BMS, Roche, AZ Lose Out as China Favors Domestic Companies in 2020 NRDL PD-1 Bid

On January 14, 2021 Eversana reported that China’s National Healthcare Security Administration (NHSA) and Ministry of Human Resources and Social Security (MOHRSS) issued the 2020 Edition of the National Reimbursement Drug List (NRDL) (Press release, EVERSANA, JAN 14, 2021, View Source [SID1234574008]).

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The finalized 2020 NRDL, which comes into effect on March 1, 2021, contains 119 additional drugs across 31 therapeutic classes compared to the 2017 list – when the NHSA took hold of procurement – but has also removed 29. On average, pharma companies agreed to cut drug prices by 51% in order to gain access to the list.

This year, PD-1 inhibitors – a category of drugs which are often costly yet highly effective – were the hot issue between multinational corporations (MNCs). The group of checkpoint inhibitor anticancer drugs work by blocking the activity of PD-1 and PDL1 immune checkpoint proteins present on the surface of cells.

Following three-day negotiations that started on December 17, 2020 in Beijing, MSD’s Keytruda (pembrolizumab), Bristol Myers Squibb’s Opdivo (nivolumab), AstraZeneca’s Imfinzi (durvalumab) and Roche’s Tecentriq (atezolizumab) all failed to make their way into the finalized 2020 list.

Instead, home-grown PD-1 efforts from Shanghai Junshi Biosciences, Beigene Ltd and Jiangsu Hengrui Medicine took the coveted spots. The three China-based companies offered up to a hefty 80% off the drugs’ prices to win their places on the list, significantly more than the already staggering 64% that Eli Lilly offered to slash Tyvyt (sintilimab) by in the previous year’s NRDL.

In 2019, Tyvyt – which is co-developed by Innovent and Lilly in China – was the only PD-1 to make the list, under the indication of relapsed/refractory classical Hodgkin’s lymphoma after at least two lines of chemo.

The 2020 price reductions won Jiangsu’s camrelizumab coverage for four indications, BeiGene’s Baizean (tislelizumab) two indications and Junshi Biosciences’ Tuoyi (toripalimab) reimbursement in one indication.

At the time of the list’s release, the prices were not officially disclosed, but Chinese media has since clarified them as the below:

Hengrui Medicine’s Camrelizumab (200 mg): CNY 3,000
BeiGene’s Tislelizumab (100 mg): CNY 1,500
Junshi’s Teriprizumab (80 mg): CNY 906
China has always been favorable of national drugmakers when choosing drugs for reimbursement. As such, it has an ongoing aim to ramp up production capabilities of domestic manufacturers, issuing guidance on which now off-patent medicines should be the focus of production and passing domestic manufacturers though generic quality and clinical equivalence evaluation (GQCE) to ensure their products are safe to market.

Pricentric is in the process of releasing the full list with an accompanying evaluation, but more information on the 2020 NRDL can already be found in the Pricentric Insights Newsfeed.

Genprex to Present at NobleCon17 on January 19

On January 14, 2021 Genprex, Inc. ("Genprex" or the "Company") (NASDAQ: GNPX), a clinical-stage gene therapy company focused on developing life-changing therapies for patients with cancer and diabetes, reported that the Company will present at the NobleCon17, Noble Capital Markets’ Annual Investor Conference, taking place virtually January 19-20 (Press release, Genprex, JAN 14, 2021, View Source [SID1234574007]). Genprex’s President and Chief Executive Officer, Rodney Varner, will virtually deliver a company overview, including recent progress made on its upcoming clinical trials, to participating investors.

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Event: NobleCon17

Presentation Date: Tuesday, January 19

Presentation Time: 3:45 p.m. EST – Track 1

Registration Link: https://bit.ly/3oAVY1c

A high-definition, video webcast of the presentation will be available for replay on the Company’s website (www.genprex.com) for a period of time following the conference, and the replay will also be available as part of a complete catalog of presentations to be rebroadcast on Channelchek at www.channelchek.com next month.

Noble Capital Markets recently released a report on Channelchek, its small and microcap database titled, "The Most Studied Research, Most Popular Videos, and Most Read Articles of 2020." The report reviewed Channelchek’s most popular content from 2020, and found that a research note on Genprex took the number one spot for being the most read research report of the year.

