web_panel gene therapies for rare diseases may 6 2015
TRANSCRIPT
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
1/46
What's Hot & What's Not
in Gene Thera ies for Rare DiseasesMay 6, 2015
o era or:
Mike Rice, MS, MBASenior Consultant, Defined Health
Panelists:
Matthew Porteus, MD, PhDAssociate Professor of Pediatrics(Cancer Biology), Stanford University
Stewart Abbot, PhDExecutive Director, Integrative Research at
Paul Gallagher, MBAPresident, Compass Strategic Consulting
`
1
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
2/46
Toda s Web Panel DiscussionIs Co-Hosted by:
ShareVault is afull-featured,
state-of-the-artvirtual data room that
Defined Health is aleading knowledge-
based businessdevelopment strategy
BIO is theworld's largest trade
association representingbiotechnology
allows organizationsto simply andsecurely share
sensitive documents
consultancy to pharmaand biotech.
organizationsacross the world.
BIO also organizes theBIO International
in the cloud.,
be held in Philadelphiafrom June 15-18.
2
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
3/46
Logistics
The web panel discussion will last 75 minutes
.
Contribute questions via the Q&A GoToWebinar
interface.
We will address the questions intermittently or at the
end. If we dont get to your question, we will respond
The web panel discussion is being recorded, and we
will contact you when it becomes available.
We welcome your feedback after the web panel so we
can improve others in the future.
3
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
4/46
Mike RiceMS, MBA
Senior Consultant
Mike RiceMike Rice
4
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
5/46
Pharma Has Benefitted Significantly
b Investin in Biolo icsTop-Selling Products (WW Sales $M) 2004 vs. 2014
(coded by conventional vs. biologics)
Lipitor (atorvastatin) - Pfizer Humira (adalimumab) -AbbVie
2004 2014
o og conven ona
Z rexa olanza ine - Lill
Norvasc (amlodipine) - Pfizer
Seretide/Advair (fluticasone;salmeterol) - GSK
ocor s mvas a n -
Seretide/Advair (fluticasone,Rituxan (rituximab) - Roche
Lantus (insulin glarginerecombinant) - Sanofi
Sovaldi (sofosbuvir) - Gilead
Zoloft (sertraline) - Pfizer
Procrit (epoetin alfa) - J&J
Nexium (esomeprazole) - AZN
Remicade (infliximab) - J&J
Herceptin (trastuzumab) -Roche
Avastin (bevacizumab) -Roche
sametero -
0 5,000 10,000 15,000
Plavix (clopidogrel) - BMS
Effexor (venlafaxine) - Wyeth
0 5,000 10,000 15,000
Lyrica (pregabalin) - Pfizer
Crestor (rosuvastatin) - AZN
EvaluatePharma
5
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
6/46
Gene and Cell Therapies Next
Advancement Be ond Biolo ics
TherapeuticInterventions
SmallMoleculeModulators
ProteinAugmentation
Antibodies Peptidesand
NucleicAcidsGeneCorrection& Augmentation
CellTherapy/Regen Med
Immune
Modulators
SMIs
Plasma/tissue
derived
proteins
Plasmaderived
Polyclonal Igs
Monoclonal
Immune
Modulators
Exon skipping
Viralvectors
Retro/
Lentiviral
AdV
Autologous
andallogeneic
BMT/Cell
therapy
Chaperones
Substrate
Reduction
ecom nan
Proteins
Clotting
factors
Cytokines
an o es
mAB fragments
Scaffolds
Antisense
RNAi /miRNA
Nonviral
Plasmids/
Fragments
Othercell
sources: e.g.
ES,iPS
Transcription /
Translation
enhancers
ormones
Growth
factors
Enzyme
Intrabodies p amers
Ribozyme Geneediting
with
Meganucleases
ZincFingers
ev ces
Encapsulation
Scaffolds
Implants
Microorgans
Epigenetics Rep acement TALENS
CRISPR/Cas9
Ap aeresis
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
7/46
Gene Therapy Defined
According to the FDA, gene therapy products areall products that mediate their effects by
transcription and/or translation of transferredgenetic material and/or by integrating into the
acids, viruses, or genetically engineeredmicroorganisms.
The products may be used to modify cells in vivoor transferred to cells ex vivo prior toadministration to the recipient.
FDA.gov
7
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
8/46
Components of Gene Transfer Platforms:
Clinical Need, Intervention, Delivery VectorAAV
Adenovirus
Retro/LentiviralGene Transfer
HSV, VACV, SV40
Plasmid/Fragment
Liposome, Other?
