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Biotech Due Diligence |
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In this post I will highlight some of the AACR Late-breaker abstracts that I am watching for, mostly related to clinical trial results. The big trials tend to be saved for ASCO in June, but there should be some interesting data nonetheless.
Full coverage: Introduction Preview Part 1 (SNTA, ASTX, NVS, INFI) Preview Part 2 Preview Part 3 (ARRY, ASTX) Preview Part 4 (ASTX, ARQL, BPAX)
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Eli Lilly (click here for all LLY-related content on BiotechDueDiligence) will present phase 1 data on their BACE inhibitor LY2886721 (in development for Alzheimer's disease) at the annual meeting of the American Academy of Neurology (#AAN13) on March 18, 2013. Continue reading below for the fulltext abstract.
LY2886721 has a number of competitors, including MK-8931 from Merck MRK and Ligand Pharma LGND. As you'll see in the data below, the Lilly drug is inferior to MK-8931 in terms of the reduction of CSF levels of AB1-40 (alpha-beta 1-40) peptide after 14 days of treatment (maximum decline of 74% vs. 94%). Of course we have a long way to go before we have any idea if either drug will be effective in treating Alzheimer's disease. Click here for data from four abstracts on MK-8931 presented at the 2012 AAIC meeting (see where the 94% figure came from...) With 70 partnered development programs, it is a chore to keep tabs on the progress at Ligand Pharma LGND. Continue reading below for a few updates from partner companies disclosed on 3q-2012 earnings conference calls.
Merck today announced details [link] about the new phase 2/3 (200 then 1700 patients) clinical trial in mild-to-moderate Alzheimer’s Disease testing the BACE inhibitor MK-8931. This trial will be yet another test of the “amyloid hypothesis” for AD – investors, patients, and researchers will be hoping it goes better than recent trials from Eli Lilly's $LLY solanezumab, and bapineuzumab from Pfizer $PFE – Johnson & Johnson $JNJ – Elan $ELN.
You can find more details on the program in my highlights from a recent Merck R&D day event [link]. Recall that this program is licensed from Ligand Pharma $LGND (well, it arose two mergers ago in a drug discovery deal between Schering Plough $SGP and Pharmacopeia $PCOP). Check the archive of LGND-related posts to see what MRK has said about the program at other events and webcasts. Continue reading for the complete info and data from four abstracts about the drug presented at the AAIC meeting earlier in 2012. Ligand Pharma $LGND has built a business around a large portfolio of partnerships in which other biotech and pharma companies develop drugs at no cost to LGND. The upside to shareholders from any one deal is lower, but the many "shots on goal" and growing royalties from PROMACTA and KYPROLIS offer a lower risk investment opportunity compared to many biotechs.
Continue reading below for a round-up of notes on LGND-partnered programs from a number of partners from 2q-2012 earnings conference calls. |
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