SELLAS Life Sciences Highlights 2020 Business and Clinical Progress and 2021 Milestones

On January 14, 2021 SELLAS Life Sciences Group, Inc. (Nasdaq: SLS) ("SELLAS" or the "Company"), a late-stage clinical biopharmaceutical company focused on the development of novel cancer immunotherapies for a broad range of cancer indications, reported its business and clinical progress in 2020 and expected 2021 milestones (Press release, Sellas Life Sciences, JAN 14, 2021, View Source [SID1234574006]).

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"2020 was a transformative year for SELLAS as we commenced the pivotal Phase 3 REGAL study of GPS in patients with AML who have achieved complete remission after second-line anti-leukemic therapy (CR2) in the United States and Europe and also announced important clinical data in the same patient cohort from our completed Phase 2 study showing a median overall survival of 21 months vs. 5.4 months in favor of patients who received GPS, with a p-value of 0.02. We are also intrigued by the recently announced initial data from two studies of GPS in combination with checkpoint inhibitors in ovarian and malignant pleural mesothelioma indications, and we look forward to providing further data from these studies in the first half of 2021. We were also pleased to present last month at the 2020 San Antonio Breast Cancer Symposium positive final data with up to 6 months follow-up from the randomized Phase 2 trial (the VADIS study) of nelipepimut-S (NPS) in combination with granulocyte-macrophage colony-stimulating factor (GM-CSF) in women with ductal carcinoma in-situ of the breast showing immune stimulation augmented by +1,300% at 6-months post-NPS treatment and a statistically significant difference of duration of immune response of NPS vs. control with a p-value of 0.000094," stated Angelos Stergiou, MD, ScD h.c, President and Chief Executive Officer of SELLAS.

"Additionally, we began preparations for the commercialization of GPS, assuming we achieve positive data from the REGAL study, with a collaboration with 3D Medicines Inc. for the development and commercialization of GPS in Greater China which we announced at the end of 2020. This licensing transaction with 3D Medicines for GPS has been ranked by PharmaCube, a leading Chinese database, as one of the top ten life sciences licensing transactions in China in 2020 in terms of the total financial consideration," commented Dr. Stergiou.

"Importantly, we strengthened our balance sheet in 2020 with gross proceeds of approximately $47.9 million from the sale of securities, exercise of warrants, and the upfront payment from 3D Medicines and we ended the year with approximately $35.3 million in cash and cash equivalents. The proceeds from these transactions will significantly support the GPS clinical programs," added Dr. Stergiou.

2020 Clinical Highlights and 2021 Milestones

Galinpepimut-S (GPS)

In December 2020, the Company announced initial clinical data for GPS in combination with checkpoint inhibitors in two solid tumor indications in patients with advanced solid cancers who had exhausted their standard therapy options. In the Company’s Phase 1/2 open-label study of GPS in combination with Merck’s anti-PD-1 therapy pembrolizumab (Keytruda) in patients with selected advanced Wilms Tumor 1 positive (WT1+) cancers, the first set of evaluable patients (n = 8) diagnosed with 2nd or 3rd line WT1(+) relapsed or refractory metastatic ovarian cancer demonstrated a disease control rate (the sum of overall response rate and rate of stable disease) of 87.5% with a median follow-up of 9.4 weeks and, at the first assessment time-point of 6 weeks post-therapy initiation, 100% of the patients were free of disease progression. In the Company’s Phase 1 investigator-sponsored clinical trial (IST) of GPS in combination with the checkpoint inhibitor nivolumab (Opdivo) in patients with macroscopic measurable deposits of malignant pleural mesothelioma (MPM) who were either refractory to or relapsed after frontline tri-modality standard therapy, the first set of evaluable patients (n = 3) had a median progression free survival of at least 10 weeks since therapy initiation. Updated data on both studies are expected in first half of 2021.

In December 2020, the Company announced that it had entered into an exclusive license agreement with 3D Medicines Inc., a China-based biopharmaceutical company developing next-generation immuno-oncology drugs, for the development and commercialization of GPS, as well as the Company’s next generation heptavalent immunotherapeutic GPS+, which is at preclinical stage, across all therapeutic and diagnostic uses in the Greater China territory (mainland China, Hong Kong, Macau and Taiwan). SELLAS retains sole rights to GPS and GPS+ outside of the Greater China area. Potential payments to SELLAS under the agreement in licensing fees and milestone payments, not including potential future royalties, could total $202 million, including an upfront license fee of $7.5 million paid in December 2020.

