Following yesterday's disclosure that yet another one of GSK’s target picks for
clinical development under their antisense options agreement with ISIS
Pharmaceuticals is an ocular one, I thought it worth highlighting that ocular
applications are regaining traction in oligonucleotide therapeutics in general. This follows a temporary lull in the area due
to setbacks with older generations of the technologies and funding issues for
the industry.
Aptamers still in the
lead
It may surprise you, but the eye is the one area in
oligonucleotide therapeutics where aptamers,
nucleic acids binding protein targets based on their shape not sequence (similar to antibodies),
are most advanced. Despite of the fact that the first
approved aptamer, Macugen, is considered a great disappointment as it lost out to the monoclonal
antibody competition in the VEGF market for wet AMD and DME, there are at least two new
development candidates that are poised to become blockbusters in the same
market: Fovista by Ophthotech targeting PDGF which has shown unprecedented activity in a phase II study in combination with anti-VEGF antibody Lucentis, and an
earlier-stage, but potentially superior VEGF/PDGF bispecific aptamer approach
by privately held SomaLogic.
It is now thought that the Macugen failure was due to it not
targeting the relevant VEGF isoforms. In
other words, it was a failure of target selection/biological insight, not a failure of the
technology. Aptamers should work well
for trapping extracellular proteins for ocular applications, because unlike their often rapid elimination
following systemic administration, they can be maintained at elevated
concentrations in the eye for sustained periods of time. Their
limitation, however, is in the number of targets available to them, similar to
monoclonal antibodies. Nevertheless, it
should be kept in mind that with even just 2 or 3 commercial successes in
a therapeutic area, a platform technology can be considered tremendously
valuable there.
Gene-regulatory
oligos catching up
Although ocular drug development has also been popular in both the antisense
and especially RNAi fields, previous technology generations were inadequate to effect robust
gene modulation, especially target gene knockdown. This holds true for 1st (à Vitravene) and 2nd
generation (cRaf inhibitor by iCo Therapeutics) antisense and the ‘naked’ RNAi
trigger folly of the early days of RNAi Therapeutics (à Acuity
Pharmaceuticals, Sylentis, Quark, and Sirna/Allergan to name just some of the
worst offenders of sound science).
The reason why antisense and RNAi are both staging a comeback in ophthalmology is due to the use of higher affinity chemistries (e.g. cET by ISIS) and self-delivering RNAi triggers, both in the form of (partially)
double-stranded (e.g. sd-rxRNAs by RXi Pharmaceuticals) and single-stranded RNAi
triggers (à
ISIS Pharmaceuticals). The increased
stability and lipophilicity combined with small molecular size should allow such an RNAi
approach to efficiently penetrate the vitreous of the eye following needle
injection and reach deep into the retina and other ocular structures. Similarly, what used to be a mediocre 40%
knockdown for ASOs could now be a genetically much more useful 70-80% knockdown
with gen2.5 RNaseH.
It is too early to tell whether RNaseH gen2.5, ssRNAi, or
sdrxRNAs will win out in the end. At
least in terms of timing, it will be as much a matter of investing in the
technologies as it is about their potential.
In particular, I am disappointed by the failure of RXi Pharmaceuticals
to recognize the need to further develop their sd-rxRNA chemistry.
So keep your eyes peeled as clinical results from the new
wave of gene-modulating Oligo Therapeutics will start to emerge in 2016 and beyond. It is possible that QPI-1007 by Quark Pharma
for ocular neuroprotection for NAION may be earlier than that, although the
chemical nature of this ‘2nd generation’ non-AtuRNAi trigger remains
unclear to me and therefore might be, or might not be a 'self-delivering' RNAi trigger. If not this one, the upcoming
clinical development of CTGF-targeting RXI-109 for retinal scarring by RXi
Pharmaceuticals should be an interesting one to follow.
I think RXII has an opportunity to capitalize on the eye indications as their technology penetrates the cells immediately as they are injected into the eye. More importantly specifically for macular degeneration Rxi Pharmaceuticals has developed a more potent anti-VEGF compound even greater than Bevasirnib. If they decide to combine that potent anti-VEGF compound with RXI-109 successfully they can make for a superior product on the market. This is because the VEGF component would handle the underlying blindness of macular degeneration while RXI-109 will handle the underlying tissue damage associated with the disease.
ReplyDeleteAs for RXI-109 in scarring we have seen some efficacy from the 3 month pictures but the full 3-month photos will come Q1 2015. I think though that the company can do well with liver fibrosis or pulmonary fibrosis if RXI-109 succeeds in scarring in the upcoming results. Time will tell but RXII is well positioned in the RNAi space.
"As for RXI-109 in scarring we have seen some efficacy from the 3 month pictures but the full 3-month photos will come Q1 2015"
ReplyDeleterxii is dead money until then. could be a grand slam long term but I don't like the risk. I've done well with with alny and rgls. Ebola scare gave me the gift of getting out of tkmr at a nice profit. rxii feels technically very weak right now and there's no institutional support.
#RaceToYes #FDA Action item
ReplyDeleteThe Race to Yes
Have you emailed Commissioner Hamburg yet? Take 30 seconds and send her this email: Dr. Hamburg: No more excuses. No more delays. Accept a New Drug Application for eteplirsen, and use all the tools Congress gave you in FDASIA to speed approval of this drug and those that will follow.
https://www.facebook.com/DmdHero/posts/389231121237857
everyone should help them as you may be requesting this help in the future...