Astra makes quiet progress with respiratory pipeline

In defending AstraZeneca against acquisition by Pfizer its executives pointed to oncology candidates such as the checkpoint inhibitor Medi4736 and lung cancer project AZD9291 as assets not fully valued by the American pursuer. Less well appreciated is Astra's portfolio of clinical-stage respiratory programmes, one of which appears to be the only project of its class to be tested in the clinic.

Given Astra's relative position in each therapy area, one might think that respiratory disease would draw more attention, even though oncology remains the hottest area of drug development. A focus on novel classes and severe disease – demonstrated by a licensing deal last week for an inhalable interferon for asthma – could allow Astra to expand even as growth in respiratory therapies flattens through the rest of the decade.

Ordinary and unusual

Astra executives themselves have made less of the respiratory disease pipeline, forecasting sales that are in line with consensus figures even as they pumped up the group’s collective R&D (Don’t blame Soriot, he’s just doing his job, May 7, 2014). In some respects, it is somewhat ordinary: the phase III pipeline features some candidates in well-established classes like long-acting beta-2 agonists (LABAs) in the form of assets brought on board with the acquisition of Pearl Therapeutics (Astra’s Soriot finds hidden value in private assets, June 10, 2013).

James Ward-Lilley, the UK group’s vice-president of respiratory, inflammation and autoimmune disease, acknowledged that the respiratory group had not received the attention of the investor community in part because the potential payoff of a clinical gamble is not valued as highly. Established products like Symbicort and Pulmicort are recognised, and some analysts are pencilling numbers in for antibodies in respiratory disease, but there is more caution than with oncology assets.

“That should unwind as we get more data,” he told EP Vantage in an interview.

A close look reveals that benralizumab could be one of the first antibodies on the market to treat uncontrolled asthma and advanced chronic obstructive pulmonary disease (COPD). As a phase III candidate it has a fairly weighty forecast to go along with its advanced clinical stage – sales of $429m in 2020. Its pivotal programme has enrolled 14,000 patients, so Astra will be hoping to see something more than a half-billion in sales to make its investment back (see table).

AstraZeneca's substantial investment in its respiratory pipeline
Trial ID Enrolment Conditions Agents Pharma class
Phase III NCT01914757 2,014 Asthma Benralizumab/ICS/LABA Anti-IL-5 MAb
NCT01928771 1,890 Asthma Benralizumab/ICS/LABA  Anti-IL-5 MAb
NCT02075255 240 Asthma Benralizumab/ICS/LABA/oral corticosteroids Anti-IL-5 MAb
NCT01947946 1,410 Asthma Benralizumab/medium-dose ICS/LABA Anti-IL-5 MAb
NCT02138916 3,486 COPD  Benralizumab  Anti-IL-5 MAb
NCT02155660 4,850 COPD Benralizumab  Anti-IL-5 MAb
  Phase II NCT01629667 302 Idiopathic Pulmonary Fibrosis CAT-354 (tralokinumab) Anti-IL-13 MAb
NCT01902290 566 Asthma Brodalumab Anti-IL-17 MAb
NCT02036580 30 Idiopathic Pulmonary Fibrosis CAT-354 (tralokinumab) Anti-IL-13 MAb
NCT02054130 1,383 Asthma AMG 157/ MEDI-9929 Anti-TSLP MAb
NCT01238861 609 Asthma Benralizumab Anti-IL-5 MAb
NCT01704495 1,148 Asthma AZD5069 CXCR2 antagonist
  Phase I NCT01817855 34 COPD + healthy subjects AZD7624 COPD agent
NCT01890148 8 Asthma AZD 5069 CXCR2 antagonist
NCT01962935 57 COPD AZD 4721 with AZD 5069 CXCR2 antagonist
NCT02085473 60 Asthma (healthy subjects) CAT-354 (tralokinumab) Anti-IL-13 MAb
Total 18,087

Astra is in a race with its UK rival GlaxoSmithKline to premiere the first biological drug to treat asthma of eosinophilic origin. The target of benralizumab and mepolizumab is the same, interleukin 5, an activator of the eosinophils that mediate allergic and asthmatic response, high levels of which have been associated with disease severity.

“The biologicals opportunity is significant in severe asthma,” Mr Ward-Lilley said.

Pro-antibody

Phase IIb data presented at the American Thoracic Society meeting showed a statistically significant reduction in the asthma exacerbation rate and improvements in lung function for patients taking benralizumab in a year-long trial against placebo. Those patients had uncontrolled asthma an elevated baseline blood eosinophil counts.

Benralizumab, brought into the fold with the 2007 acquisition of MedImmune, is not alone in the Astra antibody pipeline for asthma and COPD. Tralokinumab, an IL-13 targeting agent that came with Cambridge Antibody Technology, is in phase II for COPD, and brodalumab, the Amgen-originated agent primarily targeting autoimmune disorders, is also in phase II. Another Amgen-originated antibody, AMG 157/MEDI-9929, is the only project targeting thymic stromal lymphopoietin in the clinic.

Given the array of treatments now available for mild asthmatics, including Astra’s Symbicort and Pulmicort, opportunity in this disease is migrating towards the uncontrolled patients. But Mr Ward-Lilley notes that many patients with mild disease die because of exacerbations, providing a possible early entry point for advanced agents.

“We’re awakening to the fact that some patients have profound eosinophilia with mild disease,” he said.

More dealmaking

An interest in controlling exacerbations has driven Astra’s interest in Synairgen’s SNG001, an inhalable interferon beta that was secured for $7.25m up front and up to $225m in milestones. The target is viral respiratory tract infections that can trigger attacks.

This is one of the only clinical-stage interferon projects for respiratory diseases, and the only one that has received the validation of a big pharma partnership.

If Astra is alone in exploring interferon, it could be in a race once again with Glaxo along with Novartis in developing a CXC chemokine receptor 2 antagonist, a class that is hoped will act on neutrophil response in asthma. Mr Ward-Lilley characterised the targeting of neutrophils as an “intriguing hypothesis”.

But the science has yet to answer the question: “Are they soldiers on the battlefield or observers?” he said.

The low-hanging fruit in respiratory disease have been picked, with effective treatments originating among the LABA, LAMA and corticosteroid classes. There are still some valuable niches, however, and Astra has not given up pursuing them, though by showing less exuberance about its lung drugs than its cancer drugs it risks downplaying an area that could remain strong.

To contact the writer of this story email Jonathan Gardner in London at jonathang@epvantage.com or follow @JonEPVantage on Twitter

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