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Monday, May 6, 2024

Lilly Gears Up for Donanemab Adcomm as FDA Ponders Changes to Format

 On April 29, the FDA announced it would hold a listening session to discuss the composition of advisory committees and ways to ensure public awareness and understanding of their role in the regulatory process. The news comes as the agency gears up for arguably the biggest advisory committee meeting of the year, regarding Eli Lilly’s highly anticipated Alzheimer’s drug donanemab.

In March, Lilly announced that the FDA plans to convene an advisory committee (adcomm) before rendering a decision on donanemab. With FDA leaders embroiled in a debate about the format of such meetings, the layout of this one remains to be seen—including whether committee members will vote for or against approval as usual.

In January 2023, the FDA denied accelerated approval of donanemab, due mostly to the design of the Phase II TRAILBLAZER-ALZ trial. After releasing positive data from the Phase III TRAILBLAZER-ALZ 2 study in May 2023, the company filed for traditional approval and expected a decision by the end of last year. When that did not come to pass, Lilly advised that a decision was expected by the end of the first quarter of 2024. And here we are.

Adcomms regarding new drug approvals have traditionally consisted of hours of discussion followed by a vote and rationale provided by each committee member. But last year, FDA Commissioner Robert Califf appeared to advocate for eliminating the vote.

Joseph Ross, a professor of medicine and public health at Yale School of Medicine, is staunchly in favor of retaining the vote. “I think there’s a substantial amount of value to the discussion that takes place at the meeting, but I don’t think it’s at the expense of voting,” he told BioSpace. “I think both are equally important.”

The Donanemab Adcomm

At Eli Lilly, Dawn Brooks, global development leader for donanemab, told BioSpace the company is “actively preparing” for the summer meeting.

In the Phase II TRAILBLAZER-ALZ trial, patients were allowed to end treatment when amyloid plaques had been cleared past a certain pre-defined level, meaning fewer than 100 patients were on the drug for 12 continuous months. The FDA requested in its Complete Response Letter denying accelerated approval that the company supply data on at least 100 patients who had reached that milestone. In Phase III, treatment with donanemab significantly slowed cognitive and functional decline, Lilly reported in May 2023.

While Lilly said in March that it was “unusual” for the FDA to call for an adcomm this late in the regulatory process, some medical ethicists are in favor of the move. Ross said he believes it is “always best for the FDA to leverage this opportunity to get expert advice if there’s some larger controversy at stake or some other larger uncertainty that has relevance to public health.” He added that the FDA’s call for a donanemab adcomm “suggests that there’s evidence that bears discussion” and said he applauded the agency’s “decision to provide the public opportunity for input before they make a final decision.”

In June 2021, the FDA approved Aduhelm as the first new Alzheimer’s drug in nearly 20 years, going against the overwhelmingly negative vote of its Peripheral and Central Nervous System Drugs Advisory Committee. The decision set off a firestorm of backlash, including three committee member resignations. “[That situation] obviously didn’t go well from the perspective of the FDA,” Ross said.

Two studies—one led by Ross, the other by Harvard’s Aaron S. Kesselheim—have shown that the FDA follows the recommendations of its advisory committees more than 75% of the time. But the regulator doesn’t always call an adcomm to help it make its decisions, and the second study showed that between 2010 and 2021, the FDA “sought independent expert advice less frequently over time.”

This study also found that an initial approval for a product followed a positive vote 97% of the time, while non-approvals followed negative votes only 67% of the time. “There definitely is what I might call a pro-approval bias in their actions,” said Genevieve Kanter, an associate professor at the University of Southern California’s Price School of Public Policy.

Brooks said she expects the discussion at the donanemab adcomm to focus on overall safety and the benefit-risk profile both for individual subgroups and the broader Alzheimer’s population. Lilly’s clinical trials were designed to allow participants to stop active treatment once their plaques were cleared. Therefore, the company also expects discussion around how to capture this treatment protocol in the label, “particularly when what we have seen is generally the FDA has wanted to have consistency . . . between class labels,” Brooks said.

