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Monday, December 21, 2020

AstraZeneca blockbuster Tagrisso boosted by FDA OK for early lung cancer

 AstraZeneca’s Tagrisso is already swimming in billions in annual sales after setting a new standard for treating metastatic EGFR-mutant non-small cell lung cancer. And now, with an FDA go-ahead in early use, the drug is up for a major expansion, with, as one analyst put it, “logarithmic demand.”

The FDA has approved Tagrisso for postsurgery use among patients with early-stage EGFR-mutated NSCLC to prevent cancer from returning after complete tumor removal, the agency said Friday.

The green light makes Tagrisso the first drug allowed in the so-called adjuvant setting for EGFR-positive NSCLC, the FDA noted. “With this approval, patients may be treated with this targeted therapy in an earlier and potentially more curative stage of non-small cell lung cancer,” Richard Pazdur, M.D., director of the FDA’s Oncology Center of Excellence, said in a statement.

Tagrisso proved its worth in early-stage NSCLC in the phase 3 Adaura trial, which was stopped two years early on overwhelming efficacy.

When used as an adjuvant treatment after surgery, Tagrisso cut the risk of disease recurrence or death by a whopping 83% compared with placebo in patients with stage II and IIIA disease, according to data featured at this year’s American Society of Clinical Oncology (ASCO) virtual annual meeting. 


But they weren’t the only ones who benefited. Researchers noted clinically meaningful improvements across patients with different stages of the disease, spanning from stage IB to stage IIIA. The new early-stage approval could add about 60,000 patients across the U.S., Europe, Japan and China, which is about a quarter of the size of Tagrisso’s current metastatic patient pool, Dave Fredrickson, head of AZ’s oncology business unit, said during an interview at ASCO.

The other good news for AZ? Early-stage patients have less aggressive disease and can stay on adjuvant treatment for long periods of time—potentially more than three years in the setting, where it could soon become the standard of care, SVB Leerink analyst Andrew Berens wrote in a Friday note to clients.

Berens labeled the adjuvant nod as an “inflection point in revenue growth as the trajectory steepens from an expected logarithmic demand.” Previously, based on the ASCO readout, he forecast an additional $5.6 billion in peak worldwide sales for Tagrisso, bringing the drug’s total to an impressive $16 billion. In the first nine months of 2020, the drug hauled in $3.17 billion after 38% year-over-year growth.


Berens pointed to Tagrisso’s efficacy in patients whose disease has spread to the brain as a “key commercial driver.” In the Adaura study, Tagrisso slashed the risk of central nervous system recurrence or death by 82% versus placebo, according to data presented at this year’s European Society of Medical Oncology (ESMO) virtual congress. 

Meanwhile, data showing whether Tagrisso could lengthen lives weren't mature by ASCO, but they favored Tagrisso at the time. Previously, in the Ctong1104 study, AZ’s first-generation EGFR inhibitor Iressa showed a significant 44% reduction in disease recurrence over chemotherapy, although the benefit didn’t translate into an extension of life.

The FDA doled out the adjuvant nod under Project Orbis, collaborating with drug regulators from other countries—Canada, Australia, Brazil, Switzerland and Singapore, in this case—to facilitate concurrent submission and review of the drug. Applications for this indication are also under review in China and the EU.

https://www.fiercepharma.com/marketing/astrazeneca-s-blockbuster-tagrisso-gets-major-boost-fda-ok-for-early-lung-cancer-use

Thermo Fisher plans Cal. plasmid DNA plant as German cell and gene therapy site preps for opening

 Thermo Fisher Scientific is shoring up production of cell and gene therapies on both sides of the pond, a move it hopes will support the development of COVID-19 drugs and vaccines—and ensure supplies are in place should they pass muster with regulators. 

The New Jersey contract manufacturer is laying out a new plasmid DNA manufacturing facility at its Carlsbad, California, campus, aiming to boost its cell and gene therapy offerings against the backdrop of a global plasmid market where demand has quickly outpaced supply, the company said.

That’s on top of plans for a new cryocenter in Germany. That site, one of two new German facilities set to come online in the next few weeks, will offer cold chain support for clinical trials of cell and gene therapies, including COVID-19 vaccine hopefuls, in Europe and beyond.

