These patients are considered
“Herceptin-resistant” so any clinical effect demonstrated by T-DM1 in this
patient population implies that the arming of Herceptin boosts its potency and
thus can serve as a strong validation for Immunogen’s ADC technology.
The two phase I studies differed only in the dosing schedule.
In the first trial, T-DM1 was administered every 3 weeks whereas
in the second trial, it was administered on a weekly basis. In the case of the
three-weekly study, most of the data was already disclosed in previous
conferences, including objective responses (significant reduction in tumor
burden) in six out of 15 patients who received the maximal tolerated dose (3.6
mg/kg). One piece of new data was the median progression-free survival (PFS) of
those fifteen patients, which was 9.6 months, substantially higher than patients
who received lower doses of T-DM1. These results led to the initiation of a
phase II trial that will evaluate T-DM1 in the same dosing schedule in 100
patients.
Data from the second phase I trial, with the weekly dosage of
T-DM1, is still very preliminary. Nevertheless, this trial has the potential to
demonstrate even better results because this dosing schedule may be more
appropriate for ADCs. While naked antibodies stay in the bloodstream for weeks,
most ADCs are cleared out the body within a week after administration. In the
case of Herceptin, for instance, substantial amounts of the antibody remain in
the bloodstream for over a month. Arming Herceptin with a toxic payload of DM1
dramatically reduces the circulation time to less than a week. Therefore, the
patients who received T-DM1 every three weeks actually spend two weeks of every
cycle without significant levels of the T-DM1 in their bloodstream. Using a
weekly administration schedule, it may be possible to maintain stable levels of
the ADC in patients’ bloodstream, if, of course, sufficient doses can be given
every week without leading to severe side effects. If so, patients could receive
higher cumulative doses of the drug. Because there is not a lot of
experience and knowledge about the safety profile of ADCs, all initial
evaluations were done at a three-weekly schedule. Now that Genentech showed that
T-DM1 can be administered at a relatively high dose (3.6 mg/kg every three
weeks) with a good safety profile, the move to a more frequent dosing regimen
was obvious.
The weekly trial was a typical dose escalation study, with the aim
of finding the highest dose that can be given to patients. So far,
Genentech disclosed data only for 7 patients who received escalating doses of
T-DM1. The lowest dose was 1.2 mg/kg per week, which is equivalent to the MTD
from the first phase I trial (3.6 mg/kg). The next cohort of 3 patients received
a dose of 1.6 mg/kg per week without any signs of substantial toxicity. Of note,
the equivalent dose in the three-weekly trial was found to be too toxic.
Therefore, even if the MTD is eventually set at 1.6 mg/kg per week, this trial
already enables the evaluation of higher cumulative doses. It does not mean that
this regimen will necessarily be more efficacious, but it certainly increases
the probability for a stronger effect. The seventh patient was given a dose of 2
mg/kg per week, the same dose at which Herceptin is given. If this dose level is
proven safe, that would serve as a great sign with regard to T-DM1’s
safety profile. On the efficacy side, of the seven patients, 4
(57%) achieved a partial response. This response rate is encouraging, but in
order to show some sort of an advantage over the three-weekly regimen, there
must be data on more patients. Nevertheless, seeing that number of responses
before establishing an MTD is quite encouraging. Because these results were
submitted more than four months ago, it is reasonable to assume that Genentech
will present more data with respect to the MTD and the response rate from the
trial, so it looks like there is a lot to look forward to.
SGN-35
Seattle Genetics will report results from a dose escalation phase I
trial of its wholly-owned ADC, SGN-35, in heavily pretreated Hodgkin’s Lymphoma
patients. Preliminary data from this trial was already reported last year, and
included multiple partial responses. Since then, the company recruited
additional patients at higher dose levels (up to 2.7 mg/kg), but still did not
reach MTD. The fact that even at a dose of 2.7 mg/kg every three weeks, there
were no severe side effects, implies that Seattle Genetics is capable of
creating very safe ADCs as well. According to the data submitted to ASCO in the
beginning of the year, 9 out of 28(32%) evaluable patients achieved a partial
response. In addition, there was a clear dose dependent response, as at dose
levels of 1.2 mg/kg or higher, 7 (54%) of 13 patients had a PR. This compares
favorably to only two cases of PR among the 15 patients receiving doses lower
than 1.2 mg/kg. Since submitting the data, Seattle Genetics has recruited
patients at higher doses and expects to present more responses at the
conference. The company initiated a trial for evaluating weekly
doses SGN-35 and plans to evaluate this schedule in combination with
chemotherapy (gemcitabine) going forward. This is the place to point out that
Hodgkin’s Lymphoma represents a limited opportunity, with only 8200 new cases
expected this year in the US, the vast majority of whom will be cured with
available treatments. Including additional patient populations who may be
suitable for SGN-35 treatment, the worldwide potential market for SGN-35 is
still less than 10 thousand per year. Therefore, SGN-35 is more of a technology
“validator” rather than a substantial commercial opportunity.
Results from another ADC powered by Seattle Genetics’ technology,
CR011-vcMMAE, will be presented by Curagen. Curagen is expected to report
updated results from a phase I dose escalation trial among 27 melanoma patients.
It has previously disclosed data from 23 patients, so the new data is only for
the last five patients. I wrote about this drug candidate in the past and gave
my somewhat skeptical point of view on this
trial. My skepticism stemmed from the poor historical success rate in metastatic
melanoma and the limited activity the ADC demonstrated (although there was an
apparent dose dependent response). The updated results include data from higher
doses of CR011-vcMMAE and show a clear dose dependent response, as CR011-vcMMAE
managed to achieve one (11%) partial response and led to disease stabilization
in 7 (78%) of the 9 patients who received the 3 highest doses.
Among the remaining 18 patients who received the lower doses,
there was a SD rate of only 39%. These results triggered a phase II trial in
additional 32 patients for the evaluation of CR011-vcMMAE given at the
MTD.
Bearing in mind that in its naked form, CR011 did not have an
effect even on cell cultures, this study can be seen as yet another validation
for Seattle Genetics’ ADC technology. The response rate may appear low compared
to other oncology programs, but metastatic melanoma is notorious for being
resistant to most chemo drugs, which usually demonstrate even worse results.
Nevertheless, I am still not a big fan of this clinical program because
metastatic melanoma is characterized by the worst ever success rates and the
overall market is quite limited. By default, investors should stay away from any
drug candidate for metastatic melanoma , with one exception to the above rule:
Synta Pharmaceuticals’ (SNTA) elesclomol.
On a more encouraging note, Curagen recently announced plans to
initiate another phase II trial in metastatic breast cancer, one of the largest
oncology markets. The presence of CR011-vcMMAE’s target, GPNMB, has been
observed in many cases of advanced breast cancer. More interestingly, this
target has been suggested to play an important role in disease progression and
the development of metastases. It is also reasonable to assume that CR011-vcMMAE
was found to be active against breast cancer tumors in preclinical systems
before the expensive phase II trial was announced. There is still a great deal
of uncertainty as to the merits of this study, as GPNMB is not a validated
target for breast cancer.