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Thursday, April 3, 2025

Novartis gets FDA nod for second of three IgAN drugs

 Novartis has claimed accelerated approval from the FDA for Vanrafia, one of a trio of therapies it hopes will revolutionise the treatment of rare kidney disease IgA nephropathy (IgAN).

Vanrafia (atrasentan) is the first drug in the selective endothelin A receptor antagonist (ERA) class to be cleared in the US for IgAN, a disease characterised by the accumulation of antibodies in the kidneys that cause inflammation and scarring and can lead to chronic kidney disease (CKD).

Despite standard care, up to 50% of IgAN patients with persistent proteinuria progress to kidney failure within 10 to 20 years of diagnosis. Each year, approximately 25 people per million worldwide are newly diagnosed with IgAN, mostly young adults.

Vanrafia has been approved with a label indicating it can be used to reduce protein in the urine (proteinuria) – a biomarker for kidney damage – in adult IgAN patients who are at risk of disease progression. The oral, once-daily therapy can be added to current therapies like RAS inhibitors and SGLT-acting drugs, according to Novartis.

It joins the Swiss drugmaker's complement inhibitor Fabhalta (iptacopan) on the US IgAN market, while a third drug developed by the company – subcutaneously administered anti-APRIL antibody zigakibart – is in phase 3 with launches scheduled from 2027 onwards if approved.

Novartis views Vanrafia as a "foundational" treatment for IgAN, an option for all of the 500,000-plus patients worldwide, including around 45,000 in the US, that doesn't require discontinuation or adjustment of background therapy. For comparison, it estimates that Fabhalta is suitable for 15% to 30% of patients, or 7,000 to 14,000 of those in the US.

The accelerated approval for Vanrafia draws on 36-week proteinuria data from the ALIGN study, with a 38.1% reduction with the ERA compared to a fall of 3.1% with placebo. Firming up to a full approval will depend on data from ALIGN on estimated glomerular filtration rate (eGFR) – a stronger marker for kidney function – that is due to read out next year.

In 2021, Calliditas Therapeutics' corticosteroid-based Tarpeyo (budesonide) became the first FDA-approved therapy for IgAN, and in 2023 it was joined by Travere Therapeutics' Filspari (sparsentan), which is in the same class as atrasentan but is subject to a risk evaluation and mitigation strategy (REMS) to guard against liver toxicity and birth defects.

Otsuka recently filed for FDA approval of its anti-APRIL antibody-based IgAN candidate sibeprenlimab, while Biogen has an anti-CD38 antibody called felzartamab in phase 3, raising the prospect of a series of new-mechanism therapies for the disorder.

"My son was diagnosed with IgA nephropathy long before there were any medicines approved to treat this condition, so the availability of multiple treatment options is incredibly meaningful for this community," commented Bonnie Schneider, director and co-founder of the IgA Nephropathy Foundation in the US.

"The approval of Vanrafia broadens the treatment landscape and expands the opportunity to tailor care in a disease that can impact each patient so differently," she added.

Novartis has estimated that Fabhalta could reach more than $3 billion in peak sales across all its potential indications, which also include paroxysmal nocturnal haemoglobinuria (PNH) and C3 glomerulopathy (C3G).

The company acquired rights to atrasentan via its $3.5 billion takeover of Chinook Therapeutics in 2023.

https://pharmaphorum.com/news/novartis-gets-fda-nod-second-three-igan-drugs

BeiGene abandons TIGIT antibody after lung cancer flop

 BeiGene has decided to stop the development of its TIGIT-targeting drug ociperlimab in yet another setback for the drug class.

The Nasdaq-listed company – which is planning to rebrand as BeOne Medicines – said that the decision follows a futility analysis of the phase 3 AdvanTIG-302 trial of ociperlimab (BGB-A1217) by the study's independent data monitoring committee, which indicated the drug was unlikely to show an improvement in overall survival.

AdvanTIG-302 was pitting the combination of ociperlimab with BeiGene's PD-1 inhibitor Tevimbra (tislelizumab) against MSD's $29.5 billion-a-year PD-1 inhibitor Keytruda (pembrolizumab) in previously untreated, advanced PD-L1-positive non-small cell lung cancer (NSCLC).

"We evaluate our clinical programmes to focus our resources on the most promising clinically differentiated candidates while thoughtfully de-prioritising others," said Mark Lanasa, BeiGene's chief medical officer.

"Our commitment remains steadfast: to discover and develop innovative treatments that are more affordable and accessible to cancer patients worldwide."

The decision follows negative results in other ociperlimab trials, so isn't wholly unexpected, but is another example of the difficulties companies are facing in developing additional checkpoint inhibitors that work alongside the PD-1/PD-L1 inhibitors which currently dominate the cancer immunotherapy category.

TIGIT, in particular, has proved to be a tricky target for drug developers, and BeiGene's decision comes just a few months after MSD abandoned the development of its anti-TIGIT antibody vibostolimab after a series of disappointing trial results, along with its anti-LAG-3 candidate favezelimab.

Last year, Bristol Myers Squibb also returned rights to AGEN1777, a TIGITxCD96 bispecific antibody partnered with Agenus in a $1.56 billion deal, saying the intention was to "realign" its product pipeline.

Other TIGIT drugs from Roche and Gilead/Arcus, meanwhile, have also suffered setbacks in first-line NSCLC, with Roche now focusing its efforts with tiragolumab on liver and oesophageal cancers after the drug seemed to worsen outcomes in an NSCLC study.