Polygenic Diseases
Monogenic DiseaseClinicalNeed Infectious DiseaseGene
Therapy
Oncology
Suicide Gene
Gene Augmentation
Antisense, RNAi
TherapeuticIntervention
ZFs, CRISPR, TALENs
Ribozymes
8
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
9/46
Clinical Need: Today There Are Over 500Active Gene Therapy Programs
Broadly Applicable: Investigated in >1,600 clinical trials
Cancer is By Far the Most Active Area for Clinical Trials Monogenetic Diseases May Be Most Tractable
5
Gene Therapies by All Therapeutic Areasn = 574, individual products counted multiple times
OncologySensory Disorders
20328
28
14Meta o ic Disor ersCardiovascular DisordersNeuromuscular DisordersHematological Disorders
Neurological DisordersNeurodegenerative Disorders
29
28n ec ous sease
Immunological DisordersMusculoskeletal DisordersOtherGastrointestinal DisordersLiver Disorders
69
56
39
33
Genitourinary DisordersCongenital DisordersLung DisordersAccidents & InjuryRespiratory DisordersAdis R&D Insight,
9
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
10/46
Gene Transfer Vectors:Viral-Based Vectors Used in Majority of Pipeline
Gene Therapies in Development by Approachn=394
14
139 7
5 Adeno-associated virus (AAV)
Other gene therapy
Adenovirus
122
16
15
15 Lentiviral vector
Plasmid
Cancer vaccine
Fragment/DNA
38
23Retrovira
T cell therapy
Cell therapy
Other viral vector
Oncol tic virus
65
49
ZF
Transposon
TALEN/CRISPRAdis R&D Insight,
Thomson Reuters Cortellis
10
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
11/46
Therapeutic Intervention:GT Originated as Functional Genomics Tools MayTrans orm In er te D sor ers an Ot er D seases
Inherited Disorders
StableTransient
Enzyme (ERT)
mRNA
Allo SCTAutologous Cell
Correction
mRNA
Exon Skipping Plasmid Transfection
Viral Integration
Recombination
Gene Activation
Triplex
Other epigeneticTransposons
Meganucleases, ZF,
Viral Episomal? Gene Editing
, ,
11
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
12/46
Cross-Comparison of
Gene Thera PlatformsTechnology Capacity Delivery* Integration Pros/Cons
AdenovirusP: high packaging capacity
(AdV)
< n v vo p soma : e c s a po en mmune response;transiently expressed transgene
Adeno-Associated < 5kB In vivo Episomal
P: non-pathogenic; infects dividing ornon-dividing cells
C: Prior ex osure immune re ectionrus
DNA lost through cell division
Retrovirus < 8kB Ex vivo IntegratingP: stable integration into host genomeC: random insertion tumorigenesis risk;
only infects dividing cell types
Lentivirus 8-10kB Ex vivo IntegratingP: infects dividing or non-dividing cells;
reduced tendency to cause cancerC: theoretical tumorigenesis risk
*Indicates how a technology is being used in its current format
GeneEditing
n/a Ex vivo IntegratingP: Ability to add, delete or correct genesat the single nucleotide levelC: complexity vs. gene addition;
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
13/46
Emerging Genome-Editing Platforms
Gene editing refers to methods that target adouble-stranded break in the genome, then directsa s ecific DNA se uence alteration.
ZFN, TALEN, andCRISPR/Cas9 genome-editing
Four families of engineered nucleases used: Meganucleases (MEGAs): highly specific due to large
recognition site (dsDNA sequences of 12 to 40 base
tools
pa rs .
Zinc finger nucleases (ZFNs): fusion of a zinc finger
DNA-binding domain to a DNA-cleavage domain.
Transcription activator-like effector nucleases(TALENs): fusion of TALE DNA binding domain to aDNA cleavage domain.
palindromic repeats (CRISPRs): Delivery of Cas9(an RNA-guided DNA endonuclease enzyme) andappropriate guide RNAs into a cell used to cut thegenome at a desired location.
roc at ca c : .; ature otec no ogy : .; ature ev ews enet cs : .
