CTAD 2022 preview – looking beyond lecanemab
November’s Clinical Trials in Alzheimer’s Disease conference just became the hottest ticket in town. And not only for followers of Eisai/Biogen, whose successful phase 3 Clarity AD study of lecanemab will feature on the first day, and of Roche, whose pivotal gantenerumab late-breaker follows the day after. Numerous small biotechs will fight for attention in a market that has suddenly been heated up by the Clarity AD bombshell, including the listed micro caps Nervgen and Cognition Therapeutics. Analysts from B Riley, which has a buy rating on the latter, have already cited its Sigma-2 ligand CT1812 as a beneficiary of lecanemab, largely on the grounds that a rising tide lifts all boats. There will also be a notable showing from private groups, including Taurx, Truebinding, Amyriad, Priavoid, Treeway and Prodrome Sciences. The more intriguing presentations include Lexeo’s LX1001, a gene therapy for Alzheimer’s patients carrying the ApoE4 genotype. Lexeo was set up last year, and has already raised $185m from venture capitalists. With Alzheimer’s froth rising, it is not unreasonable to expect some of these companies to use CTAD as pre-IPO window dressing.
| Notable presentations at CTAD 2022 | ||||
|---|---|---|---|---|
| Project | Company | Study | Detail | CTAD presentation* |
| Tuesday 29 November | ||||
| Lecanemab | Eisai/Biogen | Clarity AD | Toplined positive on 27 Sep | 4:50pm |
| TB006 | Truebinding | Unclear | Anti-Galectin-3 MAb in ph2 | Poster |
| CT1812 | Cognition Therapeutics | Ph2 | Sigma-2 ligand in Lewy body dementia | Poster |
| AD101 | Amyriad | Clin profile | Calcium channel modulator, said to be "ph3 ready" | Poster |
| NE3107 | Prodrome Sciences | Ph2 | In ph3 run by Biovie | Poster |
| AL101 | Alector | Ph1 | Anti-sortilin MAb, ph1 completed | Poster |
| PRI-002 | Priavoid | Ph1 | Anti-Aβ prionic compound, ph1 completed | Poster |
| Wednesday 30 November | ||||
| ACI-35.030 & JACI-35.064 | AC Immune/J&J | Ph1/2 | Anti-Tau vaccines | 11am |
| Irsenontrine (E2027) | Eisai | Ph2/3 | PDE9 inhibitor in Lewy body dementia | 11:15am |
| Hydromethylthionine mesylate | Taurx | Interim data | Tau aggregation inhibitor | 11:30am |
| Gantenerumab | Roche | Graduate I | Late-breaker, unclear if these data will first be toplined in a press release | 4:15pm |
| Graduate II | ||||
| Thursday 1 December | ||||
| Edaravone (TW001) | Treeway | Unclear | Ferrer & Mitsubishi Tanabe have ALS rights; approved for ALS as Radicava ORS in May 2022 | 10:20am |
| Friday 2 December | ||||
| ALZ-801 | Alzheon | Ph2 biomarker trial | Extensively studied homotaurine prodrug | 11:45am |
| NVG-291 | Nervgen | Ph1 | PTP sigma inhibitor | 1:30pm |
| LX1001 | Lexeo | Ph1 | ApoE4 gene therapy | 1:50pm |
| *Timings are shown for oral presentations in Pacific daylight time. Source: CTAD & clinicaltrials.gov. | ||||
CTAD takes place in San Francisco and virtually on November 29 to December 2.