After one phase 3 trial failure, Gilead/Arcus still has one study remaining for its domvanalimab antibody in this setting, alongside a phase 3 trial in upper gastrointestinal cancer, with active programmes in first-line NSCLC also ongoing for iTeos/GSK's belrestotug antibody and AstraZeneca's TIGITxPD-1 bispecific antibody rilvegostomig.

BeiGene said it would present the results from AdvanTIG-302 at a future medical congress "to help advance science and the understanding of anti-TIGIT activity."

https://pharmaphorum.com/news/beigene-abandons-tigit-antibody-after-lung-cancer-flop

McKesson price target raised to $690 from $630 at Mizuho

 Mizuho analyst Steven Valiquette raised the firm’s price target on McKesson (MCK) to $690 from $630 and keeps a Neutral rating on the shares. McKesson closed its acquisition of Prism Vision on Wednesday, and Mizuho expects the company to close its pending $2.5B majority stake acquisition in Florida Cancer Specialists “soon,” the analyst tells investors in a research note. The firm is modeling 45c-50c accretion from 9-10 months of FCS in the new fiscal 2026 EPS estimate of $37.00.

https://www.tipranks.com/news/the-fly/mckesson-price-target-raised-to-690-from-630-at-mizuho

Aldeyra CRL on New Drug Application for Treatment of f Dry Eye

 

  • Top-Line Data from Dry Eye Chamber Trial and Field Trial Expected in Q2 2025
  • Pending Positive Results and Discussions with the FDA, New Drug Application Resubmission Expected Mid-Year 2025

Sarepta’s Duchenne Gene Therapy Placed on Hold in Europe Pending Death Investigation

 

The European Medicines Agency asked for three clinical trials to be placed on hold until the exact cause of death of a US teenager, who suffered acute liver failure after receiving Elevidys, can be precisely determined.

The European Medicines Agency has requested that Sarepta Therapeutics and partner Roche pause a trio of clinical trials of their Duchenne muscular dystrophy gene therapy Elevidys in response to a patient death that occurred outside the scope of the studies.

In a letter addressed to the World Duchenne Organization and dated March 31, Roche shared that it was pausing Phase IPhase II and Phase III trials all studying the gene therapy for treating Duchenne muscular dystrophy (DMD).

The European Medicines Agency (EMA) asked for the trials to be paused until the exact cause of death of a U.S. teenager, who had suffered acute liver failure (ALF) after taking Elevidys, can be precisely determined. Sarepta announced last month at the time of the patient’s death that it would update Elevidys’ label to reflect the safety signal.

Analysts at BMO were nonplussed by the trial pause. “We view the requested clinical hold as an administrative step, pending [data monitoring committee] meeting, that can be resolved within ~6mo given Elevidys benefit/risk in the context of DMD being a universally fatal disease,” the analysts wrote in a note late Wednesday (emphasis theirs).

Other analysts were more mixed. “On one hand, the risk of fatal ALF is rare (0.125%) and our experts affirm the news is unsurprising to them. However, we’ve felt the death should not be fully dismissed unless [Sarepta management] can provide color on some outstanding questions,” Jefferies analysts wrote Wednesday.

The connection between biopharmas working on DMD and the patient community is especially tight knit. Following the patient’s death, Sarepta sent a letter directly to the DMD patient community, pledging transparency and sharing data as the company investigates the death.

The sentiment mirrors those reflected in Roche’s letter earlier this week to the DMD community. The company signed off saying, “We truly appreciate your leadership and the opportunity to work together with you in these efforts.”

The patient death after taking Elevidys is one of a series of deaths from DMD gene therapies. Two patients died, one in 2021 and another in 2024, while taking Pfizer’s investigational gene therapy fordadistrogene movaparvovec. That program was later scrapped. In 2022, a CRISPR-based Duchenne therapy led to another patient death, potentially caused by the viral vector used.

https://www.biospace.com/drug-development/sareptas-duchenne-gene-therapy-placed-on-hold-in-europe-pending-death-investigation

Akebia Positive Euro Opinion for XOANACYL for Chronic Kidney Disease Licensed to Averoa



Akebia Therapeutics (AKBA) announced that the European Medicines Agency's CHMP has adopted a positive opinion recommending approval for XOANACYL® (Ferric Citrate as Coordination Complex). The drug is intended for treating elevated serum phosphorous and iron deficiency in adult patients with chronic kidney disease (CKD).

The treatment rights in the European Economic Area and certain countries in Europe and the Middle East are licensed to Averoa, a renal-focused biopharmaceutical company. The European Commission is expected to make a final decision on XOANACYL's approval in approximately two months.

Amneal's Parkinson's Drug CREXONT Secures Game-Changing Insurance Coverage



Amneal Pharmaceuticals (NASDAQ: AMRX) announced expanded insurance coverage for CREXONT®, its Parkinson's disease treatment, with three major insurers: Veterans Administration, UnitedHealthcare, and CVS Health. This expansion increases total U.S. coverage from 30% to over 50% of covered lives, achieved nine months ahead of their end-2025 target.

CREXONT, FDA-approved in August 2024, combines immediate-release granules with extended-release pellets, making it the longest-lasting oral carbidopa/levodopa formulation available. Clinical trials demonstrated 1.55 more hours of 'Good On' time per dose compared to immediate-release alternatives, representing a 70% increase in symptom control time.

The coverage rollout includes: VA's immediate national formulary addition (covering ~10% of U.S. PD patients), UnitedHealthcare's addition in Q2 2025, and CVS Health's inclusion as a 'preferred' product starting July 1, 2025.