How can the $23B market for PD-1 blockers grow? ‘Pan-adjuvant’ use is key: report

On December 3, 2020 Immuno-oncology drugs that block the checkpoint PD-1 have been one of the biggest success stories in the pharma industry, creating blockbusters like Bristol Myers Squibb’s Opdivo and Merck’s Keytruda (Press release, Bristol-Myers Squibb, DEC 3, 2020, View Source [SID1234572206]). The embrace of the drugs to treat many types of metastatic cancer has created a $23 billion market.

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But that market is slowing, raising a worrisome question on Wall Street: How can companies like BMS and Merck continue to fuel the growth of PD-1 inhibitors?

The answer is in "pan-adjuvant" settings, in which patients are given PD-1 blockers before and/or after surgery along with other treatments to boost their chances of beating their cancer, analysts at Bernstein said in a note to investors earlier this week. For Merck and BMS, pan-adjuvant approvals could add at least $12 billion to their annual haul from PD-1 drugs in the next eight years—with the lion’s share of that going to Keytruda, they predicted.

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RELATED: ESMO (Free ESMO Whitepaper): Merck’s Keytruda matches Opdivo on key survival metric for post-surgery melanoma

BMS and Merck have already benefited from regulatory approvals of their PD-1 blockers in the post-surgery melanoma market, which brings in $1.4 billion for the companies, split between the two, the Bernstein analysts said. But beyond melanoma, pan-adjuvant settings "are untapped territories," they wrote.

That’s about to change. Merck and BMS have pivotal trials underway in 14 pan-adjuvant indications apiece, the analysts figure.

By far the biggest of those opportunities for Merck is non-small cell lung cancer (NSCLC). Merck’s pivotal pan-adjuvant Keytruda trials in NSCLC are likely to read out next year, and, if the program is a success, it could add $2 billion to the drug’s sales, the analysts estimated.

BMS’ pan-adjuvant program, meanwhile, is narrower that Merck’s, with the biggest opportunity likely to come from the melanoma market, which could generate an additional $1.7 billion in sales. Bernstein analysts projected that pan-adjuvant use of Opdivo in NSCLC would bring in $530 million.

RELATED: Bristol Myers’ Opdivo clears signs of lung cancer in first-in-class pre-surgery win

The analysts calculated the likelihood of success for PD-1 blockers in pan-adjuvant settings based on numerous factors, including the typical rate of cancer recurrence after surgery and how effective Opdivo and Keytruda have been as single agents in metastatic cancer. They tagged PD-1 blockers as having a 75% chance of succeeding in pan-adjuvant clinical trials for NSCLC. The drugs were also given 75% odds of succeeding in bladder cancer, cutaneous squamous-cell carcinoma, esophageal cancer and triple-negative breast cancer.

Still, competition will be challenging for all the players in the pan-adjuvant market. There are ongoing trials in adjuvant kidney cancer, not just of Opdivo and Keytruda, but also of PD-1 blockers from AstraZeneca and Roche, Bernstein analysts said. And even though the analysts predict Merck will take 40% market share in NSCLC, Roche’s Tecentriq could pose a threat.

All in all, the analysts see Merck bringing in $7.2 billion in sales of Keytruda in pan-adjuvant settings by 2028, not just from kidney cancer and NSCLC but also from melanoma and other cancers. "However, the range is broad and revenue can end up being as high as $17B," they wrote, especially if Keytruda outperforms competitors like Tecentriq with its data readouts.

BMS, for its part, will record $4.8 billion in pan-adjuvant sales of Opdivo by 2028, the analysts predicted. Even though six of the company’s 14 trials in pan-adjuvant settings will read out by the end of next year, "this is a very competitive market and we don’t expect Opdivo to be the market leader," they said.

As for the overall pan-adjuvant market for PD-1 inhibitors, stay tuned, the analysts advised. "We already have some early pan-adjuvant data, but the next 12 months are the ‘make-or-break’ period for these indications," they said.

Discovery Life Sciences and Scientist.com Partner to Advance Liquid Biopsy Development and Immunotherapy Research

On December 3, 2020 Scientist.com, the healthcare industry’s leading marketplace for outsourced research, and Discovery Life Sciences (Discovery), a global leader in biospecimen solutions, genomic, cell and immunohistochemistry (IHC) services, reported that have partnered to offer researchers online access to Illumina’s TruSight Oncology 500 (TSO500) technology (Press release, Discovery Life Sciences, DEC 3, 2020, https://www.businesswire.com/news/home/20201203005686/en/Discovery-Life-Sciences-and-Scientist.com-Partner-to-Advance-Liquid-Biopsy-Development-and-Immunotherapy-Research [SID1234572166]). The TSO500 technology was recently added to HudsonAlpha Discovery, Discovery’s highly regarded sequencing and bioinformatics laboratory.