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
14/46
GT May Be Inflecting in Value,
But Has Yet To Produce aCommercially Viable Product
14
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
15/46
Old and New GT Companies
Advancin Diverse PlatformsGene EditingGene Augmentation
AAV
AdV
Ado tive Cellular I O-
Retro
Plasmid
Other
Partners
15
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
16/46
Indicator of Maturity of GT Platforms:
-
Counts of Papers Published on PubMed Per YearMentioning Each Gene Therapy Approach
1 600
1,800
2,000
achYear
Adeno-Associated Virus Adenoviral
Retroviral Lentiviral
CRISPR TALEN
1 000
1,200
1,400
Pub
lished
s eganuc eases
600
800
ofPapers
-
200
1985 1987 1989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013
Numbe
PubMed
16
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
17/46
Indicator of Maturity of GT Platforms:>200 Programs Advancing in Clinical Trials
Severa w t Conv nc ng PoC
Broadly Applicable, Cancer is By Far the Most Active Area for Clinical Trials Monogenetic Diseases May Be Most Tractable
13
Gene Therapies by All Phases of Development
n = 574, individual products counted multiple times
68Preclinical
Phase 1/2
Phase 2
329158
Phase 3
Registered
Adis R&D Insight; Cortellis
17
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
18/46
Indicator of Maturity of GT Platforms:
Thecombined
regenerative
medicine
field,
including
cell,
gene,
andgenemodifiedcelltherapies,generated$4.74Bthrough
, ,
investmentsfromMarch2013toMarch2014.
Thereare
close
to
700
clinical
trials
currently
underway
with
the
, ,
cardiovasculardiseases.And,theclinicalpipelineismaturing
withoveronethirdofthosetrialsinlaterstages(P2orP3). The
rateofgrowthisreflectedinthepublicmarkets:25%ofthe
biotechIPOs
in
the
second
half
of
2013
were
regenerative
medicinecompanies.
http://www.biospace.com/News/biotech-ipos-up-22-since-bubble-year-of-2000-shows/361523; http://www.poliwogg.com/news/125-sectors-to-watch-in-biotech-and-healthcare-investing
18
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
19/46
Indicator of Maturity of GT Platforms:
Gene Thera IPOs & VC Financin
2015
IPO VC Financing
$29 M Series B
Dec 2014: $185 M
Jun 2014: $117 M
Apr 2014: $55MSeries B
May 2014: $20 M
Jan 2014: $50 M
Oct 2013: $44 M Nov2013: $47M Series A
2013
July 2013: $18M Seed CapitalMay 2013: $18.4M Conv. Issue
May 2013: $150M Series F
Jul 2013: $184 M
2012
.
May 2012: $10M Series DFeb 2012: $43M Series D
May 2011: $100M Series E
EvaluatePharma
19
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
20/46
Indicator of Maturity of GT Platforms:
Pharma InvestmentGene Therapy Deal Timeline 2012-2015
Jan 2015$6M
Hemophilia A&B
Dec 2014$280M
Hemophilia B
June 2014$252M
Hemophilia A
Aug 2014$4M
Acquisition
June 2014$44M
Acquisition
Oct 2013$1M
Acquisition
Apr 2015$64M
VC Funding
2013 2014 2015
Feb 2015$845M
Parkinsons
July 2014$1MCV
July 2013$40M
Familial lipoproteinlipase deficiency
Jan201511M+
April 2015$1B
S100A1CV
DiseaseCRISPRplatform
EvaluatePharma, Company Website
20
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
21/46
Gene Therapy Innovator Market Caps
Company Market CapSangamo
5,000
6,000
Bluebird
ZioPharm
GenVec
$5.7B
3,000
4,000
unts($M) AmpliPhi Biosciences
Intrexon$3.07B
$4.3 B
1 000
2,000IPOAm
AGTC
UniQure
$897M
Bloomber .com
0
,
AAV AdV Lenti ZF
va anc e
Spark
21
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
22/46
T-Cell Therapy Deal Timeline
-
Feb2014
$150MCART
June2014
$350M
TCR
Sept2014
$350MTargetedTcells
Opus Bio
Dec2014
$20M
CART
Jan2015
$525M
CART
Jan2015
$150M
CART Mar2015
CART
Jan2015
$60M
CART
2014 2015
Jan2014
$13.5M
Acquisition
June2014
$265M
CART
Sept2014
CART
Oct2014
TCRms
Dec2014
$11m
CART
Mar2015
CART
Apr2015
CART
Feb2015
CART,TCR
EvaluatePharma, Company Website
22
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
23/46
T-Cell Therapy Market Caps
20,000
Market Cap of Leading Biotechsin T-Cell Space by Technology
ZioPharm
Takara Bio
14,000
16,000
18,000 Sangamo Biosciences
MolMed
MacroGenics
$17B
10,000
12,000
ket
Cap
($M)
Kite Pharma
Juno Therapeutics
Emergent Biosolutions$8.6B
4,000
6,000
8,000Ma Cellular Biomedicine Grp
Cellectis
Bluebird Bio
Bellicum
0
2,000
Bi-specific CAR T TCR CTL Other T celltherapy
TIL
Atara Biotherapeutics
Affimed Therapeutics
.
