Geriatric Rounds: Compounds of Medical Need March 28, 2014 Albert Giovenella, Ph.D. Adjunct Asst. Professor of Medicine My Background at Penn (Disclosure Slide) • • • • • • 1978-1981 Mycobacterial Laboratory Supervisor (H.U.P.) 1980-1987 Ph.D. Studies 1988-1992 Instructor of self-written course (Grad. Sch. of Education) 1994- Instructor, School of Dental Medicine 1995-1997 Adjunct Asst. Prof. (Geriatrics – Risa Mourey) 2007- Pres Adjunct Asst. Prof. (Geriatrics – Jerry Johnson) • Other: – – – – – 1970-1976 Army National Guard 1976-1978 Grad. Teaching Asst for Master’s Degree – West Chester University 1982-1988 Smithkline Beecham 1988-2008 Merck & Co. 1996 Founder Of PA Osteoporosis Society Complete Total of NMEs (U.S. Approved) Only (Rolling Total By 10-year segments) NMEs Best straight line 350 300 250 (193 at beginning of 2014) The Biotech Effect 200 150 100 50 19 64 19 -19 66 73 19 -19 68 75 19 -19 70 77 19 -19 72 79 19 -19 74 81 19 -19 76 83 19 -19 78 85 19 -19 80 87 19 -19 82 89 19 -19 84 91 19 -19 86 93 19 -19 88 95 19 -19 90 97 19 -19 92 99 19 -20 94 01 19 -20 96 03 19 -20 98 05 20 -20 00 07 20 -20 02 09 20 -20 04 11 -2 01 3 0 Source: Drugs/FDA Website as of March 28, 2014 Copyright: A. Giovenella, 2009 Drug Development Strategy Grid Pre-Approval $ 5+ Approval Window (DiMasi Window) Post-Approval 4+ 3+ Average Approval Time 8-12 years 2+ + - X $800 mil-----$1.2 bill. Average R&D Investment 5 20 10 Copyright: A. Giovenella, 2009 15 Exclusivity Data from DiMasi, Tufts, Sep 2009; Approval Window Data from Tufts, 2007 Generic Presence in 2008 Prescriptions 0% Branded 37% Generic 63% Source: IMS Data as of February, 2008 Generic Presence in 2013 Prescriptions 0% Branded 16% Generic 84% Source: Kaiser Health News as of May 9, 2012 Copyright: A. Giovenella, 2009 Evolved Alternative Pathway for the Drug Discovery Process Traditional Drug Research Pathway for Pharma LC (Pharma) Laboratory Discovery (In-vitro) Pre-Clinical Research Phase I Phase II II a Increasing Risk to Adverse (Unmanageable) Levels SC (Biotech) Laboratory Discovery (In-vitro) Pre-Clinical Research Phase I Phase II NDA II b Optimal Range of Compound Acquisition Phase III Phase III or Post-Approval (Drug Acquisition or Licensing – Biotech Acquisition Drug Research Pathway Looking for Exit Strategy Copyright: A. Giovenella, 2010 Phase III Managing Risk or Company Acquisition) FDA CDER & CBER Breakthrough Therapy Designations In the FDA SIA (Safety and Innovation Act) of 2012, in Section 902, the FDA allowed for BREAKTHROUGH THERAPY DESIGNATIONS in order to expedite development and review of drugs for life-threatening and serious diseases. In order for the sponsor to receive this designation for a drug in development, the sponsor must show: 1) Evidence that the drug is intended, alone or in combination with one or more other drugs, to treat a serious or life-threatening disease or condition, and 2) Preliminary clinical evidence indicating that the drug may demonstrate substantial improvement over existing therapies on one or more clinically significant endpoints, such as substantial treatment effects observed early in clinical development. Source: http:orphandruganaut.wordpress.com/2013/12/23/fda-breakthrough-therapydesignation-2013 FDA CDER & CBER Breakthrough Therapy Designations (As of March, 2014) Small Molecules Biologics Vacc GSK Novartis Roche Pharmacy Vertex USA Other Countries 29 5 4 4(1) 2(1) 3 22 13 Phase I 2 Phase II 10 NDA Sub 1 Appr 5 Kinase Inh 7 1 Phase III 16 4 Polym/Prot 4 B Cell Targets 2 CFTR 3 Mkt Cap ($) Therap Area Disease State Approved: >200 BN 150-200 100-150 76-100 51-75 26-50 11-25 1-10 <100 MIL PRIV Oncology 14 Anti-infective 8 Respiratory 3 Metabolism 3 Muscle 2 Neurology 1 Cardiology 1 Dermatology 1 Hematology 2 Cancer 14 Hepatitis C 4 Cyst Fibrosis 3 Year 2013 Therap Area Oncology Oncology Anti-infective Company Pharmacyclics / J&J Roche (Genentech) Gilead 2014 Oncology Respiratory Pharmacyclics / J&J Vertex Copyright: A. Giovenella, 2013 4 5 8 3 2 ---5 