
Astrazeneca pulls ahead in haemoglobinuria
Astra is claiming a hit in the pivotal Alpha trial of danicopan in a late-stage paroxysmal nocturnal haemoglobinuria (PNH) trial, though it has not disclosed any actual data. The oral factor D inhibitor, given on top of Astra’s injected PNH blockbusters Ultomiris or Soliris in PNH patients who have clinically significant extravascular haemolysis, met its primary endpoint of change in haemoglobin from baseline – presumably an increase – at 12 weeks. Secondary goals including transfusion avoidance and change on a score measuring fatigue were also hit, but the company did not say whether another secondary, the proportion of patients with a haemoglobin increase of at least 2g/dL in the absence of transfusion, was met. If the extent of the hit is good enough for approval, Astra will be able to reach a subset of PNH patients that are not well treated now. Filings are planned for “the coming months”, but other groups are nipping at Astra’s heels. The phase 3 trial of Novartis’s Iptacopan should report by the end of the year, and data from Roche’s exhaustive phase 3 programme for crovalimab could come soon after. Roche’s project arguably poses less of a threat to Astra, though, since it is injected.
The PNH pipeline - selected projects | ||||
---|---|---|---|---|
Project | Company | 2028e PNH sales ($m) | Mechanism | Trial(s) |
Danicopan (ALXN2040/ ACH-4471) |
Alexion (Astrazeneca) | 213 | Oral factor D inhibitor | Ph3 Alpha, as add-on to Ultomiris or Soliris, toplined as hit |
Iptacopan (LNP023) | Novartis | - | Oral factor B inhibitor | Ph3 Apply-PNH in treatment-experienced pts, data due 2022 |
Crovalimab (RG6107) | Roche | 329 | Subcutaneous C5 inhibitor | Ph3 in treatment-experienced (Commodore-1); -naive (Commodore-3); and H2H vs Soliris (Commodore-2), results due late 2022/early 23 |
BCX9930 | Biocryst | 100 | Oral factor D inhibitor | Pivotal Ph2 trials in treatment-experienced (Redeem-1) and -naïve (Redeem-2) resumed Aug 2022 after clinical hold. |
ALXN2050 (ACH-5228) | Alexion (Astrazeneca) | - | Oral factor D inhibitor | Ph2 (NCT04170023), data due 2023 |
PNH=paroxysmal nocturnal haemoglobinuria. Source: EvaluatePharma & clinicaltrials.gov. |