In­di­v­ior tight­ens grip on opi­oid ad­dic­tion mar­ket with Sublo­cade's new FDA ap­proval

The FDA has giv­en In­di­v­ior the OK to sell its month­ly in­jectable ver­sion of Sub­ox­one, shoring up the com­pa­ny’s ten­u­ous hold on the opi­oid ad­dic­tion mar­ket as com­pe­ti­tion looms near.

Scott Got­tlieb

The drug, to be mar­ket­ed as Sublo­cade (RBP-6000), is a month­ly in­jec­tion of buprenor­phine, which con­tains a mild opi­oid to help stymie with­draw­al for ad­dicts quit­ting opi­oid use. The med­i­cine is meant to be used as part of a treat­ment plan that in­cludes coun­sel­ing and psy­choso­cial sup­port.

The news doesn’t come as a sur­prise. Con­sid­er­ing the grow­ing ad­dic­tion to opi­oid-based painkillers and hero­in in the US, the FDA’s ad­vi­so­ry com­mit­tee made a strong rec­om­men­da­tion to ap­prove the drug ear­li­er this month. And ri­vals will be well re­ceived at the FDA.

“Every­one who seeks treat­ment for opi­oid use dis­or­der de­serves the op­por­tu­ni­ty to be of­fered the treat­ment best suit­ed to the needs of each in­di­vid­ual pa­tient, in com­bi­na­tion with coun­sel­ing and psy­choso­cial sup­port, as part of a com­pre­hen­sive re­cov­ery plan,” said FDA Com­mis­sion­er Scott Got­tlieb. “As part of our on­go­ing work in sup­port­ing the treat­ment of those suf­fer­ing from ad­dic­tion to opi­oids, the FDA plans to is­sue guid­ance to ex­pe­dite the de­vel­op­ment of new ad­dic­tion treat­ment op­tions. We’ll con­tin­ue to pur­sue ef­forts to pro­mote more wide­spread use of ex­ist­ing, safe and ef­fec­tive FDA-ap­proved ther­a­pies to treat ad­dic­tion.”

Max Her­rmann, Stifel

In­di­v­ior’s film ver­sion of this drug, which is dis­solved un­der the tongue or in­side the cheek, has been the mar­ket leader in this field for the past two decades. But the com­pa­ny’s grip on the mar­ket was com­pro­mised when gener­ics and oth­er com­peti­tors be­gan to creep on­to the scene. In Sep­tem­ber the com­pa­ny warned in­vestors that a US court rul­ing that cleared the way for a gener­ic ri­val had “sig­nif­i­cant­ly in­creased” the risk of new com­peti­tors. In a press re­lease back in Sep­tem­ber, In­di­v­ior said it could lose up to 80% of its mar­ket share “with­in a mat­ter of months” thanks to the new com­pe­ti­tion.

And then there’s Sub­ox­one’s brand­ed ri­val Viv­it­rol (made by Alk­er­mes), which re­cent­ly made its case for equal ef­fi­ca­cy to In­di­vor’s drug. This month­ly in­jec­tion works dif­fer­ent­ly than Sub­ox­one, block­ing the ef­fect of opi­oids. Alk­er­mes’ cen­tral brand­ing mes­sage is that Viv­it­rol is clean­er, con­tain­ing no opi­oids. But the drug al­so re­quires pa­tients to be detoxed en­tire­ly from opi­oids, which can prove prob­lem­at­ic for ad­dict­ed pa­tients.

Al­though not great news for com­peti­tors, this new ap­proval for In­di­v­ior could mean sig­nif­i­cant rev­enue for the com­pa­ny. Max Her­rmann, an an­a­lyst at Stifel, ex­pects the drug could cap­ture 30% of the broad­er buprenor­phine mar­ket. He ex­pects an­nu­al sales of about $700 mil­lion by 2021, while Jef­feries an­a­lysts ex­pect peak sales of $1.3 bil­lion by 2025.

Pi­o­neer­ing Click Chem­istry in Hu­mans

Reimagining cancer treatments

Cancer is a leading cause of death worldwide, accounting for nearly 10 million deaths in 2020, which is nearly one in six deaths. Recently, we have seen incredible advances in novel cancer therapies such as immune checkpoint inhibitors, cell therapies, and antibody-drug conjugates that have revamped cancer care and improved survival rates for patients.

Despite this significant progress in therapeutic targeting, why are we still seeing such a high mortality rate? The reason is that promising therapies are often limited by their therapeutic index, which is a measure of the effective dose of a drug, relative to its safety. If we could broaden the therapeutic indices of currently available medicines, it would revolutionize cancer treatments. We are still on the quest to find the ultimate cancer medicine – highly effective in several cancer types, safe, and precisely targeted to the tumor site.

