Re­gen­eron makes a block­buster case for its PhI­II drug pipeline

While Bio­gen is strug­gling to get its pipeline to per­form, Re­gen­eron ex­ecs put on a demon­stra­tion to­day on how a biotech com­pa­ny with a sec­ond-tier R&D bud­get can per­form bet­ter on the late-stage front than much big­ger com­pa­nies spend­ing much more on re­search. And it led off with bull­ish re­marks on a pair of would-be block­busters, in­clud­ing their top Phase III drug dupilum­ab.

Dur­ing their sec­ond quar­ter re­view, the ex­ec­u­tive team not­ed:

— Sar­ilum­ab is up for an Oc­to­ber 30 PDU­FA date at the FDA, with a re­cent Eu­ro­pean fil­ing at the EMA to fol­low up on. Peak sales es­ti­mates top $1 bil­lion for this drug, which beat megablock­buster Hu­mi­ra in a head-to-head study on rheuma­toid arthri­tis. This will like­ly be the sec­ond drug part­nered with Sanofi to hit the mar­ket – the first was the PC­SK9 drug Pralu­ent, which has had a slow up­take since its in­tro­duc­tion.

— It’s dupilum­ab, though, that is get­ting the full red car­pet treat­ment at Re­gen­eron. The IL-4/IL-13 block­ing drug – al­so part­nered with Sanofi – is ex­pect­ed to get ap­proved in the first half of 2017. Most an­a­lysts note that with stel­lar Phase III da­ta from a slate of atopic der­mati­tis stud­ies, along with the FDA’s break­through drug des­ig­na­tion to help speed things along, that ap­proval is like­ly to land ear­ly. Peak sales es­ti­mates tend to hov­er around $2.5 bil­lion a year, mak­ing it a con­tender to be­come a top 2017 drug. Some op­ti­mistic sell-siders have pushed their peak es­ti­mates to $4 bil­lion or $5 bil­lion.

R&D chief George Yan­copou­los

“Dupilum­ab is re­al­ly a fran­chise un­to it­self,” says R&D chief George Yan­copou­los in the Q2 call with an­a­lysts to­day. The pos­i­tive da­ta in atopic der­mati­tis has spurred their be­lief that the drug has “huge” po­ten­tial. There’s al­ready sig­nif­i­cant pent­up de­mand from pa­tients who ei­ther don’t re­spond to cur­rent­ly avail­able reme­dies or can’t tol­er­ate them, says Re­gen­eron’s ex­ec­u­tive team. There’s al­so no oth­er com­pe­ti­tion in the late-stage pipeline to con­tend with.

“This re­al­ly has a chance to pro­vide some­thing to pa­tients that don’t have any oth­er al­ter­na­tives at this point,” says Yan­copou­los. And the com­pa­ny is push­ing ahead in asth­ma and oth­er in­di­ca­tions, look­ing to push the bound­aries on its fran­chise po­ten­tial.

— Then there’s REGN 2810, a PD-1 check­point drug al­so part­nered with Sanofi which is al­ready in a pos­si­ble piv­otal study. This is part of an­oth­er am­bi­tious col­lab­o­ra­tion deal with Sanofi, which is look­ing to fi­nal­ly get things go­ing in the can­cer are­na.

Re­gen­eron al­so has a brand new al­liance of its own with Adicet and its CEO, Aya Jakobovits, who earned a big en­dorse­ment from Yan­copou­los.

“We re­al­ly be­lieve in peo­ple and we be­lieve in syn­er­gies,” says the R&D chief, tout­ing a match-up on Adicet’s off-the-shelf ap­proach to de­vel­op­ing cell ther­a­pies. “We have had a long­stand­ing in­ter­est to work with Aya Jakobovits. We have enor­mous re­spect for her and her ca­pa­bil­i­ties.”

Be­yond that, though, Yan­capou­los wasn’t say­ing much about the tech­nol­o­gy and what dis­tin­guish­es it from ri­vals in the field.

