Biotech Leaders Get It
13
May
2020

Coronavirus Vaccine Strategy: Larry Corey on The Long Run

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13 May 2020

Today’s guest on The Long Run is Larry Corey.

Larry is one of the nation’s best-known virologists and vaccine developers. Much of his research over the years has been on HIV, herpes simplex viruses, and viruses associated with cancer.

Larry Corey, MD; President and Director Emeritus; Member,
Vaccine and Infectious Disease Division, Fred Hutch; Principal Investigator, HIV Vaccine Trials Network

He’s the founding director and principal investigator of the HIV Vaccine Trials Network – a collaborative group to study vaccine candidates at 30 sites around the world. He’s based in Seattle at the Fred Hutchinson Cancer Research Center. He served as president and director of that institution in the early 2010s, but now is back to running his own virology lab.

Larry has spent 50 years thinking hard about viruses and how to combat them, dating back to a stint at the CDC during the Vietnam War days. Early in his career at Burroughs-Wellcome, working with future Nobel laureate Dr. Gertrude Elion, he developed acyclovir as the first effective therapy for genital herpes. As director of the AIDS Clinical Trials Group, he led the organization that proved combination antiretroviral treatments could control HIV. The team later demonstrated that these drugs could reduce transmission of HIV from mothers to their infants.

This whole set of experiences has shown him what each major player in the scientific enterprise brings to the table – academia, government, and industry.

All of this makes him a great person to talk to now about vaccine strategy for COVID-19. Just before we recorded this episode May 12, he published a perspective piece in Science with Tony Fauci, John Mascola and Francis Collins of the NIH. They wrote about how to think about spinning up an unprecedented global vaccine effort against the pandemic. See that strategy paper here.

This is a timely and frank conversation about one of the most important aspects of the pandemic response.

Please join me and Larry Corey on The Long Run.

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13
May
2020

If Trikafta Isn’t Good Enough for ICER, What Drug Is?

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13 May 2020

JessicaSagers, PhD; head of engagement, RA Capital

Last week ICER released a report concluding that Vertex’s groundbreaking triple-combination cystic fibrosis (CF) drug, Trikafta, is too expensive for the value it provides to patients.

By all scientific and clinical standards—including ICER’s own—Trikafta, a novel combination of a CFTR potentiator and two correctors, is a transformative drug. It compensates for a mutation present in 90% of all CF patients, turning a disease that has long been a death sentence into a manageable chronic condition. Following stellar Phase 3 data, the FDA approved Trikafta five months ahead of schedule. The patient, physician, and research communities exploded in exuberance when it was approved. NIH director Francis Collins, who helped discover the CFTR gene in 1989, whipped out his guitar and sang on stage in celebration.

ICER awarded Trikafta an “A” – its highest grade – for “certainty that Trikafta provides a substantial net health benefit over standard of care.” However, the magnitude of this achievement did not translate to a favorable review on price. Trikafta is priced comparably to similar drugs for rare conditions, at just under $24,000 per month in the US. And that’s a list price – insurance plans and Medicaid pay a lower but undisclosed net price, so after typical discounts and rebates (~15%), Trikafta’s net price is likely closer to $20,000 per month.

Once a patient starts on the drug, they have to stay on it to manage their disease. That’s not unusual for small molecule drugs or injectable biologics. But Trikafta works better for CF than most drugs work for their respective rare diseases. Even so, in ICER’s words: “Despite [Vertex’s CF drugs] being transformative therapies, the prices set by the manufacturer – costing many millions of dollars over the lifetime of an average patient – are out of proportion to their substantial benefits.”

This assessment caused an outcry among patients and foundations. They argued that the drug is a life-changer, and that ICER’s analysis didn’t include important variables that matter to patients. In a sentence that shocked CF families, ICER argued that even if Trikafta were able to generate a total functional cure such that patients never experienced any complications related to their disease, the drug would still not be worth paying for at the price set by Vertex:

“As an extreme scenario analysis, we evaluated Trikafta as a curative therapy and found that the cost-effectiveness ratio of lifetime therapy with Trikafta continued to far exceed commonly used cost-effectiveness thresholds even under the assumption that it maintained individuals with CF in normal health such that they never experienced any symptoms or complications of CF.” (emphasis added)

The callousness of this response aside, it isn’t that a drug—or even a cure—can never be overpriced. That’s conceivable, especially in the absence of any competition. But ICER tries to make the point that Trikafta is overpriced while leaving a lot of math on the table that does not suit its argument.

It’s worth exploring those overlooked variables and the societal norms that underlie value-based pricing analyses, which CF patients have cited in their defense of this vital medicine. It’s especially important to take this broader view considering how those norms might change following the COVID-19 pandemic. Let’s explore more accurate ways to model cost-effectiveness so that we don’t risk talking ourselves out of inventing what we really need.

Drug costs are mortgages, not rents

Healthcare costs in the United States are on the rise and will continue to increase. This is because paying for the time and expertise of trained medical professionals, keeping hospitals and clinics clean and operational, and maintaining the huge administrative burden of our medical system is expensive and will remain so. These costs are like an ever-rising rent that we as a society will always have to pay.

But drug costs are mortgages, not rents. Drugs are the only element of the healthcare system that not only pay for themselves but save our system money in the long run. How? They go generic. After a new drug enjoys a finite branded period, patents expire, competitors enter the market, prices drop by 85-90%, and that advancement belongs to society as a low-priced generic forever. By law, Trikafta will go this route one day, too, most likely within about 15 years from its launch, as nearly all small-molecule drugs do. Vertex’s monopoly is temporary, not permanent, by design.

But ICER’s methodology does not take into account the fact that any drug will go generic. Instead, they model the drug’s launch price as its price each year for the entire lifespan of each patient, wildly overestimating its total lifetime cost. 

For the sake of argument, let’s assume an average CF patient starts taking Trikafta at age 10 and gets the patented drug for 15 years. If the patient remains in steady health, as would reasonably be assumed based on the drug’s profile, that 25-year-old patient in the year 2035 can expect many more years of healthy living on this drug at a less expensive generic price, not today’s premium branded one. ICER isn’t unaware of this flaw; rather, they expressly refuse to address it.

When called out on this point multiple times by CF patients and foundations, ICER punts:

“As is consistent with best practices at international HTA agencies and with the great preponderance of academic work in health economics, ICER’s cost-effectiveness analyses do not routinely make estimates of price changes across comparator treatments linked to patent and exclusivity time horizons, especially given the unpredictability of these changes in the US health care market.”

Yet the fact that a small molecule drug like Trikafta will go generic is one of the few predictable things about healthcare. One can model the possibility that some patent gamesmanship may result in a few years’ delay of a generic launch (inappropriate though it may be), but when modeling value on the scale of decades, these uncertainties hardly alter the fact that Trikafta’s genericization is inevitable. ICER argues that uncertainty in the timing of genericization and whether the price will drop by 80%, 85%, or 90% precludes modeling it at all. This is a disingenuous strategy, to say the least, and ignores a simple modeling assumption that can and should be factored in.

Economists who have modeled the impact of genericization have pointed out that doing so reveals a drug to be two- to three-fold more cost-effective than misrepresenting its mortgage cost as rent. Payers, regulators, and the biotech community should spurn ICER’s analyses if they continue to neglect drugs’ core value proposition. At this point, continuing to refuse to account for genericization is tantamount to perpetuating disinformation.

COVID-19 expands our definition of value

What would it be worth to you to know that if you contracted COVID-19, there would be a safe, effective treatment to get you back on your feet?

What would that peace of mind do for you when deciding whether to allow family members to go back to work or school?

What would such reassurance do for the global economy?

The COVID-19 pandemic illustrates that another vital benefit that drugs provide (and value-based pricing analyses fail to capture) is peace of mind: the freedom to act, plan, and work without the threat of a disease hijacking your life.

