR) per Response Evaluation Criteria in Solid Tumors (RECIST) version 1.1 (v1.1) by blinded independent central review (BICR) (Cohorts A, B, C, and G) (Duration of treatment; approximately 2 years)Enrollment:Target 372Sites: 223RANDOMIZED, TREATMENT

Phase 3Q1 2027disitamab vedotinUrothelial CarcinomaNCT05911295

Primary: Progression-free survival (PFS) per Response Evaluation Criteria in Solid Tumors version 1.1 (RECIST v1.1) by blinded independent central review (BICR) (Approximately 3 years)Enrollment:412/412Sites: 279RANDOMIZED, TREATMENT

Phase 2Q3 2029disitamab vedotinBreast Neoplasms, Gastroesophageal Junction Adenocarcinoma, HER2 Low Breast NeoplasmsNCT06157892

Recent News & Research

PubMed

The different face of skin-rash induced by brentuximab vedotin.

# Investment Summary: Brentuximab Vedotin Skin Toxicity This case report documents distinct dermatological adverse events associated with brentuximab vedotin (Adcetris), Seagen's CD30-directed antibody-drug conjugate. Understanding the specific toxicity profile of skin rash manifestations is clinically relevant for patient management and may inform risk stratification strategies that could improve tolerability and treatment persistence. For investors, better characterization of SGEN's marketed assets' safety profiles supports label clarity, reduces unexpected discontinuations, and strengthens the clinical evidence base as the company expands Adcetris into additional indications and patient populations.

Jul 2, 2026

PubMed

Diefenbach CS, Jegede O, Wang V, et al. A randomized phase 2 study of ipilimumab, nivolumab, and brentuximab vedotin in patients with relapsed Hodgkin lymphoma. Blood. 2026;147(18):2041-2052.

# Investment Summary: Seagen (SGEN) - Brentuximab Vedotin Combination Study **Clinical Finding:** This Phase 2 randomized trial demonstrates that combining brentuximab vedotin (Seagen's anti-CD30 ADC) with checkpoint inhibitors (ipilimumab + nivolumab) produces meaningful efficacy in relapsed Hodgkin lymphoma, a key indication where Seagen competes against both checkpoint inhibitor monotherapies and other salvage regimens. **Commercial Implications:** The results could expand brentuximab vedotin's addressable market in relapsed disease by establishing a rational immunotherapy combination, potentially supporting label expansion and offsetting competition from checkpoint inhibitors alone; however, investors should monitor whether the three-drug regimen becomes standard-of-care versus existing alternatives, given toxicity and cost considerations. **Key Investor

Jun 18, 2026

PubMed

Early Intensification with bendamustine supercharge plus brentuximab vedotinfollowing failure to obtain complete metabolic remission after two cycles of ABVD inpatients aged ≤60 years with classic Hodgkin lymphoma. Comment on:"Brentuximab-vedotin and bendamustine for relapsed or refractory Hodgkinlymphoma: the LYSA real-world experience".

# Investment Summary for Seagen Inc. (SGEN) This real-world evidence demonstrates brentuximab vedotin (Adcetris, SGEN's CD30-targeting antibody-drug conjugate) combined with bendamustine as an effective salvage strategy for early Hodgkin lymphoma patients failing standard ABVD chemotherapy, potentially expanding the addressable market beyond relapsed/refractory settings into earlier intervention points. The study validates clinical utility in a younger population where durable remission is critical, which could support label expansion or increased penetration in frontline treatment algorithms. However, as a 2026 publication reflecting past clinical practice, the near-term commercial impact is likely modest unless it influences treatment guidelines or informs ongoing trials that could strengthen Adcetris's competitive positioning in Hodgkin lymphoma.

Jun 18, 2026

PubMed

Multitargeted comparative evaluation suggests 2-Aoeobenoxmide shows favourable in silico binding compared to Tucatinib against ERα, HER2, AKT1, EGFR, and PIK3CA in breast cancer.

# Investment Summary **Key Finding:** An in silico study proposes that 2-Aoeobenoxmide demonstrates superior computational binding affinity to tucatinib (Seagen's HER2-targeted tyrosine kinase inhibitor) across five breast cancer-relevant targets (ERα, HER2, AKT1, EGFR, PIK3CA). **Investor Implications:** This theoretical work presents a potential competitive threat to tucatinib's market position, though the findings remain preliminary and computational predictions do not guarantee clinical superiority—actual efficacy, safety, pharmacokinetics, and regulatory approval would be required to assess real-world impact. For Seagen investors, this warrants monitoring whether 2-Aoeobenoxmide advances to clinical trials and comparative studies, but the current publication alone does not materially alter tucatinib's near-term commercial prospects.

Jun 18, 2026

PubMed

Real-World Effectiveness and Safety of Tucatinib, Trastuzumab, and Capecitabine in HER2-Positive Advanced Breast Cancer: A Multicenter Portuguese Study.

# Investment Summary: Tucatinib Real-World Evidence Study **Key Finding:** This Portuguese multicenter study provides real-world safety and effectiveness data for Seagen's tucatinib (Tukysa) combined with trastuzumab and capecitabine in HER2+ advanced breast cancer, validating the clinical benefits observed in the pivotal HER2CLIMB trial outside controlled trial settings. **Investor Significance:** Real-world evidence demonstrating consistent safety and efficacy profiles strengthens tucatinib's market positioning, supports reimbursement arguments in European markets, and potentially broadens patient access by demonstrating tolerability in diverse populations. This data is particularly valuable as Seagen faces competitive pressures in HER2+ breast cancer and needs to justify premium pricing through demonstrated clinical value in routine practice.

Jun 17, 2026

Seagen Inc.

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