In September 2020, SELLAS announced that it received approval of its Investigational Medicinal Product Dossier (IMPD) from the French regulatory authority, Agence Nationale de Sécurité du Médicament et des Produits de Santé (ANSM), to advance in France its pivotal Phase 3 REGAL study of GPS in AML CR2 patients. The Company has subsequently received IMPD approval from the German health authorities and expects approvals from additional European health authorities in early 2021 which will allow SELLAS to expand AML patient enrollment for the pivotal Phase 3 REGAL study of GPS in Europe.

In the spring of 2020, the Company established an Independent Data Monitoring Committee (DMC) of leading clinical and biostatistics experts to review and evaluate patient safety and efficacy data for the Phase 3 REGAL trial and also appointed a Steering Committee of leading AML experts for the study. The DMC is responsible for reviewing and evaluating patient safety and efficacy data and will review study data at regular intervals in order to ensure the safety of all patients enrolled in the study. The Steering Committee will provide scientific oversight and guidance of the practical aspects of the study and will make recommendations regarding the monitoring of the study in consultation with the DMC.

In February 2020, the Company announced positive final follow-up data from its Phase 2 clinical trial of GPS in AML CR2 patients. The final data showed a median overall survival (OS) of 21.0 months, at a median follow-up of 30.8 months, in patients receiving GPS therapy compared to 5.4 months in the AML CR2 patients treated with best standard care, a statistically significant difference (p-value < 0.02). Final analysis showed that GPS therapy continued to be well-tolerated throughout the study. The Company previously reported initial data from this Phase 1/2 study at a median follow-up of 19.3 months, showing median OS in GPS-treated patients of 16.3 months vs. 5.4 months in a patient cohort contemporaneously treated with best standard therapy (p = 0.0175).
Nelipepimut-S (NPS)

In December 2020, the Company announced positive final data with up to 6 months follow-up from the randomized Phase 2 trial (the VADIS study) of NPS in combination with granulocyte-macrophage colony-stimulating factor (GM-CSF) in women with ductal carcinoma in-situ (DCIS) of the breast who are HLA-A2+ or A3+ positive, express HER2 at IHC 1+, 2+, or 3+ levels, and are pre- or post-menopausal. This IST randomized patients to receive, prior to surgery, either GM-CSF followed by NPS two weeks later or GM-CSF alone. Preliminary data previously reported showed that treatment with even a single dose of NPS was capable of newly inducing NPS-specific cytotoxic T-lymphocytes (CTLs) in peripheral blood in DCIS patients. The updated data, based on a 6-month follow-up, demonstrate that CD8+ T-cell responses persist long-term post-NPS treatment, with treated patients retaining and modestly enhancing their antigen-specific immune response. When compared to baseline (BL), i.e., prior to investigational agent administration, the relative frequency of NPS-specific CD8 CTLs as a percentage (NPS-CLT%) in peripheral blood at the 1-month and 6-month post-operative time-points increased in the NPS+GM-CSF group (n=9) by 11- and 14-fold: 0.01+0.02% [BL] vs. 0.11+0.12% [1-mo] and 0.14+0.12% [6-mo], respectively, while in the GM-CSF alone group (n=4) the NPS-CLT% in peripheral blood increased by only 2.25- and 3.75-fold: 0.04+0.07% [BL] vs. 0.09+0.15% [1-mo] and 0.15+0.03% [6-mo], respectively. For the NPS+GM-CSF group, the differences in absolute NPS-CTL% mean values between baseline and 1- or 6-months post-vaccination were statistically significant, with p-values of 0.039 and 0.0125, respectively. The relative change in NPS-CTL% mean values at 6 months post-vaccination was +1,300+450% for the NPS+GM-CSF group vs. 250+150% in the GM-CSF alone group, which was highly statistically significant in favor of the NPS+GM-CSF group: p=0.000094. These data were presented at the San Antonio Breast Cancer Symposium on December 11, 2020.
Financial Summary

The Company’s preliminary and unaudited cash and cash equivalents as of December 31, 2020 was approximately $35.3 million. The estimated cash and cash equivalents as of December 31, 2020 are preliminary and may change, are based on information available to management as of the date of this press release, and are subject to completion by management of the financial statements as of and for the year ended December 31, 2020. There can be no assurance that the cash and cash equivalents as of December 31, 2020 will not differ from these estimates. Complete annual results will be included in the Company’s Annual Report on Form 10-K for the year ended December 31, 2020.