The mother of a CF patient captures this intangible benefit in her exchange with ICER:

CF Mother: ICER’s report fundamentally fails to capture the monumental progress my son has achieved thanks to this triple-combination therapy. Increased pulmonary function is important, but it is the freedom to prepare for a fruitful future rather than to prepare for death that matters most. The larger point here is that the improvements that matter most to patients are not at the center of ICER’s cost-effectiveness analysis.

ICER: We modeled Trikafta as a cure and it still did not meet societal norms for cost relative to benefit.

What ICER dismisses is that “societal norms for cost relative to benefit” are ours to set. ICER’s “societal norms” reflect the norms of its own staff, and certainly the publicly stated sensibilities of its major backer, billionaire John Arnold. But they do not represent those of the majority of Americans, who view healthcare as a human right. America excels in nurturing the kind of innovation that advances its goals. It is within our country’s means and abilities to improve our health and that of the world.

With the capabilities of biomedical innovation now on display and the world calling for more COVID-19 investment from all of society’s pockets – government, insurance, non-profit, and private sector – the pockets that everyone acknowledges we must not reach into are those of patients. Patients need affordable drugs, and America can make that possible not just for most, as it does now, but for all with proper insurance reform. That means ensuring that all Americans are insured and minimizing barriers to access for essential medications (i.e. by reducing out-of-pocket costs). Then we can collectively incentivize and fuel innovation to solve our unmet needs. We can do that by paying branded prices that, while seemingly high per patient, are finite and, in the long run, represent better value than continuing to suffer from the diseases that plague us.

Right now in the US, because of Trikafta, about 30,000 patients have a new, hopeful outlook on life. Every one of them is surrounded by family members that can now worry less about managing the disease and start thinking more about pursuing their own dreams. There is substantial human potential that can be unleashed whenever a powerful new drug like Trikafta comes along. 

Until we achieve insurance reform for everyone, we can put some patches in place to pay for this advance. The COVID-19 pandemic has already shown us that this is doable: for example, by capping insulin copayments at $35 for everyone regardless of insurance status and offering many medicines for low fixed costs to tens of millions of the uninsured. If drugmakers and insurers can do this for patients now, they can do it in the future.

It’s time we recognize that value can’t be captured by a single organization’s formula – especially one with the gall to insist a launch price lasts forever and that disregards the value of curing a devastating disease for ourselves and future generations. It’s hard to think of a societal norm more American than investing towards an accomplishment as immense as conquering CF, taking pride as a nation in getting the job done, and celebrating the heroes who did it. 

RA Capital is a registered investment adviser. This material is not intended, and should not be construed as, investment advice or recommendation to invest in any security. Likewise, this material is not intended as a solicitation to invest in any RA Capital product or service.

7
May
2020

Keeping the Faith and Bracing for the Long Slog

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07 May 2020

Luke Timmerman, founder & editor, Timmerman Report

We’re suffering from a social disease. It ranks up there with COVID-19.

It’s boundless cynicism.

We need to tamp this down. Just like we need to wrestle the new coronavirus to the ground.

I’m not willing to accept “shit happens” as the national motto. This is a country of can-do problem-solvers. We can do so much better.

You can see the frightening level of callousness and self-centeredness, running like toxic rivers through our communications central nervous system.

First it was “oh it’s just old people dying.”

Then it was “oh, it’s just prisoners dying.”

Then it was “oh, it’s just some low-wage workers in meat-packing plants.”

Then it was “oh, it’s only 76,000 dead, and 2,000 more dead per day. It could have been worse.” Shit happens. Nothing you do about it.

Who cares?

I do. I care about people suffering and dying. I care about millions of people being out of work. We can reduce the toll of death and suffering while we also carefully re-open the economy. We can walk and chew gum. We have to. A long-term national lockdown can’t be sustained.

We have incredible capacity for problem solving. The United States of America is loaded with wealth and creative brainpower and people of good faith. We have talented women and men working day and night. In academia. In industry. In our state and local governments. And yes, across the federal government – at agencies like NIH, CDC, FDA, and the DOD.

People of good faith need to double-down in our efforts to combat the viral pandemic. And to combat the helplessness and carelessness fostered by this cynicism. Especially at this tense time, as antsy citizens everywhere start mixing and mingling while the virus is still spreading.

It will be a long, hard slog. There’s no doubt what it will take. Testing and tracing at scale. Well-designed randomized drug trials. A handful of bets on a portfolio of vaccine candidates. All of us wearing masks and limiting social contacts for longer than we’d like. Being kind and patient and empathetic.

We shouldn’t delude ourselves that this problem will magically fade away in August like one prominent model seems to predict. We shouldn’t tell ourselves that a Big Hairy Audacious Goal of a vaccine by end of 2020 or early 2021 is some kind of realistic expectation.

It will be immensely hard. It will take stamina. There will be setbacks. While this work carries on, we’ll have to tolerate the merchants of bad faith and their legions of followers doubting every one. We will have to turn the other cheek from time to time, as Internet and TV provocateurs traffic in the cynicism that butters their bread, and enables them to drown out the voices of reason. People will be encouraged, and tempted, to throw up their hands in despair.

We will not let the bastards get us down. We will remain steady and focused.

We will all need an occasional pick-me-up along the way.

This week, I’m leaving you with a couple things to lift your spirits.

One is the 1989 hit “I Won’t Back Down.” Watch Tom Petty belt out this anthem for steely entrepreneurs everywhere, and chuckle at the hair (which may be coming back into style, at least for this editor whose last haircut was in early January).

The other is the 1993 ESPY award speech by former North Carolina State University basketball coach Jim Valvano. He was dying from cancer. He said: “Don’t Give Up.”

Now, on to the highlights of the week in biotech.

Science

  • Modeling Shield Immunity to Reduce Spread, in Tandem with Social Distancing. Nature. May 7. (Joshua Weitz et al)
  • Immunology of COVID-19. Current State of the Science. Cell / Immunity. Mt. Sinai School of Medicine team. Sinai Immunology Review Project (Nicolas Vabret et al)
  • Autopsy Findings and Venous Thromboembolisms in COVID19 Patients. Annals of Internal Medicine. May 6. (Dominic Wichmann et al)
  • Pathological Inflammation in Patients With COVID19. Key Role for Monocytes and Macrophages. Nature. May 6. (Miriam Merad and Jerome Martin)
  • Factors Associated With COVID-Related Hospital Death Gleaned From Electronic Health Records from 17 Million People in the UK National Health Service. MedRxiv. May 6. (Ben Goldacre et al). Expanded statement from OpenSafely Committee.
  • SARS-CoV-2 Infection in the Placenta. MedRxiv. May 7. (Hillary Hosier et al at Yale)

Science News and Features

  • Beware Overblown Stories About Dangerous Coronavirus Mutations. The Atlantic. May 6. (Ed Yong)
  • Profile of a Killer. The Complex Biology Powering the Pandemic. Nature. May 4. (David Cyranoski)
  • Labs Across US Join Federal Initiative to Study Coronavirus Genome. NYT. Apr. 30. (Sheri Fink)
  • The Real Reason to Wear a Mask. The Atlantic. Apr. 22. (Zeynep Tufekci et al)
  • Coronavirus Hijacks the Body from Head to Toes. WSJ. May 7. (Betsy McKay and Daniela Hernandez)

Epidemiology

  • What Happens to Kids? NIH sponsors study to assess how many kids get COVID19. May 4. (NIH release)
  • Three Potential Future Scenarios. Recurring Small Outbreaks, a Monster Wave, or Persistent Crisis. STAT. May 1. (Sharon Begley)
  • What the Proponents of Natural Herd Immunity Don’t Say. NYT. May 1. (Carl Bergstrom & Natalie Dean)
  • Study Finds Nearly Everyone Who Recovers Makes SARS-CoV-2 Antibodies. May. 7. NIH Director Blog. (Francis Collins)

Humanity

  • Medical Students Need to Learn About Health Disparities to Combat Future Pandemics. AAMC. Apr. 30. (Selwyn Vickers)
  • Once Upon a Time, the Hero Sheltered in Place. New England Journal of Medicine. May 6. (Lisa Rosenbaum)

Access

  • Doctors Lambaste Federal Process for Distributing Remdesivir. STAT. May 6. (Eric Boodman and Casey Ross)
  • How Does the Government Decide Who Gets Remdesivir? Doctors Have No Idea. CNN. May 7. (Arman Azad)
  • Gilead Says It’s In Discussions With Manufacturers to Make Remdesivir Available and Affordable in Europe, Asia and Developing Countries Through At Least 2022. May 5. (Gilead statement).

