Re­gen­eron/Sanofi cir­cle Oc­to­ber 28 on the cal­en­dar as the FDA be­gins a speedy re­view of the world’s 6th PD-1/L1 check­point

A Re­gen­eron/Sanofi team has a tar­get date for launch­ing the world’s 6th PD-1/L1 check­point in­hibitor. And while they may be late to the grow­ing league of ri­vals — dom­i­nat­ed by Bris­tol-My­ers Squibb and Mer­ck — they plan to en­ter with a mar­ket splash, with con­sid­er­able as­sis­tance from FDA reg­u­la­tors who are steel keen to ex­pand the field.

The FDA has agreed to give the PD-1 cemi­plimab a pri­or­i­ty re­view, say the bio­phar­ma part­ners, of­fer­ing a PDU­FA date of Oc­to­ber 28. That comes on top of the break­through ther­a­py des­ig­na­tion from last fall, un­der­scor­ing that reg­u­la­tors will move fast here. The de­vel­op­ers are push­ing hard for an ap­proval to use the drug as the first of the PD-1/L1 ther­a­pies for metasta­t­ic cu­ta­neous squa­mous cell car­ci­no­ma, a non-melanoma skin can­cer, who are not el­i­gi­ble for surgery.

That dead­line gives the Re­gen­eron/Sanofi team time to see if they can make a splash at AS­CO in a few weeks with da­ta from their sin­gle-arm Phase II tri­al. The EMA start­ed their re­view ear­li­er this month.

As­sum­ing they get a quick OK — and giv­en the ex­pe­ri­ence reg­u­la­tors have with PD-1/L1s and the rep these de­vel­op­ers are bring­ing to the ta­ble, that’s easy to do —  you can ex­pect the team to start look­ing to make up for lost time as they ex­pand the use of cemi­plimab. Both Re­gen­eron and Sanofi still have high hopes for the over­all mar­ket op­por­tu­ni­ty, as a line­up of ma­jors like Roche, As­traZeneca and Pfiz­er/Mer­ck KGaA grap­ple with the two top play­ers for a slice of a block­buster mar­ket.

John Reed

At the be­gin­ning of the year Re­gen­eron and Sanofi com­mit­ted an ex­tra bil­lion dol­lars to their war bud­get for cemi­plimab. It rep­re­sents the lat­est in a se­ries of big pro­grams from the part­ners, who are wind­ing down their an­ti­body al­liance. And it will like­ly line up as one of John Reed’s first wins as he re­places Elias Zer­houni at the helm of Sanofi’s glob­al R&D team.

Be­hind them is a grow­ing tsuna­mi of PD-1/L1 can­cer check­points, with a host of new com­bos look­ing to ex­pand their use and widen their im­pact. The Can­cer Re­search In­sti­tute ran a study that found 164 PD-1/L1s in the pipeline, from pre­clin­i­cal through mar­ket­ing stages. No­var­tis has one in de­vel­op­ment sole­ly for in-house use. And we may find a few thrown in as low-pried com­modi­ties, mak­ing check­point 2.0 more im­por­tant than ever for the lead­ers.

Re­gen­eron/Sanofi plan to be on the in­side, look­ing out.

A New Fron­tier: The In­ner Ear

What happens when a successful biotech venture capitalist is unexpectedly diagnosed with a chronic, life-disrupting vertigo disorder? Innovation in neurotology.

That venture capitalist was Jay Lichter, Ph.D., and after learning there was no FDA-approved drug treatment for his condition, Ménière’s disease, he decided to create a company to bring drug development to neurotology. Otonomy was founded in 2008 and is dedicated to finding new drug treatments for the hugely underserved community living with balance and hearing disorders. Helping patients like Jay has been the driving force behind Otonomy, a company heading into a transformative 2020 with three clinical trial readouts: Phase 3 in Ménière’s disease, Phase 2 in tinnitus, and Phase 1/2 in hearing loss. These catalysts, together with others in the field, highlight the emerging opportunity in neurotology.
Otonomy is leading the way in neurotology
Neurotology, or the treatment of inner ear neurological disorders, is a large and untapped market for drug developers: one in eight individuals in the U.S. have moderate-to-severe hearing loss, tinnitus or vertigo disorders such as Ménière’s disease.1 With no FDA-approved drug treatments available for these conditions, the burden on patients—including social anxiety, lower quality of life, reduced work productivity, and higher rates of depression—can be significant.2, 3, 4

Joe Jimenez, Getty

Ex-No­var­tis CEO Joe Jimenez is tak­ing an­oth­er crack at open­ing a new chap­ter in his ca­reer — and that in­cludes a new board seat and a $250M start­up

Joe Jimenez is back.

