Pfizer’s celebrated Covid-19 vaccine freezes many people out — but a rival mRNA team says they thawed out a solution

Franz-Werner Haas, CureVac CEO

November 12, 2020 09:52 AM ESTUpdated 10:14 AM

Pfizer’s celebrated Covid-19 vaccine freezes many people out — but a rival mRNA team says they thawed out a solution

John Carroll

Editor & Founder

Once the euphoria began to wane a bit following Pfizer’s dramatic unveiling of a 90%-plus effectiveness rate from its pivotal Covid-19 vaccine study earlier this week, less affluent countries and regions around the world began to wonder if they would ever be able to get in line for it.

The vaccine has to be shipped in -70 degrees celsius temps and then used within 5 days of being thawed. For distributors in China, that means building a unique distribution system to deliver the first dose and then a booster. And there are plenty of countries that say they can’t afford to go that route — adding a big obstacle in front of a huge logistical challenge.

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Biogen CEO Michel Vounatsos (via Getty Images)

November 27, 2020 09:56 AM ESTUpdated 01:36 PM

Deals

With aducanumab caught on a cliff, Biogen’s Michel Vounatsos bets billions on another high-risk neuro play

John Carroll

Editor & Founder

With its FDA pitch on the Alzheimer’s drug aducanumab hanging perilously close to disaster, Biogen is rolling the dice on a $3.1 billion deal that brings in commercial rights to one of the other spotlight neuro drugs in late-stage development — after it already failed its first Phase III.

The big biotech has turned to Sage Therapeutics for its latest deal, close to a year after the crushing failure of Sage-217, now dubbed zuranolone, in the MOUNTAIN study.

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Pascal Soriot (AP Images)

November 23, 2020 05:43 AM ESTUpdated 02:00 PM

Coronavirus

AstraZeneca, Oxford on the defensive as skeptics dismiss 70% average efficacy for Covid-19 vaccine

Amber Tong

Editor

On the third straight Monday that the world wakes up to positive vaccine news, AstraZeneca and Oxford are declaring a new Phase III milestone in the fight against the pandemic. Not everyone is convinced they will play a big part, though.

With an average efficacy of 70%, the headline number struck analysts as less impressive than the 95% and 94.5% protection that Pfizer/BioNTech and Moderna have boasted in the past two weeks, respectively. But the British partners say they have several other bright spots going for their candidate. One of the two dosing regimens tested in Phase III showed a better profile, bringing efficacy up to 90%; the adenovirus vector-based vaccine requires minimal refrigeration, which may mean easier distribution; and AstraZeneca has pledged to sell it at a fraction of the price that the other two vaccine developers are charging.

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Jason Kelly, Ginkgo Bioworks CEO (Kyle Grillot/Bloomberg via Getty Images)

November 25, 2020 11:48 AM EST

Coronavirus

Manufacturing

After Kodak debacle, US lends $1.1B to a synthetic biology company and their big Covid-19, mRNA plans

Jason Mast

Associate Editor

In mid-August, as Kodak’s $765 million government-backed push into drug manufacturing slowly fell apart in national headlines, Ginkgo Bioworks CEO Jason Kelly got a message from his company’s government liaison: HHS wanted to know if they, too, might want a loan.

The government’s decision to lend Kodak three quarters of a billion dollars raised eyebrows because Kodak had never made drugs before. But Ginkgo, while not a manufacturing company, had spent the last decade refining new ways to produce materials inside cells and building automated facilities across Boston.

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Bahija Jallal (file photo)

November 23, 2020 02:00 AM ESTUpdated 06:47 AM

R&D

TCR pioneer Immunocore scores a first with a landmark PhIII snapshot on overall survival for a rare melanoma

John Carroll

Editor & Founder

Bahija Jallal’s crew at TCR pioneer Immunocore says they have nailed down a promising set of pivotal data for their lead drug in a frontline setting for a solid tumor. And they are framing this early interim readout as the convincing snapshot they need to prove that their platform can deliver on a string of breakthrough therapies now in the clinic or planned for it.