Policy & Politics

  • The Economy Will Not Open Up Without a Credible Plan for Public Health. Medium. Apr. 7. (Andy Slavitt)
  • Trump Changed the GOP. He Didn’t Change America. Washington Post. May 7. (Jennifer Rubin)
  • COVID-19 in Rural America. Kaiser Family Foundation. Apr. 30. (Rachel Fehr et al)
  • Open States. Lots of Guns. America Is Paying A High Price for Freedom. NYT. May 5. (Charlie Warzel)
  • Show Evidence that Apps for Contact Tracing Are Secure and Effective. Apr. 30. (Nature editorial)
  • Polls Show Partisan Divide on the Pandemic. Axios. May 5. (Margaret Talev)
  • Asia’s Lesson for Tackling Coronavirus. Act Fast. WSJ. May 7. (Timothy Martin and Natasha Khan)

Investigations

  • Full Whistleblower Complaint from Law Firm Representing Former BARDA Head Rick Bright. May 5. Narrative starts on Page 27.
  • Vaccine Expert Says He Was Punished for Raising Concerns about Trump Administration Coronavirus Response and Nepotism. STAT. May 5. (Nicholas Florko)
  • Theranos Would be Thriving in the Pandemic. Medium. May 1. (Tyler Shultz)

Communication

TR Coverage of the Week

Treatments

Cambridge, Mass.-based Evelo Biosciences, with Rutgers University and Robert Wood Johnson Hospital in New Jersey, started up a Phase II trial of Evelo’s oral therapy for patients hospitalized with COVID19. The Evelo drug candidate, EDP1815, is a “monoclonal microbial” that has shown an ability to suppress production of multiple inflammatory cytokines – IL-6, IL-8, TNF, IL-1beta — that can spin out of control into dangerous cytokine storms. The drug showed that effect in a previous Phase Ib psoriasis study and in preclinical models. There’s a real therapeutic rationale, given the observation that many severely ill COVID19 patients suffer from  cytokine storms. Take that rationale, combined with a randomized, placebo-controlled study design, moving at pandemic speed, and you have a model for how things ought to be done. Data on safety and efficacy are expected in the second half of 2020. (Disclosure: Evelo CEO Simba Gill was on my Kilimanjaro Climb to Fight Cancer team last summer in Tanzania. I did a little fist pump for him and his team when I saw this trial).

Testing

Adaptive Biotechnologies announced a plan to start a 1,000-participant study called ImmuneRACE, which will look at antibodies to develop more fine-tuned diagnostics for COVID-19. The company, developer of an immune sequencing platform, is supported by its big cloud computing and analysis partner, Microsoft, and LabCorp of America, which will handle collection of blood and nose/throat swab samples that patients can take without having to leave home. (Read Adaptive CEO Chad Robins explanation of the study, and his thoughts on managing in this hard time on TR).

Deals

Moderna, the mRNA vaccine and therapeutics company, struck a deal with Lonza, the contract biologics manufacturer, to manufacture as much as 1 billion doses of its mRNA vaccine candidate. That’s a big number of doses, which everyone wants to see in a pandemic. But you have to read the release. It assumes the lower dose being tested now in a brand-new Phase II trial – a 2-shot prime-boost regimen of 50 micrograms, 28 days apart — will be the dose that provides a sufficient immune response. The other dose being tested in Phase II is 250 micrograms. Clearly, if that’s necessary, something will have to happen to boost manufacturing capacity to get to 1 billion doses.

VIR Biotechnology and Alnylam Pharmaceuticals said, after just three months of specific collaboration on RNA interference drug discovery for COVID19, that they’ve nominated a lead candidate for clinical trials, scheduled to begin around year-end 2020. Of the 350 candidates synthesized by Alnylam, multiple candidates were shown to deliver a three-log (three orders of magnitude) reduction in viral replication in a live virus assay in the petri dish experiments conducted by VIR. The lead candidate is being made into an inhalable formulation to get good distribution into the lungs.

Alexion Pharmaceuticals agreed to pay $1.3 billion in cash, $18 a share, to acquire Portola Pharmaceuticals, the hematology drug developer.

Magenta Therapeutics and AVROBIO, a couple of development-stage biotech companies in the Boston cluster, struck an unusual innovative smallco + innovative smallco partnership (as opposed to the usual innovative smallco + rich largeco deal). In this case, Magenta brings its antibody-drug conjugate to the table to enhance the conditioning of AVROBIO’s lentiviral gene therapies. Both of these companies have their roots in the Atlas Venture portfolio, so the players know each other well enough to entertain this sort of unusual alliance.  

New York-based Stemline Therapeutics agreed to be acquired by Italy-based Menarini for total consideration of up to $677 million.

South Plainfield, NJ-based PTC Therapeutics agreed to acquire Censa Therapeutics, the developer of treatments for orphan metabolic diseases such as phenylketonuria (PKU). PTC is paying $10 million cash upfront and 850,000 shares of PTC stock (market value: $46.91 a share on Thursday), plus potentially $217 million in milestones.

Eli Lilly agreed to work with Shanghai-based Junshi Biosciences to develop neutralizing antibody therapies against SARS-CoV-2.

San Rafael, Calif.-based BioMarin Pharmaceutical struck a partnership with DiNAQOR to develop gene therapies for rare cardiomyopathies.

Financings

Waltham, Mass. and Montreal-based Ventus Therapeutics secured a $60 million Series A financing led by Versant Ventures and joined by GV. Cash will be used to advance three pipeline programs based on structural immunology insights on how to make small molecules versus hard targets of the innate immune system.

Cambridge, Mass.-based Praxis Precision Medicine announced its debut with $100 million in financing from inception, led by founding investor Blackstone Life Sciences. It’s working on rare brain diseases.

Grail, the early cancer detection company in Menlo Park, Calif., raised $390 million in a Series D financing. That’s a lot of money. It’s also a lot less than the company raised in prior venture rounds. See TR coverage from Grail’s founding in January 2016.

Bridgewater, NJ-based Insmed fetched $259 million in a public offering of 11 million shares at $23.25 apiece.

Redwood City, Calif.-based Pulmonx raised $66 million to further develop its minimally invasive valve for treatment of severe emphysema. Ally Bridge Group led.

Lyra Therapeutics raised $56 million in an IPO at $16 a share to advance its ear-nose-throat programs. Sorry, I missed this one from Apr. 30.

Vapotherm, an Exeter, NH-based med tech company focused on respiratory distress, raised $87.5 million through a public offering of 3.35 million shares at $26.

Carlsbad, Calif.-based GenMark Diagnostics raised $70 million in an offering of 7.2 million shares at $9.65 apiece.

San Diego-based Kura Oncology raised $125 million in a stock offering of 9.1 million shares at $13.75.

Sunnyvale, Calif.-based Silk Road Medical, a company working on stroke risk reduction, raised $75 million in a stock offering.

Personnel File

Alex Aravanis, the co-founder and chief scientific officer at Grail, is returning to Illumina to be the chief technology officer at the DNA sequencing market leader. Mostafa Ronaghi, the longtime CTO at Illumina, will move over to a new role as SVP of Entrepreneurial Development at Illumina. Ronaghi also joined the board of Grail, which spun out from Illumina four years ago to work on early detection of cancer.

