David Ricks, Eli Lilly CEO, steps away from the podium at the White House (Evan Vucci/AP Images)

US paus­es use of Eli Lil­ly's Covid-19 treat­ment na­tion­wide due to vari­ants

Due to the pres­ence of vari­ants, the US said Fri­day that it’s paus­ing ship­ments of Eli Lil­ly’s mon­o­clon­al an­ti­body com­bo for the treat­ment of Covid-19 on a na­tion­al ba­sis un­til fur­ther no­tice.

The pause, which could amount to the loss of about $375 mil­lion in sales ac­cord­ing to one biotech an­a­lyst, is an­oth­er blow to Lil­ly’s ef­forts to treat Covid-19 out­side of the hos­pi­tal, as the com­pa­ny pre­vi­ous­ly had its EUA for bam­lanivimab re­voked.

“The CDC iden­ti­fied that the com­bined fre­quen­cies of the SARS-CoV-2 P.1/Gam­ma vari­ant (first iden­ti­fied in Brazil) and the B.1.351/Be­ta vari­ant (first iden­ti­fied in South Africa) through­out the Unit­ed States now ex­ceed 11% and are trend­ing up­ward,” John Redd, CMO of the Of­fice of the As­sis­tant Sec­re­tary for Pre­pared­ness and Re­sponse, said in a let­ter ob­tained by End­points News.

“Re­sults from in vit­ro as­says that are used to as­sess the sus­cep­ti­bil­i­ty of vi­ral vari­ants to par­tic­u­lar mon­o­clon­al an­ti­bod­ies sug­gest that bam­lanivimab and ete­se­vimab ad­min­is­tered to­geth­er are not ac­tive against ei­ther the P.1 or B.1.351 vari­ants,” Redd wrote.

Pre­vi­ous­ly, dis­tri­b­u­tion of the com­bo of bam­lanivimab and ete­se­vimab was halt­ed in 9 states, in­clud­ing Ari­zona, Cal­i­for­nia, Flori­da, In­di­ana, Ore­gon, Illi­nois, Mass­a­chu­setts, Rhode Is­land and Wash­ing­ton, as the com­bined fre­quen­cy of the Covid-19 vari­ants first iden­ti­fied in Brazil and South Africa ex­ceed­ed 10% then.

Lil­ly said in an emailed state­ment, “Bam­lanivimab and ete­se­vimab ad­min­is­tered to­geth­er do not re­tain neu­tral­iza­tion ef­fects against the Gam­ma or Be­ta vari­ant. The U.S. Food and Drug Ad­min­is­tra­tion (FDA) rec­om­mends that health care providers in the U.S. use al­ter­na­tive au­tho­rized mon­o­clon­al an­ti­body ther­a­pies un­til fur­ther no­tice. As we have seen over the last sev­er­al months, preva­lence of vari­ants varies by state, re­gion and even coun­try and can change rapid­ly. Lil­ly con­tin­u­al­ly mon­i­tors the glob­al COVID-19 en­vi­ron­ment, as­sess­ing the neu­tral­iza­tion of our an­ti­body ther­a­pies against a wide ar­ray of ex­ist­ing and emerg­ing mu­ta­tions and vari­ants as well as the avail­able ther­a­pies.”

States will still have the op­tion of us­ing two mon­o­clon­al an­ti­bod­ies de­vel­oped by Re­gen­eron and Vir/GSK as the vari­ants do not evade ei­ther of those treat­ments as well as they did with the Lil­ly treat­ments.

Bern­stein biotech an­a­lyst Ron­ny Gal said in a note to in­vestors late last month that the mar­ket will now like­ly shift in Re­gen­eron’s fa­vor.

Ed­i­tor’s note: Ar­ti­cle up­dat­ed with com­ment from Lil­ly.

Has the mo­ment fi­nal­ly ar­rived for val­ue-based health­care?

RBC Capital Markets’ Healthcare Technology Analyst, Sean Dodge, spotlights a new breed of tech-enabled providers who are rapidly transforming the way clinicians deliver healthcare, and explores the key question: can this accelerating revolution overturn the US healthcare system?

Key points

Tech-enabled healthcare providers are poised to help the US transition to value, not volume, as the basis for reward.
The move to value-based care has policy momentum, but is risky and complex for clinicians.
Outsourced tech specialists are emerging to provide the required expertise, while healthcare and tech are also converging through M&A.
Value-based care remains in its early stages, but the transition is accelerating and represents a huge addressable market.