$1.2B $797M$536M
Bloomberg.com
23
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
24/46
Pharmas Have Renewed Interest in
Gene Thera iesHowever, Issues Remain
Translation of reclinical results into man
Delivery, Stability, Immunogenicity
Safety e.g. anaphylaxis, insertional mutagenesis, cytokine storm
Higher regulatory scrutiny
Innovative clinical endpoints necessary
RAC review
Does not fit nicely into Pharma scalability model Complicated IP and stacking royalties
Individualized vs. one-size fits all
Involves devices and process
anu ac ur ng: epro uc y, ca a y, g cos o goo s
Market Access:Value-based pricing in different payer systems
Bioethics: Boundaries of use, Testing in vulnerable populations
24
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
25/46
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
26/46
Recent Gene Therapy News Highlights
GlaxoSmithKline files for gene therapy OK asa case of the jitters sets in
May 5, 2015
By John Carroll
GSK CEO Andrew Witty
Close to 5 years after GlaxoSmithKline ($GSK) signed on to collaborate with the San Raffaele Telethon Institute for Gene Therapy inItaly, the partners have stepped up with a European application to start marketing a gene therapy for extraordinarily rare cases of
- .recoiling from some notable setbacks that have begun to cloud what has been a bullish sector in biotech.
The drug is the rarely mentioned GSK2696273, a gene therapy which uses a viral vector to insert working copies of the ADA geneinto stem cells extracted from the bone marrow of patients. The cells are then reintroduced to the patient, who can expect to startmaking the gene on their own, repairing their immune system.
The Europeans will be reviewing an application built on data from 18 patients, with the first treatment dating back 13 years. All arealive thou h three had to have follow-u enz me re lacement thera or a bone marrow trans lant which is what most of thesepatients rely on today.
An approval for GlaxoSmithKline in Europe would have wide implications. With so few patients, the center in Italy may well becomea Mecca for patients around the world, including the U.S.
"This is an important landmark for clinicians, researchers and all the staff at TIGET who have been working side by side with GSKtowards approval of this gene therapy," says Alessandro Aiuti, the clinical research coordinator at TIGET. "In the past years wehave witnessed how a sin le infusion of ene modified stem cells has chan ed the lives of these children and their families. Ifauthorized, we will be ready to offer gene therapy at our center to ADA-SCID patients in need from Europe and other countries.
https://www.genomeweb.com/research-funding/nih-places-human-germline-out-bounds-genome-editing-funding
26
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
27/46
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
28/46
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
29/46
Recent Gene Therapy News Highlights
NIH Places Human Germline out of Bounds forGenome Editin Fundin
April 29, 2015
NEW YORK (GenomeWeb) Reacting to research published last week in which Chinese scientists conducted germline editingon a non-viable human zygote, the National Institutes of Health today firmly came down in opposition to the use of geneediting technologies in the human germline.
"NIH will not fund any use of gene-editing technologies in human embryos," NIH Director Francis Collins wrote in a statementpu is e on t e NIH we site
While technologies like CRISPR/Cas9 provide an "elegant" way of editing the genome, Collins said safety and ethical issuesoutweighed any potential benefits and added that germline editing has been viewed almost universally as a line that shouldnot be crossed.
NIH's stand comes a week after scientists from Sun-yat Sen University in China published a study reporting CRISPR/Cas9gene editing of the beta-thalassemia gene in nonviable tripronuclear human zygotes. The study confirmed rumors thatsc en s s were us ng e ec noogy o a er e uman germ ne an prec p a e w esprea ac as n e sc en cand popular press.
