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 3Q1 2026sigvotatug vedotinCarcinoma, Non-Small-Cell LungNCT06012435

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

Phase 3Q2 2026disitamab 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 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 2Q3 2029disitamab vedotinBreast Neoplasms, Gastroesophageal Junction Adenocarcinoma, HER2 Low Breast NeoplasmsNCT06157892

Recent News & Research

PubMed

Comparing a treatment combination that includes brentuximab vedotin with standard of care chemotherapy for treating advanced Hodgkin lymphoma: a plain language summary of the HD21 clinical study intended for patients and carers.

# Investment Summary: Seagen's Brentuximab Vedotin in Advanced Hodgkin Lymphoma The HD21 study evaluates brentuximab vedotin (Seagen's anti-CD30 antibody-drug conjugate) combined with chemotherapy versus standard chemotherapy alone in advanced Hodgkin lymphoma, a key indication for this asset. Positive efficacy or safety data could support label expansion or combination regimen adoption in frontline treatment, potentially broadening the commercial addressable market beyond relapsed/refractory disease where brentuximab is currently established. Given Seagen's acquisition by Pfizer (2023) and prior setbacks in other indications, trial outcomes will be material to validating the commercial value of their ADC platform in hematologic malignancies.

May 13, 2026

PubMed

Outcomes of Brentuximab Vedotin Monotherapy in Refractory/Relapsed Classical Hodgkin's Lymphoma: A Multi-Center Retrospective Study on Survival and Safety.

# Investment Summary: Brentuximab Vedotin in R/R cHL This retrospective study evaluates brentuximab vedotin (Adcetris) monotherapy outcomes in refractory/relapsed classical Hodgkin's lymphoma, a key indication for Seagen's approved agent. The data on survival and safety profiles in a multi-center cohort provides real-world evidence on Adcetris performance in R/R cHL, informing durability and market positioning relative to competing checkpoint inhibitors and combination regimens. **Why it matters:** As a mature product competing against newer PD-1 inhibitors and combination approaches, real-world safety and efficacy data help validate Adcetris' continued clinical relevance and support pricing/reimbursement arguments, though monotherapy use has shifted toward combination strategies in recent practice patterns.

May 1, 2026

PubMed

Bilateral adrenal infarction during brentuximab vedotin plus cyclophosphamide, doxorubicin, and prednisolone therapy for ALK-negative anaplastic large cell lymphoma: A case report.

# Investment Summary: SGEN Adverse Event Alert A case report documents bilateral adrenal infarction in an ALCL patient receiving brentuximab vedotin (BV, Adcetris) combination chemotherapy, a rare but serious thromboembolic complication not previously characterized in clinical trial populations. While single case reports have limited statistical weight, this adverse event could trigger additional safety monitoring requirements, label expansions, or clinical trial protocol adjustments if similar cases emerge, potentially affecting treatment protocols and reimbursement decisions for the BV franchise. Investors should monitor whether this generates post-marketing surveillance signals or regulatory guidance, as unexpected serious adverse events can impact prescriber adoption and expand litigation risk.

May 1, 2026

PubMed

Efficacy of disitamab vedotin-based therapy in HER2-negative and HER2-low locally advanced or metastatic urothelial carcinoma: A systematic review and meta-analysis.

# Investment Summary: Disitamab Vedotin in Urothelial Carcinoma Disitamab vedotin, a HER2-targeted antibody-drug conjugate (ADC), demonstrates clinical efficacy in HER2-negative and HER2-low urothelial carcinoma based on systematic review evidence, potentially expanding addressable market beyond HER2-positive tumors where ADCs currently dominate. This finding is relevant to Seagen's ADC pipeline strategy, as it validates the therapeutic approach in a solid tumor indication with limited treatment options, though the data suggests this may benefit competing manufacturers rather than Seagen directly unless the company has relevant programs in development. The clinical validation could reshape treatment paradigms in urothelial cancer but investors should monitor whether Seagen has corresponding development programs or partnership opportunities to participate in this emerging indication.

May 1, 2026

PubMed

A randomized phase 2 study of ipilimumab, nivolumab, and brentuximab vedotin in patients with relapsed Hodgkin lymphoma.

# Seagen Investment Summary This phase 2 trial evaluates brentuximab vedotin (Adcetris, Seagen's anti-CD30 antibody-drug conjugate) in combination with checkpoint inhibitors (ipilimumab/nivolumab) for relapsed Hodgkin lymphoma, a key indication where Seagen has established market presence. Results demonstrating efficacy or safety advantages of this triple combination could expand Adcetris usage in heavily pretreated patients and support label expansion, though the trial may also inform optimal sequencing strategies that could affect treatment paradigms. For investors, outcomes will clarify whether Seagen's core asset maintains competitive positioning against emerging therapies and whether combination regimens can drive incremental revenue growth in this indication.

Apr 30, 2026

Seagen Inc.

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