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"HudsonAlpha Discovery’s TSO500 platform combined with Discovery Life Sciences’ comprehensive biospecimen solutions, which are also available through Scientist.com, will accelerate immuno-oncology and liquid biopsy biomarker studies through delivery of actionable NGS data across patient-matched tumor and plasma biospecimens," stated Kevin Lustig, PhD, CEO and founder of Scientist.com. "This cutting-edge technology is now available to all Scientist.com users under one pre-established legal agreement, accelerating preclinical research and enabling faster science."

Illumina’s TSO500 solid Tumor (FFPE) and ctDNA technology enables genomic characterization across a broad range of tumor types through the identification of somatic variants from DNA and RNA, including critical immuno-oncology SNV, InDel, CNV and fusion biomarkers, as well as microsatellite instability (MSI) and tumor mutational burden (TMB).

"Our services are optimized for efficiency to enable rapid delivery of the valuable NGS data that only TSO500 provides across matched FFPE and plasma samples at any scale," stated Dr. Shawn Levy, PhD, Chief Scientific Officer at Discovery Life Sciences. "By making these new services available on Scientist.com, we will advance biomarker programs and allow researchers to more quickly develop and validate new immunotherapeutics, liquid biopsy diagnostics and companion diagnostics."

To learn more about applications for TSO500 technology watch the recent webinar, High Sensitivity TSO500 Detection of Somatic Variants in Matched FFPE and Plasma: Implications for Liquid Biopsy Biomarker Evaluations, featuring Dr. Levy of Discovery Life Sciences.

Jazz Pharmaceuticals and PharmaMar Announce Results of ATLANTIS Phase 3 Study Evaluating Zepzelca™ in Combination with Doxorubicin for Patients with Small Cell Lung Cancer Following One Prior Platinum-containing Line

On December 3, 2020 Jazz Pharmaceuticals plc (Nasdaq: JAZZ), along with its partner, PharmaMar (MSE: PHM), reported results from the ATLANTIS Phase 3 multicenter, randomized, controlled study evaluating Zepzelca (lurbinectedin) in combination with doxorubicin versus physician’s choice of topotecan or cyclophosphamide/doxorubicin/vincristine (CAV) for adult patients with small cell lung cancer (SCLC) whose disease progressed following one prior platinum-containing line (Press release, Jazz Pharmaceuticals, DEC 3, 2020, View Source [SID1234572157]). Patients received lurbinectedin at 2.0mg/m2 in the combination arm, which is lower than the FDA approved dose of Zepzelca at 3.2mg/m2.

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The study did not meet the pre-specified criteria of significance for the primary endpoint of overall survival (OS) in the intent-to-treat (ITT) population comparing lurbinectedin in combination with doxorubicin to the control arm, though there was no adverse effect on OS with the experimental arm. Based on the study design, no additional hypotheses were formally tested. Importantly, key secondary and subgroup analyses favored the lurbinectedin combination arm. Lurbinectedin monotherapy was not tested in ATLANTIS.

The safety data in this study was consistent with the known safety profile of lurbinectedin monotherapy with no new safety signals observed. The experimental arm showed favorable safety and tolerability with regard to Grade-3 or greater drug related adverse events (AEs), deaths due to AEs, hematologic toxicity, dose reductions and treatment discontinuations due to AEs, compared to the control arm.

"Bringing Zepzelca to the U.S. market earlier this year alongside our partner, PharmaMar, was an important advance for adults with metastatic SCLC, an aggressive disease with a historically poor prognosis," said Robert Iannone M.D., M.S.C.E., executive vice president, research and development of Jazz Pharmaceuticals. "While the combination of lurbinectedin and doxorubicin did not achieve the primary endpoint in this study, the overall results support the activity and tolerability of lurbinectedin in this line of therapy. We look forward to the further development of lurbinectedin in SCLC and other tumors, both as monotherapy and in combination."

"We remain committed to improving outcomes for patients with metastatic small cell lung cancer where there is a high unmet medical need; we continue to evaluate the safety and efficacy of lurbinectedin in SCLC and other tumors. The drug’s activity in this disease and setting has been reinforced in this trial," said Luis Mora, managing director, oncology business unit, PharmaMar. "We extend our gratitude to the patients, physicians and their staff as well as caregivers who participated in this clinical study."

