Next month, Apellis’s rare severe anaemia treatment pegcetacoplan is expected to be approved, but it could have a hard time competing in a crowded market. Meanwhile, Heron will have another crack at the US after two previous knockbacks for its post-operative pain therapy HTX-011.
Other highlights include Bristol Myers Squibb finding out whether it will get an extension for Zeposia in ulcerative colitis, and a panel discussing Provention’s troubled type 1 diabetes asset teplizumab, which was originally cast off by Lilly over a decade ago.
Apellis’s lead project, a systemic formulation of pegcetacoplan, is awaiting a decision in paroxysmal nocturnal haemoglobinuria (PNH), with a Pdufa date on May 14.
The PNH market is dominated by Astrazeneca’s intravenous anti-C5 antibodies Ultomiris and Soliris. Apellis’s pegcetacoplan works by inhibiting a different complement factor called C3, and is given subcutaneously twice a week.
Combined sales of Soliris and Ultomiris are set to reach $1.4bn by 2026, according to Evaluate Pharma. Pegcetacoplan forecasts are much lower at $273m as analysts expect Apellis’s treatment to initially receive a second-line label from regulators.
Apellis’s filing was based on the Pegasus study, in which pegcetacoplan improved haemoglobin levels versus Soliris in PNH patients who had previously been treated with Soliris.
A treatment-naive study called Prince is ongoing, with data expected in the second quarter. However, competition is set to increase, with several oral projects in late-stage development (Biocryst joins the push against Soliris, March 22, 2021).
Third time lucky?
Heron Therapeutics’ non-opioid-based pain therapy HTX-011 is once again before the US regulators. Last June the agency knocked back the project a second time, requesting additional non-clinical information. The asset had received its first CRL in 2019 over manufacturing issues.
In Europe the drug received approval last September and is known as Zynrelef, though launch is not expected until 2022, with the company awaiting a US green light and the potential for worldwide licensing opportunities.
HTX-011 is an extended-release formulation of bupivacaine combined with the anti-inflammatory meloxicam. It was filed for use as post-operative pain management, with phase 3 studies showing sustained pain relief after bunionectomies or hernia repair and a decreased need for opioids (Heron wades into crowded pain-relief waters, March 19, 2018).
Despite HTX-011 being superior to Pacira’s Exparel on efficacy, and having comparable safety, Heron might need to be aggressive on price to gain market share. A survey by SVB Leerink found that 75% of current users of Exparel, a liposomal form of bupivacaine, indicated that HTX-011 would need to be priced at a discount to switch.
Consensus forecasts by Evaluate Pharma see little growth for Exparel over the next five years, with 2026 sales of $514m. HTX-011 forecasts sit at $448m the same year.
Bristol's Zeposia, an S1P receptor modulator, is awaiting an extension into ulcerative colitis, an indication worth $1.4bn to the company in 2026, according to Evaluate Pharma, nearly three times greater than the figure in MS, Zeposia's currently approved use.
The filing in ulcerative colitis is based on the True North study that showed highly statistically significant results in clinical remission in the induction phase at week 10, as well as in maintenance at week 52.
Arena’s similarly acting etrasimod is expected to yield data from two phase 3 studies in ulcerative colitis in the first quarter of 2022.
Lastly, a panel meeting is set for May 27 for Provention Bio’s teplizumab, a project with ongoing regulatory issues.
The anti-CD3 MAb had originally been filed for the delay or prevention of type 1 diabetes in at-risk individuals, but earlier this week the FDA recommended the removal of the word “prevention” for the drug’s proposed indication.
The FDA also identified deficiencies in the group’s filing, noting pharmacokinetic inconsistencies between Provention’s project and that used historically in clinical trials and manufactured by Lilly (Delays look like the best-case scenario for teplizumab, April 9, 2021). Lilly cast off teplizumab after it flunked a pivotal type 1 diabetes trial in 2010.
Provention has been keen to point out that the focus of the upcoming panel will be efficacy and safety, but the regulator has said that it plans to mention its PK comparability review in the briefing documents.
A potential solution could be to give the FDA PK/PD data from the ongoing phase 3 Protect study in newly diagnosed type 1 diabetes patients. An action date had originally been set for July, but a delay of up to a year has been pegged by some analysts.
The tables below list first-time and supplementary US approvals and advisory meetings due next month, with consensus forecasts from Evaluate Pharma.
|Notable first-time US approval decisions due in May|
|Project||Company||Pdufa date||2026e sales by indication ($m)||Note|
|Heron Therapeutics||May 12 (resubmission)||448||See text|
|Apellis||May 14||273||See text|
|Camcevi||Foresee Pharmaceuticals||May 27||-||Used 505(b)(2) pathway|
|PyL||Lantheus Holdings||May 28||233||Prostate cancer diagnostic imaging agent|
|Dehydrated alcohol injection (DS-100)||Eton||May 27||-||Treatment of methanol poisoning|
|Zonisamide oral suspension||Eton/Azurity Pharmaceuticals||May 29||-||Treatment of partial seizures in patients with epilepsy|
|Tralokinumab||Leo Pharma||Q2||-||Anti-IL-13 for moderate to severe atopic dermatitis|
|Source: Evaluate Pharma & company releases.|
|Advisory committee meetings in May|
|Project||Company||Adcom date||2026e sales by indication ($m)||Note|
|Chemocentryx||May 6||348||Anti-neutrophil cytoplasmic antibody-associated vasculitis, Pdufa date in July (Chemocentryx soars on superior avacopan)|
|Teplizumab||Provention Bio||May 27||-||Delay of clinical type 1 diabetes in at-risk individuals, deficiencies identified in filing in April (Delays look like the best-case scenario for teplizumab)|
|Source: Evaluate Pharma & FDA adcom calendar.|
|Supplementary and other notable approval decisions in May|
|Product||Company||Indication (clinical trial)||Date|
|MSB11455 (Neulasta biosimilar)||Fresenius||Reduce the incidence of infection associated with febrile neutropenia||Estimated May|
|Esbriet||Roche||Unclassifiable interstitial lung disease (NCT03099187)||May|
|Aubagio||Sanofi||Paediatric relapsing MS (Terikids)||May 2|
|Opdivo||Bristol Myers Squibb||Adjuvant therapy resected esophageal or gastroesophageal junction cancer (Checkmate-577)||May 20|
|Zeposia||Bristol Myers Squibb||Ulcerative colitis (True North)||May 30|
|Alecensa||Roche||First-line Alk-positive NSCLC (Bfast)||Q2|
|Nurtec ODT||Biohaven||Prevention of migraine (Study 305, 201)||Q2|
|Farxiga||Astrazeneca||CKD with or without type 2 diabetes (Dapa-CKD)||Q2|
|Source: Evaluate Pharma & company releases.|