Brian Di Donato was hired as chief financial officer and head of strategy for Immunocore, the UK-based company developing T-cell receptor therapies for cancer. He was previously CFO at Achillion Pharmaceuticals.

Stephen Webster joined the board of TCR2 Therapeutics, a cancer immunotherapy company working on T-cell engineering. He’s the former CFO of Spark Therapeutics.

New York-based Lodo Therapeutics hired Donald Marvin as chief financial officer.

Seattle-based Impel Neuropharma said that chairman Adrian Adams will be taking over day-to-day leadership as chairman and CEO, effective immediately, and that previous CEO Jon Congleton will be leaving the company.

Sutrovax named Andrew Guggenhime as chief financial and chief business officer.

New York-based Schrodinger, a computational drug discovery company, named Jeffrey Chodakewitz and Gary Ginsberg to its board of directors.

Burlingame, Calif.-based ALX Oncology named Rekha Hemrajani to its board of directors.

Data That Mattered

Regeneron Pharmaceuticals and Sanofi said the PD-1 inhibitor cemiplimab (Libtayo) passed a pivotal study of patients getting their second round of therapy with locally advanced basal cell carcinoma.

Roche offered a preview of presentations it plans to release at the ASCO virtual meeting in late May, including results from a Phase II study of tiragolumab, Roche’s novel cancer immunotherapy designed to bind to TIGIT, being tested in combo with its PD-L1 inhibitor for non-small lung cancer.

Cambridge, Mass.-based Akebia Therapeutics said it passed the first of two Phase III clinical trials with its vadadustat, an experimental treatment for anemia in patients on kidney dialysis.

Regulatory Action

Gilead Sciences, on May 1, secured an FDA Emergency Use Authorization for remdesivir, the first antiviral treatment for hospitalized COVID-19 patients. The company said it would donate all its supplies to the US government, which will now handle distribution to hospitals. Days later, regulators in Japan cleared the drug for use there. See FDA Fact Sheet for patients and caregivers.

Roche won FDA Emergency Use Authorization for a serology test (antibody test) with an impressive 99.8 percent specificity rate and 100 percent sensitivity rate. The healthcare giant said it would provide “high double-digit millions of tests” per month, starting in May. These are the kind of tests that will be crucial to give people confidence to go back out and about as countries around the world have to gradually lift their physical-distancing restrictions.

The FDA, after being accused of foot-dragging on approvals of PCR diagnostic tests in the early days of the pandemic, was accused of going into a dangerously laissez faire Wild West mode with the next round of tests – serology tests to assess antibody production against the virus. On May 4, the agency pumped the brakes, ordering manufacturers of antibody tests that lack data to cough up data on test accuracy in the next 10 days or else get yanked off the market.

AstraZeneca won FDA clearance for dapagliflozin (Farxiga) to reduce the cardiovascular death and hospitalization in patients with heart failure. This approval opens up a large new patient population for this oral, once-daily SGLT2 inhibitor. The drug was originally developed for Type 2 diabetes and continues to be marketed for that indication as well.  

Novartis got the FDA green light to start marketing its MET inhibitor, capmatinib (Tabrecta) metastatic non-small cell lung cancer (NSCLC) whose tumors have a mutation that leads to MET exon 14 skipping (METex14). Foundation Medicine provides the FDA-approved companion diagnostic to identify the 4,000-5,000 patients in the US who are thought to be good candidates for this drug.

Cambridge, Mass.-based Sherlock Biosciences won an FDA Emergency Use Authorization for a simplified CRISPR-based diagnostic test for COVID-19. The company’s scientific co-founders include Feng Zhang of the Broad Institute, David Walt at Mass General Hospital (founder of Illumina), and Jim Collins of MIT. The hope is this will be a quick and cheap test that will allow for testing capacity to increase. (See NYT coverage by Carl Zimmer). Further scientific background at STOPCovid.

Johnson & Johnson and Genmab won FDA clearance for daratumumab hyaluronidase-fihj (Darzalex Faspro) as a new subcutaneous injectable form of the drug for multiple myeloma.

Tweetworthy

Much is being said about a spirit of collaboration in industry. That’s good. What’s better are hard and fast and lasting changes to the way clinical trials are done. See comments by Andy Plump of Takeda. h/t Pearl Freier.

Worth a Watch

NIH Director Francis Collins, in his inimitable and lovably nerdy way, plays this adapted tribute song to frontline healthcare workers in the COVID19 pandemic, to the tune of “Imagine” by John Lennon. Watch this for 4 minutes and it will brighten your day.

7
May
2020

Randomized Controlled Trials For Healthcare Delivery Work; Now Let’s Do More At Scale

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07 May 2020

David Shaywitz

The value of randomized controlled trials (RCTs) in healthcare delivery was highlighted earlier this year with the publication in the New England Journal of Medicine (NEJM) of a paper that rigorously evaluated a deeply appealing hypothesis: that you can improve care and reduce costs by focusing on “superutilizers” – the patients who consume the most healthcare resources. 

I discussed this paper, and some associated issues, at a recent Harvard Department of Biomedical Informatics (DBMI) faculty journal club, and thought a few highlights might be of particular interest to TR readers.

The story of the trial is captured magnificently by the Tradeoffs podcast – you can listen here, and read a helpful summary here. 

The protagonist is a New Jersey physician named Jeffrey Brenner, who became interested in better serving patients in Camden, New Jersey. It’s a city with 74,000 people across from Philadelphia. About 42 percent of the population is African-American, and about 37 percent of the population lives in poverty, according to the US Census Bureau. After reviewing hospital data, Brenner realized that hospital use, and more generally, healthcare costs, weren’t evenly distributed. 

In this population, like others, a small percentage of patients (about 5%) accounted for the vast majority of healthcare costs (~ 50%). This group of people has been dubbed the “5/50’s.” Many of these “superutilizers” are patients facing a remarkably complex group of social and economic challenges that can make life, and health, disproportionately difficult for them. 

Brenner’s hypothesis was that a key challenge these patients face is engaging effectively with the healthcare system, and by providing them with a team of guides (sort of like sherpas), to help coordinate their care, the patients’ health would improve, and hospital utilization would decline. Initial work seemed to bear this out – healthcare costs and utilization seemed to go down for the first several dozen patients treated in this program.

It all seemed to make a lot of logical sense.

Brenner’s star really began to rise after his efforts were profiled by Atul Gawande in an inspirational New Yorker article, “The Hot Spotters,” in 2011; Brenner received a MacArthur genius award in 2013, and his program was widely hailed as a success, which many sought to emulate.

Yet Brenner, it turns out, encountered skeptics at health conferences. To his exceptional credit, he recognized the need to further test his hypothesis, and really pressure-test his program, through a randomized control study.

This trial was led by an independent, trusted group from MIT, led by noted economist Amy Finkelstein. Brenner himself left to join United Healthcare Group in 2017, attracted, he said, by the opportunity to apply some of his learnings from an even larger platform – that of the world’s largest insurer.

The MIT results, published in the NEJM in January 2020, were disappointing. There was no difference between control and treatment arms in the number of hospital readmissions within 180 days – the primary endpoint.  Moreover, both groups showed a decline in utilization, suggesting that the previously-observed decrease seen in the first group of patients may well have represented simply an example of the well-described phenomenon of “regression to the mean.”

There are several relevant lessons we might learn here.

First, the study highlights that even – perhaps especially – when there’s a compelling narrative, it’s critically important to perform the rigorous study to be sure that what you might so desperately want to believe is actually true. There are so many ways we can fool ourselves, and so many potential confounders; RCTs – while not without their own issues, in particular, generalizability – help minimize the effect of bias, which is why they’re appropriately considered the gold standard.

The value of randomized controlled trials (RCTs) is perhaps most acutely felt in situations where the truth feels self-evident, to the point where actually doing a study can strike some as unethical. 

