No­var­tis bags a new eczema drug, builds der­ma­tol­ogy pipeline with Ziar­co buy­out

Vas­ant Narasimhan, Glob­al Head Drug De­vel­op­ment and Chief Med­ical Of­fi­cer for No­var­tis

Two days af­ter Pfiz­er won an FDA ap­proval for a new drug for atopic der­mati­tis which it ac­quired in a $5.2 bil­lion buy­out, No­var­tis has stepped in to snap up a mid-stage eczema ri­val that was spun out of the wreck­age Pfiz­er left be­hind at Sand­wich. No­var­tis, which gen­er­al­ly hates to dis­cuss deal terms, is keep­ing the num­bers un­der wraps for now.

The ob­ject of its af­fec­tion is Ziar­co, a 5-year-old up­start that has gath­ered pos­i­tive mid­stage da­ta to­geth­er for ZPL389, an oral drug that achieved sta­tis­ti­cal­ly sig­nif­i­cant re­sults for its H4 re­cep­tor an­tag­o­nist. The Phase IIa de­liv­ered a 50% drop in EASI scores at 8 week, com­pared to 27% for the place­bo. And the SCO­RAD marks reg­is­tered a drop of 43% against 26%. The Phase IIb was slat­ed to start in the sec­ond half of this year.

Those marks were good enough to gain No­var­tis’ at­ten­tion af­ter Ziar­co re­port­ed­ly be­gan to hunt for a buy­out last sum­mer which Bloomberg re­port­ed at the time could be worth up to a bil­lion dol­lars in an up­front and mile­stones.

Big Phar­ma has been leap­ing back in­to the atopic der­mati­tis are­na as Re­gen­eron and Sanofi are in the last leg of their odyssey to gain an ap­proval for dupilum­ab, wide­ly tapped as one of the biggest drugs in late-stage de­vel­op­ment. Pfiz­er — one of the orig­i­nal in­vestors in Ziar­co, which al­so like­ly got a close look at the da­ta — ac­quired its new­ly ap­proved atopic der­mati­tis drug in its ac­qui­si­tion of Ana­cor.

Why the in­ter­est? Dupilum­ab has ex­cit­ed a lot of an­a­lysts, some of whom think the drug could fetch up to $5 bil­lion in peak sales, though oth­ers have a more mod­est block­buster fu­ture in mind for Re­gen­eron and Sanofi. Pfiz­er, mean­while, be­lieves its new top­i­cal ther­a­py could earn a cou­ple of bil­lion dol­lars a year.

“We are proud of our der­ma­tol­ogy ca­pa­bil­i­ties shown by the re­cent suc­cess­ful launch­es of Cosen­tyx and Xo­lair,” said Vas­ant Narasimhan, the glob­al head of drug de­vel­op­ment at No­var­tis. “Now we’re ex­cit­ed about a po­ten­tial new med­i­cine for peo­ple with eczema through the ac­qui­si­tion of Ziar­co and the ad­di­tion of a first-in-class oral H4 re­cep­tor an­tag­o­nist to our grow­ing pipeline.”

George Yancopoulos (Regeneron)

Re­gen­eron co-founder George Yan­copou­los of­fers a com­bat­ive de­fense of the po­lice at a high school com­mence­ment. It didn’t go well

Typically, the commencement speech at Yorktown Central School District in Westchester — like most high schools — is an opportunity to encourage students to face the future with confidence and hope. Regeneron president and co-founder George Yancopoulos, though, went a different route.

In a fiery speech, the outspoken billionaire defended the police against the “prejudice and bias against law enforcement” that has erupted around the country in street protests from coast to coast. And for many who attended the commencement, Yancopoulos struck the wrong note at the wrong time, especially when he combatively challenged someone for interrupting his speech with a honk for “another act of cowardness.”

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Elias Zerhouni (Photo by Vincent Isore/IP3/Getty Images)

Elias Zer­houni dis­cuss­es ‘am­a­teur hour’ in DC, the de­struc­tion of in­fec­tious dis­ease R&D and how we need to prep for the next time

Elias Zerhouni favors blunt talk, and in a recent discussion with NPR, the ex-Sanofi R&D and ex-NIH chief had some tough points to make regarding the pandemic response.

Rather than interpret them, I thought it would be best to provide snippets straight from the interview.