"Historically, patients with relapsed SCLC often face difficult odds due to the aggressive nature of the disease and they have had very limited treatment options. As a physician treating patients with SCLC, I’m confident in lurbinectedin as an effective new option in this traditionally challenging therapeutic area," Alberto Chiappori, MD, senior member of oncology and medicine for the Department of Thoracic Oncology at the H. Lee Moffitt Cancer Center and Research Institute and ATLANTIS Phase 3 study investigator.

Results will be discussed with the appropriate regulatory authorities and will be presented at a future medical meeting.

The U.S. Food and Drug Administration (FDA) approved Zepzelca under accelerated approval in June 2020 for the treatment of adult patients with metastatic SCLC with disease progression on or after platinum-based chemotherapy. The approval is based on ORR and duration of response demonstrated in an open-label, monotherapy clinical study. The companies will provide the ATLANTIS data to FDA and look forward to working with the agency to determine the confirmatory data that is needed for full approval.

ATLANTIS Phase 3 Study Design
The ATLANTIS Phase 3 study enrolled 613 patients at 154 sites primarily in the U.S., Canada, Latin America and Western Europe from September 2016 through July 2018. Patients enrolled were ≥18 years with histologically or cytologically confirmed diagnosis of limited or extensive stage SCLC, had failed one prior platinum-containing regimen, and had a chemotherapy-free interval (CTFI, time from the last dose of first-line chemotherapy to the occurrence of progressive disease) ≥ 30 days. Patient inclusion criteria included small-cell carcinoma of unknown primary site with or without neuroendocrine features confirmed in histology test(s) performed on metastatic lesion(s) are eligible, if Ki-67/MIB-1 is expressed in >50 percent of tumor cells.

In the trial, patients were randomized in a 1:1 ratio to receive lurbinectedin in combination with doxorubicin or physician’s choice of topotecan OR cyclophosphamide/doxor ubicin/vincristine (CAV). The primary endpoint was overall survival. The secondary endpoints were 1) the difference in OS for patients in the lurbinectedin/doxorubicin arm compared to patients treated with CAV; 2) OS and progression free survival (PFS) in patients with or without CNS involvement; 3) PFS by independent review committee (IRC); 4) antitumor activity defined by objective response rate (ORR) per IRC; and 5) duration of response per IRC.

The study sample was stratified by the following factors: CTFI (chemotherapy free interval); ECOG performance status (0 vs. 1-2); CNS involvement vs. no involvement; prior immunotherapy against either programmed cell death protein-1 (PD-1) or programmed death ligand-1 (PD-L1); and investigator preference of topotecan and CAV.

About Zepzelca (lurbinectedin)
Zepzelca is an alkylating drug that binds guanine residues within DNA. This triggers a cascade of events that can affect the activity of DNA binding proteins, including some transcription factors, and DNA repair pathways, resulting in disruption of the cell cycle and eventual cell death.1

Zepzelca for injection 4 mg is a prescription medicine used to treat adults with a kind of lung cancer called small cell lung cancer that has spread to other parts of the body (metastatic) and who have received treatment with chemotherapy that contains platinum, and it did not work or is no longer working. Zepzelca is approved based on response rate and how long the response lasted. Additional studies will further evaluate the benefit of Zepzelca for this use.

Important Safety Information

Before receiving ZEPZELCA, tell your healthcare provider about all of your medical conditions, including if you:

have liver or kidney problems.
are pregnant or plan to become pregnant. ZEPZELCA can harm your unborn baby.
Females who are able to become pregnant:
Your healthcare provider should do a pregnancy test before you start treatment with ZEPZELCA.
You should use effective birth control (contraception) during treatment with and for 6 months after your final dose of ZEPZELCA.
Tell your healthcare provider right away if you become pregnant or think that you are pregnant during treatment with ZEPZELCA.
Males with female partners who are able to become pregnant should use effective birth control during treatment with and for 4 months after your final dose of ZEPZELCA.

are breastfeeding or plan to breastfeed. It is not known if ZEPZELCA passes into your breastmilk. Do not breastfeed during treatment with ZEPZELCA and for 2 weeks after your final dose of ZEPZELCA. Talk to your healthcare provider about the best way to feed your baby during treatment with ZEPZELCA.
Tell your healthcare provider about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements. Certain other medicines may affect how ZEPZELCA works.

What should I avoid while using ZEPZELCA?

Avoid eating or drinking grapefruit, or products that contain grapefruit juice during treatment with ZEPZELCA.

