Watch out Ab­b­Vie: Gilead is fast on your heels at the FDA with ri­val JAK in­hibitor fil­go­tinib

Mov­ing fast with what it be­lieves is a block­buster fa­vorite in a crowd­ed mar­ket, Gilead has con­fi­dent­ly plot­ted an NDA fil­ing for fil­go­tinib by the end of the year, set­ting up a po­ten­tial 2020 launch in rheuma­toid arthri­tis.

Smooth progress here would min­i­mize Ab­b­Vie’s lead, as its ri­val JAK in­hibitor upadac­i­tinib is al­ready un­der pri­or­i­ty re­view with a PDU­FA date set for Q3. For an­a­lysts, it’s al­so a tes­ta­ment to new CEO Dan O’Day’s abil­i­ty to ex­e­cute on key pipeline ad­vances, hav­ing hint­ed at the quick fil­ing in an in­vestor call — though ques­tions about a cru­cial safe­ty study re­main unan­swered.

SVB Leerink anayl­sts call the sce­nario “bet­ter than our best case” as it sets up a po­ten­tial launch six months ahead of their pro­ject­ed time­line. Gilead’s part­ners at Gala­pa­gos $GLPG en­joyed a 6% ral­ly at the news.

Daniel O’Day Gilead

Gilead so­lid­i­fied its in­tent to file af­ter a re­cent meet­ing with the FDA, in which the com­pa­ny up­dat­ed reg­u­la­tors about the Phase III FINCH stud­ies as well as the on­go­ing Phase II safe­ty study dubbed MAN­TA. An­a­lysts have de­scribed that tri­al — which eval­u­ates the tox­i­c­i­ty of fil­go­tinib in men with mod­er­ate­ly to se­vere­ly ac­tive ul­cer­a­tive col­i­tis or Crohn’s dis­ease — as a “key over­hang” for the drug.

With the en­tire JAK class grap­pling with safe­ty is­sues — the FDA and EMA both is­sued stark warn­ings re­cent­ly about the dan­gers posed by Pfiz­er’s Xel­janz, and Eli Lil­ly was de­nied an ap­proval on the high dose of Olu­mi­ant — a clean score on this front is re­quired to stand out.

“Fil­go­tinib’s im­pres­sive safe­ty pro­file could be an im­por­tant dif­fer­en­tia­tor, po­ten­tial­ly key to dri­ving up­take de­spite like­ly be­ing the 4th JA­Ki to mar­ket,” Jef­feries’ Pe­ter Welford not­ed, re­fer­ring to the low­er rates of car­dio­vas­cu­lar events com­pared to place­bo.

There’s no word on when MAN­TA will read out, but the as­sump­tion is that reg­u­la­tors have agreed to judge the ap­pli­ca­tion on in­ter­im da­ta rather than wait­ing on the full dataset, ex­pect­ed in 2020.

As for ef­fi­ca­cy, an­a­lysts are in gen­er­al agree­ment that fil­go­tinib ap­pears sim­i­lar to upadac­i­tinib, Ab­b­Vie’s next-gen an­swer to the $20 bil­lion Hu­mi­ra fran­chise.

FINCH 1 and FINCH 3 saw ACR20/50/70 re­sults that over­shad­owed the sug­ar pill re­sponse lev­els as well as a methotrex­ate arm. While the low 100 mg da­ta were gen­er­al­ly in line with Hu­mi­ra, the 200 mg out­per­formed the ag­ing block­buster, set to lose patent pro­tec­tion no lat­er than 2023.

In case any­one needs a re­minder, the stakes are high. Welford sees $6 bil­lion in fil­go­tinib in terms of world­wide sales po­ten­tial across all in­di­ca­tions, with $3 bil­lion from rheuma­toid arthri­tis, $600 in Crohn’s, $400 mil­lion in ul­cer­a­tive col­i­tis and $2 bil­lion from oth­ers. Evan Seiger­man from Cred­it Su­isse, mean­while, fore­casts a more con­ser­v­a­tive $1 bil­lion in peak RA sales while oth­er in­di­ca­tions should bring in $1 to $2 bil­lion.

So­cial im­age: Kristof­fer Trip­plaar, AP Im­ages

Mer­ck is tak­ing the ax to its US op­er­a­tions, cut­ting 500 jobs in its lat­est re­or­ga­ni­za­tion

Merck is cutting 500 jobs in its US sales and headquarters commercial teams in its latest effort to find new ways to streamline the operation.

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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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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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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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Flu Virus (Source: CDC)

FDA ex­pands Xofluza ap­proval as Roche strug­gles to catch loom­ing flu mar­ket

As a potentially powerful flu season looms, so does a big test for Roche and its new flu drug, Xofluza. The Swiss giant just got a small boost in advance of that test as the FDA expanded Xofluza’s indication to include patients at high risk of developing flu-related complications.

Xofluza (baloxavir marboxil) was approved last October in the US, the first landmark flu drug approval in 20 years and a much-needed green light for a company that had watched its leading flu drug Tamiflu get eaten alive by generics. Like its predecessor, the pill offered a reduction in flu symptoms but not a cure.

EMA backs sev­en ther­a­pies, in­clud­ing Mer­ck­'s Ebo­la vac­cine

The first-ever Ebola vaccine is on the precipice of approval after the European Medicine’s Agency (EMA) backed the Merck product in this week’s roster of recommendations.

The drugmaker $MRK began developing the vaccine, christened Ervebo, during the West African outbreak that occurred between 2014 and 2016, killing more than 11,000.

The current outbreak in the Democratic Republic of Congo (DRC) has shown case fatality rates of approximately 67%, the agency estimated. Earlier this year, the WHO declared the outbreak — which so far has infected more than 3,000 people — a public health emergency of international concern.

Ronald Herb­st fol­lows Med­Im­mune ex­o­dus to Pyx­is CSO post; Jeff God­dard to suc­ceed CEO of AIT Bio­science

→ The outflow of top execs from MedImmune continues to fill the leadership ranks of smaller biotechs. The latest to take off is Ronald Herbst, the head of oncology research, who’s assuming the CSO post at Pyxis Oncology.  

Herbst was part of the old MedImmune organization AstraZeneca CEO Pascal Soriot restructured earlier this year, reorganizing the company and eliminating the storied subsidiary as a separate organization.

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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?

UP­DAT­ED: J&J's Xarel­to, Amar­in's Vas­cepa are cost-ef­fec­tive, not bud­get friend­ly — ICER

ICER, an increasingly influential cost-effectiveness watchdog in the United States, has concluded in its review of treatments for cardiovascular disease that while the cost of J&J’s Xarelto and Amarin’s Vascepa meet its benchmark for value pricing — the two treatments will not likely treat as many patients as hoped without surpassing the annual budget threshold calculated by ICER for each therapy.