In­cyte’s PD-(L)1 in­hibitor head­ed for an ODAC show­down next month

The FDA’s On­co­log­ic Drugs Ad­vi­so­ry Com­mit­tee will spend a half day on June 24 re­view­ing In­cyte’s PD-(L)1 in­hibitor reti­fan­limab as a treat­ment for lo­cal­ly ad­vanced or metasta­t­ic squa­mous car­ci­no­ma of the anal canal (SCAC) for those who have pro­gressed on or who are in­tol­er­ant of plat­inum-based chemother­a­py.

The eighth PD-(L)1 en­trant in Jan­u­ary nabbed a pri­or­i­ty re­view and an or­phan des­ig­na­tion from the FDA, which sets the agency’s fi­nal de­ci­sion date as Ju­ly 25.

“Pa­tients with SCAC who have pro­gressed af­ter first-line chemother­a­py treat­ment cur­rent­ly have no ap­proved treat­ments avail­able,” Lance Leopold, VP of im­muno-on­col­o­gy clin­i­cal de­vel­op­ment said in a state­ment.

In­cyte’s BLA is cen­tered on a Phase II tri­al in­volv­ing 94 pa­tients that demon­strat­ed an over­all re­sponse rate of 14%, me­di­an du­ra­tion of re­sponse of 9.5 months, pro­gres­sion-free sur­vival of 2.3 months and over­all sur­vival of 10.1 months. Dur­ing its last show­case at the Eu­ro­pean So­ci­ety for Med­ical On­col­o­gy meet­ing, the biotech em­pha­sized that the drug ap­pears ac­tive in HIV-pos­i­tive pa­tients and re­gard­less of PD-L1 ex­pres­sion or the pres­ence of liv­er metas­ta­sis.

“We are con­fi­dent in the ben­e­fit-risk pro­file of reti­fan­limab and look for­ward to the dis­cus­sion with these med­ical ex­perts and pa­tients as we con­tin­ue to work with the FDA to bring this nov­el im­munother­a­py to pa­tients with SCAC who are in need of ad­di­tion­al treat­ment op­tions,” a com­pa­ny spokesper­son said.

But biotech an­a­lysts don’t think this will be a block­buster in­di­ca­tion.

In­vest­ment bank SVBLeerink is pro­ject­ing about $100 mil­lion peak sales in 2030. Tru­ist’s Srikri­pa De­varakon­da ex­pects peak world­wide sales of $43 mil­lion in this in­di­ca­tion, al­though new in­di­ca­tions such as lung can­cer and Merkel cell car­ci­no­ma may push it to around $500 mil­lion.

In­cyte and Macro­gen­ics are al­so test­ing reti­fan­limab in com­bi­na­tion with the po­ten­tial an­ti-Her2 drug mar­ge­tux­imab as a first-line gas­tric can­cer treat­ment. Reti­fan­limab-com­bi­na­tion stud­ies spon­sored by In­cyte al­so in­clude reg­i­mens with parsaclis­ib (PI3Kd in­hibitor), pemi­ga­tinib (FGFR 1/2/3 in­hibitor), epaca­do­stat (IDO1 in­hibitor), IN­CB106385 (A2A/A2B in­hibitor), IN­CB081776 (AXL/MER in­hibitor), and var­i­ous chemother­a­py reg­i­mens, ac­cord­ing to Mizuho an­a­lyst Mara Gold­stein.

In 2019, In­cyte and Zai Lab al­so un­veiled a li­cens­ing agree­ment for the de­vel­op­ment and com­mer­cial­iza­tion of reti­fan­limab in Chi­na.

Un­pack­ing the Aduhelm de­ci­sion, Ver­tex's half full glass, a $525M J&J breakup, and more

Welcome back to Endpoints Weekly, your review of the week’s top biopharma headlines. Want this in your inbox every Saturday morning? Current Endpoints readers can visit their reader profile to add Endpoints Weekly. New to Endpoints? Sign up here.

By now you have surely read about the FDA’s controversial approval of Biogen’s Alzheimer’s drug and all its reverberations. But I’d still recommend checking out the meaty recap below to make sure you didn’t miss all the angles that the Endpoints team has covered. If you’d rather look ahead, look no further than our three-day virtual panels next week at BIO, where we will discuss what the new normal means for every part of the industry.

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What does a clear ma­jor­i­ty of the bio­phar­ma in­dus­try think of the FDA ap­proval of ad­u­canum­ab? 'Hor­ri­fy­ing' 'Dan­ger­ous' 'Con­fus­ing' 'Dis­as­ter'

Over the years, we’ve become used to seeing a consensus emerge early in our industry polls at Endpoints News. And when we took the pulse of drug hunters on the heels of a controversial FDA approval for aducanumab this week, it became immediately apparent that the vast majority of our readers — heavily concentrated among biopharma staffers and execs — were incensed by what they had just witnessed.