Justin Klee (L) and Joshua Cohen, Amylyx co-CEOs (Cody O'Loughlin/The New York Times; courtesy Amylyx)

Ad­vo­cates, ex­perts cry foul over Amy­lyx's new ALS drug, cit­ing is­sues with price, PhI­II com­mit­ment

Not 24 hours after earning the first ALS drug approval in five years, Amylyx Pharmaceuticals’ Relyvrio is already drawing scrutiny. And it’s coming from multiple fronts.

In an investor call Friday morning, Amylyx revealed that it would charge about $158,000 per year, a price point that immediately drew backlash from ALS advocates and some outside observers. The cost reveal had been highly anticipated in the immediate hours after Thursday evening’s approval, though Amylyx only teased Relyvrio would cost less than previously approved drugs.

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Land­mark Amy­lyx OK spurs de­bate; Some... pos­i­tive? Alzheimer's da­ta; Can­cer tri­al bot­tle­neck; Sanofi's CRISPR bet; 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.

After brief stops in Paris and Boston, John Carroll and the Endpoints crew are staying on the road in October with their return for a live/streaming EUBIO22 in London. The hybrid event fireside chats and panels on mRNA, oncology and the crazy public market. We hope you can join him there.

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Joshua Cohen (L) and Justin Klee, Amylyx co-CEOs

Up­dat­ed: Af­ter long and wind­ing road, FDA ap­proves Amy­lyx's ALS drug in vic­to­ry for pa­tients and ad­vo­ca­cy groups

For just the third time in its 116-year history, the FDA has approved a new treatment for Lou Gehrig’s disease, or ALS.

US regulators gave the thumbs-up to the drug, known as Relyvrio, in a massive win for patients and their families. The approval, given to Boston-area biotech Amylyx Pharmaceuticals, comes after two years of long and contentious debates over the drug’s effectiveness between advocacy groups and FDA scientists, following the readout of a mid-stage clinical trial in September 2020.

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#AAO22: J&J’s first look at com­mon eye dis­ease port­fo­lio pads the case for PhII of gene ther­a­py

CHICAGO — While the later-stage drug developers in the geographic atrophy field are near the finish line, Johnson & Johnson’s Janssen is taking a more deliberate route, with a treatment that it hopes to be a one-time fix.

The Big Pharma will take its Hemera Biosciences-acquired gene therapy into a Phase II study later this year in patients with GA, a common form of age-related macular degeneration that impacts about five million people worldwide. To get there, Janssen touted early-stage safety data at the American Academy of Ophthalmology annual conference Saturday morning, half a day after competitors Apellis and Iveric Bio revealed their own more-detailed Phase III analyses.

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Nooman Haque, head of life sciences and healthcare at Silicon Valley Bank, and John Carroll

I’m head­ed to Lon­don soon for #EU­BIO22. Care to join me?

It was great getting back to a live ESMO conference/webinar in Paris followed by a live pop-up event for the Endpoints 11 in Boston. We’re staying on the road in October with our return for a live/streaming EUBIO22 in London.

Silicon Valley Bank’s Nooman Haque and I are once again jumping back into the thick of it with a slate of virtual and live events on October 12. I’ll get the ball rolling with a virtual fireside chat with Novo Nordisk R&D chief Marcus Schindler, covering their pipeline plans and BD work.

Some­one old, some­one new: Mod­er­na pro­motes CTO, raids No­var­tis for re­place­ment amid pipeline push

Moderna CEO Stéphane Bancel made clear on the last quarterly call that “now is not the time to slow down.” On Thursday, he made a bit more room in the cockpit.

The company unveiled a new executive role on Thursday, promoting former chief technical operations and quality officer Juan Andres to president of strategic partnerships and enterprise expansion, and poaching a former Novartis exec to take his place.

Gilead names 'k­ing­pin­s' in coun­ter­feit HIV med law­suit

Gilead is mounting its counterfeit drug lawsuit, naming two “kingpins” and a complex network of conspirators who allegedly sold imitation bottles of its HIV meds, some of which ended up in US pharmacies.

The pharma giant on Wednesday provided an update on what it called a “large-scale, sophisticated counterfeiting conspiracy,” accusing two new defendants of “leading and orchestrating” a scheme to sell hundreds of millions of dollars in illegitimate drugs posing as meds such as Biktarvy and Descovy.

Tar­sus looks to raise aware­ness of eye­lid mite dis­ease in cam­paign aimed at eye­care spe­cial­ists

Eyelid mite disease may be “gross” but it’s also fairly common, affecting about 25 million people in the US.

Called demodex blepharitis, it’s a well-known condition among eyecare professionals, but they often don’t always realize how common it is. Tarsus Pharmaceuticals wants to change that with a new awareness campaign called “Look at the Lids.”

The campaign and website debut Thursday — just three weeks after Tarsus filed for FDA approval for a drug that treats the disease.

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