In his statement, Collins mentioned several legal and regulatory barriers to conducting such research in the US, including theDickey-Wicker amendment, which forbids federal funding for the creation of human embryos for research, as well as researchin which human embryos are destroyed; NIH Guidelines pertaining to the Recombinant DNA Advisory Committee, whichstates that research proposals for germline changes will not even be considered; and the authority given to the US Food andDrug Administration to regulate gene therapy products under the Public Health Service Act and the Federal Food, Drug, andCosmetic Act
"NIH will continue to support a wide range of innovations in biomedical research, but will do so in a fashion that reflects well-established scientific and ethical principles," Collins said.
htt s: www. enomeweb.com research-fundin nih- laces-human- ermline-out-bounds- enome-editin -fundin
29
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
30/46
Matthew Porteus, MD, PhD
Introduction:
Associate Professor of Pediatrics(Cancer Biology), Stanford University
Areas of interest in research
What is state of the art?
Gene Augmentation vs. Gene Editing
Involvement with CRISPR
Therapeutics Matthew PorteusMatthew Porteus
How is the ability to raise significant capital ina biotech company changing the advancementof the field compared to the academic setting?
to impact which disease first?
Whats down the road?
30
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
31/46
Stewart Abbot, PhD
Introduction
Executive Director, Integrative Research atCelgene Cellular Therapeutics (CCT)
What is Going on at CCT
How is Celgene employing gene
Stewart AbbotStewart Abbot
trans er an ce u ar t erap esacross therapeutic areas?
How is a large pharma company
of individualized, potentially one-time treatments?
Infrastructure, logistics, manufacturing,
scalability, patient access
31
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
32/46
e u ar erapeu cs
Gene Therapies for Rare Diseases
Stewart Abbot
May 2015
NON-CONFIDENTIAL
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
33/46
Celgene Cellular Therapeutics (CCT)
Whats going on at CCT
CCT is a wholly owned subsidiary of Celgene Corporation
Established in 2003 as semi-autonomous group within Celgene
Longstanding interest in human-placental cells (HSC and MSC)
Internal R&D, regulatory, clinical and cell and tissue productmanufacturing capabilities
eve op ng ce , gene-mo e ce an ssue erapeu cs
Primary focus on indications with high unmet clinical needs
(rare and not-so-rare)
Clinical-stage candidates including PDA-002 Diabetic foot ulcers and PAD
Support chimeric antigen receptor-modified T cell collaborations
Revenue generating activities including biomaterial products and private
Partnered BiovanceTM and other biomaterial products with AlliquaBiomedical
33
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
34/46
Celgene Cellular Therapeutics (CCT)
How are we employing gene transfer and cellular therapies
Mechanistic studies
Medium throughput RNA-silencing studies to define PDAC (MSC-like) cell MoA
Transfection protocols for whole genome siRNA and miRNA
Viral transduction stable cell lines for in vitro and in vivo functional studies Potential for product life cycle management
Utilize detailed MoA findin s to further au ment cell function b en ineerin in or
out CTQ functionality
Gene-modified cellular candidates
Embracing technology convergences between cell and gene-therapy platforms , -
oncology)
Gene modified HSC-derived RBC (DARPA and other partners)
Chimeric antigen modified T-cell candidates
-
R&D capabilities
Focus on scientifically-driven product development and practicality of
production, distribution etc.
34
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
35/46
Pharma Approaches to
Individualized TreatmentsRare Disorders
The individual treatment MarmiteTM analogy:
You either love it or you hate it.
Precision medicine versus rare diseases
7 000 different rare diseases and disorders 30 million eo le in the United
States are living with rare diseases
Potential for precision medicine initiatives to define individualized treatment
subsets within highly common single disorders
35
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
36/46
Pharma Approaches toIndividualized Treatments
CCTs Experience
Initial focus on expanded allogeneic cell therapies for common disorders
Immuno-evasive cells, scalable production, lower COGS
Business models evolving to embrace individualized treatments for orphan
indications
Reimbursement and margins dependent on magnitude of treatment effects
Ex vivo gene-modification of cellular therapies can overcome PK issues with
gene-therapies Potentia or rationa y- esigne t erapeutics to e curative or at east
transformative
Assumption that high treatment effects can facilitate smaller clinical trials
Organizational structures evolving to embrace modality diversity
CCT organized as semi-autonomous unit within Celgene to develop modality-
, .
36
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
37/46
Pharma Approaches toIndividualized Treatments
CCTs Experience (continued)
Rapidly adapt to evolving scientific, regulatory and commercial
bureaucracy
Understand, and potentially embrace, initiatives such as Japans Pharmaceutical
and Medical Device (PMD) Act, Safety of Regenerative Medicine Act
Focus on making the possible practical
Develop solid understanding of CTQ attributes for each product (non-modified or
gene-modified)
Consider duration of cell and gene-modified manufacturing cell processing andinfrastructure requirements (clean room suites, incubators etc.)