3 2 3 FDA Breakthrough Therapy Web Page, March 28, 2014 Other Diseases Targeted by Breakthrough Therapy Drugs • • • • • • • • • • • Hepatitis C (3 entries) Cystic Fibrosis (2 entries) Duchenne Muscular Dystrophy Malaria (Plasmodium vivax) Bleeding Disorder from Factor Xa inhibitors Molybdenum Cofactor Deficiency Type A Sporadic Inclusion Body Myositis Lysosomal Acid Lipase Deficiency (Wolman Dis) Epidermolysis Bullosa Lambert-Eaton Myasthenic Syndrome Bacterial Meningitis Type B 14 Oncology (4 B) 8 Antiinfective 3 Metabolism 3 Respiratory 2 Muscle (1 B) 1 Neurology 1 Cardiology 1 Dermatology 2 Hematology 0 GI 0 Anti-inflammatory 0 OB-GYN 0 Anesthesiology 0 Analgesic 0 Bone 5 BIOLOGICS (inc) Breakthrough Designations by Therapeutic Area in U.S. Since 2013 N = 35 TOTAL = 40 29 6 35 1 30 5 25 2 2 20 3 1 1 6 15 1 10 12 5 1 1 2 2 0 2013 Oncology Neurology 2014 (Jan-Mar) Anti-infective Cardiology Hematology Metabolism 2013 - 2014 Copyright: A. Giovenella, 2014 Muscle Respiratory BIOLOGICS Dermatology Source: FDA Database, PharmaLive, Evaluate Pharma & A. Giovenella March 28, 2014 Onc-13 (2): Onc-14 (1) 14 Oncology (4 B) AI-13 6 Antiinfective Breakthrough Designations by Therapeutic Area in U.S. Since 2013 3 Metabolism Resp-14 (1) 3 Respiratory 2 Muscle (1 B) 1 Neurology 1 Cardiology 1 Dermatology 2 Hematology 0 GI 0 Anti-inflammatory 0 OB-GYN 0 Anesthesiology 0 Analgesic 0 Bone 5 BIOLOGICS (inc) N = 35 TOTAL = 40 29 6 3 2 1 1 2 2 1 2 1 1 2014 2013A 35 1 30 5 25 2 2 20 3 1 1 Resp-14 (1) AI-13 (1) 6 15 1 Onc-13 (2) Onc-14 (1) 10 12 5 0 2013 Oncology Neurology (Jan-Mar) Anti-infective Cardiology Hematology Metabolism 2013 - 2014 Copyright: A. Giovenella, 2014 2014A (Jan-Mar) Muscle Respiratory BIOLOGICS Dermatology Source: FDA Database, PharmaLive, Evaluate Pharma & A. Giovenella March 28, 2014 2013: 4 mo – Hepatitis C $ 91.3 B MC 6 mo – Chron Lym Leuk $ 171.7 B MC 7 mo – Mantle Cell Lymph $ 263.2/$9 B MC 2014: 10 mo – Chron Lym Leuk $ 260.4 B/ $10.1 B 13 mo – Cyst Fibro (8 mut) $ 20.0 B Time from Designation to Approval Since 2013 (Ph III) A-I (Gild) (Ph III) Onc (Roch) (Ph III) Onc (Ph/J&J) (Ph III) Onc (Ph/J&J) (Ph III) Resp (Vtx) N=5 TOTAL APPR = 25 3 2 20 13 15 7 10 6 5 10 4 0 2013 2014 (Jan-Mar) Hep C CLL Mtl Cell Lym 2013 - 2014 Copyright: A. Giovenella, 2014 Cyst Fib Source: FDA Database, PharmaLive, Evaluate Pharma & A. Giovenella March 28, 2014 1 > 250 B 3 201-250 B 5 151-200 B 8 101-150 B 3 76-100 B 2 51-75 B 0 26-50 B 5 11-25 B 3 1-10 B 1 751-999 M 0 501-750 M 0 251-500 M 0 101-250 M 1 100 M or less 3 PRIV Breakthrough Designations by Market Cap in U.S. Since 2013 N = 35 TOTAL = 35 29 6 30 3 1 1 3 25 20 4 0 2 2 15 10 5 5 5 0 2 1 1 1 3 1 2013 2014 (Jan-Mar) >250 B 1-10 B 201-250 B 751-999 M 151-200 B 501-750 M 101-150 B 251-500 M 76-100 B 101-250 M 2013 - 2014 Copyright: A. Giovenella, 2014 51-75 B 100 M or less 26-50 B PRIV 11-25 B Source: FDA Database, PharmaLive, Evaluate Pharma & A. Giovenella March 28, 2014 3 NSCLC 3 CLL 2 Breast 1 MM 1 AML 1 Melanoma 1 NHL 1 Mantle Cell Lym 1 Waldenst Macrog 1 SLL 1 Non-spec 0 Prostate 0 Liver 0 Pancreatic 0 Brain Breakthrough Designations by Oncology (Types of Cancer) in U.S. Since 2013 N = 16 TOTAL = 16 14 14 2 2 1 1 1 1 2014 2013A 1 1 1 12 MCL-13 1 1 10 1 1 8 2 6 1 4 3 CLL-13 CLL-14 2 2 0 2013 NSCLC NHL (Jan-Mar) CLL AML Breast Mult Myel Melanoma 2013 - 2014 Copyright: A. Giovenella, 2014 SLL MCL-13 CLL-13 CLL-13 1 2014A (Jan-Mar) Waldenst Macrog Mantle Cell Lym Non-spec Source: FDA Database, PharmaLive, Evaluate Pharma & A. Giovenella March 28, 2014 Summary • As biomedical research continues, the FDA has made the “Breakthrough Therapy Designation” (BTD) to expedite development & approval in areas of medical need. • Approval times for first 5 BTD approvals range from 4 months to 13 months since receiving the designation. • Oncology research is the dominant therapeutic area receiving BTD thus far. • In this oncology research, the most BDT designations---and approvals are for chronic lymphocytic leukemia.