The 67,000-square-foot Carlsbad facility will add some 150 jobs over the next 12 months, with construction pegged to wrap in the first half of 2021, Thermo Fisher said. The site will boost clinical and commercial output of plasmid DNA used to develop and produce cell and gene therapies for cancer, as well as mRNA vaccines. It will also be equipped to churn out large-scale plasmid DNA as a primary drug substance for DNA therapies, the company said.


The facility will be kitted out with single-use equipment capable of handling projects up to 1,000 liters and will boast digital connectivity and data visibility to smooth operations and make training employees easier, Thermo Fisher said.

Thermo Fisher is no stranger to the field, with a cell and gene therapy footprint in Massachusetts and Florida, plus a newly minted cell therapy manufacturing plant in Princeton, New Jersey—but it figures the expanded commercial and supply chain services at its Carlsbad site will smooth the wrinkles in the current plasmid market.

"The race to develop new transformative cell and gene therapies and vaccines is outpacing supply of commercial-quality plasmid DNA that can be produced at scale," Mike Shafer, SVP and president of pharma services at Thermo Fisher, said in a release.

"Our new state-of-the art site will not only tackle the supply bottleneck for our customers but also uniquely positions us to deliver robust, end-to-end cell and gene therapy capabilities.”


A day before Thermo Fisher sketched out its Carlsbad plans, the company announced a twin pharma services expansion in Europe. First up for completion in late December is an 86,000-square-foot packaging, storage, logistics and distribution center in Rheinfelden, Germany, which will serve as a strategic logistics hub for European clinical trials.

Then there’s Thermo Fisher’s 9,600-square-foot cryocenter in Weil am Rhein, Germany, set to go live in January 2021. That site, poised to support super-cold storage of experimental cell and gene therapies, including vaccines, will boast minus 112 degrees Fahrenheit freezers, liquid nitrogen storage tanks and walk-in storage as cold as minus 4 degrees Fahrenheit.

Aside from supporting trials of cell and gene therapies against COVID-19, Thermo Fisher in September teamed up with Humanigen to help the California biotech scale up production of its clinical-stage cytokine storm hopeful, lenlizumab. That deal marked Humanigen’s third tie-up for its monoclonal antibody on the heels of manufacturing pacts with Lonza and Catalent.

Elsewhere, Thermo Fisher in October drew up plans for a new, $130 million Singapore facility that will house two sterile filling lines, expected to eventually crank out 30 million drug and vaccine doses per month, the CDMO said.

https://www.fiercepharma.com/manufacturing/thermo-fisher-sketches-out-carlsbad-plasmid-dna-plant-as-german-cell-and-gene-therapy

Mutant coronavirus in UK sets off alarms, but importance remains unclear

 On 8 December, during a regular Tuesday meeting about the spread of the pandemic coronavirus in the United Kingdom, scientists and public health experts saw a diagram that made them sit up straight. Kent, in southeastern England, was experiencing a surge in cases, and a phylogenetic tree showing viral sequences from the county looked very strange, says Nick Loman, a microbial genomicist at the University of Birmingham. Not only were half the cases caused by one specific variant of SARS-CoV-2, but that variant was sitting on a branch of the tree that literally stuck out from the rest of the data. “I’ve not seen a part of the tree that looks like this before,” Loman says.

Less than 2 weeks later, that variant is causing mayhem in the United Kingdom and elsewhere in Europe. Yesterday, U.K. Prime Minister Boris Johnson announced stricter lockdown measures, saying the strain, which goes by the name B.1.1.7, appears to be better at spreading between people. The news led many Londoners to leave the city today, before the new rules take effect, causing overcrowded railway stations. The Netherlands, Belgium, and Italy announced they were temporarily halting passenger flights from the United Kingdom. The Eurostar train between Brussels and London will stop running tonight at midnight, for at least 24 hours.

Scientists, meanwhile, are hard at work trying to figure out whether B.1.1.7 is really more adept at human-to-human transmission—not everyone is convinced yet—and if so, why. They’re also wondering how it evolved so fast. B.1.1.7 has acquired 17 mutations all at once, a feat never seen before. “There’s now a frantic push to try and characterize some of these mutations in the lab,” says Andrew Rambaut, a molecular evolutionary biologist at the University of Edinburgh.