Time in culture = risk & cost in production
Develop robust, comparable and scalable manufacturing and distribution solutions
Leverage expertise in allogeneic cell process development and manufacturing
scale-upapproaches to develop autologous cell manufacturing scale-out
approaches
Distribution logistics for frozen and non-frozen products and feedstock
Requirement for JIT processing and rapid release tests
37
h h
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
38/46
Pharma Approaches toIndividualized Treatments
Internal or external partnering to rapidly fill capability gaps
Novartis / U. Penn
GSK / Adaptimmune
CCT / Alliqua biomedical
Embrace new technology developments
CCT / miRNA-based screening
Novartis / Intellia / Caribou
GSK / Celgene / CRISPR Therapeutics Check the business model is practical
Orphan versus ultra-orphan
Patient access for trials
Patient available and reimbursement
38
Ph A h t
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
39/46
Pharma Approaches toIndividualized Treatments
Summary
- -
therapeutics
Current clinical success is supporting high levels of investment,
. .
Current investment should support appropriate basic and clinical
R&D to ensure some the approaches change the near-future
39
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
40/46
Paul Gallagher, MBA
Introduction:
President,Compass Strategic Consulting, Inc.
Will payers carve out genethera ies in health technoloassessments, pricing and coveragedecisions?
In planning will innovative
Paul GallagherPaul Gallagher
paymen sc emes, suc asannuities, apply?
What should developers of genethera ies do to o timize the value
of innovations?
40
P i i d k t i f
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
41/46
Pricing and market access issues of genetherapies are just beginning to be addressed
Glybera registered and pricedin Germany at 877,400
No country has carved outspecific HTA process to cover
There is not just one business model for all gene therapies.
Different diseases will find different models
Jorn Aldag, CEO, UniQure
regenerative medicine
Generally off the radar ofa ers
I dont know that this is on anybodys radar screen, thats the
other issue, I dont think a lot of senior leaders of our businessunits really understand.
Member of formulary of major US payer, Dec 2014
Advocacy groups beginningto look at reimbursementissues
Alliance for Re enerative
The original annuity payment could be set with certaintypes of 're-opener' clauses, such as with patent expiration[death], or if a less expensive new therapy came on line --
thus subjecting the gene therapy annuity to the same vagaries
Medicine
Calls for innovative payment
of market competition that standard pharmaceuticals faceThe special case of gene therapy pricing, Troyen ABrennan, James M Wilson, Nature Biotech, Sep 2014
I think its very difficult to amortize payments...the business
Pricing and budget impact
not value are issues in thepublic domain
-
regulated industryfor fully insured products there are specificrules reserve requirements
Member of formulary of major US payer, Dec 2014
41
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
42/46
In your planning, assume current payment
until health systems show willingness tocarve out some gene therapies
Remember affordability is a major issue in ex-USmarkets and coming to the US
therapies is asking for special treatment in HTAs and offthe radar in the US, less so in the EU
specific for product and country / payer within country
Start early to understand the needs in markets meet with payers
42
If new payment mechanisms are necessary
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
43/46
If new payment mechanisms are necessaryfor some curative therapies, change will
require a collaborative effort amongnumerous stakeholders
Prioritize developing strong clinical, economic and long-
term follow-up data based on early analysis of genetherapy HTAs
Focus on value, start with crystalizing the burden of illness
Monitor health system structure / policy since they
are likely to change based on recent history Educate payers, payer influencers and policy makers
Collaborate with decision makersuse strength innumbersform a working group and explore options with
the budget holders Build bridges to patient advocacy groups
43
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
44/46
Discussion and
Listeners, please type your questions into the.
44
What's Hot & What's Not
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
45/46
What s Hot & What s Notin Gene Thera ies for Rare Diseases
May 6, 2015
o era or:
Mike Rice, MS, MBASenior Consultant, Defined Health
Panelists:
Matthew Porteus, MD, PhD
Associate Professor of Pediatrics(Cancer Biology), Stanford University
Stewart Abbot, PhDExecutive Director, Integrative Research at
Paul Gallagher, MBAPresident, Compass Strategic Consulting
`
45
-
7/23/2019 Web_Panel Gene Therapies for Rare Diseases May 6 2015
46/46
joining us!
46