John Sims, head of medical-donanemab at Lilly, agreed that donanemab’s unique trial design “throws a few wrenches” into the agency’s aim for consistency across Alzheimer’s treatments. If donanemab’s trials were “rinse, wash and repeat, it would pose less questions and less uncertainties as how to kind of resolve these things,” he told BioSpace.

To Vote or Not to Vote

At the 2023 Biopharma Congress meeting, Califf advocated for “more comprehensive discussion” around products under review and said adcomm meetings should be “less about the outcome,” according to Regulatory Focus. But at this year’s meeting, Peter Stein, director of CDER’s Office of New Drugs, and Richard Pazdur, director of the Oncology Center of Excellence, argued in favor of retaining it, the outlet reported.

The impetus for Califf’s comments may well have been the Aduhelm debacle. In 2023 he noted, “The purpose of the advisory committee is not to produce gladiator votes, so people say the FDA does not agree with its advisory committees. The purpose is to get advice, and the best advice is not whether this drug should be approved. That decision should be made by full-time civil servants.”

In an email to BioSpace, an FDA representative reiterated this last point, saying that while insight from the expert panelists is valuable and taken into consideration, “final decisions are made by FDA career staff.”

Kanter told BioSpace she agrees there shouldn’t be as much focus on the concordance of adcomm recommendations and agency action. “The law states that it’s the agency that makes the final decision,” she said. However, she called the timing of the proposal “odd.”

“Usually, when we see a big procedural change—and this is a big one—it’s to solve a big problem. What’s kind of odd about this is there haven’t been any issues raised about voting or how advisory committees are run; not from the agency itself, not from advisory committee members, not from the public or the media,” she said. “So it’s a mystery to me . . . as to what problem this is trying to solve.”

Kanter said she believes the proposed change is “more related to managing public expectations rather than some fundamental problem with advisory committees, procedures and how they’re conducted.”

Seeking Greater Transparency

Kanter noted that divergence between an advisory committee’s recommendation and an FDA decision can occur due to a number of factors. “It might require explanation from the agency as to whatever additional considerations they’re including, and they may be limited in their ability to disclose some of those considerations because of laws regarding proprietary information.” 

While Kanter said adcomms add transparency to the regulatory process for the public, she added that “it might be helpful for the agency to maybe be more explicit” about the specific goals of each meeting.

Ross said he would like to have a “better understanding of what triggers an advisory committee meeting, essentially the rationale for convening it. Perhaps that can be made better public.” 

On the voting question, Ross said it will “be interesting to see where the agency arrives.” He noted, however, that as each new drug division makes its own decisions on advisory committees, there will be some flexibility for those who wish to continue to use votes.

For Lilly, Brooks said she doesn’t know if any potential format modification “will catch” donanemab, “but we’ll take it as it comes.”

https://www.biospace.com/article/eli-lilly-gears-up-for-donanemab-adcomm-as-fda-ponders-changes-to-format/

5 DMD Data Readouts to Watch in 2024

 The March approval of ITF Therapeutics’ Duvyzat marked the third new FDA-approved treatment in 10 months for Duchenne muscular dystrophy (DMD), a genetic disorder that causes progressive muscle weakness and degeneration. In June 2023, the regulator greenlit Sarepta’s Elevidys as the first-ever gene therapy for DMD. That approval was followed by Santhera Pharmaceuticals’ novel corticosteroid Agamree in October.

And the momentum isn’t slowing down. The DMD pipeline is flush with investigational treatments making their way through mid- and late-stage clinical trials, with several companies expecting data readouts in 2024.

“Where we are this year has been built upon activity, investments and trials over the past two, three and four years,” Michael Kelly, chief scientific advisor at CureDuchenne, told BioSpace in an email. “I think this could end up being the year where we become really informed on some of the long-term efficacy and safety data from ongoing trials and approved drugs.” Kelly said he is particularly interested in the clinical readouts from Pfizer, REGENXBIO and Solid Biosciences’ gene therapy programs and what he called the next-generation of exon-skipping programs from Avidity Biosciences, Dyne Therapeutics, PepGen and Entrada Therapeutics.

