Cystic Fibrosis Spotlight Turns To Galapagos

| About: Galapagos (GLPG)

Nivalis Therapeutics’ (NASDAQ:NVLS) failure to show that cavosonstat could improve lung function in a phase II cystic fibrosis (CF) trial sets the table for its rival Galapagos (NASDAQ:GLPG), which will see key phase II readout of its CF lead by the end of 2016.

The AbbVie (NYSE:ABBV)-partnered GLPG1837 is seeking to take on Vertex’s Kalydeco, and in addition Galapagos has an arsenal of CF-modulating agents that aim to mimic Vertex’s (NASDAQ:VRTX) combination strategy. The upstarts would trail Vertex by several years in launching a monotherapy, but with ambitious plans to get combinations into the clinic next year the race is getting tighter.

Headed to the dustbin

Nivalis’ approach was unique in the CF pipeline and, ultimately, looks like it has little promise. As an add-on to Vertex’s combination product Orkambi, cavosonstat sought to stabilize CF transmembrane conductance regulator (CFTR) that was misfiring because of a F508 deletion mutation. Shares in the Colorado-based firm fell 54% in early trading today, taking the company’s market capitalization to cash levels.

By comparison, the Vertex and Galapagos approaches aim to improve the cellular chloride channel functioning of CFTR to prevent the buildup of sticky mucus that clogs the lungs and digestive tracts, leading to tissue damage. This type of therapy is called a potentiator, represented by Vertex’s Kalydeco and GLPG1837.

Company

Galapagos

Product

GLPG1837

Market cap

$2.9bn

Event type

Phase II data

Date

December 2016

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Both have a second string to their CF bows – CFTR correctors, represented by the lumacaftor component of Vertex’s Orkambi and Galapagos’s GLPG2222. These treatments are aimed at the F508 deletion, where the potentiators tend to work as monotherapies in the population with the less common G551D mutation.

Getting positive phase II data from its lead project would raise hopes that the Galapagos CF pipeline can be competitive with Vertex.

Stronger dose needed

The Saphira1 phase II trial of GLPG1837 has completed its four-week ascending-dose protocol in 26 G551 deletion patients, and is due to read out by the end of December, Galapagos's science chief said in the group’s third-quarter results call. It is an open-label study with safety as a primary endpoint, but researchers will also gather biomarker data in the form of sweat chloride concentrations, along with lung function tests.

Galapagos has already released data from another phase II trial, Saphira2, in patients with the S1251N mutation, which the group said was typical in its home Benelux region. This trial included some patients who had been treated with Orkambi, after a washout, and others who had never been treated.

This dosing trial found that pretreated patients only stabilized lung function, while treatment-naive patients saw lung function improvements. Researchers also measured reductions in sweat chloride concentrations. The company described some of the findings as disappointing, but noted that higher doses had been used in Saphira1.

In any case, GLPG1837 is one of three potentiators Galapagos has in its pipeline, with GLPG2451 in a phase I trial in healthy subjects as a monotherapy and combined with the corrector GLPG222. The company says the ultimate treatment goal is a triple therapy of one potentiator and two correctors.

Cystic fibrosis: happy hunting ground for Vertex and Galapagos

Product

Company

Pharmacological Class

Filed

Translarna

PTC Therapeutics

Transcription modulator

Phase III

VX-661 + ivacaftor

Vertex Pharmaceuticals

CFTR corrector/potentiator

Phase II

GS-5745

Gilead Sciences

MMP-9 MAb inhibitor

GLPG1837

Galapagos

CFTR potentiator

GS-5737

Gilead Sciences

Epithelial sodium channel blocker

VX-371

Vertex Pharmaceuticals

Epithelial sodium channel blocker

Cavosonstat*

Nivalis Therapeutics

CFTR modulator

Phase I

Second corrector & VX-661 + ivacaftor

Vertex Pharmaceuticals

CFTR corrector/potentiator

ABBV-974

Galapagos

CFTR potentiator

GLPG2222

Galapagos

CFTR corrector

GLPG2451

Galapagos

CFTR potentiator

AZD5634

AstraZeneca

Epithelial sodium channel blocker

VX-152

Vertex Pharmaceuticals

CFTR corrector

VX-440

Vertex Pharmaceuticals

CFTR corrector

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These CF assets are part of an AbbVie alliance first struck in 2013 and expanded in 2016 with the goal of establishing the triple combination. If, as planned, the partners start testing a triple in humans toward the middle or end of 2017, they will be a scant one to two years behind Vertex.

Given that AbbVie assumes control of the Galapagos CF pipeline on entry to phase III and will be able to put its big pharma R&D might behind it, the triple combination space seems ready to get more competitive. But first, the sector will be looking for success in the relatively modest single-agent Saphira1 dosing trial.

Study

Trial ID

Saphira1

NCT02707562

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