The ex-CEO of Novartis has taken a board seat on Century Therapeutics, the Versant and Bayer-backed startup focused on coming up with a brand new twist on cell therapies for cancer — a field where Jimenez made his mark backing the first personalized CAR-T approved for use.

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Can we make the an­tibi­ot­ic mar­ket great again?

The standard for-profit model in drug development is straightforward. Spend millions, even billions, to develop a medicine from scratch. The return on investment (and ideally a tidy profit) comes via volume and/or price, depending on the disease. But the string of big pharma exits and slew of biotech bankruptcies indicate that the model is sorely flawed when it comes to antibiotics.

The industry players contributing to the arsenal of antimicrobials are fast dwindling, and the pipeline for new antibiotics is embarrassingly sparse, the WHO has warned. Drugmakers are enticed by greener pastures, compared to the long, arduous and expensive path to antibiotic approval that offers little financial gain as treatments are typically priced cheaply, and often lose potency over time as microbes grow resistant to them.

Top Har­vard chemist caught up in FBI’s 'T­hou­sand Tal­ents' drag­net, ac­cused of ly­ing about Chi­nese con­nec­tions, pay

The FBI’s probe into the alleged theft of R&D secrets by Chinese authorities has drawn Harvard’s top chemist into its net.

The agency accused Charles M. Lieber, who chairs the university’s chemistry and chemical biology department, with lying about his involvement in China’s Thousand Talents campaign, which was established as a way of drawing in innovators from around the world. And the scientist, 60, was charged with making false statements about his ties to China.

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Eye­ing a trio of tri­al ini­ti­a­tions, Jim Wilson's gene ther­a­py start­up woos Bruce Gold­smith from Deer­field as CEO

Passage Bio — Jim Wilson’s self-described “legacy company” — has wooed a seasoned biotech executive to steer the clinical entry of its first three gene therapy programs.

Bruce Goldsmith jumps to the helm of Passage after a brief CEO stint at Civetta, a cancer-focused startup he helped launch while a venture partner at Deerfield. He takes over from OrbiMed partner and interim chief Stephen Squinto, who will now lead the R&D team.

The FTC and New York state ac­cuse Mar­tin Shkre­li of run­ning a drug mo­nop­oly. They plan to squash it — and per­ma­nent­ly ex­ile him

Pharma bro Martin Shkreli was jailed, publicly pilloried and forced to confront some lawmakers in Washington riled by his move to take an old generic and move the price from $17.50 per pill to $750. But through 4 years of controversy and public revulsion, his company never backed away from the price — left uncontrolled by a laissez faire federal policy on a drug’s cost.

Now the FTC and the state of New York plan to pry his fingers off the drug once and for all and open it up to some cheap competition. And their lawsuit is asking that Shkreli — with several years left on his prison sentence — be banned permanently from the pharma industry.

UP­DAT­ED: Ac­celeron res­ur­rects block­buster hopes for so­tater­cept with pos­i­tive PhII — and shares rock­et up

Acceleron $XLRN says that its first major trial readout of 2020 is a success.

In a Phase II study of 106 patients with pulmonary arterial hypertension (PAH), Acceleron’s experimental drug sotatercept hit its primary endpoint: a significant reduction in pulmonary vascular resistance. The drug also met three different secondary endpoints, including the 6-minute walking test.

“We’re thrilled to report such positive topline results from the PULSAR trial,” Acceleron CEO Habib Dable said in a statement. The company said in a conference call they plan on discussing a Phase III trial design with regulators.

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Short at­tack­er Sahm Ad­ran­gi draws crosshairs over a fa­vorite of Sanofi’s new CEO — with PhII da­ta loom­ing

Sahm Adrang Kerrisdale

Kerrisdale chief Sahm Adrangi took a lengthy break from his series of biotech short attacks after his chief analyst in the field pulled up stakes and went solo. But he’s making a return to drug development this morning, drawing crosshairs over a company that’s one of new Sanofi CEO Paul Hudson’s favorite collaborators.

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Amber Saltzman (Ohana)

Flag­ship's first ven­ture of 2020 is out, and it's all about sperm

A couple years ago, Amber Salzman got a call as she was returning East full-time after a two-year stint running a gene therapy company in California.

It was from someone at Flagship Pioneering, the deep-pocketed biotech venture firm. They had a new company with a new way of thinking about sperm. It had been incubating for over a year, and now they wanted her to run it.

“It exactly fit,” Salzman told Endpoints News. “I just thought I had to do something.”