$NVS Strategy to 2026
main approvals by mkt potential & current "strength of evidence"
earlier stage pipe in pharmaceuticals & oncology
on LP(a) & $NVS antisense
on IgAN: correlates vs proteinuria & LT outcome $NVS $CALT $CALTX & others
on peanut allergy: $NVS launching a ph3 with its anti-IgE mAb ligelizumab
on Sjögren & other AI dzz: $NVS lanalumab/VAY736 (anti-BAFF-R mAb) from $MOR
I skip the neuroscience & jump straight to $NVS onco
only 1 $NVS slide on anti-IL-1B canakinumab in lung cancer, also mentioning gevokizumab backup or in // (different binding mode to IL-1B, more an allosteric modulator than an inhibitor like canak)
More slides on #KRAS obviously, with JDQ443 anti-KRAS G12C
$NVS JDQ443 con't: ph1 in mono & combos with SHP2i, anti-PD-1, SHP2i & anti-PD-1
$NVS SHP2i TNO155: some PC combo data w/ anti-KRAS showing pot. synergy, pot. interest with other TKIs (EGFR, ALK)
$NVS SHP2i TNO155 (cont'd): ph1 summary, broad combo program (incl with $MRTX KRAS G12C inh)
Summary of $NVS agents on the KRAS-MAPK
Of note, the recent FIH of YAD/TEAD inh IAG933 (lots of publication on this pathway in past 2/3y or so)
Now the turn of CAR-Ts w/ $NVS new rapid manuf T-Charge platform, to be featured at #ASH21
<2d manuf (assumedly excl. quality control), aimed to retain naive & stem cell memory T cells in the final soup (same idea than $GRCL Fast-CARs) vs prior process leading to more
differentiated central memory T cells
2 inital programs: CD19 & BCMA
among the $NVS wild card: anti-TGF-Beta (under active form) mAb NIS973, tested in PDAC
$NVS betting on new modalities, also incl. protein degradation with many early stage programs, and through collaborations
Preliminary Safety, Antitumor Activity, and ctDNA Changes with Zoldonrasib (RMC-9805), an Oral, RAS(ON) G12D-Selective, Tri-Complex Inhibitor in Patients with #KRAS G12D PDAC from a Phase 1 in Advanced Solid Tumors $RVMD #GI25 #ASCOGI25
on the other hand, the ctDNA data are new $RVMD #GI25 #ASCOGI25
rate of 100% reduction in #KRAS G12D VAF a bit lower with 9805/zoldon (G12D inh) than in G12X/RAS with 6236/darax (RAS-multi inh)
now let's see how it'll translate in larger n in terms of ORR / DoR / PFS in G12D
nothing on mechanisms of resistance to either agents
incremental updates overall imo
It would be interesting to look at the ctDNA data of other RAS(OFF) inh in PDAC, to assess any predictability on efficacy outcomes of VAF reduction (no time to do that right now but that's what I'd do).
Safety, Efficacy, and On-Treatment Circulating Tumor DNA (ctDNA) Changes from a Phase 1 of Daraxonrasib (RMC-6236), a RAS(ON) Multi-Selective, Tri-Complex Inhibitor, in Patients with RAS Mutant PDAC $RVMD #GI25 #ASCOGI25 #KRAS #NRAS #HRAS
DCO 23 Jul 2024 as prev. presented @ #ENA24 as well, only the ctDNA data are new if I'm mistaken revmed.com/wp-content/upl…
b/c when you see 40 IL-2's are still in the pipe, it seems there's no such thing as disillusionment for some)
tgted onco = challenges in actionable mutation testing (e.g. I saw a chart last week -unfo I lost the link- showing that a tgt like RET was tested in <50% of NSCLC pts
in some big EU countries)
1st gen KRAS G12C: druggable but DoR too short due to acquired resistance
actual clinical trial feasibility: some indications / settings are so crowded that it becomes increasing challenging to recruit even for big pharma, yet you need to select sites,
Roche $ROG $RHHBY reports strong sales growth in base business of both divisions in the first quarter; Group sales decline due to expected drop in demand for COVID-19 tests
ND03 - Discovery of ARV-766, an androgen receptor degrading PROTAC for the treatment of men with metastatic castration resistant prostate cancer $ARVN #PROTAC abstractsonline.com/pp8/#!/10828/p…
ND01 - ABBV-319: A first-in-class Glucocorticoid Receptor Modulator (GRM) agonist #ADC for the treatment of B-cell malignancies $ABBV abstractsonline.com/pp8/#!/10828/p…
3254 Preliminary Dose-Escalation Results from a Phase 1/2 Study of GEN3014 (HexaBody®-CD38) in Patients (pts) with Relapsed or Refractory Multiple Myeloma (RRMM) ash.confex.com/ash/2022/webpr…
3311 Updated Results of Fumanba-1: A Phase 1b/2 Study of a Novel Fully Human B-Cell Maturation Antigen-Specific CAR T Cells (CT103A) in Patients with Relapsed and/or Refractory Multiple Myeloma ash.confex.com/ash/2022/webpr…
$GSK +1.4% in London, apparently beating both top & bottom lines, rev guidance upgraded but not EPS
GSK delivers strong Q3 2022 sales of £7.8 billion +18% AER, +9% CER and Total EPS 255.9p +>100% AER, +>100% CER; Adjusted EPS of 46.9p +25% AER, +11% CER investegate.co.uk/gsk-plc--gsk-/…
Obviously, Shingrix is the main driver, but Menveo also did well (+ve policy in FR), and immuno-inflammation/respiratory/others thanks to Benlysta & Benlysta. Onco also but that's such a small franchise at GSK.