In advance of the Monday announcement, Jallal and R&D chief David Berman took some time to walk me through the first round of Phase III data for their lead TCR designed to treat rare, frontline cases of metastatic uveal melanoma that come with a grim set of survival expectations.

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Vivek Ramaswamy (Jeff Rumans/JPM 2020)

November 25, 2020 07:28 AM EST

R&D

Urovant's lead drug disappoints in mid-stage study as first big FDA decision looms

Amber Tong

Editor

Just as Urovant gets ready for its first big FDA decision on vibegron, the drug has flopped in what would’ve been a follow-on indication.

In a Phase IIa trial involving women with abdominal pain due to irritable bowel syndrome, vibegron failed to meet the bar on improving “average worst abdominal pain” over 12 weeks, compared to placebo, among IBS-D patients.

There were actually slightly more responders in the placebo group than in the drug arm, with only 40.9% of those randomized to vigebron achieving at least a 30% decrease in “worst abdominal pain” in the past 24 hours. The trial enrolled 222 women but only 189 completed the study.

November 24, 2020 11:14 AM EST

R&D

Genmab axes an ADC development program after the data fail to impress

John Carroll

Editor & Founder

Genmab $GMAB has opted to ax one of its antibody-drug conjugates after watching it flop in the clinic.

The Danish biotech reported Tuesday that it decided to kill their program for enapotamab vedotin after the data gathered from expansion cohorts failed to measure up. According to the company:

While enapotamab vedotin has shown some evidence of clinical activity, this was not optimized by different dose schedules and/or predictive biomarkers. Accordingly, the data from the expansion cohorts did not meet Genmab’s stringent criteria for proof-of-concept.

Vas Narasimhan, Novartis CEO (Jason Alden/Bloomberg via Getty Images)

November 24, 2020 09:58 AM ESTUpdated 11:20 AM

R&D

Vas Narasimhan's 'Wild Card' drugs: Novartis CEO highlights potential jackpots, as well as late-stage stars, in R&D presentation

Max Gelman

Associate Editor

Novartis is always one of the industry’s biggest R&D spenders. As they often do toward the end of each year, company execs are highlighting the drugs they expect will most likely be winners in 2021.

And they’re also dreaming about some potential big-time lottery tickets.

As part of its annual investor presentation Tuesday, where the company allows investors and analysts to virtually schmooze with the bigwigs, Novartis CEO Vas Narasimhan will outline what he thinks are the pharma’s “Wild Cards.” The slate of five experimental drugs are those that Novartis hopes can be high-risk, high-reward entrants into the market over the next half-decade or so, and cover a wide range of indications.

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November 24, 2020 08:37 AM EST

Bioregnum

Regulatory

The aducanumab conundrum: The PhIII failed a clear regulatory standard, but no one is certain what that means anymore at the FDA

Eighteen days ago, virtually all of the outside experts on an FDA adcomm got together to mug the agency’s Billy Dunn and the Biogen team when they presented their upbeat assessment on aducanumab. But here we are, more than 2 weeks later, and the ongoing debate over that Alzheimer’s drug’s fate continues unabated.

Instead of simply ruling out any chance of an approval, the logical conclusion based on what we heard during that session, a series of questionable approvals that preceded the controversy over the agency’s recent EUA decisions has come back to haunt the FDA, where the power of precedent is leaving an opening some experts believe can still be exploited by the big biotech.

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John Maraganore, Alnylam CEO (Scott Eisen/Bloomberg via Getty Images)

November 23, 2020 08:04 PM ESTUpdated 09:21 AM

Pharma

Regulatory

Alnylam gets the green light from the FDA for drug #3 — and CEO John Maraganore is ready to roll

John Carroll

Editor & Founder

Score another early win at the FDA for Alnylam.

The FDA put out word today that the agency has approved its third drug, lumasiran, for primary hyperoxaluria type 1, better known as PH1. The news comes just 4 days after the European Commission took the lead in offering a green light.

An ultra rare genetic condition, Alnylam CEO John Maraganore says there are only some 1,000 to 1,700 patients in the US and Europe at any particular point. The patients, mostly kids, suffer from an overproduction of oxalate in the liver that spurs the development of kidney stones, right through to end stage kidney disease.

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