AnaptysBio clears an early hurdle in low-stress PoC study for peanut allergy med — big questions go unanswered

AnaptysBio $ANAB got a big boost out of some early and positive results for its peanut allergy med ANB020. It was a small, short study and several analysts had set the bar low for success in the Q1 catalyst.

Hamza Suria, CEO

Altogether researchers lined up 20 patients for the study. And of the 13 in the drug arm who exhibited moderate-to-severe symptoms going in, 6 (46%) demonstrated peanut tolerance to 500mg at an interim point in the Phase IIa study. And they offered a shout out that only 1 in 15 patients on drug exhibited allergy symptoms, compared to 4 of 5 in the placebo group.

As far as much further advanced rivals are concerned, the study doesn’t begin to offer anything like comparative results, with some obvious holes in the data on outcomes. Geoffrey Porges at Leerink scolded the company for an approach to the data that “amplified the trial signal compared to an intent-to-treat (ITT) approach,” but gave them a thumbs-up for succeeding with the IL-33 inhibitor.

At this point, analysts wanted to see good enough data to warrant a Phase IIb, and they got it. The stock jumped 14% in after-market trading on Monday.

There is much better data out there from much bigger studies.

Of the 554 patients in the recent Aimmune $AIMT Phase III study, 67.2% of the group in the AR101 drug arm were able to tolerate at least a 600 mg dose of peanut protein, protecting them from a potentially deadly allergic reaction against a small exposure. In the placebo arm, only 4% of the 4- to 17-year-olds in the study could say the same.

But analysts following AnaptysBio seem happy with the stepping stone data round at 14 days. And Porges says that Regeneron also has an IL-33 drug in the pipeline.

Investigator Stephen Tilles had this to say:

The data from this trial suggest that ANB020 may be a promising new paradigm for peanut allergy patients.  Patients suffering from this debilitating condition are motivated to pursue new treatments that provide protection from the life-threatening symptoms of accidental peanut exposure.

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Research Scientist - Immunology
Recursion Pharmaceuticals Salt Lake City, UT
Director of Operations
Atlas Venture Cambridge, MA

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