Dan O'Day, Gilead CEO (Georgios Kefalas/EPA-EFE/Shutterstock)

Gilead’s Dan O’Day pulls the plug on the li­on’s share of their fil­go­tinib col­lab­o­ra­tion as the FDA erects a high safe­ty bar­ri­er. What went wrong?

Five years af­ter Gilead plunked down $725 mil­lion in cash to part­ner with Gala­pa­gos on fil­go­tinib, new CEO Dan O’Day has opt­ed to shelve the rheuma­toid arthri­tis pro­gram and all but a much small­er piece of the old de­vel­op­ment plan in the US. The big biotech said Tues­day af­ter­noon that the FDA had erect­ed a high bar­ri­er for this drug, which they couldn’t see a way around — or over.

As far as Gilead is con­cerned, the on­ly com­mer­cial­ly vi­able dose for this drug is 200 mg, and that’s not go­ing to fly at the FDA, where they say reg­u­la­tors made clear in a Type A meet­ing that they would need to com­plete “sub­stan­tial ad­di­tion­al clin­i­cal stud­ies.” Why? Reg­u­la­to­ry con­cerns over tes­tic­u­lar tox­i­c­i­ty are run­ning high for this drug, which had aimed to be the fourth JAK in­hibitor on the US mar­ket.

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