TTR amyloidosis represents a major market opportunity for
RNAi Therapeutics. The pivotal trials
underlying the expected approvals of Patisiran from Alnylam and antisense rival
Inotersen from Ionis/Akcea were focused on the neuropathy aspect in the inherited
form of the disease. It is hoped, however, that approvals will be obtained that will also
cover the cardiomyopathy spectrum of the disease.
Nevertheless, the absence of a prospective
study focused on cardiomyopathy raises the concern that the largely biomarker-related and post-hoc
analyses conducted by Alnylam and Ionis/Akcea will not hold up when hard
endpoints like mortality are considered. This uncertainty could lead to resistance by payors to cover the drugs for cardiomyopathy uses.
Data released last week from Pfizer’s ATTR-ACT study should
greatly aid in addressing this concern, paving the way for broad product labels
and reimbursements not only for the familial form of TTR cardiomyopathy, but even to encompass those with wild-type TTR
cardiomyopathy.
Evolving disease
understanding
TTR amyloidosis is caused by the deposition and
accumulation of misfolded tranthyretin protein in various tissues thereby poisoning
them. Historically, TTR amyloidosis was
not considered a single disease, but either TTR neuropathy or TTR cardiomyopathy
depending on where disease symptoms are most pronounced.
Over the last 5-10 years, however, it has become
recognized that a given patient may suffer from a range of symptoms
across organ systems. Whether an
individual patient suffers from largely neuropathic or cardiac symptoms or both to similar degrees is typically informed, but not entirely explained by the
underlying mutation in the familial forms of the disease.
Cardiac symptoms can also be caused by wild-type TTR
protein alone. This is referred to as senile systemic amyloidosis (SSA). This population has not been the subject of
any rigorous, randomized trial in the development programs of TTR-lowering drugs, but based on my impressions from last November’s seminal Paris meeting on the disease, there is
great anxiety in this particular patient community about access to TTR-lowering
drugs.
Tafamidis as an
underappreciated TTR trailblazer
Pfizer, through its 2010 acquisition of Tafamidis, was
the original trailblazer in this orphan disease. Tafamidis falls in the class of (small molecule)
TTR tetramer stabilizers (along with widely used off-label generic diflusinal) which
prevent TTR tetramers to fall apart in the rate-limiting step to forming misfolded
pathogenic TTR aggregates.
As is often the case in orphan disease drug
development, being the first means that you have to do a lot of the heavy-lifting
in terms of understanding the natural history of the disease to design adequately
powered clinical trials with the appropriate endpoints. Consequently, the first pivotal trial of
Tafamidis in V30M early-stage neuropathy patients fell short of garnering FDA
approval and only got a narrow label from European regulators.
The problem was that, although the data strongly suggested
efficacy, it turned out to be an underpowered study due to unexpectedly high drop-outs for patients undergoing liver transplants: starting from 125
intent-to-treat (ITT) patients, the efficacy evaluable (EE) number dropped to
just 87 in this placebo-controlled study.
Nevertheless, if you disregarded the liver transplant patients in the statistics (very reasonable in my opinion since a liver transplant throws everything off), the
study would have met the quality of life and NIS-LL co-primary endpoints by
greatly halting, although not stopping disease progression. In addition, all key secondary endpoints were
positive.
Given the improved understanding of TTR amyloidosis
and a much more forgiving regulatory environment, this study, despite its
limitations, would have ensured FDA approval today.
Tafamidis succeeds
in cardiomyopathy study
Last week's announcement by Pfizer represents another breakthrough for
those living with TTR amyloidosis. Its
phase III ATTR-ACT trial in patients with pronounced cardiac symptoms,
including those with wild-type TTR SSA with largely cardiac
symptoms, has met the co-primary endpoints of reducing overall mortality (!)
and cardiovascular-related hospitalizations.
Having learned their lesson, Pfizer went out of its
way to make sure that this study would show a positive signal if the drug were
active: instead of 18 months, 30; instead of 125 patients, 441; and instead of
just one daily 20mg dose of tafamidis also 80mg. Talk about not taking any chances!
Tetramer stabilizer and TTR lowering results mutually
beneficial
When Pfizer announced
late last trading week the ATTR-ACT results, the sponsors behind the TTR
lowering RNAi and antisense drugs Alnylam, Akcea, and Ionis took it on the chin
with 5-13% sell-offs in their stocks due to competitive concerns.
The main concern apparently is
that while Tafamidis has now succeeded in a trial specifically targeted at the
cardiomyopathy ‘population’, the APOLLO study of Patisiran and NEURO-TTR
study of Inotersen have not specified this aspect as a primary endpoint.
This concern is lessened,
however, due to the recognition of TTR amyloidosis as a single disease with the relative degree of various symptoms varying between patients. Of course, let’s be frank and admit that this
is also a self-serving agenda that has been mainly promoted by Alnylam so as to
increase the market size of Patirisan without having to wait for another 3-4
years.
On the other hand, since
the root cause of the various manifestations is the same, TTR aggregation and tissue
accumulation, a drug that works in addressing it should be beneficial for all
these manifestations. In fact, strong
evidence on improved cardiac outcomes has come from the APOLLO and NEURO-TTR
study as well as an open-label investigator-instigated study of Inotersen specifically
in the cardiomyopathy indication (both mutant and wild-type forms; ‘Benson
study’).
Similarly, since the
mechanism of action of TTR stabilizers and TTR-lowering drugs are essentially
the same, lowering the pool of aggregation-prone TTR, success in ATTR-ACT is highly
supportive of the cardiac benefits of Patisiran and Inotersen as much as APOLLO
and NEURO-TTR strengthen the case for Tafamidis use in addressing TTR-related
neuropathy.
All this mutually
reinforcing data should ultimately help in Inotersen and Patisiran getting a
very broad label and helping with reimbursement, perhaps even in the SSA indication
which I believe the market could not have priced in yet. Having said this, we have yet to see the SSA vs hereditary subgroup analysis from the Pfizer study.
Relative drug efficacy
Finally, in terms of
drug efficacy, Tafamidis is unlikely to challenge Patisiran even in the cardiomyopathy
indication, since Patisiran improved
outcomes in the APOLLO study while Tafamidis stabilized or merely delayed
disease progression.
The efficacy of
Inotersen based on Quality of Life data should end up being somewhat ahead of Tafamidis (QOL
in EE population vs placebo of -9 for Tafamidis in the neuropathy study vs -12
for Inotersen in NEURO-TTR and -20 for Patisiran in APOLLO), although its safety
profile appears to lag that of Tafamidis. Because of the new data indicating efficacy similar to diflusinal, but with better safety, Tafamidis ought to replace generic diflusinal which has dominated the tetramer stabilizer market until now.
Ultimately, if patient welfare was a top concern, TTR stabilizers probably
ought to be used on top of TTR-lowering drugs to prevent any TTR protein that survived
TTR knockdown from misfolding.
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