Restoring truncated, yet largely functional dystrophin in
Duchenne Muscular Dystrophy (DMD) by exon skipping is a promising approach to this
devastating disease. For this, however, to have
any meaningful therapeutic impact,
it has been estimated that one would have to achieve about
20% of wild-type (probably somewhat
higher for truncated versions) dystrophin levels in
all muscle fibers.
Releasing 48-week data from one of the most manipulated
clinical trials that I have seen, Sarepta Therapeutics
just reported that treatment with their exon-skipping antisense morpholino
eteplirsen resulted
in 34-52% dystrophin-positive muscle fibers. Impressive? I can’t tell, but what is more
worrisome is that I don’t know why the company does not tell either.
Percent muscle fibers
expressing dystrophin does not mean equal amount of dystrophin restored.
In a
New England Journal of Medicine paper last year,
Sarepta’s competitor Prosensa (with partner GSK) reported in a similar-sized
study that in 10 out of 12 patients, the percent of fibers expressing dystrophin
following treatment with their exon skipper PRO051 was between 60 and 100%. Yes, 60-100% and nost just 34-52% as in Sarepta's case.
What is more, the immunofluorescence intensity and Western
blot data in the Prosensa study showed that those fibers expressing dystrophin
did so at much reduced levels compared to healthy muscle, on the order of 5-20%
(overall bulk levels). In other words,
it is quite likely that the ~50% of fibers that express dystrophin in the Sarepta
study together express at most 3-10% of normal dystrophin, well short of what is expected to be therapeutic. It
is also possible, however, that Sarepta’s assay is very sensitive such that even
fibers with just 1% or so of wild-type signals were counted in.
Given that stating the percent fibers expressing any dystrophin is almost meaningless,
you have to wonder why Sarepta has not presented the data.
But then you ask, then why did the lame start to walk in the
study (à
6 minute-walk-test data)? Actually, I
don’t believe that this was shown in the study either. Just because this is a devastating disease in
children does not mean that rigorous trial design and execution can be entirely
done away with. Yet, in this already
tiny 12-patient, single-center (!), and open-label (!) study, the company
wisely discarded the worst responders early on allowing the 6 MWT numbers to be 'statistically significant'. There seemed to be more subgroup analyses presented than patients in the study. If
I were a regulatory agency, I would strongly consider refusing to even just look at the 6 MWT data.
Why am I writing this?
First of all, I am obviously trying to find any shares to short. And second of all, what really irks me is that as orphan drugs become
more and more popular in drug development, a number of companies are doing away with
rigorous science, drive aggressive patient recruiting and disease awareness campaigns
(best if a pediatric indication is involved), and expect the rest of us to subsidize the
enormous costs of these drugs. Fine, if the drugs worked, but not for placebos. Wait
another 5-10 years and there will be an enormous backlash and those that need
access to these drugs will suffer the most.