Too many unknowns

Researchers have watched SARS-CoV-2 evolve in real time more closely than any other virus in history. So far, it has accumulated mutations at a rate of about one to two changes per month. That means many of the genomes sequenced today differ at about 20 points from the earliest genomes sequenced in China in January, but many variants with fewer changes are also circulating. “Because we have very dense surveillance of genomes, you can almost see every step,” Loman says.

But scientists have never seen the virus acquire more than a dozen mutations seemingly at once. They think it happened during a long infection of a single patient that allowed SARS-CoV-2 to go through an extended period of fast evolution, with multiple variants competing for advantage.

One reason to be concerned, Rambaut says, is that among the 17 mutations are eight in the gene that encodes the spike protein on the viral surface, two of which are particularly worrisome. One, called N501Y, has previously been shown to increase how tightly the protein binds to the angiotensin-converting enzyme 2 receptor, its entry point into human cells. The other, named 69-70del, leads to the loss of two amino acids in the spike protein and has been found in viruses that eluded the immune response in some immunocompromised patients.

A fortunate coincidence helped show that B.1.1.7 (also called VUI-202012/01, for the first “variant under investigation” in December 2020), appears to be spreading faster than other variants in the United Kingdom. One of the polymerase chain reaction (PCR) tests used widely in the country, called TaqPath, normally detects pieces of three genes. But viruses with 69-70del lead to a negative signal for the gene encoding the spike gene; instead only two genes show up. That means PCR tests, which the United Kingdom conducts by the hundreds of thousands daily and which are far quicker and cheaper than sequencing the entire virus, can help keep track of B.1.1.7.

In a press conference on Saturday, Chief Science Adviser Patrick Vallance said B.1.1.7, which first appeared in a virus isolated on 20 September, accounted for about 26% of cases in mid-November. “By the week commencing the ninth of December, these figures were much higher,” he said. “So, in London, over 60% of all the cases were the new variant.” Johnson added that the slew of mutations may have increased the virus’ transmissibility by 70%.

Christian Drosten, a virologist at Charité University Hospital in Berlin, says that was premature. “There are too many unknowns to say something like that,” he says. For one thing, the rapid spread of B.1.1.7 might be down to chance. Scientists previously worried that a variant that spread rapidly from Spain to the rest of Europe—confusingly called B.1.177—might be more transmissible, but today they think it is not; it just happened to be carried all over Europe by travelers who spent their holidays in Spain. Something similar might be happening with B.1.1.7, says Angela Rasmussen, a virologist at Georgetown University. Drosten notes that the new mutant also carries a deletion in another viral gene, ORF8, that previous studies suggest might reduce the virus’ ability to spread.

But further reason for concern comes from South Africa, where scientists have sequenced genomes in three provinces where cases are soaring: Eastern Cape, Western Cape, and KwaZulu Natal. They identified a lineage separate from the U.K. variant that also has a N501Y mutation in the spike gene. “We found that this lineage seems to be spreading much faster,” says Tulio de Oliveira, a virologist at the University of KwaZulu-Natal whose work first alerted U.K. scientists to the importance of N501Y. (A preprint of their results on the strain, which they are calling 501Y.V2, will be released on Monday, de Oliveira says.)

Another worry is B.1.1.7 could cause more severe disease. There is anecdotal evidence that the South African variant may be doing that in young people and those who are otherwise healthy, says John Nkengasong, director of the Africa Centres for Disease Control and Prevention. “It’s concerning, but we really need more data to be sure.” The African Task Force for Coronavirus will convene an emergency meeting to discuss the issue on Monday, Nkengasong says.

Still, B.1.177, the strain from Spain, offers a cautionary lesson, says virologist Emma Hodcroft of the University of Basel. U.K. scientists initially thought it had a 50% higher mortality rate, but that turned out to be “purely messy, biased data in the early days,” she says. “I think that is a very strong reminder that we always have to be really careful with early data.” In the case of N501Y, more young people may be getting sick because many more are getting infected; Oliveira says some recent postexam celebrations in South Africa have turned into superspreading events. Studies in cell culture and animal experiments will have to show how a virus with several or all of the mutations carried by the new variant compares with previous variants, Drosten says.