“There’s a lot of unmet needs, unfortunately,” Jeff Chamberlain, president of the American Society for Gene and Cell Therapy and the McCaw Chair in Muscular Dystrophy at the University of Washington School of Medicine, recently told BioSpace, but “we’re certainly moving in the right direction.”

BioSpace takes a closer look at five investigational therapies for which results are expected this year.

Pfizer’s fordadistrogene movaparvovec

Gene therapy

Pfizer is anticipating data from a Phase III trial of fordadistrogene movaparvovec in the second half of 2024, according to CureDuchenne. A mini-dystrophin gene therapy, fordadistrogene movaparvovec is being studied in this trial for use in ambulatory DMD patients.

DMD is caused by the absence of the dystrophin protein, which helps keep muscle cells intact. Fordadistrogene movaparvovec is an investigational recombinant adeno-associated virus serotype 9 (AAV9) capsid carrying a shortened version of this gene, according to Pfizer.

“The whole purpose of gene therapy in Duchenne, particularly micro-dystrophin gene therapy, is to transform the patient’s phenotype from Duchenne to the less severe Becker muscular dystrophy,” Kelly said. “It’s not a cure because we’re not putting in full-length dystrophin, so the question is, which type of Becker muscular dystrophy should we expect?”

Pfizer’s path with fordadistrogene movaparvovec has not been without its challenges. In 2021, the company paused screening and dosing in a Phase Ib study of the gene therapy after the death of a patient in the non-ambulatory cohort of the trial. By April 2022, Pfizer was back on track, opening the first U.S. sites in the Phase III trial.

The current gene therapies in development for DMD are “partially effective,” Chamberlain said, but “far from a cure.”

Dyne Therapeutics’ DYNE-251

Exon-skipping biologic 

Also during the second half of this year, Waltham, Mass.–based Dyne Therapeutics is expecting data from the higher dose cohort of the Phase I/II DELIVER trial of DYNE-251.

DYNE-251 comprises a phosphorodiamidate morpholino oligomer conjugated to a fragment antibody that binds to the transferrin receptor 1, which is highly expressed in muscle. It was designed to promote skipping of exon 51 to create a truncated, functional dystrophin protein, according to Dyne. It is being developed for patients with mutations in exon 51.

In January, Dyne reported six-month data from six male patients in the 5 mg/kg cohort of the trial. Administration of DYNE-251 once every four weeks elicited levels of dystrophin expression, exon skipping and dystrophin positive fibers that exceeded levels seen in a clinical trial for eteplirsen, the current weekly standard of care for exon 51 DMD patients. The candidate also demonstrated a favorable safety profile, which a Dyne representative said positions the company to focus on optimizing dose and dose regimen in the DELIVER trial “with the goal of initiating registrational cohorts by the end of 2024.”

Edgewise Therapeutics’ EDG-5506

Small molecule

Edgewise Therapeutics plans to report three-month controlled dose-ranging data from the Phase II LYNX trial of its DMD candidate EDG-5506 this quarter.

EDG-5506 is designed to reduce injurious mechanical stress caused by the absence of functional dystrophin in order to enable a normal, healthy range of muscle contraction. The candidate was granted the FDA’s Fast Track designation in DMD in February.

The Boulder, Colorado–based company is also running the Phase II FOX trial in children and adolescents with DMD who have been treated with gene therapy. Regardless of the modality, Kelly said, a “combination of therapies targeting dystrophin restoration  . . . with other approaches . . . is going to be the preferred route of treatment for Duchenne’s patients.”

