Vlad Coric, Biohaven CEO (Jordan Sirek/Bloomberg via Getty Images)

Bio­haven earns pre­ven­ta­tive nod for mi­graine med Nurtec, snar­ing a much-need­ed leg up over Ab­b­Vie

Bio­haven had a rough start to the year with fail­ing da­ta in Alzheimer’s that sent in­vestor in­ter­est spin­ning out. But the drug­mak­er still had a lot of rea­son to be­lieve in CGRP mi­graine med Nurtec de­spite a big chal­lenge from Ab­b­Vie — and now that be­lief is con­tin­u­ing to pay off.

The FDA on Thurs­day ap­proved Bio­haven’s CGRP drug Nurtec ODT as a pre­ven­ta­tive treat­ment for mi­graine, mak­ing the drug the first and on­ly op­tion for both acute mi­graine care and pre­ven­tion, the drug­mak­er said in a re­lease.

With the ap­proval in hand, Bio­haven says its oral drug cov­ers about 95% of avail­able mi­graine pa­tients, and it’s a need­ed boost, too: The CGRP mar­ket is grow­ing fast and in­cludes se­ri­ous chal­lengers like Ab­b­Vie’s Ubrelvy, which launched just a cou­ple months be­fore Nurtec’s cur­tain draw in ear­ly 2020.

The agency based its re­view on Phase III da­ta show­ing Nurtec cut pa­tients’ av­er­age mi­graine days by 4.3 per month com­pared with place­bo and sliced the num­ber of mod­er­ate-to-se­vere mi­graines per month by more than 50%.

De­spite be­ing the sec­ond-to-mar­ket oral CGRP and one of a group of drugs that have launched in the field on the whole in the last two years, Bio­haven has dif­fer­en­ti­at­ed Nurtec through its fast-act­ing for­mu­la­tion and durable ef­fi­ca­cy over 48 hours, CEO Vlad Coric told End­points News in De­cem­ber.

“Tim­ing in the mar­ket is very im­por­tant, (but) a cou­ple months is some­thing you can han­dle if you have a bet­ter prod­uct,” Coric said at the time. “We have a best-in-class pro­file prod­uct.”

The pre­ven­tion ap­proval is just the first step in Bio­haven’s plan for Nurtec, which will in­clude a po­ten­tial first-in-class nasal de­liv­ery ap­proval, but al­so added in­di­ca­tions out­side of mi­graine where CGRP drugs have shown some ear­ly promise.

An­oth­er win for Nurtec is good news for Bio­haven, which has seen at least one big set­back in the rest of its pipeline. In Jan­u­ary, the drug­mak­er rolled out da­ta for its Phase II/III Alzheimer’s study for tro­r­ilu­zole, which flopped both co-pri­ma­ry end­points as well as a key bio­mark­er analy­sis.

The drug — a re­vised ver­sion of the ALS drug rilu­zole de­signed to reg­u­late glu­ta­mate — did not “sta­tis­ti­cal­ly dif­fer­en­ti­ate” from place­bo on the Alzheimer’s Dis­ease As­sess­ment Scale-Cog­ni­tive Sub­scale 11 (ADAS-Cog) and the Clin­i­cal De­men­tia Rat­ing Scale Sum of Box­es (CDR-SB).  The “hip­pocam­pal vol­ume” as­sess­ment by MRI al­so failed to dis­tin­guish it­self from place­bo for all pa­tients fit­ting the mild-to-mod­er­ate dis­ease pro­file they had es­tab­lished for the study.

That news sent shares plum­met­ing, but $BHVN has since most­ly re­cov­ered. Since a re­cent low of $66.05 ear­li­er this month, the drug­mak­er’s shares opened at $84.73 on Fri­day.

ZS Per­spec­tive: 3 Pre­dic­tions on the Fu­ture of Cell & Gene Ther­a­pies

The field of cell and gene therapies (C&GTs) has seen a renaissance, with first generation commercial therapies such as Kymriah, Yescarta, and Luxturna laying the groundwork for an incoming wave of potentially transformative C&GTs that aim to address diverse disease areas. With this renaissance comes several potential opportunities, of which we discuss three predictions below.

Allogenic Natural Killer (NK) Cells have the potential to displace current Cell Therapies in oncology if proven durable.

Despite being early in development, Allogenic NKs are proving to be an attractive new treatment paradigm in oncology. The question of durability of response with allogenic therapies is still an unknown. Fate Therapeutics’ recent phase 1 data for FT516 showed relatively quicker relapses vs already approved autologous CAR-Ts. However, other manufacturers, like Allogene for their allogenic CAR-T therapy ALLO-501A, are exploring novel lymphodepletion approaches to improve persistence of allogenic cells. Nevertheless, allogenic NKs demonstrate a strong value proposition relative to their T cell counterparts due to comparable response rates (so far) combined with the added advantage of a significantly safer AE profile. Specifically, little to no risk of graft versus host disease (GvHD), cytotoxic release syndrome (CRS), and neurotoxicity (NT) have been seen so far with allogenic NK cells (Fig. 1). In addition, being able to harness an allogenic cell source gives way to operational advantages as “off-the-shelf” products provide improved turnaround time (TAT), scalability, and potentially reduced cost. NKs are currently in development for a variety of overlapping hematological indications with chimeric antigen receptor T cells (CAR-Ts) today, and the question remains to what extent they will disrupt the current cell therapy landscape. Click for more details.