— And fi­nal­ly there’s fas­inum­ab (REGN475), an an­ti-NGF pain drug for os­teoarthri­tis, which is up against some com­pe­ti­tion af­ter Pfiz­er and Eli Lil­ly got things go­ing again af­ter a long pause to as­sess safe­ty is­sues. Pa­tients had a bad habit of blow­ing out their joints af­ter tak­ing the drug, and de­vel­op­ers had to be care­ful to ex­clude pa­tients at risk.

Put it all to­geth­er, and Re­gen­eron’s rel­a­tive­ly mod­est $1.5 bil­lion R&D bud­get – aug­ment­ed by Sanofi – is out­per­form­ing most of its peers, and many much larg­er com­pa­nies that have yet to nail down a suc­cess­ful R&D strat­e­gy.

Med­ical an­i­ma­tion: Mak­ing it eas­i­er for the site and the pa­tient to un­der­stand

Medical animation has in recent years become an increasingly important tool for conveying niche information to a varied audience, particularly to those audiences without expertise in the specialist area. Science programmes today, for example, have moved from the piece-to-camera of the university professor explaining how a complex disease mechanism works, to actually showing the viewer first-hand what it might look like to shrink ourselves down to the size of an ant’s foot, and travel inside the human body to witness these processes in action. Effectively communicating a complex disease pathophysiology, or the novel mechanism of action of a new drug, can be complex. This is especially difficult when the audience domain knowledge is limited or non-existent. Medical animation can help with this communication challenge in several ways.
Improved accessibility to visualisation
Visualisation is a core component of our ability to understand a concept. Ask 10 people to visualise an apple, and each will come up with a slightly different image, some apples smaller than others, some more round, some with bites taken. Acceptable, you say, we can move on to the next part of the story. Now ask 10 people to visualise how HIV’s capsid protein gets arranged into the hexamers and pentamers that form the viral capsid that holds HIV’s genetic material. This request may pose a challenge even to someone with some virology knowledge, and it is that inability to effectively visualise what is going on that holds us back from fully understanding the rest of the story. So how does medical animation help us to overcome this visualisation challenge?

Alice Shaw, Lung Cancer Foundation of America

Top ALK ex­pert and can­cer drug re­searcher Al­ice Shaw bids adieu to acad­e­mia, hel­lo to No­var­tis

Jay Bradner has recruited a marquee oncology drug researcher into the ranks of the Novartis Institutes for BioMedical Research. Alice Shaw is jumping from prestigious posts intertwined through Mass General, Harvard and Dana-Farber to take the lead of NIBR’s translational clinical oncology group.

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Christine Bunt, Robert Langer. Verseau

Armed with Langer tech and $50M, Verseau hails new check­point drugs un­leash­ing macrophages against can­cer

The rising popularity of CD47 has propelled the “don’t-eat-me” signal to household name status in the immuno-oncology world. But just as PD-(L)1 merely represents the most fruitful of all checkpoints regulating T cells, Verseau Therapeutics is convinced that CD47 is one of many regulators one can modulate to stir up or tame the immune system.

“Macrophages are interesting because we were all educated probably 20 years ago that they are the big eaters in the immune system, but they’re really the orchestrators of the immune system,” CEO Christine Bunt said.

Hal Barron, GSK's president of R&D and CSO, speaks to Endpoints News founder and editor John Carroll in London at Endpoints' #UKBIO19 summit on October 8, 2019

[Video] Cel­e­brat­ing tri­al fail­ures, chang­ing the cul­ture and al­ly­ing with Cal­i­for­nia dream­ers: R&D chief Hal Bar­ron talks about a new era at GSK

Last week I had a chance to sit down with Hal Barron at Endpoints’ #UKBIO19 summit to discuss his views on R&D at GSK, a topic that has been central to his life since he took the top research post close to 2 years ago. During the conversation, Barron talked about changing the culture at GSK, a move that involves several new approaches — one of which involves celebrating their setbacks as they shift resources to the most promising programs in the pipeline. Barron also discussed his new alliances in the Bay Area — including his collaboration pact with Lyell, which we covered here — frankly assesses the pluses and minuses of the UK drug development scene, and talks about his plans for making GSK a much more effective drug developer.