Prominent examples from the history of medicine are the use of an anti-arrhythmia drug to reduce sudden cardiac death after heart attacks (the intervention seemed intuitive, yet the CAST study revealed the drug actually made things worse); the routine use of pulmonary artery catheterization in critically ill patients (collecting more data intuitively seemed better, yet RCTs revealed no evidence for improvement; a wag even penned an obituary for the device); and perhaps most famously, the use of hematopoietic stem cell transplant for the treatment of breast cancer (the trial was derided by some as unethical given the assumed benefit, yet the approach was found not to improve survival significantly).

The need for careful study is particularly important, and particularly challenging, in areas characterized by what tech entrepreneur Jim Manzi (Tech Tonics interview here; TR discussion in context of AI here) has called high “causal density.”

This is a term referring to “the number and complexity of potential causes to the outcome of interest.” It’s a factor in biological experiments, of course, and an even greater factor, Manzi argues, in areas of social science. If a vaccine works in one population, he says, he’s reasonably confident it will work in another. But if an educational intervention works in one setting, he’s far less confident it will be generalizable, because of all the factors that could be involved.

Perhaps not surprisingly, when many policy measures are actually evaluated by RCTs, most fail.  A study from Arnold Ventures revealed that of “13 instances in which the federal government commissioned large randomized controlled trials to evaluate the effectiveness of entire, Congressionally-authorized federal programs,” 11 essentially failed, one yielded modest/marginal benefit, and only one clearly and repeatedly seemed to work: the Department of Defense’s Guard Youth ChalleNGe, intensive, residential youth development program for high school dropouts.

A frustratingly common observation is that initially promising data often fail to stand up to the test of time.  As I discussed in a recent Wall Street Journal review of their book, The Power of Experiments, Harvard Business School professors Michael Luca and Max Bazerman share the story of a thoughtful behavioral intervention developed by University of Pennsylvania faculty Katherine Milkman and Angela Duckworth.  While initial results looked promising, the effects soon receded – prompting Duckworth (of Grit fame) to observe, “Behavior changes are really *#$@ing hard!”

Yet all may not be lost.

In 2014, a White House Social and Behavioral Sciences Team (SBST) tried to reduce the over-prescription of addictive medicines (Schedule II controlled substances) by sending out a letter informing these doctors they prescribed far more of these medicines than their peers; this type of approach (as I discussed in the Journal) was demonstrably successful in another context — increasing delinquent tax payments, for example. 

Yet here, a RCT evaluating this approach failed to demonstrate an impact on prescriptions.

Instead of giving up, however, the team refined their approach, modifying both the targeting of their letter (now focusing on primary care doctors who were unusually heavy prescribers of quetiapine [Seroquel], specifically) and the language used (in addition to peer comparison, the letter noted the doctor was under review by the Centers for Medicare & Medicaid Services [CMS]), and performed another RCT.  This time, it seems, the approach worked well; prescribing was reduced by over 11%, a statistically significant effect that persisted for at least two years.

According to experts like Manzi, success in environments of high causal density require just this sort of iterative approach. 

“Run enough tests,” he advises, “and you can find predictive rules that are sufficiently nuanced to be of practical use in the very complex environment of real-world human decision making.” 

Testing at this scale, Manzi says, requires “integration with operational data systems and standardization of test design,” approaches that are already adopted by a number of organizations within the business world. 

Examples, as I discussed in the Journal, include not just tech giants like Google, Microsoft, and Amazon, but also companies like Nike and State Farm, the insurance company. I’ve also discussed the value of “high velocity incrementalism” to use Harvard Business School Professor Stefan Thomke’s term, in TR, here, and in the context of COVID, here.

Strikingly, “run enough tests” turns out to be the advice of Amy Finkelstein, the MIT economist leading the Camden RCT, as well. In an April 2020 Perspective piece in the NEJM, Finkelstein argued that the key to improving healthcare delivery was conducting more RCTs, noting “the increased availability and use of administrative data have made implementing RCTs easier and less expensive than it once was.”

She noted that improved data systems (versus what were available two decades prior) capturing hospital discharge data enabled the Camden RCT study to be done “at substantially lower cost and effort and with less risk of nonresponsive bias” that would have been possible in an era that relied upon survey data collection.

Finkelstein added that “administrative data also enable use of RCTs for low-cost, rapid testing of repeatedly fine-tuned interventions,” citing a 2019 NEJM study from NYU Langone Health, led by my med school colleague Leora Horwitz, reporting the completion of “ten randomized, rapid-cycle quality-improvement projects in one year.”

We’ve seen the ability of deliberate experimentation at scale to impact website traffic and hone the appeal of political messages to voters. 

How exciting to contemplate the integrated — and, I hope, routine — use of this process to improve the delivery of care to patients.

5
May
2020

Giving Models and Modelers a Bad Name

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05 May 2020

Ruth Etzioni, Full Member, Division of Public Health Sciences, Fred Hutch Cancer Center

As someone who has spent a career building and studying disease models, primarily for cancer, the latest update from Chris Murray and the IHME model makes me cringe.

The IHME model, readers will recall, has been frequently cited by the White House coronavirus task force. On May 4, the IHME called a press conference to release the results of their COVID-19 model update which showed a staggering departure from their prior predictions of about 60,000 deaths through the end of August.

Obviously, this earlier model had to be updated – and  fast: the official US death toll was already at more than 68,000 at the time of the May 4 press conference.

The new prediction from IHME through August estimates 134,000 deaths – more than double the previous model’s estimate. Murray, the institute’s director, told reporters that the death toll was significantly increased because the latest update had taken changes in mobility into account. Indeed, travel patterns now show an uptick in movement in states that are beginning the re-opening process, and increased mobility means increased opportunity for infection.

Murray, in a May 4 interview on CNN with Anderson Cooper, said the earlier model was built on an assumption of statewide social distancing measures remaining in effect through May in order to suppress transmission. Now that states are lifting the orders, the model had to be revised to incorporate the fact that “more people are getting out and about.” 

While I am in total agreement that premature relaxation of social distancing will lead to an explosion of new cases and deaths, you don’t need a model to know that. That’s how epidemics work when a population is as far away as the US is from herd immunity. And models everywhere are showing the same thing.

Where I live in Washington State, Gov. Jay Inslee and his advisors looked at models that predicted dramatic growth of infections if the state were to relax the Stay Home, Stay Healthy order prematurely. Those models were part of the rationale for extending the stay-home order until the end of May.

It makes a nice story, to tell the world that the reason your model’s predictions have changed is because the population’s behavior has changed. The implication is that it’s not the model’s fault, it’s the politicians and the people’s shifting behavior. Indeed, that was the same explanation given by IHME for their model revising its early death toll of about 90,000 dramatically downward to about 60,000 in early April. At that time, Murray explained that the change in predictions showed that social distancing had been a wild success – better than we could ever have imagined.

The lowering of the death estimate, in turn, led to howls of protest that we had over-reacted by shutting down and staying home. Those howls put pressure on elected officials to relax social distancing. Clearly, models do matter.

On Apr. 14, I wrote in these pages that that the interpretation regarding social distancing success was wrong and misleading and placed far too much credibility in the early predictions. The early model results were based on an oversimplified empirical model. It extrapolated death curves from the earlier experience in China, Italy, and eventually Spain. It assumed that social distancing would work as well as in those settings, and that the pattern of deaths after the peak would be a mirror image of the pattern before it. Revisions of the model tried to soften these assumptions, making many other assumptions along the way. It is likely that these revisions, rather than social distancing success, drove the dive in the deaths predicted in that April revision.  

The same thing is happening now. A quick skim of the IHME’s model updated site leads one to an eye-glazing list of changes, including some that have nothing to do with mobility and everything to do with improving how well the model matches the data on cases and deaths recorded up until this point.

