Archive for September, 2005

Novartis’ Vildagliptin (LAF237)

Novartis presented updated data on their DPP-IV inhibitor for Type 2 DM last week. The slides are hotlinked. Nice presentation for analysts; too bad the data kinda suck. Not that the findings weren’t expected; they were. I don’t know what Wall Street is saying about the drug, but it’s going to have a tough time getting on formulary in the US for monotherapy, probably being relegated to a secondary, or even tertiary role, behind metformin and TZDs, despite the apparently cleaner safety/tolerability profile. In Europe, it’s unlikely to be approved for use as monotherapy. This is because vildagliptin just doesn’t give the HbA1c reduction of these other drugs. Yes, it comes close, but close doesn’t count for much in the face of currently cheap generic met and met/sulf combo therapy. The insulin add-on data are suspect until the full study details are released. FDA is particularly picky about insulin add-on study design. Reductions in insulin dose don’t count towards approval, only HbA1c reduction does. So, it’s important to understand how the study was conducted with regards concomitant insulin administration. The company correctly sees that prevention of hard outcomes is the way to go with this class, but they’re well behind the TZDs in this regard (e.g. ADOPT), and muraglitazar will also be tested in outcomes prevention eventually. I like the fact it’s an oral drug compared with Byetta (exenatide), but otherwise, Byetta has the advantage of better potential efficacy and a direct MOA not subject to pleiotropism from the off-taregt effects. The forthcoming exenatide LAR will compete directly with vildagliptin. Overall, Novartis has a tough road ahead with this drug. It’s got some nice things going for it, and it’s a welcome addition to the armamentarium, but too much competition and price pressure to be optimistic about its sales potential.

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Therapeutic Antibodies: The Next Generation


Pharma’s Cutting Edge
Vol. 3 Number 9 - September 2005

Therapeutic Antibodies: The Next Generation

I enjoyed writing the new technology overview of molecular evolution in July’s edition of Pharma’s Cutting Edge (currently still up on the homepage), so I decided that this month I would write another new technology overview, this time about antibodies. If you appreciate these types of articles, or would prefer I stick to editorials of a more controversial nature, please let me know.

It’s my guess that just about everyone who reads this will already be familiar with the basics of therapeutic antibodies–what they are, how they are made specific to their target and how they are being used to great clinical advantage. So, I’m going to forgo that entire discussion. If you are hungry for more general information on therapeutic antibodies, I refer you to a review on the topic published in Nature Reviews Drug Discovery in 2003.

So what’s fairly new and what’s hot in the therapeutic antibody field? How about bispecific antibodies, intrabodies, mimetibodies, multipurpose antibodies, nanobodies and peptide-antibody conjugates? Definitions for and firms researching and engineering these novel antibodies are shown in the attached tables. Where will we see the first clinical use of these exciting new technologies? My educated guess thinks it will be in cancer therapy first, probably hematological malignancy.

 antibody2.gif

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GlaxoSmithKline Pays $150 Million to Settle Drug Pricing Fraud Case

I am pleased to offer my hearty congratulations to GSK for admitting no wrongdoing in response to allegations that it defrauded the US government of millions of dollars. Oh, and for paying only $150 M for this privilege. That’s quite a return on investment, wouldn’t you say? Oh sure, GSK doesn’t accrue tangible benefits for the payment, but think of all the intangibles. GSK can now proudly advertise during the prime time news hour that they not only deliver tomorrow’s cures but also do not admit to defrauding federal and state governments. Hey now, quite an achievement. Seriously, no one who cares about the future of this industry should defend such alleged practices or out-of-court settlements. Investors in the sector should not be pleased with this settlement eiether, because there are other, more serious suits pending. And there will be bigger, much bigger settlements to be paid if this case is any indication. This case and its conclusion was a dark stain on an already badly tarnished industry image. How many more stains can pharma sustain before it is no longer recognizable?

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Sandoz vs. HHS and FDA: The Omnitrope Lawsuit

Regular readers might recall my somewhat bold prediction at the beginning of this year that the first NDA for a “biogeneric” or “follow-on biologic” would be approved in 2005. I presumed that it would be Omnitrope (recombinant human growth hormone, Sandoz), referencing Genotropin, using the 505(b)(2) pathway for approval. Looks I was was wrong, sort of. You see, another recombinant follow-on biologic was approved in August (Fortical, recombinant salmon calcitonin, Unigene), referencing Miacalcin, using this pathway. Interestingly, although I anticipated final action on the Omnitrope NDA by the time that Fortical was approved, it never came. Now we know the specific circumstances surrounding the Omnitrope NDA approval delay.

In the lawsuit (dcdc05cv1810C.pdf) recently filed in the US District Court (Washington) against HHS and FDA, Sandoz has charged that FDA has been delinquent in its duties to offer a final action timely in its review of the Omnitrope NDA (which we learned, vide infra, was filed in October 2003), based on the reasoning that there were “unresolved scientific and legal issues that relate to [the] NDA.” However, Sandoz makes the case–and I think they make it very effectively–that these issues have been effectively resolved and that final action should now be taken on the NDA. FDA, for its part, maintains that they have no timetable for final action. Presumably, they are relying on a loophole of the FDC Act and/or PDUFA to shield themselves from the requirement to take a final action.

This is a very interesting case from every perspective, scientific, legal and political and should be observed closely. The outcome could well decide when the first major recombinant follow-on biologic, and the first human recombinant follow-on biologic hits the US market.

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Stop cynical use of drug studies, say researchers

I’m not going to spend much time on this one, since I actually agree with many of the criticisms leveled at open-label extensions (OLEs) of previously blinded clinical trials as discussed in the article. The principles that should be adhered to when conducting open-label extensions are those of the scientific method and good clinical practice (GCP), not good marketing practice. It is that simple. When we ask subjects to participate in such studies, we should do so with full disclosure of the risks, benefits and treatment alternatives available to them, and we should be forthright in explaining to them the advantages and limitations of the open-label extension design. Any inducements beyond supply of drug and study-related medical care to subjects agreeing to participate should be minimal and non-coercive. That said, we should not throw away the baby with the bath water. Just because pharma has shirked its responsibility to publish OLEs does not mean pharma and the research community should abandon the OLE study. OLEs offer certain advantages over blinded trials, including collection of long-term safety, tolerability and adherence data that might otherwise not be possible. They also serve an important marketing role. However, this role must take a back seat to the welfare of clinical trial participants and to the integrity of the clinical trial process.

Part of the problem is one of continuing insufficient interaction between marketing and R&D personnel within industry. Most companies still pay lip service to this interaction. The two functions work with each other more often and earlier in development than ever before, but little attention is paid to understanding each other’s roles in a truly meaningful way. This must change. It is critically important that these functions cooperate in a meaningful way, in which each continuously informs the other of its practices, motivations and rules of conduct. Fix this interaction, and many of the ills plaguing questionable pharma R&D practices go away.

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