Curis to Present at B. Riley Securities Virtual Oncology Investor Conference

On January 14, 2021 Curis, Inc. (NASDAQ: CRIS), a biotechnology company focused on the development of innovative therapeutics for the treatment of cancer, reported that James Dentzer, President and Chief Executive Officer of Curis, will participate in a fireside chat at the B. Riley Securities Virtual Oncology Investor Conference on Thursday, January 21, 2021 at 11:00 am ET (Press release, Curis, JAN 14, 2021, View Source [SID1234574005]).

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A live webcast of the presentation will be available under "Events & Presentations" in the Investors section of the Company’s website at www.curis.com. A replay of the webcast will be available on the Curis website for 90 days following the event.

Leading Biopharmaceutical Companies Select Invitae to Develop Standardized Panel to Detect Molecular Residual Disease (MRD) in Patients with Acute Myeloid Leukemia (AML)

On January 14, 2021 Invitae Corporation (NYSE: NVTA), a leading medical genetics company, reported the launch of a new project with Bristol Myers Squibb, Janssen Research & Development, LLC (Janssen), Novartis and Genentech, a member of the Roche Group, to develop a standardized panel for MRD detection in patients with AML to support clinical trial testing across multiple drug development programs (Press release, Invitae, JAN 14, 2021, View Source [SID1234574004]). The companies are working together to standardize how MRD data is generated and assessed in clinical trials helping to better establish the clinical utility of MRD as a biomarker in AML.

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Invitae’s (NVTA) mission is to bring comprehensive genetic information into mainstream medical practice to improve the quality of healthcare for billions of people. www.invitae.com (PRNewsFoto/Invitae Corporation)

"Given the existing evidence that shows assessing the presence of MRD can provide valuable information on how well a treatment may be working, we hope to further establish MRD detection as an objective tool for clinicians to create the best treatment plan for individual patients," said Jason Myers, Ph.D., president of oncology at Invitae. "Together with leading, global biopharmaceutical companies, Bristol Myers Squibb, Janssen, Novartis and Genentech, we intend to develop a panel that can accurately measure and standardize MRD data collection in clinical trials with the goal of accelerating trial timeframes to bring novel therapies to patients in need sooner."

MRD is the detection of residual disease after treatment based on the presence of molecular biomarkers when the remaining cancer cells are not detectable by conventional methods. The detection of MRD typically relies on highly sensitive and specific technologies such as next-generation sequencing, which has become more commonly used in recent years. Specifically, in AML and other blood cancers, studies have shown the presence of MRD after treatment may predict survival outcomes for patients.

While a growing body of evidence continues to demonstrate a correlation between MRD and the risk of disease relapse or recurrence among other prognostic factors, lack of standardization of MRD technologies and assessment methods have slowed the acceptance of MRD as a clinical trial endpoint in AML. Another goal of the project is to further evaluate MRD as a predictive biomarker and clinical trial endpoint to assess the effectiveness of novel therapies.

"We’re proud to be working with these leading companies to further refine the standards for MRD detection and help establish its utility as an accurate and rapid indicator of treatment effect," said Sean George, Ph.D., co-founder and chief executive officer of Invitae. "Standardized MRD results can help give providers confidence they are creating a personalized plan for their patients with the goal of improving quality of life and overall survival."

The multi-gene, next-generation sequencing panel is expected to be used in AML clinical trials to measure baseline molecular status as well as track MRD status. The panel will be built on Invitae’s Anchored Multiplex PCR (AMP) chemistry, allowing the tests to be completed in laboratories at local clinical trial testing sites across the globe, reducing turnaround time for results.

Approximately 50%-60% of de novo AML and 80%-90% of secondary AML patients have genetic alterations. The comprehensive next-generation sequencing panel is being designed to detect more than 90% of the genetic alterations associated with AML, including key molecular targets CEBPA, FLT3, IDH1 and IDH2.