Notes from BIO 2015 #2 Recap and Biotechnology Trends-Gene Therapy, AMR

Edited 6/27

BIO 2015 #2 Gene Therapy and Antimicrobial Resistance (AMR) 6/26

This is a continuation of our previous update for BIO 2015 #1. Keep in mind these are notes not complete articles.

Next Generation Biotherapeutics

The Promise of Gene Editing- CRISPR, CAR-T.

Gene therapy and nucleic acid therapy are potentially the first major new drug discovery platforms for Next Generation therapies since monoclonal antibodies which will continue to grow. 70 cellular therapies are in the clinic, 10 are approved and most of these approaches are autologous T-cell. Over the next decade T-cell therapies will switch from autologous to allogeneic.

We introduced this topic and some leading companies last October from the BIO Investor Forum-T-cell therapies. The lay press has covered gene editing recently so brush-up your background info with some research especially this Wall Street Journal article by Jonathan Rockoff-Gene Editing. Since October we have posted news on some of the gene therapy companies such as bluebird bio (BLUE), Kite Pharma (KITE) and Juno Therapeutics (JUNO). We attended two sessions from BIO 2015: “The Promise of Gene Editing” and “RoundUp on Next Generation Biotherapeutics”. The basic concept of “gene editing” is that you can intercept disease at an early stage by re-programming the DNA of the cell. Sangamo Biosciences (SGMO) was mentioned as one of the earlier companies with two clinical stage programs for HIV.

Up until now gene editing has been hard to use but methods have been recently invented known by the acronym Crispr-Cas9 which can bond to specific RNA molecules and insert a DNA sequence into the genome to prime the body’s defense system or repair broken genes. Ex-vivo the cells are engineered with the patient’s stem cells or progenitor cells and introduced back to the body delivered by AAV, lentivirus or nanoparticles The result of the CRISPR technique is a “knock-out”gene which replaces  a defective gene with a normal one. Editas Medicine is a private Company focused in genome editing to develop a novel class of human therapeutics that enable precise and corrective molecular modification to treat disease at the genetic level. Editas is funded in part by the prolific “start-up machine” Cambridge MA Third Rock Ventures. Recently Editas did a partnership with Juno Therapeutics (JUNO) combining their technologies for treatment of cancer.Poseida Therapeutics is another pre-clinical stage genome engineering Company with two gene therapy platforms for cancer and liver diseases. They are partnered with Janssen (JLABS/Poseida) for CAR-T.

The gene editing and cellular therapy sessions were scientifically complex to report in detail. The summary session was both cautious and optimistic about these innovative platforms comparing them to monoclonal antibodies which took a long time to mature and to create blockbuster drugs. Paraphrasing–although there is no end to where the science can take us it is important to have transparency and a science based regulatory framework.

Investment Incentives to Combat Antimicrobial Resistance (AMR)

From intro: “Globally, antimicrobial resistance has become one of the most significant public health issues, affecting all countries and causing increased hospitalizations, extended illness, and escalating healthcare costs.” For example in the MS Delta region there is ~4X the prescription rate of antibiotics compared to CA!

Despite the magnitude of the problem and dwindling therapeutic options there is limited investment interest in this area.There appears to be few economic incentives for drug companies to develop pipeline in this sector. Cubist Pharmaceuticals, previously on our focus list, was one of the few high-profile mid-caps in the sector was recently bought by Merck (MRK) for close to $10B. Better diagnostics are needed such as accurate and simple Dx test for Strep now  on the market to help differentiate a serious infection from a sore throat and curtain antibiotic use.

There are limited medical options to deal with this problem but communication tools, real-time data and better surveillance are needed to curtail demand. One potential solution to stimulate investment in antibiotic research is the “Orphan Drug Model” which has been successful in rare diseases. Also legislative action and new reimbursement models need to be considered.

 

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