Getting definitive answers could take months. But Ravindra Gupta, a virologist at the University of Cambridge, has made a start. The 69-70del mutation appeared together with another mutation named D796H in the virus of a patient who was infected for several months and was given convalescent plasma to treat the disease. (The patient eventually died.) In the lab, Gupta’s group found that virus carrying the two mutations was less susceptible to convalescent plasma from several donors than the wild-type virus. That suggests it can evade antibodies targeting the wild-type virus, Gupta wrote in a preprint published this month. He also engineered a lentivirus to express mutated versions of the spike protein and found that the deletion alone made that virus twice as infectious. He is now conducting similar experiments with viruses that carry both the deletion and the N501Y mutation. The first results should appear just after Christmas, Gupta says.

Does it occur elsewhere?

The ban on flights from the United Kingdom that other countries are imposing “is pretty extreme,” Hodcroft says. But it does give countries time to think about putting any additional measures in place to deal with passengers from the United Kingdom, she says: “I would hope that most countries in Europe are thinking about this.”

But scientists say B.1.1.7 may already be much more widespread. Researchers in the Netherlands have found it in a sample from one patient taken in early December, Dutch health minister Hugo de Jonge wrote in a letter to Parliament today. They will try to find out how the patient became infected and whether there are related cases. Other countries may have the variant as well, says epidemiologist William Hanage of the Harvard T.H. Chan School of Public Health; the United Kingdom may have just picked it up first because it has the most sophisticated SARS-CoV-2 genomic monitoring in the world. Many countries have little or no sequencing.

The evolutionary process that led to B.1.1.7 may also occur elsewhere. With vaccines being rolled out, the selective pressure on the virus is going to change, meaning variants that help the virus thrive could be selected for, says Kristian Andersen, an infectious disease researcher at Scripps Research. The important thing in the coming months will be picking up such events, Andersen says. “Whatever enabled the B.1.1.7 lineage to emerge is likely going on in other parts of the world,” he says. “Will we be able to actually detect it and then follow up on it? That, to me is one of the critical things.”

https://www.sciencemag.org/news/2020/12/mutant-coronavirus-united-kingdom-sets-alarms-its-importance-remains-unclear

Editas leads a biotech rally of gene editors

 

  • In the lackluster market today, the biotech firms focused on CRISPR/Cas9-based gene editing stood out with Editas Medicine (NASDAQ:EDIT), CRISPR Therapeutics (NASDAQ:CRSP), and Intellia Therapeutics (NASDAQ:NTLA) all recording double-digit gains. 
  • Compared to existing methods, the CRISPR/Cas9 system is a faster, accurate, cheaper, and efficient technology for genome editing where genetic material is added/ removed/altered for therapeutic purposes.
  • Editas led the pack rising as much as +29.9%. The company recently filed an IND for the initiation of a Phase 1/2 clinical trial of EDIT-301, an experimental CRISPR/Cas12a gene-editing medicine in development for the treatment of sickle cell disease.
  • The outperformance can be attributed to the comments made by Cathie Wood, Founder, CEO, and CIO of ARK Investment Management late last week. In an interview with Bloomberg, she projected ‘the biggest upside surprises are going to come from the genomic space’ arguing ‘the convergence of DNA sequencing, artificial intelligence, and gene therapies, importantly Crispr gene editing, is going to cure disease.”
  • CRISPR Therapeutics, the biggest holding in ARK Genomic Revolution Multi-Sector ETF (BATS:ARKG), rose only +6.1%. Yet, a cursory look at the fund’s YTD gain demonstrates its outsized performance, with the +183.3% gain far eclipsing the +29.2% gain in the iShares Nasdaq Biotechnology ETF.
  • https://seekingalpha.com/news/3646408-editas-leads-biotech-rally-of-gene-editors

Japan govt board: data on efficacy of COVID-19 drug candidate Avigan inconclusive

 The Japanese Health Ministry said on Monday its medical review board concluded that clinical trial data to determine the efficacy of Fujifilm Holdings Corp’s COVID-19 drug candidate Avigan is inconclusive.

The review board will re-examine Avigan’s effectiveness once additional data is submitted, the ministry said.

Fujifilm has been seeking approval for its antiviral drug Avigan as a treatment for COVID-19 in Japan since October after its late-stage study showed faster recovery time for patients with non-severe symptoms.