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David Knopman (Mayo Clinic via YouTube)

A sec­ond ad­comm mem­ber aban­dons his post in af­ter­math of con­tro­ver­sial ad­u­canum­ab de­ci­sion

As the fallout from the FDA’s approval of Alzheimer’s med aducanumab grows, a second member of the adcomm overseeing that drug’s review has walked away. But even with two experts now having resigned from that committee in protest, is there enough broad-level outrage to prevent another aducanumab from getting approved?

The FDA on Wednesday lost another member of its Peripheral and Central Nervous System Drugs Advisory Committee as Mayo Clinic neurologist David Knopman hit the exit over the agency’s decision to approve Biogen’s Alzheimer’s drug Aduhelm despite the committee’s near-unanimous vote against it.

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Aaron Kesselheim (Scott Eisen/AP Images for AIDS Healthcare Foundation)

Har­vard’s Aaron Kessel­heim re­signs from ex­pert pan­el in wake of ad­u­canum­ab OK, blast­ing FDA for ‘worst drug ap­proval de­ci­sion in re­cent U.S. his­to­ry'

A third member of the FDA’s Peripheral and Central Nervous System Drugs Advisory Committee has resigned in the wake of Biogen’s controversial Aduhelm approval, slamming the agency as he left and further deepening the controversy surrounding the decision.

Harvard University professor Aaron Kesselheim quit in protest Thursday afternoon, calling the Aduhelm OK “probably the worst drug approval decision in recent U.S. history.” Kesselheim follows both Joel Perlmutter, a neurologist from Washington University in St. Louis, and David Knopman, a neurologist from the Mayo Clinic, out the door.

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FDA au­tho­rizes about 10M J&J vac­cine dos­es, trash­es 60M more from trou­bled Emer­gent plant

The FDA on Friday released about 10 million doses of J&J’s vaccine for use, and disposed of another 60 million doses that were manufactured at the now-shuttered Emergent BioSolutions facility in Baltimore where cross-contamination occurred.

The agency said it’s not yet ready to allow the Emergent plant to be included in the J&J EUA, but that may occur soon. FDA came to the decision to authorize some of the doses after reviewing facility records and quality testing results.

Janet Woodcock, acting FDA commissioner, at Thursday's Senate Appropriations hearing (Bill Clark/CQ Roll Call via AP Images)

Sen­a­tors lam­bast new Alzheimer’s drug’s price but give Janet Wood­cock a free pass on the ap­proval de­ci­sion

Senate Finance Democrats took aim at Biogen’s pricey new Alzheimer’s drug on Thursday, but members on both sides of the aisle at a separate appropriations hearing didn’t question acting FDA commissioner Janet Woodcock on the approval.

“I was appalled that Biogen priced their Alzheimer’s drug approved by the FDA at $56,000 per year — I’m not going to debate whether this is effective or not, but it’s double the household median income for Michiganders over the age of 65,” Sen. Debbie Stabenow (D-MI) said at the finance hearing.

FDA plans new stud­ies on ac­cel­er­at­ed ap­proval dis­clo­sures in bio­phar­ma ads

When people read biopharma companies’ websites about new drugs approved via the FDA’s accelerated pathway, like Biogen’s new Alzheimer’s drug, do they understand that these drugs may only be reasonably likely to predict clinical benefit and still require confirmatory studies?

That’s what the FDA’s Office of Prescription Drug Promotion wants to firm up as an agency analysis of direct-to-consumer websites for accelerated approval drugs previously found that only 21% of the disclosures used language directly from the label.

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Paul Hudson, Sanofi CEO (Eric Piermont/AFP via Getty Images)

Months af­ter FDA re­jec­tion, Sanofi touts piv­otal win for rare dis­ease drug su­tim­limab as it preps to re­file

One of the pillar drugs of Sanofi’s $11.6 billion pickup of Bioverativ hit a big setback late last year when the FDA sent its application for approval back. Now, as Sanofi gears up to resubmit the drug for review, the drugmaker is touting pivotal data it hopes will help take it over the finish line.

Sanofi’s sutimlimab nailed all three of its primary endpoints in its Phase III CADENZA study for patients with cold agglutinin disease, a rare disorder that can cause severe anemia, without a recent history of blood transfusion, the French drugmaker said Friday. The topline results will be presented at this weekend’s virtual EHA meeting.

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An ex­pen­sive watch, shell com­pa­nies and fake in­voic­es: How two Is­raeli traders tapped in­to a $100M glob­al biotech in­sid­er trad­ing ring

It appears that we have reached the end of the saga about the global insider trading ring that collectively reaped $100 million from placing “timely, profitable” trades in biotech stocks like Ariad, Pharmacyclics and Receptos.

Tomer Feingold and Dov Malnik — Israeli traders living in Switzerland — were the last out of eight to be charged as the SEC unraveled the scheme, which ran from 2013 through 2017. Together, according to a statement in March, the pair had pocketed more than $4 million.