ZEPZELCA can cause serious side effects, including:

Low blood cell counts. Low blood counts including low neutrophil counts (neutropenia) and low platelet counts (thrombocytopenia) are common with ZEPZELCA, and can also be severe. Some people with low white blood cell counts may get fever, or an infection throughout the body (sepsis), that can cause death. Your healthcare provider should do blood tests before you receive each treatment with ZEPZELCA to check your blood cell counts.
Tell your healthcare provider right away if you develop:
fever or any other signs of infection
unusual bruising or bleeding
tiredness
pale colored skin
Liver problems. Increased liver function tests are common with ZEPZELCA, and can also be severe. Your healthcare provider should do blood tests to check your liver function before you start and during treatment with ZEPZELCA.
Tell your healthcare provider right away if you develop symptoms of liver problems including:
loss of appetite
nausea or vomiting
pain on the right side of your stomach area (abdomen)
Your healthcare provider may temporarily stop treatment, lower your dose, or permanently stop ZEPZELCA if you develop low blood cell counts or liver problems during treatment with ZEPZELCA.

The most common side effects of ZEPZELCA include:

tiredness
low white and red blood cell counts
increased kidney function blood test (creatinine)
increased liver function blood tests
increased blood sugar (glucose)
nausea
decreased appetite
muscle and joint (musculoskeletal) pain
low level of albumin in the blood
constipation
trouble breathing
low levels of sodium and magnesium in the blood
vomiting
cough
diarrhea
These are not all of the possible side effects of ZEPZELCA.

Call your doctor for medical advice about side effects. You are encouraged to report negative side effects of prescription drugs to the FDA. Visit www.fda.gov/medwatch or call 1-800-FDA-1088. You may also report side effects to Jazz Pharmaceuticals at 1-800-520-5568.

More information about Zepzelca, including Full Prescribing Information and Patient Information, is available here.

ZEPZELCA is a trademark of PharmaMar, S.A. used by Jazz Pharmaceuticals under license.

Antengene Submits NDAs for XPOVIO® (Selinexor) in Multiple APAC Markets for rrMM and rrDLBCL

On December 3, 2020 Antengene Corporation Limited ("Antengene", SEHK: 6996.HK), a leading innovative biopharmaceutical company dedicated to discovering, developing and commercializing global first-in-class and/or best-in class therapeutics in hematology and oncology, reported it has submitted new drug applications ("NDA(s)") for XPOVIO (selinexor, ATG-010) to the Health Sciences Authority of Singapore and to the Australian Therapeutic Goods Administration for three indications: the treatment of adult patients with relapsed or refractory multiple myeloma ("rrMM") who have received at least four prior therapies and whose disease is refractory to at least two proteasome inhibitors, at least two immunomodulatory agents, and an anti-CD38 monoclonal antibody; and in combination with bortezomib and dexamethasone for the treatment of patients with multiple myeloma who have received at least one prior line of therapy; and for the treatment of adult patients with relapsed or refractory diffuse large B-cell lymphoma ("rrDLBCL"), not otherwise specified, including DLBCL arising from follicular lymphoma, after at least two lines of systemic therapy. Australian Therapeutic Goods Administration has accepted the NDA of Antengene on December 2, 2020.

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A new drug application (NDA) for XPOVIO (selinexor) has also been submitted to the Hong Kong Department of Health for the treatment of adult patients with rrMM who have received at least four prior therapies and whose disease is refractory to at least two proteasome inhibitors, at least two immunomodulatory agents, and an anti-CD38 monoclonal antibody.

In South Korea, XPOVIO (selinexor) has been granted orphan drug designation for the treatment of adult patients with rrMM who have received at least four prior therapies and whose disease is refractory to at least two proteasome inhibitors, at least two immunomodulatory agents, and an anti-CD38 monoclonal antibody and for the treatment of adult patients with rrDLBCL, not otherwise specified, including DLBCL arising from follicular lymphoma, after at least two lines of systemic therapy.

XPOVIO (selinexor, ATG-010) is a first-in-class and only-in-class oral selective inhibitor of nuclear export, developed by Antengene and Karyopharm Therapeutics Inc. (NASDAQ: KPTI). In July 2019, the US Food and Drug Administration (FDA) approved XPOVIO (selinexor) in combination with low-dose dexamethasone for the treatment of rrMM. After its initial approval of rrMM, FDA approved XPOVIO (selinexor) as a single-agent for the treatment of rrDLBCL in June 2020.

