DBV es­ti­mates peanut al­ler­gy drug sub­mis­sion in Q3, but it may be too lit­tle too late in race with Aim­mune

DBV Tech­nolo­gies has all but so­lid­i­fied its run­ner up sta­tus in the race to bring a peanut al­ler­gy treat­ment on to the Unit­ed States mar­ket. The French drug de­vel­op­er on Wednes­day said it would re­sub­mit an ap­pli­ca­tion to mar­ket its prod­uct — Vi­askin Peanut — in the third quar­ter, af­ter with­draw­ing its ap­pli­ca­tion late last year in re­sponse to FDA con­cerns about the state of man­u­fac­tur­ing and qual­i­ty con­trol da­ta sub­mit­ted. Mean­while, arch ri­val Aim­mune’s treat­ment AR101 is cur­rent­ly un­der FDA re­view.

DBV $DB­VT re­scind­ed an ap­pli­ca­tion to mar­ket its peanut al­ler­gy patch on De­cem­ber 20, and the fol­low­ing day, Aim­mune $AIMT sub­mit­ted its ap­pli­ca­tion for peanut al­ler­gy im­munother­a­py AR101, in ef­fect leapfrog­ging its com­pe­ti­tion for a first-mover shot at cap­tur­ing the so far un­tapped mar­ket, which is ex­pect­ed to grow to $4.5 bil­lion in 2027 glob­al­ly, ac­cord­ing to Glob­al­Da­ta. The US shut­down be­gan on De­cem­ber 22 af­ter Pres­i­dent Trump in­sist­ed on $5.7 bil­lion from Con­gress to build a wall on the south­west US bor­der.

Bri­an Sko­r­ney

By mid-Jan­u­ary, Aim­mune said the health reg­u­la­tor had no­ti­fied them that it would not be able to re­view the ap­pli­ca­tion un­til the lapse in ap­pro­pri­a­tions end­ed. Ten days lat­er, on Jan­u­ary 25th, the gov­ern­ment re­opened, and the AR101 ap­pli­ca­tion was back in con­tention.

Baird’s Bri­an Sko­r­ney said DBV’s up­date made no dif­fer­ence to his ex­pec­ta­tions.

We con­tin­ue to ex­pect that, should Vi­askin Peanut reach an Ad­Com, the an­tic­i­pat­ed pri­or ap­proval of AR101 will elim­i­nate the “there is noth­ing else avail­able” ar­gu­ment for DBV Tech­nolo­gies and pa­tient ad­vo­cates, mak­ing it more dif­fi­cult for these par­ties to make a strong case for ap­proval of Vi­askin Peanut, giv­en the med­ica­tion’s weak ef­fi­ca­cy pro­file. We be­lieve that this dy­nam­ic may ul­ti­mate­ly pre­vent Vi­askin Peanut from gain­ing reg­u­la­to­ry ap­proval, clear­ing the field for Aim­mune’s AR101.

Mean­while, when Aim­mune an­nounced that the gov­ern­ment shut­down had stymied its ap­pli­ca­tion, FDA com­mis­sion­er Scott Got­tlieb threw an­oth­er span­ner in the works, sug­gest­ing in a se­ries of tweets that al­ler­genic prod­ucts are not cov­ered by user-fees, and con­se­quent­ly do not qual­i­fy for the PDU­FA process.

For Aim­mune’s im­munother­a­py, there is no clar­i­ty on its PDU­FA sta­tus, al­though the com­pa­ny is work­ing with the agency to fig­ure what the time­line for its re­view is, Sko­r­ney not­ed.

DBV’s Vi­askin Peanut — which is de­rived from freeze-dried de­fat­ted peanut flour ex­tract­ed from raw peanuts — is an al­ler­genic ex­tract and has se­cured the FDA’s break­through ther­a­py des­ig­na­tion (BTD) sta­tus. Jef­feries an­a­lyst Eun Yang sug­gest­ed that the treat­ment’s BTD sta­tus would prompt the FDA to com­plete its re­view un­der the pri­or­i­ty re­view time­line, cit­ing a reg­u­la­to­ry ex­pert. Vi­askin Peanut is clas­si­fied as a com­bi­na­tion prod­uct, thus, it will be re­viewed by the CBER (Cen­ter for Bi­o­log­ics Eval­u­a­tion and Re­search) with con­sul­ta­tion from the CDRH (Cen­ter for De­vices and Ra­di­o­log­i­cal Health), al­though CDRH tends to be slow, Yang said, re­fer­ring to the ex­pert’s com­ments.

Leerink fore­cast a US mar­ket en­try in 2021 for Vi­askin Peanut “giv­en the lack of (reg­u­la­to­ry) vis­i­bil­i­ty.”