Capricor Therapeutics’ CAP-1002

Cell therapy

On that note, Kelly said he is carefully watching Capricor Therapeutics’ CAP-1002. The cell therapy is currently in a pivotal Phase III study, from which the company expects topline data by the end of this year. In addition to evaluating CAP 1002 as a standalone therapy, Capricor is investigating the drug in patients who have previously been treated with gene therapy, Kelly said.

CAP-1002 is composed of cardiosphere-derived cells (CDCs) derived from healthy human hearts. The CDCs secrete exosomes containing bioactive cargo, including microRNAs, that alter gene expression in macrophages and other target cells, dialing down generalized inflammation and stimulating tissue regeneration, Capricor explains on its website.

The company additionally notes that CAP-1002 may be able to “work synergistically with emerging disease-modifying therapies.”

Avidity Biosciences’ AOC 1044

Exon skipping biologic

San Diego–based Avidity Biosciences is developing AOC 1044 on its proprietary antibody oligonucleotide conjugates (AOC) platform. The therapy is intended for patients with exon 44 mutations, a version of DMD for which there are currently no disease-modifying treatments, according to Avidity.

AOC 1044 is designed to deliver phosphorodiamidate morpholino oligomers to the skeletal muscle and heart tissue to specifically skip exon 44 of dystrophin mRNA in order to enable dystrophin production. In December 2023, Avidity reported positive data from the Phase I/II EXPLORE44 trial of AOC 1044 in healthy volunteers showing “statistically significant exon 44 skipping compared to placebo” of up to 1.5% after a single dose. The therapy was well-tolerated.

The company plans to provide a first look at data from DMD patients during the second half of 2024.

https://www.biospace.com/article/5-dmd-data-readouts-to-watch-in-2024-/

Chiesi Inks Potential $486M Deal with Gossamer Bio for Blood Pressure Treatment

 Italian pharma Chiesi Group announced Monday that it has signed a potential $486 million global collaboration and licensing deal with Gossamer Bio to develop the pulmonary arterial hypertension treatment seralutinib.

Under the deal, Gossamer will lead the global development of seralutinib in pulmonary arterial hypertension (PAH) and pulmonary hypertension associated with interstitial lung disease (PH-ILD). The drug is a PDGFRα/β, CSF1R, and c-KIT inhibitor that delivers a dry powder via an inhaler.

San Diego-based biotech Gossamer will receive $160 million in development reimbursement and is eligible to receive up to $146 million in regulatory and $180 million in sales milestones. The biotech will also take the lead on commercialization and booking sales for the drug in PAH and PH-ILD in the U.S., with both companies providing 50% of the commercial efforts. 

Chiesi will lead the drug’s commercialization in the U.S. for other indications and get the exclusive rights to seralutinib outside of the U.S. The pharma will pay Gossamer an “escalating mid-to-high teens” royalty on net sales as well. Chiesi and Gossamer will split the development costs for the drug except the biotech is financially responsible for a Phase III trial of seralutinib in patients with PAH. The companies plan to initiate a global Phase III registrational study in PH-ILD in mid-2025.

“This partnership with Chiesi allows us to meaningfully deepen and rapidly accelerate our investment in seralutinib as a potential treatment for PAH, PH-ILD, and other indications of high unmet medical need,” Gossamer CEO Faheem Hasnain said in a statement. “We are particularly thrilled that this collaboration enables seralutinib to move directly into a Phase III trial in PH-ILD, an indication with a paucity of available treatments, and a disease which we believe seralutinib is specifically designed to address.”

Gossamer started seralutinib’s Phase III PAH trial last year after reaching its primary endpoint in a Phase II study in 2022. The Phase II study’s primary endpoint was a change from baseline to week 24 in pulmonary vascular resistance, a primary cause of pulmonary hypertension. However, the study did not reach the secondary endpoint of a six-minute walk distance, and both endpoints failed to meet statistical significance.

The six-minute walk distance is also a major point of investigation in the Phase III study. Nevertheless, Chiesi and Gossamer remain bullish about patients’ response to the drug and are optimistic about future development. 