When Murray spoke about mobility patterns causing an update to the model, he neglected to say in the same breath that the team had made fundamental changes to its model-building approach in order to arrive at its current set of predictions. IHME is now more like a hybrid of empirical and mechanistic approaches. What we aren’t seeing from IHME is a clear and transparent statement on the truly humbling “back to the drawing board” nature of what it has just done by rebuilding its model.

Here is one change that truly raised my eyebrows: 

“Since our initial release, we have increased the number of multi-Gaussian distribution weights that inform our death model’s predictions for epidemic peaks and downward trends. As of today’s release, we are including 29 elements… this expansion now allows for longer epidemic peaks and tails, such that daily COVID-19 deaths are not predicted to fall as steeply as in previous releases.”

This change alters the shape of the assumed mortality curve so it does not go down as fast; it alone could explain a substantial portion of the inflation in the revised mortality predictions. 

The proof is in the Washington State pudding. The IHME is no longer predicting that we will have less than one case per million on May 28 and can therefore safely reopen, as it did in its previous incarnation. But little has changed here on the policy front and in residents’ mobility patterns, according to Google Mobility reports, through April.  

I am not aiming my comments at the IHME modeling team, which I imagine is sincerely doing its best to deliver results that match the data and produce ever-more-complex predictions of the future. They are working overtime to fit the rapidly evolving and imperfect data, marching to a drumbeat of deadlines from everyone that wants the impossible – crystal clear and precisely accurate forecasts. To their credit, the last part of the May 4 update does note that both model changes and increased mobility projections could account for the change in predictions. But that never made it into the headlines. And that is a problem of transparency.

Transparency begins in the sincere effort by those who communicate models to make sure that they are properly interpreted by the policymakers and public that are using them. The IHME pays lip service to transparency by documenting their model’s updates on their website. But their pages-long description is chock full of technical fine print and is hard to understand, even for a seasoned modeler like myself.

A key part of transparency is acknowledging your model’s limitations and uncertainties. This is never front and center in the IHME’s updates. It needs to be.

It is ironic to me that I am being this critical when I agree so strongly with the message that is being broadcast as a result of this update. Make no mistake – if some states that are opening prematurely, or some that are considering doing so, change their minds as a result of this update, it will a very good thing. 

We have to remember that this epidemic took root and grew massively in every state from miniscule beginnings. We should all be sobered by our real-time experience of exponential growth. If there is an ambient prevalence of more than a handful of cases in any state, then anything that increases the potential for transmission will lead to a re-growth. We do not need a model to be able to predict that. But, as we plan for how to reopen in each state of our union, we need to know what extent of growth in new infections we can manage. And models can help us with that. 

When and how much we can reopen will depend on the surveillance and containment infrastructure that we put in place to control upticks and outbreaks. I am convinced that models can help us think clearly about complex policy questions – such as finding the balance between changes that increase transmission and measures to contain it. Models, along with other data and evidence, can guide us towards making sensible policy decisions. I have seen this happen time and time again in my work advising national cancer screening policy panels.

But as modelers, we have a responsibility. We have to be humble. We must make sure that the key caveats and uncertainties that are the nature of our work find their way into the headlines and are not relegated to the fine print.

If we don’t, we will give modeling, and modelers everywhere, a bad name.

1
May
2020

A Time for Empathy

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01 May 2020

Luke Timmerman, founder & editor, Timmerman Report

This is a fragile moment.

It’s May 1. Some of us have been in social isolation for two solid months. Everyone’s at some point on the continuum of stir crazy. More than 30 million people are out of work. Tempers are flaring. Protestors are carrying guns. It’s obvious we can’t sustain a maximalist social-distancing policy much longer.

Today, we have half of the 50 states doing some kind of partial lifting of stay-home orders, some variations on gradual re-opening of their economies – even though only 14 states are reporting declines in new cases. Masks, regular deep cleaning, shift work, and physical spacing in normally crowded spaces are all being tried out to mitigate the spread.

This virus is so befuddling, it’s hard to say much of anything about it with certainty. But it seems safe to say that some places will be more successful than others at keeping infection rates down with a careful turning of the dial.

The curves are deeply disappointing. We’re in what looks like a long plateau of steady infection and death. We now have more than 1 million confirmed cases of COVID19, and more than 63,000 confirmed deaths. More than 2,000 people are dying per day.

Our failure to run adequate diagnostic testing leaves us flying blind, unable to execute on the classic test/trace/isolate strategy that everyone agrees is essential, and which South Korea and others have shown works.

We had the tiniest glimmer of encouraging news this week about an antiviral medicine, remdesivir. It was shown in a rigorous NIH-sponsored study to reduce hospitalization time by four days. It’s not much in the grand scheme of things. An improvement in survival rates would be a bigger deal. Still, the result counts for something, because it can relieve some pressure on hospitals.

Really good news, in the near-term, would be the US getting its act together on testing, tracing and isolation. If we do that, then it should be possible for as little as 7 percent or so of the population to be isolated at any one time, allowing the rest of us to go about our business. Betz Halloran, an outbreak modeler at Fred Hutch working with collaborators at Northeastern University, made that remark in a panel discussion I moderated for Life Science Washington a week ago.

How much work needs to be done to get to adequate testing? As of May 1, we have done 6.5 million tests in the US. Grand total since late January. A Harvard group says we need to do 5 million tests A DAY by early June, and 20 million A DAY by midsummer.

We have our work cut out in more ways than one. We can’t duck the testing issue, because vaccines or seriously good treatments in the form of neutralizing antibodies will almost certainly not magically appear before the second wave.

Which brings me to my final point.

Our society needs to take a look in the mirror about how we treat each other, because we’re going to be in this betwixt-and-between mode, with partial re-opening and partial re-tightening, for a while. It’s a psychological tension we will all have to manage for longer than any of us would like.

Pathological selfishness, cruelty, and callousness has been coursing through our information ecosystem for years. Bad faith has been ascendant. A 24/7 information war has been raging, driving millions of people to extreme views that were unthinkable not that long ago.

The virus has struck us at a dark time.

The infowar has depleted our society’s empathy reservoir. You see it in popular Internet memes, like “Boomer Remover.” You see a guy in the Michigan state capitol, taunting National Guardsmen by breathing in their face, as if to blow smoke from a cigarette. You do see acts of kindness and empathy and courage on the news, but they are offset by this ugly behavior. It’s like a stain on our soul.

This is a test for our society.

This moment reminds me of something passed down from my Dad. He was idealistic at first, and then disillusioned, like many Vietnam veterans. He didn’t want his son to enlist in the Army. And yet, he was deeply patriotic. He instilled that spirit in me. It’s still there with me every day. I believe in our institutions like NIH, CDC, FDA. In our universities. In our entrepreneurial spirit. In our form of democratic self-governance – of the people, by the people, for the people. In our Bill of Rights. In our checks and balances that protect us from monarchy and tyranny.

It’s painful to see people traffic in abject cynicism, thumbing their noses at CDC guidance, clamoring for hydroxychloroquine without evidence, and injecting bleach. The erosion of support for and belief in science — as the best rational means for understanding the world — is a devastating indictment of life in the 21st century.

Now we can see how this cynicism about our institutions and our fellow citizens compounds.

We see it in sharp relief in a pandemic that disproportionately harms the most vulnerable. The elderly. Veterans. Prisoners. Black and brown people who can’t flip the switch and work from home. Low-wage workers in meat-packing plants. Native Americans on reservations.

I remember another thing my Dad taught me.

“A society is judged by how it treats the most vulnerable,” he said.

This quote, or variations of it, have been attributed commonly to Fyodor Dostoevsky, to Mahatma Ghandi, and Harry Truman.

We should remember those wise words, and act on them as best we can.