This is one discussion you won’t want to miss. Insider and Enterprise subscribers can log-in to watch the video.

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Mi­rati preps its first look at their KRAS G12C con­tender, and they have to clear a high bar for suc­cess

If you’re a big KRAS G12C fan, mark your calendars for October 28 at 4:20 pm EDT.

That’s when Mirati $MRTX will unveil its first peek at the early clinical data available on MRTX849 in presentations at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics in Boston.

Mirati has been experiencing the full effect of a rival’s initial success at targeting the G12C pocket found on KRAS, offering the biotech some support on the concept they’re after — and biotech fans a race to the top. Amgen made a big splash with its first positive snapshot on lung cancer, but deflated sky-high expectations as it proved harder to find similar benefits in other types of cancers.

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The FDA will hus­tle up an ex­pe­dit­ed re­view for As­traZeneca’s next shot at a block­buster can­cer drug fran­chise

AstraZeneca paid a hefty price to partner with Daiichi Sankyo on their experimental antibody drug conjugate for HER2 positive breast cancer. And they’ve been rewarded with a fast ride through the FDA, with a straight shot at creating another blockbuster oncology franchise.

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Sean Parker, AP

Sean Park­er helps cre­ate a CRISPRed cell ther­a­py 2.0 play — and he’s got a high-pro­file set of lead­ers on the team

You can rack up one more high-profile debut effort in the wave of activity forming around cell therapy 2.0. It’s another appealing Bay Area group that’s attracted some of the top hands in the business to a multi-year effort to create a breakthrough. And they have $85 million in hand to make that first big step to the clinic.

Today it’s Ken Drazan and the team at South San Francisco-based ArsenalBio that are coming from behind the curtain for a public bow, backed by billionaire Sean Parker and a collection of investors that includes Beth Seidenberg’s new venture investment operation based in LA.
Drazan — a J&J Innovation vet with a long record of entrepreneurial endeavors — exited the stage in 2018 when his last mission ended as he stepped aside as president of Grail. It wasn’t long, though, before he was helping out with a business plan for ArsenalBio that revolved around the work of a large group of interconnected scientists supported by the Parker Institute for Cancer Immunology.

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CSL ac­cus­es ri­val Pharm­ing of par­tic­i­pat­ing in a scheme to rip off IP on HAE while re­cruit­ing se­nior R&D staffer

Pharming has landed in the middle of a legal donnybrook after recruiting a senior executive from a rival R&D team at CSL. The Australian pharma giant slapped Pharming with a lawsuit alleging that the Dutch biotech’s new employee, Joseph Chiao, looted a large cache of proprietary documents as he hit the exit. And they want it all back.
Federal Judge Juan Sanchez in the Eastern District Pennsylvania court issued an injunction on Tuesday prohibiting Chiao from doing any work on HAE or primary immune deficiency in his new job and demanding that he return any material from CSL that he may have in his possession. And he wants Pharming to tell its employees not to ask for any information on the forbidden topics.
For its part, Pharming fired off an indignant response this morning denying any involvement in extracting any kind of IP from CSL, adding that it’s cooperating in the internal probe that CSL has underway.

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Eli Lil­ly’s first PhI­II show­down for their $1.6B can­cer drug just flopped — what now?

When Eli Lilly plunked down $1.6 billion in cash to acquire Armo Biosciences a little more than a year ago, the stars seemed aligned in its favor. The jewel in the crown they were buying was pegilodecakin, which had cleared the proof-of-concept stage and was already in a Phase III trial for pancreatic cancer.

And that study just failed.

Lilly reported this morning that their cancer drug flopped on overall survival when added to FOLFOX (folinic acid, 5-FU, oxaliplatin), compared to FOLFOX alone among patients suffering from advanced pancreatic cancer.

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