“Seralutinib is a potential paradigm shifting therapy in PAH and PH-ILD, and we could not be more excited to partner with Gossamer to develop and bring this therapy to patients world-wide,” Chiesi Group CEO Giuseppe Accogli said in a statement.

Seralutinib’s development comes on the heels of Merck winning approval for Winrevair, the first FDA-approved activin signaling inhibitor for PAH, in March 2024. The drug targets an underlying cause of the disease. Merck gained access to Winrevair after acquiring Acceleron Pharma for $11.5 billion in 2021

https://www.biospace.com/article/chiesi-inks-potential-486m-deal-with-gossamer-bio-for-blood-pressure-treatment/

AstraZeneca Invests $140M in Cellectis, Secures 44% Stake in CAR-T Specialist

 AstraZeneca closed its $140 million investment in Cellectis Monday, giving the Anglo-Swedish drugmaker a 44% stake in the French gene-editing company which leverages an allogeneic approach for CAR-T immunotherapies in oncology.

Cellectis struck a deal with AstraZeneca in November 2023, which was worth an initial $105 million, consisting of an $80 million equity investment and $25 million upfront payment. The biotech also proposed selling another $140 million equity stake to AstraZeneca but needed to talk to employee representatives and receive the support of shareholders and the French government to finalize the agreement.

On Monday, Cellectis said it had received clearance from the French Ministry of Economy. The authorization was the last of the closing conditions and resulted in AstraZeneca completing its $140 million investment.

The back-to-back investments have made AstraZeneca a major Cellectis shareholder. AstraZeneca now owns around 44% of the share capital and 30% of the voting rights. The stake has given AstraZeneca two seats on Cellectis’ board. Tyrell Rivers, executive director of corporate development at AstraZeneca, and Marc Dunoyer, CEO of the company’s Alexion unit, joined Cellectis’ board when the investment closed.

Rivers and Dunoyer will sit on Cellectis’ board as the biotech works to deliver on the deal. The agreement reserved 25 genetic targets for AstraZeneca. Cellectis could develop up to 10 candidates.

Talking on an earnings call in February 2024, AstraZeneca CEO Pascal Soriot framed the Cellectis pact as part of a series of deals that includes agreements with Neogene Therapeutics, Quell Therapeutics and Gracell Biotechnologies. Through the deals, AstraZeneca has established capabilities to expand its cell therapy program into solid tumors, off-the-shelf candidates and immune diseases.

AstraZeneca’s support has strengthened Cellectis’ financial position. Cellectis ended September 2023 with $67.4 million in cash and cash equivalents. The biotech forecast the cash, plus the initial $105 million from AstraZeneca and a 15 million euro ($16 million) loan, would support operations for at least the next 12 months. Cellectis said on Monday the additional $140 million AstraZeneca investment will keep it going into 2026.

The extended cash runway gives Cellectis more time to generate data on its clinical candidates. Cellectis has three wholly owned CAR-T candidates in clinical development in blood cancers and expects to share data updates on each asset this year. The biotech is aiming to establish the recommended Phase II dose for CAR-T cell therapies directed at CD22 and CD20xCD22 and share two-dose data on its CD123 asset.

Cellectis developed the CAR-T cell therapies using its Talen gene-editing platform. Scientists have used the platform to make off-the-shelf cell therapies that could eliminate the logistical complexity inherent in autologous treatments. Pfizer licensed assets based on the technology before passing them to Allogene Therapeutics, a biotech set up by executives who led Kite Pharma to a takeover by Gilead Sciences.

https://www.biospace.com/article/astrazeneca-invests-140m-in-cellectis-secures-44-percent-stake-in-car-t-specialist/

BioNTech Misses Q1 Earnings, Revenue on Lower COVID-19 Sales

 BioNTech’s total revenue in the first quarter of 2024 nosedived to around $202 million, a sharp decline from nearly $1.38 billion during the same time period last year, the German biotech reported on Monday.