If we can foster some more humanity toward our fellow citizens, we might just come out the other side of this in a more perfect union. If we can resist the urge to call people names, even when they do things like stick hair dryers up their noses or go to the grocery store without masks, we can begin the process of turning down the cruelty and viciousness and ignorance and extremism. There are plenty of other things to do. Donate to your local food bank. Send a kind letter to an old friend from the other side of the aisle.

We can’t swing a sledgehammer to eliminate the cruelty. We have to radiate kindness.

What are you doing every day to uplift people?

Now, on to the rest of the week in biotech.

The Big Data Readout

The NIH reported results from a randomized study of 1,063 hospitalized patients with COVID19 who got Gilead Sciences’ antiviral drug remdesivir or a placebo. The median time to recovery from illness was 11 days for patients on the drug, and 15 days on the placebo – a 31 percent improvement, which was statistically significant. The drug didn’t show a statistically significant benefit on survival rates, although there was a slight trend in the right direction. Tony Fauci, director of the National Institute of Allergy and Infectious Diseases, called it “quite good news” and the kind of data that will create a new standard of care.

Gilead Sciences separately reported that another study showed that a 5-day course of treatment was about as good as a 10-day course of treatment. That’s meaningful because it means Gilead will be able to treat more patients with whatever supplies it can manufacture.  

Worthwhile Reading From Around the Web

Testing

Vaccines

  • An Oxford Group Takes the Lead in Vaccine Race. NYT. Apr. 27. (David Kirkpatrick)
  • What You Need to Know About a Vaccine. Gates Notes. Apr. 30. (Bill Gates)

Science Features/Commentary

Science

  • A SARS-CoV-2 Protein Interaction Map Reveals Targets for Drug Repurposing. Nature. Apr. 30. (David E. Gordon et al)
  • Deaths from COVID19. Who Are the Forgotten Victims? MedRxiv. Apr. 28. (Kieran Docherty et al)

Epidemiology

  • A Grim Milestone at 100 Days. From 1 case to 1 million. Medium. Apr. 30. (WA Dept of Health)
  • Almost half of US – 45 percent of the Population – Is At Increased Risk from COVID19 Because of Co-Morbidities. Centers for Disease Control and Prevention. Apr. 27. (Mary Adams et al)

Investigations

Policy

Communication

  • Journalism Is Under Attack from Coronavirus and the White House. But We’re Winning. NBC News. Apr. 27. (Andy Lack)

Worth a Listen

Non-Covid Science

Feasibility of Blood Testing, Combined with PET-CT, to Screen for Cancer and Guide Early Intervention. Science. Apr. 28. (Bert Vogelstein et al)

Data That Mattered

Regeneron and Sanofi reported a not-so-encouraging update on the IL-6 inhibitor, sarilumab (Kevzara). A Data Safety Monitoring Committee recommended a halt to enrollment in an ongoing Phase III of COVID-19 patients with “severe” disease, but recommended continuing enrollment of the cohort with “critical” disease. The companies will also quit giving the low dose, and give everyone the higher dose.

Regeneron and Sanofi had better news from a trial of their PD-1 inhibitor cemiplimab (Libtayo). The drug reduced the risk of death by 32.4 percent in a study, compared with chemotherapy, when evaluated in patients getting their first round of therapy for locally advanced or metastatic non-small cell lung cancer, and with greater than 50 percent of their tumor cells positive for the PD-L1 protein. The finding was so strikingly positive that a Data Safety Monitoring Committee recommended the study be halted early so all patients could get the drug. The companies said they will take the data to US and EU regulators in 2020.

Roche reported that orally administered liquid risdiplam, a survival motor neuron-2 (SMN2) splicing modifier, passed a Phase II clinical trial for infants ages 1 to 7 months with Type 1 spinal muscular atrophy. Researchers reported a significant increase in motor function after 12 months of therapy. If approved by regulators, it would be an alternative to Novartis’ Zolgensma gene therapy, and Biogen’s Spinraza. For this product, Roche leads clinical development, in collaboration with the SMA Foundation and PTC Therapeutics.

Financings

Cambridge, Mass.-based Rome Therapeutics raised $50 million in a Series A financing from GV, Arch Venture Partners and Partners Innovation Fund. The plan is to make drugs for cancer and autoimmunity based on knowledge of repeat sequences of DNA, aka “the repeatome.”

San Diego-based Erasca Therapeutics, a targeted cancer drug developer, raised $200 million in a Series B financing. Arch Venture Partners and Cormorant Asset Management co-led. Jonathan Lim, former CEO of Halozyme and Ignyta, is the co-founder and CEO.

Shanghai-based Mabwell Biotech raised $280 million in a Series A financing. It’s reportedly a rollup of nine R&D and production companies in China.

Oakland, Calif.-based Dascena, a machine learning for diagnostics company, said it raised $50 million in a Series B led by Frazier Healthcare Partners. The company also announced a publication in the BMJ of an algorithm it made to help doctors treat severe sepsis.

Seattle-based Avalyn Pharma raised $35.5 million in a Series B to continue work on pulmonary fibrosis and chronic lung allograft dysfunction. Norwest Venture Partners led. Bruce Montgomery is CEO.

Dallas-based Taysha Gene Therapies raised $30 million in a seed financing co-led by PBM Capital and a fund led by former AveXis CEO Sean Nolan. The company said it’s working on 15 AAV gene therapy programs.

Personnel File

Nathanael Gray and Priscilla Yang, star chemical biologists, are moving from the Harvard/Longwood Medical universe to Stanford University. See the fist pump below from Stanford’s Carolyn Bertozzi. (See was a guest on The Long Run in 2019).

Sue Desmond-Hellmann joined GV as an advisor. She’s the former CEO of the Bill & Melinda Gates Foundation, chancellor at UCSF, and president of product development at Genentech. See the fist pump below from GV partner David Schenkein, who worked with Sue at Genentech.  

New York-based Health Reveal, a clinical AI company, hired Julie Stern as chief technology officer.

Waltham, Mass.-based Xilio Therapeutics, a cancer immunotherapy company, hired Martin Huber as chief medical officer.

Rosana Kapeller was named CEO of Cambridge, Mass.-based Rome Therapeutics (see above). She’s the former chief scientific officer of Nimbus Therapeutics.

Deals

Vertex Pharmaceuticals struck a research collaboration with Waltham, Mass.-based Affinia Therapeutics to work on novel adeno-associated virus (AAV) capsids for gene therapy. Initial focus will be on Duchenne muscular dystrophy, myotonic dystrophy type 1 and cystic fibrosis. Affinia will get up to $80 million in upfront and milestone payments during the research term.

Just Evotec, a leading biologics manufacturer, agreed to work with Ology Bioservices on antibodies for coronavirus. Ology is supported by a defense contract, and is tapping Just as a subcontractor. Terms weren’t disclosed. (See Just Evotec EVP Jim Thomas, on scaling antibodies and vaccines for COVID-19, in this Apr. 16 editorial on TR).

UK-based AstraZeneca and the University of Oxford, also in the UK, announced plans to collaborate on a recombinant vaccine candidate for SARS-CoV-2. Academics bring the discovery work, while industry brings development, manufacturing and distribution capabilities to the table. The first Phase I trial started last week. Terms weren’t disclosed.

Catalent, a contract drug and biologics manufacturer, agreed to work with Johnson & Johnson on manufacturing scale up for the company’s lead COVID19 vaccine candidate. Catalent said it will hire 300 workers to do the job.

Regulatory Action

San Diego-based Neurocrine Biosciences won FDA clearance to market opicapone (Ongentys) as a once-daily oral pill in addition to levodopa/carbidopa in patients with Parkinson’s disease experiencing “off” episodes.

GSK secured the FDA green light to start marketing its PARP inhibitor niraparib (Zejula) as monotherapy maintenance treatment for women with advanced epithelial ovarian, fallopian tube, or primary peritoneal cancer who are in a complete or partial response to first-line platinum-based chemotherapy, regardless of biomarker status. This is one of those anticipated label expansions that GSK anticipated would make its acquisition of Tesaro pay off.