Mi­no­ryx and Sper­o­genix ink an ex­clu­sive li­cense agree­ment to de­vel­op and com­mer­cial­ize lerigli­ta­zone in Chi­na

September 23, 2020 – Hong Kong, Beijing, Shanghai (China) and Mataró, Barcelona (Spain)  

Minoryx will receive an upfront and milestone payments of up to $78 million, as well as double digit royalties on annual net sales 

Sperogenix will receive exclusive rights to develop and commercialize leriglitazone for the treatment of X-linked adrenoleukodystrophy (X-ALD), a rare life-threatening neurological condition

FDA chief Stephen Hahn on Capitol Hill earlier this week (Getty Images)

As FDA buck­les un­der the strain of a pan­dem­ic work­load, Trump again ac­cus­es the agency of a po­lit­i­cal hit job

Peter Marks appeared before a virtual SVB Leerink audience yesterday and said that his staff at FDA’s CBER is on the verge of working around the clock. Manufacturing inspections, policy work and sponsor communications have all been pushed down the to-do list so that they can be responsive to Covid-related interactions. And the agency’s objective right now? “To save as many lives as we can,” Marks said, likening the mortality on the current outbreak as equivalent to “a nuclear bomb on a small city.”

Daniel O'Day, Gilead CEO (Kevin Dietsch/UPI/Bloomberg via Getty Images)

Play-by-play of Gilead­'s $21B Im­munomedics buy­out de­tails a fren­zied push — and mints a new biotech bil­lion­aire

Immunomedics had not really been looking for a buyout when the year began. Excited by its BLA for Trodelvy, submitted to the FDA in late 2019, executive chairman Behzad Aghazadeh started off looking for potential licensing deals and zeroed in on four potential partners, including Gilead, following January’s JP Morgan Healthcare Conference in San Francisco. Such talks advanced throughout the year, with discussions advancing to the second round in mid-August.

Endpoints News

Keep reading Endpoints with a free subscription

Unlock this story instantly and join 90,500+ biopharma pros reading Endpoints daily — and it's free.

President Donald Trump reacts after signing an executive order following his remarks on his healthcare policies yesterday in Charlotte, North Carolina (Getty Images)

Op-ed: Will phar­ma re­al­ly pay for Trump’s lat­est law­less promise to 33 mil­lion Medicare ben­e­fi­cia­ries? Not like­ly

Sitting atop the executive branch, President Donald Trump is the ultimate authority at the FDA. He can fast track any vaccine to approval himself. If it came to that, of course.

What he can’t do is unilaterally order the legislative branch to loosen the Treasury’s coffers for $6.6 billion. Nor can he command pharmaceutical companies to pay for $200 vouchers sent to 33 million Medicare beneficiaries for prescription drugs before the election.

President Donald Trump and FDA Commissioner Stephen Hahn (AP Images)

FDA is­sues fi­nal rule al­low­ing im­por­ta­tion of drugs from Cana­da — but al­so keeps the pow­er to re­voke it

Just over a month away from the presidential election, the FDA has issued a final regulation fulfilling President Trump’s promise to let states import certain prescription drugs from Canada.

On Thursday, Trump told a crowd in North Carolina that the new rule goes into effect “today.” But the published regulation states that it won’t take effect for 60 days. And even then, it could be a while before cheaper drugs make it across the border.

The win­dow is wide open as four more biotechs join the go-go IPO class of 2020

It’s another day of hauling cash in the biopharma world as four more IPOs priced Friday and a fifth filed its initial paperwork.

The biggest offering comes from PMV Pharma, an oncology biotech focusing on p53 mutations, which raised $211.8 million after pricing shares at $18 apiece. Prelude Therapeutics, developing PRMT5 inhibitors for rare cancers, was next with a $158 million raise, pricing shares at $19 each. Graybug Vision raised $90 million after pricing at $16 per share for its wet AMD candidates, and breast cancer biotech Greenwich Lifesciences brought up the rear with a small, $7 million raise after pricing shares at $5.75.

J&J of­fers PhI/IIa da­ta show­ing its sin­gle-dose vac­cine can stir up suf­fi­cient im­mune re­sponse

Days after J&J dosed the first participants of its Phase III ENSEMBLE trial, the pharma giant has detailed the early-stage data that gave them confidence in a single-dose regimen.

Testing two dose levels either as a single dose or in a two-dose schedule spaced by 56 days in, the scientists from Janssen, the J&J subsidiary developing its vaccine, reported that the low dose induced a similar immune response as the high dose. The interim Phase I/IIa results were posted in a preprint on medRxiv.

New York governor Andrew Cuomo (AP Images)

An­drew Cuo­mo says New York will un­der­take its own vac­cine re­view process, and wouldn’t rec­om­mend trust­ing the fed­er­al gov­ern­ment

The concerns keep mounting over President Donald Trump’s politicization of the FDA and other federal agencies guiding the development of a safe and effective vaccine. And today, the telegenic New York governor Andrew Cuomo appeared to introduce even more politics into the matter — latest in an ongoing series of incidents that have cast the proudly independent FDA in starkly political terms.

During his daily press conference Cuomo said that the state will review any coronavirus vaccines approved by the federal government, citing a lack of trust in the Trump administration. The announcement comes one day after Trump accused the FDA of making an “extremely political” move in proposing stricter vaccine guidance.

Sil­ver­back dish­es out two pro­mo­tions in C-suite; Leg­end CEO post changes hands again

→ Accompanying the news that they just scored an $85 million Series C round, Laura Shawver-led Silverback Therapeutics has promoted two execs, with Valerie Odegard adding president to her CSO duties and Naomi Hunder moving to CMO. A Novo Nordisk alum, Odegard has been with the Seattle-based biotech since 2016 and the CSO the last 2 years. Before Silverback, she was VP of research at Juno Therapeutics.