In November 2020, at the Connective Tissue Oncology Society 2020 Annual Meeting (CTOS 2020), Antengene’s partner, Karyopharm Therapeutics, presented positive results from the Phase 3 portion of the randomized, double blind, placebo controlled, cross-over SEAL study evaluating single agent, oral XPOVIO (selinexor) versus matching placebo in patients with liposarcoma. Karyopharm also recently announced that the ongoing phase 3 SIENDO study of XPOVIO (selinexor) in patients with endometrial cancer passed planned interim futility analysis and that Data and Safety Monitoring Board (DSMB) recommended the study should proceed as planned without any modifications. Top-line SIENDO study results are expected in the second half of 2021.

About XPOVIO

XPOVIO is a first-in-class and only-in-class oral selective inhibitor of nuclear export compound, developed by Antengene and Karyopharm Therapeutics Inc. (NASDAQ: KPTI). In July 2019, the US Food and Drug Administration (FDA) approved XPOVIO in combination with low-dose dexamethasone for the treatment of relapsed or refractory multiple myeloma (rrMM) and in June 2020 approved XPOVIO as a single-agent for the treatment of relapsed or refractory diffuse large B-cell lymphoma (rrDLBCL). XPOVIO is so far the first and only oral SINE compound approved by the FDA. XPOVIO is also being evaluated in several other mid-and later-phase clinical trials across multiple solid tumor indications, including liposarcoma and endometrial cancer.

Antengene is conducting two registrational Phase 2 clinical trials of XPOVIO in China for relapsed refractory multiple myeloma (MARCH) and for relapsed refractory diffuse large B-cell lymphoma (SEARCH), and has initiated clinical trials for high prevalence cancer types in the Asia Pacific region including peripheral T-cell lymphoma and NK/T-cell lymphoma (TOUCH) and KRAS-mutant non-small cell lung cancer (TRUMP).

Amplyx Announces Upcoming Virtual Data Presentations at 62nd American Society of Hematology (ASH) Annual Meeting

On December 3, 2020 Amplyx Pharmaceuticals, a clinical-stage biopharmaceutical company developing innovative therapies for debilitating and life-threatening diseases in patients with compromised immune systems, reported that clinical and preclinical data for its Phase 2 program, MAU868, will be presented at the 62nd American Society of Hematology (ASH) (Free ASH Whitepaper) Annual Meeting & Exposition, taking place virtually on December 5-8, 2020 (Press release, Amplyx Pharmaceuticals, DEC 3, 2020, View Source [SID1234572155]).

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The ASH (Free ASH Whitepaper) abstracts are available at www.hematology.org. Details of the virtual presentations are as follows:

Title: "Preclinical Characterization of MAU868, a Novel Neutralizing Antibody Targeting BK Virus"
Abstract Number: 1475
Presenter: Atul Sathe, Novartis Institutes for BioMedical Research
Session: 721. Clinical Allogeneic Transplantation: Conditioning Regimens, Engraftment, and Acute Transplant Toxicities: Poster I
Date and Time: Saturday, December 5, 2020: Available virtually from 7:00 AM-3:30 PM PST

Title: "A First-in-Human Study of MAU868, a Novel Neutralizing Antibody Against BK Virus"
Abstract Number: 2367
Presenter: Steven J. Kovacs, Novartis Institutes for BioMedical Research
Session: 721. Clinical Allogeneic Transplantation: Conditioning Regimens, Engraftment, and Acute Transplant Toxicities: Poster II
Date and Time: Sunday, December 6, 2020: available virtually from 7:00 AM-3:30 PM PST

About MAU868
MAU868, a novel human monoclonal antibody that potently neutralizes the BK virus, which can cause significant morbidity and mortality in transplant patients. Antibodies to BKV are found in approximately 80 to 90% of adults worldwide, indicating previous infection or exposure to the virus. A weakened immune system may result in BKV reactivation and cause serious disease. In patients who have had kidney transplant, BKV can lead to the loss of the transplanted kidney. BKV reactivation in the bladder can also cause hemorrhagic cystitis. Severe cases require bladder irrigation, clot evacuation, blood transfusion, stenting and nephrostomy. There are currently no approved treatments for renal nephropathy or hemorrhagic cystitis caused by BKV.

MAU868 potently neutralizes all four major genotypes of BKV at sub-nanomolar concentrations and has a high barrier to resistance in vitro. MAU868 also has neutralizing activity against the closely related JC virus, the cause of progressive multifocal leukoencephalopathy

MAU868 is currently being evaluated in a multicenter, randomized, double-blind, placebo-controlled Phase 2 clinical trial to assess the safety, pharmacokinetics, and efficacy for the treatment of BK viremia in kidney transplant recipients at centers in the US and Canada. The study’s primary objectives are to assess the safety of MAU868 in this patient population and to evaluate the efficacy of MAU868 in reducing BKV plasma viral load.