On the Trump administration response:

It was basically amateur hour. There is no central concept of operations for preparedness, for pandemics, period. This administration doesn’t want to or has no concept of what it takes to protect the American people and the world because it is codependent. You can’t close your borders and say, “OK, we’re going to be safe.” You’re not going to be able to do that in this world. So it’s a lack of vision, basically just a lack of understanding, of what it takes to protect the American people.

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An ex­pe­ri­enced biotech is stitched to­geth­er from transpa­cif­ic parts, with 265 staffers and a fo­cus on ‘new bi­ol­o­gy’

Over the past few years, different teams at a pair of US-based biotechs and in labs in Japan have labored to piece together a group of cancer drug programs, sharing a single corporate umbrella with research colleagues in Japan. But now their far-flung operations have been knit together into a single unit, creating a pipeline with 10 cancer drug development programs — going from early-stage right into Phase III — and a host of discovery projects managed by a collective staff of some 265 people.

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New stan­dard of care? FDA hands Pfiz­er, Mer­ck KGaA an OK for Baven­cio in blad­der can­cer

The breakthrough therapy designation Pfizer and Merck KGaA notched for Bavencio in bladder cancer has quickly paved way for a full approval.

The PD-L1 drug is now sanctioned as a first-line maintenance treatment for patients with locally advanced or metastatic urothelial carcinoma, applicable in cases where cancer hasn’t progressed after platinum-containing chemotherapy.

Petros Grivas, the principal investigator of the supporting Phase III JAVELIN Bladder 100, called the approval “one of the most significant advances in the treatment paradigm in this setting in 30 years.”

On a roll, Mer­ck blazes through a new seg­ment of the bio­mark­er trail

Merck has notched an approval for using Keytruda to treat a biomarker-based subset of first-line colorectal cancer patients with unresectable or metastatic tumors, as the pharma giant continues to find new niches for its blockbuster PD-1 star.

The OK is significant in a number of ways. Not only does it build on an accelerated approval for all tumors characterized as microsatellite instability-high (MSI-H) or mismatch repair deficient (dMMR); it also marks the first single treatment for colorectal cancer that doesn’t contain chemotherapy.

Pfiz­er shares surge on pos­i­tive im­pact of their mR­NA Covid-19 vac­cine — part­nered with BioN­Tech — in an ear­ly-stage study

Pfizer and their partners at the mRNA specialist BioNTech have published the first glimpse of biomarker data from an early-stage study spotlighting the “robust immunogenicity” triggered by their Covid-19 vaccine, which is one of the leaders in the race to vanquish the global pandemic.

Researchers selected 45 healthy volunteers 18-55 years of age for the study. They were randomized to receive 2 doses, separated by 21 days, of 10 µg, 30 µg, or 100 µg of BNT162b1, “a lipid nanoparticle-formulated, nucleoside-modified, mRNA vaccine that encodes trimerized SARS-CoV-2 spike glycoprotein RBD.” Their responses were compared against the effect of a natural, presumably protective defense offered by a regular infection.

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Sec­ond death trig­gers hold on Astel­las' $3B gene ther­a­py biotech's lead pro­gram, rais­ing fresh con­cerns about AAV

Seven months after Astellas shelled out $3 billion to acquire the gene therapy player Audentes, the biotech company’s lead program has been put on hold following the death of 2 patients taking a high dose of their treatment. And there was another serious adverse event recorded in the study as well, with a total of 3 “older” patients in the study affected.

The incidents are derailing plans to file for a near-term approval, which had been expected right about now.

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Paul Hudson, Sanofi CEO (Getty Images)

Sanofi preps an­oth­er round of lay­offs as new ex­ecs look to slim down the glob­al phar­ma in an on­go­ing re­or­ga­ni­za­tion — re­port

Sanofi is reportedly once again sharpening up the budget axe as the pharma giant prepares to chop more jobs.

Reuters reports this morning that Sanofi has its sights set on cutting 1,680 jobs in Europe, where the unions have been combating rounds of cutbacks at the Paris-based player. Sanofi itself hasn’t said anything about these cuts, as the company looks to discuss a 3-year plan with staff representatives.

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Covid-19 roundup: Vac­cines will need to beat place­bo by 50% to qual­i­fy for FDA OK; UK tri­al drops Kale­tra

The FDA will set the bar for approving a Covid-19 vaccine at 50% efficacy, the Wall Street Journal reported, meaning any successful candidate will have to reduce the risk of coronavirus disease by at least half compared to placebo.

That requirement is part of guidance that the agency is set to release later today, laying out detailed criteria for vaccine developers — some of whom are eyeing an OK by the end of the year, in line with expectations at Operation Warp Speed.

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