BioNTech suffered a net loss of almost $340 million during Q1, or $1.41 per share. Analysts had expected a $0.78 drop in earnings per share (EPS), according to stocks analysis firm Zacks Investment Research. By comparison, in Q1 of 2023, BioNTech reported a net profit of approximately $541 million, or $2.21 per share.

The company attributed the plunge in the latest quarter to “lower commercial revenues” from the sales of its COVID-19 vaccine worldwide, which it said was largely driven by the “endemic-level demand” for the shot.

Also contributing to the biotech’s net loss was a more aggressive investment strategy in research and development. BioNTech pumped around $546 million into its R&D activities, up from nearly $360 million during the same period last year. The increase in spending was due to progressing clinical studies and a larger workforce, resulting in greater wage, benefits and social security expenses.

Despite a steep drop in its Q1 revenue, CEO Ugur Sahin struck a positive note in the company’s statement on Monday, focusing instead on BioNTech’s pipeline and upcoming milestones.

“In the past weeks, we have reported positive preliminary data for both our individualized and off-the-shelf mRNA-based candidates,” which further demonstrate the strong potential of the biotech’s core technologies, Sahin said. For 2024, BioNTech plans to develop a variant-adapted COVID-19 vaccine, as well as advance its cancer programs, paying particular focus on its bispecific antibody and antibody-drug conjugate (ADC) assets.

Seeking to establish its footing in a post-COVID-19 world, BioNTech has upped its investments in oncology as a way to diversify its business. In October 2023, the biotech inked a potential $1 billion deal with Suzhou-based biotech MediLink Therapeutics to develop next-generation ADCs targeting the HER3 protein.

BioNTech in February 2024 also entered into a $250 million licensing and manufacturing agreement with Autolus Therapeutics to advance investigational CAR-T therapies for solid tumors.

Looking ahead to the rest of the year, BioNTech forecasts total group revenue of $2.69 billion to $3.34 billion. The company on Monday said that nearly all its expected 2024 revenues would come in at the end of the year. As of March 31, 2024, BioNTech had almost $18.25 billion in cash, cash equivalents and security investments.

https://www.biospace.com/article/biontech-misses-q1-analyst-expectations-for-earnings-revenue-on-lowercovid-19-sales/

Lyra Misses Endpoint in Phase 3 in Chronic Rhinosinusitis

 The ENLIGHTEN 1 trial is ongoing and data from the 52-week extension phase are expected in Q4 2024. ENLIGHTEN 2, the second pivotal Phase 3 trial of LYR-210 in CRS, is ongoing.

The Company expects to make near-term changes to its business operations and to reduce its workforce in order to preserve cash.

https://www.globenewswire.com/news-release/2024/05/06/2875729/0/en/Lyra-Therapeutics-Reports-Topline-Results-from-Phase-3-ENLIGHTEN-1-Trial-for-LYR-210-in-Chronic-Rhinosinusitis.html

EyePoint Diabetes Drug Misses Primary Phase 2 Endpoint

 EyePoint Pharmaceuticals, Inc. (NASDAQ: EYPT), a company committed to developing and commercializing therapeutics to improve the lives of patients with serious retinal diseases, today announced topline results of its Phase 2 PAVIA clinical trial evaluating DURAVYU™ (vorolanib intravitreal insert), previously known as EYP-1901, in patients with non-proliferative diabetic retinopathy (NPDR). The data demonstrated that DURAVYU has a biologic effect in patients with NPDR with a favorable safety and tolerability profile, however the trial did not meet the pre-specified primary endpoint. The Company plans to provide an update on the path forward for DURAVYU as a potential treatment in NPDR following a review of the full 12-month data.

https://www.globenewswire.com/news-release/2024/05/06/2875682/0/en/EyePoint-Pharmaceuticals-Announces-Topline-Data-from-the-Phase-2-PAVIA-Trial-of-DURAVYU-in-Non-Proliferative-Diabetic-Retinopathy.html