Lat­est on ul­tra-rare dis­ease ap­proval; Pos­i­tive, if mixed, signs for Bio­gen's ALS drug; Clay Sie­gall finds a new job; and more

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Over the last four years, we’ve honored 80 women whose extraordinary accomplishments have changed the game in biopharma R&D. You can now nominate someone to be highlighted in this year’s special report. Details are here.

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FDA ad­vi­sors unan­i­mous­ly rec­om­mend ac­cel­er­at­ed ap­proval for Bio­gen's ALS drug

A panel of outside advisors to the FDA unanimously recommended that the agency grant accelerated approval to Biogen’s ALS drug tofersen despite the drug failing the primary goal of its Phase III study, an endorsement that could pave a path forward for the treatment.

By a 9-0 vote, members of the Peripheral and Central Nervous System Drugs Advisory Committee said there was sufficient evidence that tofersen’s effect on a certain protein associated with ALS is reasonably likely to predict a benefit for patients. But panelists stopped short of advocating for a full approval, voting 3-5 against (with one abstention) and largely citing the failed pivotal study.

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FDA spells out how can­cer drug de­vel­op­ers can use one tri­al for both ac­cel­er­at­ed and full ap­provals

The FDA’s Oncology Center of Excellence has been a bright spot within the agency in terms of speeding new treatments to patients. That flexibility was on full display this morning as FDA released new draft guidance spelling out exactly how oncology drug developers can fulfill both the accelerated and full approval’s requirements with just a single randomized controlled trial.

While Congress recently passed legislation that will allow FDA to require confirmatory trials to be recruiting and ongoing prior to granting an accelerated approval, the agency is now making clear that the initial trial used to win the AA, if designed appropriately, can also serve as the trial for converting the accelerated approval into a full approval.

Clay Siegall, Morphimmune CEO

Up­dat­ed: Ex-Seagen chief Clay Sie­gall emerges as CEO of pri­vate biotech

Clay Siegall will be back in the CEO seat, taking the helm of a private startup working on targeted cancer therapies.

It’s been almost a year since Siegall resigned from Seagen, the biotech he co-founded and led for more than 20 years, in the wake of domestic violence allegations by his then-wife. His eventual successor, David Epstein, sold the company to Pfizer in a $43 billion deal unveiled last week.

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Sijmen de Vries, Pharming CEO

FDA ap­proves Pharm­ing drug for ul­tra-rare im­mun­od­e­fi­cien­cy dis­ease

US regulators cleared an ultra-rare drug from Pharming Group, by way of Novartis, on Friday afternoon.

The Dutch biotech said the FDA greenlit leniolisib for an immunodeficiency disease known as activated phosphoinositide 3-kinase delta (PI3Kδ) syndrome, or APDS. People 12 years and older can receive the oral drug, to be marketed as Joenja, beginning early next month, Pharming said, five days ahead of the decision deadline set by the FDA as part of a priority review.

No­vo Nordisk oral semaglu­tide tri­al shows re­duc­tion in blood sug­ar, plus weight loss

Novo Nordisk is testing higher levels of its oral version of its GLP-1, semaglutide, and its type 2 diabetes trial results released today show reductions in blood sugar as well as weight loss.

In the Phase IIIb trial, Novo compared its oral semaglutide in 25 mg and 50 mg doses with the 14 mg version that’s currently the maximum approved dose. The trial looked at how the doses compared when added to a stable dose of one to three oral antidiabetic medicines in people with type 2 diabetes who were in need of an intensified treatment.

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Zhi Hong, Brii Biosciences CEO

Brii Bio­sciences stops man­u­fac­tur­ing Covid-19 an­ti­body com­bo, plans to with­draw EUA re­quest

Brii Biosciences said it will stop manufacturing its Covid-19 antibody combination, sold in China, and is working to withdraw its emergency use authorization request in the US, which it started in October 2021.

The Beijing and North Carolina biotech commercially launched the treatment in China last July but is now axing the work and reverting resources to other “high-priority programs,” per a Friday update. The focus now is namely hepatitis B viral infection, postpartum depression and major depressive disorders.

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Eu­ro­pean Com­mis­sion de­lays pro­pos­al for ma­jor changes to phar­ma leg­is­la­tion

The European Commission has once again delayed the release of its proposal for an overhaul of the continent’s pharmaceutical legislation.

The release, previously anticipated on March 29, will occur “slightly later” than expected due to the “very busy College agendas of the last few weeks,” a Commission spokesperson told Endpoints News via email.

While the agency hasn’t provided an updated timeline, the spokesperson said the agenda is “always indicative and adoption dates of Commission proposals may change any time, especially when these proposals concern reforms of complex legislations of major importance.”