Thursday, January 16, 2020

ADC Links - Jan 16th, 2019

Regulatory -

Why wait? The FDA stamps an ultra-fast OK on a HER2+ drug expected to create AstraZeneca's next blockbuster franchise
Endpoints News
- Of course we have to mention the major news of the month in the world of ADCs.  The $7B acquisition of DS-8201 my AZ doesn't seem so crazy anymore.  Is it just me, or does this feel like when the house next to you sells for way more than you expected.  I get almost giddy, because I know that sets a new bar for the value of my own house.  ADCs have just had their Zestimate go up.

FDA Grants Accelerated Approval to Astellas’ and Seattle Genetics’ PADCEV™ (enfortumab vedotin-ejfv) for People with Locally Advanced or Metastatic Urothelial Cancer, the Most Common Type of Bladder Cancer
- And not to be outdone, SeaGen has secured a nod from the FDA for their enfortumab vedotin molecule (now known as Padcev).  They now have two commercial ADCs on the market and one non-ADC oncology treatment on the books as well.  Is it a coincidence that they continue to be an industry leader and that their stock went up 109% in 2019?  No.  Very clearly No.

FDA grants orphan drug designation to OBI-999 for pancreatic cancer
- As anyone who incessantly follows the ADC world knows - or anyone listening to Beacon Intelligence - the ADC market get the most press in the US and EU, but things are moving very fast in Asia as well.  OBI Pharma has just received orphan drug designation for pancreatic cancer.  Current trials are ongoing.

FDA Accepts Immunomedics' BLA Refiling for Breast Cancer Drug
Zacks Equity Research
- Wow.  2020 is going to be a banner year.  Immunomedics has been down but never out.  Their NDA was rejected by the FDA because of manufacturing issues, not efficacy.  Hopefully that means they were able to fix the issues, and this leads to yet another ADC approval later this year.

Industry -

Drug Developers Take Fresh Aim at 'Guided-Missile' Cancer Drugs
The New York Times
- Success begets success, and nothing says the ADC industry is on a nice run like a long form article in the New York Times.  Obviously the content will likely not be terribly new to the audience of this blog.  But I for one do a little happy dance every time our niche breaks out into the national spotlight.

Boehringer Ingelheim Venture Fund and PPF lead the closing of a USD 22M Series C financing round for NBE-Therapeutics
NBE Therapeutics
- And here is the first example of what I expect will be many more articles like this.  Obviously this deal was likely worked out prior to the latest ADC approvals, but it seems inconceivable that funding doesn't start flowing towards ADCs quite a bit faster for the rest of the year.

Manuscripts -

A Convergent Total Synthesis of the Death Cap Toxin α‐Amanitin
Angewantde Chemie
- For all of you a-amanitin fans out there, here is a nice paper describing a fully synthetic route for its synthesis. 

Bioorthogonal Tetrazine Carbamate Cleavage by Highly Reactive Trans-Cyclooctene
- Paying attention to the linker has certainly been in vogue as of late, and the team at Tagworks is leading the pack.  Their paper describes a new method of cleavable linkers which can cleave faster and more efficiently than the current tranche of products available today.

Severing Ties: Quantifying the Payload Release from Antibody Drug Conjugates
Cell Chemical Biology
- And as if on cue from the last article, here is a nice review about cleavable payload release mechanisms using novel fluorescence based linkers in order to monitor release rate.

US Patent Application
- This is a pretty cool approach from the team at Pfizer.  They are looking at producing site-specific cysteine conjugations without the need for a complete reduction and oxidation as is standard in the normal Thio-mAb process.

Cancer Drug Delivery Systems Based on the Tumor Microenvironment
Springer Nature
- I think a major trend that I will be watching this year is the evolution of this focus on tumor microenvironment.  There are a number of companies out there already looking into this, but here is a nice review with multiple chapters discussing labile linkers and the current technology in the market.

Critical considerations in the formulation development of parenteral biologic drugs
Drug Discovery Today
- A nice overview about formulation development for biologics and the inherit troubles of dealing with pesky things like tertiary structure and activity.

Clinical Results -

The Evolving Role of Brentuximab Vedotin in Classical Hodgkin Lymphoma
Oncology Nurse Advisor
- This article discusses the evolution of Kadcyla through the years.  It is a pretty interesting look at seeing the life of an ADC post approval.  As will likely be the case with these new approvals, it is not a fixed quantity but a series of progressive steps and expansion which can last for years and years.

Loncastuximab tesirine appears effective for relapsed or refractory DLBCL
Immuno-Oncology Resource Center
- ADC T continues to take the lead on PBDs in the clinic.  They were pretty much written off as too potent less than a year ago, but ADC T has continued forward and here is a perfect example of why.  Their ADCT-402 Phase II trial exceeded their primary endpoint and is looking good.  I have never believed in all of the PBD pessimism, but it's easier to talk than to be like ADC T and back that belief with research and clinical dollars.

Belantamab mafodotin for relapsed or refractory multiple myeloma (DREAMM-2): a two-arm, randomised, open-label, phase 2 study
The Lancet
- GSK continues to make progress on their BCMA ADC candidate.  This paper discusses the results from the DREAMM-2 study which is still ongoing.  But it is clearly yet another sign that this is a good candidate for approval in the very near future.

Thats it for today. There are always more coming down the pike. Is there something I missed? Contact me. [email protected]
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