Graphic: Kathy Wong for Endpoints News

What kind of biotech start­up wins a $3B syn­di­cate, woos a gallery of mar­quee sci­en­tists and re­cruits GSK's Hal Bar­ron as CEO in a stun­ner? Let Rick Klaus­ner ex­plain

It started with a question about a lifetime’s dream on a walk with tech investor Yuri Milner.

At the beginning of the great pandemic, former NCI chief and inveterate biotech entrepreneur Rick Klausner and the Facebook billionaire would traipse Los Altos Hills in Silicon Valley Saturday mornings and talk about ideas.

Milner’s question on one of those mornings on foot: “What do you want to do?”

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FDA+ roundup: FDA's neu­ro­science deputy de­parts amid on­go­ing Aduhelm in­ves­ti­ga­tions; Califf on the ropes?

Amid increased scrutiny into the close ties between FDA and Biogen prior to the controversial accelerated approval of Aduhelm, the deputy director of the FDA’s office of neuroscience has called it quits after more than two decades at the agency.

Eric Bastings will now take over as VP of development strategy at Ionis Pharmaceuticals, the company said Wednesday, where he will provide senior clinical and regulatory leadership in support of Ionis’ pipeline.

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Sec­ondary patents prove to be key in biosim­i­lar block­ing strate­gies, re­searchers find

While the US biosimilars industry has generally been a disappointment since its inception, with FDA approving 33 biosimilars since 2015, just a fraction of those have immediately followed their approvals with launches. And more than a handful of biosimilars for two of the biggest blockbusters of all time — AbbVie’s Humira and Amgen’s Enbrel — remain approved by FDA but still have not launched because of legal settlements.

CBO: Medicare ne­go­ti­a­tions will ham­per drug de­vel­op­ment more than pre­vi­ous­ly thought

As President Biden’s Build Back Better Act — and, with it, potentially the Democrats’ last shot at major drug pricing reforms in the foreseeable future — remains on life support, the Congressional Budget Office isn’t helping their case.

The CBO last week released a new slide deck, outlining an update to its model on how Medicare negotiations might take a bite out of new drugs making it to market. The new model estimates a 10% long-term reduction in the number of new drugs, whereas a previous CBO report from August estimated that 8% fewer new drugs will enter the market over 30 years.

Hal Barron (GSK via YouTube)

GSK R&D chief Hal Bar­ron jumps ship to run a $3B biotech start­up, Tony Wood tapped to re­place him

In a stunning switch, GlaxoSmithKline put out word early Wednesday that R&D chief Hal Barron is exiting the company after 4 years — a relatively brief run for the man chosen by CEO Emma Walmsley in late 2017 to turn around the slow-footed pharma giant.

Barron is being replaced by Tony Wood, a close associate of Barron’s who’s taking one of the top jobs in Big Pharma R&D. He’ll be closer to home, though, for GSK. Barron has been running a UK and Philadelphia-based research organization from his perch in San Francisco.

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Chamath Palihapitiya and Pablo Legorreta

Bil­lion­aires Chamath Pal­i­hapi­tiya and Pablo Legor­re­ta hatch an $825M SPAC for cell ther­a­py biotech

Three years after Royalty Pharma chief Pablo Legorreta led a group of investors to buy up a pair of biotechs and create a new startup called ProKidney, the biotech is jumping straight into an $825 million public shell created by SPAC king and tech billionaire Chamath Palihapitiya.

ProKidney was founded 6 years ago but really got going at the beginning of 2019 with the $62 million acquisition of inRegen, which was working on an autologous — from the patient — cell therapy for kidney disease. After extracting kidney cells from patients, researchers expand the cells in the lab and then inject them back into patients, aiming to restore the kidneys of patients suffering from CKD.

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Joshua Brumm, Dyne Therapeutics CEO

FDA or­ders DMD tri­al halt, rais­ing ques­tions about a whole class of promis­ing drugs

Dyne Therapeutics’ stock took a nasty hit this morning after the biotech put out word that the FDA had slapped a clinical hold on their top program for Duchenne muscular dystrophy. And now speculation is bouncing around Biotwitter that there could be a class effect at work here that would implicate other drug developers in the freeze.

Dyne execs didn’t have a whole lot to say about why the FDA sidelined their IND for DYNE-251 in DMD while “requesting additional clinical and non-clinical information for” the drug.

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Michel Vounatsos, Biogen CEO (Credit: World Economic Forum/Ciaran McCrickard)

An un­ortho­dox pro­pos­al for Bio­gen's Medicare-man­dat­ed Aduhelm tri­al

Biogen has gone full blitz since Medicare announced it would only cover its new Alzheimer’s drug when used in clinical trials, accusing the agency of discriminating against Alzheimer’s patients and trying to get physicians to change regulators’ minds.  Critics, meanwhile, cheered what they see as a necessary wall protecting payers and patients from an unproven and unsafe drug.

Far less attention, though, has gone to what a Medicare-funded clinical trial would actually look like. Biogen has operated as if it would be a standard late-stage Alzheimer’s trial, enrolling a couple thousand patients and giving half placebo.

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