A health ministry official did not elaborate reasons for the decision at a media briefing, but said one of the major topics at the review board meeting was the fact that clinical trial data submitted was acquired in so-called single-blinded tests.

In a single-blinded clinical trial, doctors know whether patients are given an actual drug or a placebo, and the results of such trials tend to be less objective than those of double-blinded tests, in which neither doctors nor patients have such knowledge, the official said.

Fujifilm finds it very regrettable that the board decided to continue its review, and it plans to work toward early approval, the company said in a statement.

Japan has already approved Avigan, known generically as favipiravir, as an emergency flu medicine. But concerns remain as the drug has been shown to cause birth defects in animal studies.

Though Japan has seen far fewer coronavirus cases than many Western countries, new infections have been on the rise, hitting record highs in recent days.

Japan has reported a total of 201,048 infections and 2,965 deaths from the respiratory disease since the outbreak began early this year, according to public broadcaster NHK.

https://www.reuters.com/article/us-health-coronavirus-japan-avigan/japan-govt-board-data-on-efficacy-of-covid-19-drug-candidate-avigan-is-inconclusive-idUSKBN28V1DA

BioNTech confident COVID-19 vaccine effective against new UK mutation

 BioNTech Chief Executive Ugur Sahin said on Monday he was confident a COVID-19 vaccine co-developed by his company would be effective against a variant of the coronavirus that has emerged in Britain.

He said on Bild TV that the German company would investigate the mutation in the coming days but that he viewed the matter with “with a degree of soberness”.

Countries across the globe shut their borders to Britain on Monday due to fears about a highly infectious new coronavirus strain, causing travel chaos and raising the prospect of food shortages in the United Kingdom.

Sahin was speaking shortly after the European Union cleared regulatory hurdles for the vaccine, co-developed with Pfizer, to be rolled out after Christmas.

The note of calm from the CEO about the UK mutation echoed the World Health Organization, which cautioned against major alarm, saying this was a normal part of a pandemic’s evolution.

Sahin said he hadn’t yet been immunized but would like to be. He said it was more important that his employees get the vaccine so they can continue to do their jobs.

https://www.reuters.com/article/us-health-coronavirus-britain-biontech/biontech-confident-covid-19-vaccine-effective-against-new-uk-mutation-idUSKBN28V2M3

AstraZeneca, Russia Institute Sign Prelim Agreement on Combined Vaccine Test

 AstraZeneca PLC has signed a memorandum of cooperation with Russia's state-run Gamaleya Institute as the drug developers are looking to test whether a combination of their Covid-19 vaccines can boost effectiveness in fighting the pandemic.

The two-shot AstraZeneca vaccine, which was developed jointly with the University of Oxford, would use one of Gamaleya's Sputnik V's two components in a clinical trial, the developers announced in an agreement earlier this month.

"Such cooperation can have a powerful effect, synergy both for increasing the efficiency and reliability of the vaccine itself and for its greater availability," Russian President Vladimir Putin said during a video conference with the developers Monday.

Separately, Russian officials said Monday that Sputnik V was effective against a new strain of the virus, which was found in the U.K. and appeared to be spreading 70% faster than earlier variants, because Sputnik V had been successful despite previous mutations, they said.

The Russian Direct Investment Fund, Russia's sovereign-wealth fund which has backed the Sputnik V vaccine, said that trials of the combination between the Oxford-AstraZeneca vaccine and the Russian shot would begin soon in three countries, including in the Middle East.

The trial could help raise the international profile of Russia's vaccine, which has drawn skepticism from Western scientists and politicians for its speedy approval in August. Moscow has sold Sputnik V to dozens of countries, including Brazil, India and Mexico, and aims to produce 500 million doses abroad next year. On Monday, the fund said that Belarus became the first foreign country to officially register the vaccine.

The signing of the memorandum came as Russia on Monday reported a new record increase in infections, registering 29,350 cases and bringing the nationwide total to nearly 2.9 million--the fourth-highest in the world after the U.S., India and Brazil.

https://www.marketscreener.com/quote/stock/ASTRAZENECA-PLC-4000930/news/AstraZeneca-Russia-s-Gamaleya-Institute-Sign-Preliminary-Agreement-on-Combined-Vaccine-Test-32059332/