ERA 2022 – Chinook’s second bird could also fly

Investors in Chinook Therapeutics will be focused on next year’s pivotal data with the group’s lead project, atrasentan, in the rare kidney disease IgA nephropathy. But early results released today suggest that the group’s follow-up asset, BION-1301, could also have promise. True, the data, reported at the European Renal Association meeting, come from just eight patients in the first cohort of a phase 1/2 trial. But a proteinuria reduction of nearly 50% at six months, if it holds up, would make BION-1301 look competitive with Calliditas’s Tarpeyo and Travere’s sparsentan. Chinook, whose stock climbed 11% this morning, plans a phase 3 study next year. The table below shows that there could soon be plenty of competition in IgAN, a disease that affects just 150,000 people in the US, Chinook estimates. But there were also positive signs yesterday from the first drug launched in the indication, with Calliditas reporting first-quarter Tarpeyo sales of $1.9m, a number well received by investors. Stifel analysts estimate first-year Tarpeyo revenues of $40m, though, so Calliditas still has a long way to go.

The IgAN pipeline
Project Company Description Note
Tarpayo Calliditas Oral formulation of budesonide $1.9m sales in Q1 2022; CHMP positive opinion May 2022 (brand name Kinpeygo)
Sparsentan Travere Therapeutics Endothelin type A & angiotensin II type 1 inhibitor Nov 17, 2022 Pdufa date for accelerated approval decision
Phase 3
Atrasentan Chinook Endothelin A receptor inhibitor Align topline data due 2023; IgAN data from ph2 Affinity due May 20 at ERA
Iptacopan/LNP023 Novartis Oral complement factor B inhibitor Applause-IgAN data due 2023
Sibeprenlimab (VIS649) Otsuka  Anti-April antibody Visionary ends Dec 2026
Omeros Anti-MASP2 antibody Artemis-IgAN recruiting
Phase 2
Cemdisiran Alnylam Anti-complement C5 RNAi NCT03841448 data due "early to mid-2022"
Telitacicept (RC18) Remegen Fusion protein binding to Blys and April NCT04905212 ends Aug 2022
Felzartamab Morphosys Anti-CD38 antibody Ignaz data due Q4 2022
Atacicept Vera Therapeutics Recombinant fusion protein binding to Blys and April Origin topline data due Q4 2022
IONIS-FB-LRX Ionis/Roche Complement factor B antisense NCT04014335 ends Dec 2023
HR19042 Jiangsu Hengrui Unknown China study ends Feb 2024
BCX9930 Biocryst Oral complement factor D inhibitor Renew on hold after elevations in serum creatinine with BCX9930
Phase 1/2
BION-1301 Chinook Anti-April antibody NCT03945318, cohort 1 data at ERA May 2022; cohort 2 data due H2 2022
Source: Evaluate Pharma &

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