November CHMP Agenda
The CHMP agenda (view here) for this month’s meeting (Nov 11-14) has been released and includes several cardiometabolic-related agenda items. Below, FENIX provides highlights and insights for the agenda.
The CHMP agenda (view here) for this month’s meeting (Nov 11-14) has been released and includes several cardiometabolic-related agenda items. Below, FENIX provides highlights and insights for the agenda.
Three cardiometabolic-related news items have been observed: Lannett announced topline results from its bs-glargine U100 pivotal study (view press release; view CT.gov record); Mark Cuban Cost Plus Drug Company (view website) announced it is now offering Janssen’s Invokana, Invokamet, and Invokamet XR (view tweet); and Diamyd Medical announced it entered into a four-year research and development collaboration with JDRF to support its ongoing Ph3 DIAGNODE-3 trial in T1DM (view press release). Below, FENIX provides highlights and insights into the respective news items including potential readthrough from recent insulin price reductions announced by Lilly, Novo, and Sanofi to Lannett’s bs-glargine.
The CHMP agenda for this month’s meeting (August 16-19) has been released and includes several cardiometabolic-related agenda items. Of note, the August CHMP meeting only has written procedures, not oral explanations. Notably, AZ’s Forxiga (dapagliflozin) has been filed for an indication extension based on the DELIVER HFpEF trial results. Below, FENIX provides highlights from the August 2022 CHMP agenda.
AstraZeneca announced FDA granted Breakthrough Therapy Designation (BTD) to Farxiga for the treatment of chronic kidney disease in patients with and without diabetes. Below, FENIX provides thoughts on the impending DAPA-CKD regulatory review in the context of Janssen’s CREDENCE and readthrough to BI/Lilly’s EMPA-KIDNEY.
On Friday, August 28, Legend Biotech published their Q2 2020 results (press release). Management confirmed that their BCMA CAR-T, cilta-cel (JNJ-4528), co-developed with Janssen, is expected to be filed with the FDA by YE 2020, the EMA in early 2021, and with China’s NMPA in 2021. Furthermore, by YE 2020, Legend anticipates filing an IND application for LB1901 (a CD4 CAR-T) in r/r T cell lymphoma (TCL). Below, Celltelligence provides thoughts on cilta-cel’s commercial opportunity following the anticipated approval of ide-cel (BMS) around March 2021, and Legend’s market opportunity for LB1901 in the TCL setting.
A series of diabetes-related news has been observed: AstraZeneca announced it received Fast Track designation for Farxiga to reduce the risk of hospitalization for heart failure following an acute MI based on the new DAPA-MI study, JNJ (press release; slides) and Abbott (press release) hosted their Q2 ’20 earnings calls, and Dexcom announced Health Canada provided temporary approval for use of G6 in pregnant women in response to COVID-19. Below, FENIX provides a comparative analysis of DAPA-MI relative to BI/Lilly’s EMPACT-MI study as well as highlights and insights from the other news items, notably Abbott’s commentary on Libre 2 and Libre 3.
Late yesterday, Janssen’s EU partner, Mundipharma, announced the European Commission approved the Invokana renal protection indication based on results from the CREDENCE renal outcomes study (view the updated summary of product characteristics here). Recall, CREDENCE received a positive CHMP opinion on May 29, 2020 (previous FENIX insight). Below, FENIX provides brief thoughts on the EC approval and expanded market potential.
A series of diabetes-related news items have been observed including Gan & Lee completed a Ph1 biosimilarity study for its glargine, earnings calls from Johnson & Johnson and Abbott, Medtronic initiated a new advanced hybrid closed-loop study, and Biocon received tentative approval for generic dapagliflozin. Below, FENIX provides diabetes-related highlights and insights from the calls including thoughts on how the G&L study appears to be in-line with FDA’s thinking on biosimilar insulins.
Janssen announced plans to enter the SGLT2i non-T2DM HF arena with “the first-ever completely decentralized, mobile, indication-seeking clinical study” called CHIEF-HF (Canagliflozin: Impact on Health Status, Quality of Life and Functional Status in Heart Failure). According to the press release, Janssen believes it can use this new trial to support an Invokana non-T2DM heart failure (HF) indication. Of note, the trial is not yet listed on CT.gov. Below, FENIX provides thoughts on this first-of-a-kind trial design as well as insight on Janssen’s attempt to push regulatory boundaries and keep pace with BI/LLY and AZ.
Janssen and Vifor Pharma announced a US commercial partnership where Vifor will promote Invokana to nephrologists based on the new CREDENCE DKD indication. Additionally, BI/Lilly disclosed plans to “modernize” their current alliance with a focus on the commercialization of Jardiance in T2DM, heart failure, and chronic kidney disease. Below, FENIX provides context and insights surrounding these announcements. Vifor to Target Nephrologists for Janssen’s Invokana Janssen announced a partnership with Vifor Pharma, a global pharmaceutical company with a focus in nephrology, iron deficiency, and cardio-renal therapies. As a part of the agreement, Vifor’s dedicated nephrology salesforce will promote Invokana to nephrologists. Janssen will……