30
Apr
2020

Real-Time Tracking of Viral Outbreaks: Emma Hodcroft on The Long Run

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30 Apr 2020

Today’s guest on The Long Run is Emma Hodcroft.

Emma Hodcroft, molecular epidemiologist, University of Basel; co-developer, NextStrain.
Photo: Oliver Hochstrasser / www.oliverhochstrasser.ch

Emma is a molecular epidemiologist at the University of Basel, and the co-developer of Nextstrain.

NextStrain is the open-source toolkit built for real-time tracking of viral outbreaks. In the early days, teams led by Trevor Bedford at Fred Hutch and Richard Neher in Basel used it to track viral evolution of Ebola and Zika. Over time, the resource has been adapted to study flu, and now – of course — SARS-CoV-2.

Lots of questions remain about this virus. It’s brand new to science. But a fair bit of what we do know from the early days can be attributed to Nextstrain.

This resource provides real-time information on where community transmission of the virus is occurring, where certain variations are coming from, the estimated size and scope of the outbreak, and more.

It’s a treasure trove. The whole world is watching.

In this episode, Emma provides clear, simple explanations of the basics of viral family trees, what we can learn from them, and what kinds of things we hope to learn later this year.

The Long Run is sponsored by RareCyte.

RareCyte delivers Precision Biology products and services for circulating tumor cell and multiplex tissue analysis designed to accelerate your cancer research. RareCyte leverages a world-class assay design team and end-to-end platform with biomarker-enabling technology to provide CTC assays that are rigorously validated for accuracy and reproducibility.  

RareCyte is the only full-service provider delivering custom assay development services, long-term biobanking of patient samples, CLIA-validated CTC enumeration, multi-biomarker analysis, and single cell retrieval for DNA sequencing.

RareCyte products for comprehensive CTC analysis include the AccuCyte Sample Preparation System, RarePlex Staining Kits, and CyteFinder Instruments, all of which are easily deployed in research labs worldwide.

RareCyte currently supports a wide range of global clinical trials with deep expertise, personalized service, and short turn-around times. Keep your research on track by engaging the RareCyte services team at info@rarecyte.com or at rarecyte.com.

27
Apr
2020

How a Simple Gesture Morphed Into a Full-Time Effort to Feed the Frontline

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27 Apr 2020

Ellen Kuwana, founder, WeGotThisSeattle, a volunteer effort to feed the frontline

As a night owl, I relish the “me time” hours from midnight to 2 a.m. Snuggled in bed, the rest of my family asleep, I scroll through the news and laugh at friends’ video posts.

Like many other science writers, I spent many of those quiet hours in February following the relentless spread of the new SARS-CoV-2 virus, especially as my hometown of Seattle emerged as the first US epicenter.

On Mar. 5, I started working from home. The next week, I arranged for my college-age daughter to come home from UCLA. I was relieved when Seattle Public Schools closed and my younger daughter didn’t have to walk down any crowded halls. I wanted everyone home and safe.

My husband, however, is a physician–scientist who does essential work at the University of Washington and a nearby hospital. So we could not all keep entirely safe.

Just one meal for UW Virology

As the UW Virology department scaled up its breakneck efforts to process as many COVID-19 tests as possible, I started hearing from my friends at the university that some of their grad students and postdocs were pitching in at the testing center.

I remembered how tedious it is to pipette all day—right out of college I had worked as a lab tech at the Human Genome Mapping Center at UC San Francisco. As I scrolled through Twitter one night, a tweet from UW Virology landed atop one from a pizza place offering free pizza for healthcare workers.

Something clicked. “Who’s feeding the scientists?” I said to my dog.

She looked back at me as if to say: “Good question.”

On Mar. 13, past midnight again on Twitter, I typed a hurried “Who wants to help me feed UW Virology?” with a #COVID-19 hashtag.

Pagliacci, one of the biggest pizza franchises in the region, responded within minutes. They donated enough pizzas and salads to feed 70 people who were helping out, working long hours and taking extra shifts.

As I drove to deliver the food, I marveled at the lack of traffic, but it also felt sort of weird in Seattle. I greeted the person who came out to load the food onto the cart. She was all smiles. I remember her commenting on how the food would boost morale.

I offered to get the door for her.

“Best not to touch it, or we’ll have to wipe it down,” she said somewhat apologetically.

At first, I thought I would pay for all the food as a one-time gesture of appreciation to UW Virology. But as the adrenaline of that first donation wore off, I started to think more broadly about how to support local medical researchers and hospital workers. It was a bit overwhelming to think of all the medical and research staff in Seattle who were working so hard, day and night, from processing specimens and COVID-19 tests, to caring for patients.

Getting them food was one thing that I could do, and would help to keep their energy and spirits up for a prolonged siege. An army, some famous general once said, marches on its stomach.

Pretty soon, I found myself thinking about this a lot more than just during the wee hours of the morning. With money I was prepared to spend on my own for donated meals, on Mar. 20, I called a friend, placed an order for Rubinstein Bagels and went to buy cream cheese, plates and knives.

People were not social distancing at the grocery store, which made me nervous. I needed to keep myself safe and healthy in order to be able to deliver the food to hospitals safely. Now, to figure out where the bagels could go…

I started working my contacts at UW Medicine, which had closed its hospital to visitors. Through a surgeon friend, after many emails, I reached a point person who could accept the bagels. We did the social-distance dance to unload them onto a cart.

I made a mental note: next time, let the institutional contact unload the food right from my car.

Third meal for UW Virology and WeGotThisSeattle was born

Next time came quickly. I had put up a personal fundraiser on Facebook, inviting friends in Seattle to donate money for meals to UW Virology and other sites. By this time, news was everywhere about the lack of testing nationwide, and our UW Virology lab’s heroic efforts to meet our region’s need for more tests. Within a few days, I had enough donations for a third meal delivery.

Because so many restaurants had shut down, what had started out as a token of appreciation was now more like a lifeline to those who had nowhere else to get a quick bite during their work shift. My original question, “How can I be useful?” was clearly answered. People in the labs posted pictures and thank-you notes on social media. My inbox received a few heartwarming notes. It all confirmed that this was something I should run with.

Pizza, bagels…what next? I remembered Taste of India, one of my favorite local restaurants. On the phone, the explanation of what I was doing had hardly left my lips when the owner interrupted me.

“Ellen, what do you need? We will donate it all.”

His calm, swift response made me choke up.

It was a powerful moment, and not just personally. A tweet I posted describing that act of kindness was viewed by more than 2.5 million people, with more than 31,000 likes.

I can’t explain why this tweet went viral, but I think it has to do with so many of us wanting to help, but not knowing how.

Helping local restaurants

Things took off from there. Donations poured in — donations of funds, but also of food from many restaurants. When restaurants I contacted asked me to pay full price, I happily did. Those that had to ask almost certainly need the funds. And that, too, is part of supporting our community.

From what I’ve heard, many restaurants in Seattle are down at least 80% in revenue. As I’ve picked up food, I’ve seen many places where only the chef and owner (sometimes one and same) are working. They tell me how they hope to hire back their staff, how they don’t know how to make their rent payments. I’ve learned that some of the restaurants that donated food were not in a position to do that, when they were falling behind in their rent.

It all felt quite heavy. But their hope and their eagerness to help feed healthcare professionals and others risking infection to do vital work was also uplifting.

Now when I contact restaurants, I emphasize that I want to help them as well, and it’s OK to charge something for the food. The donated funds enable us to support local business while we feed the frontline.

A recipe for success

With encouragement from friends old and new (and I am forging strong connections with restaurant owners and the point people at the hospitals and UW Virology who have promised me hugs when this crisis subsides) and support from former strangers who have contacted me to help (and I finally got smart and said Yes to offers of help), we are moving ahead with getting systems in place to scale up.

We’re now collecting tax-deductible donations at WeGotThisSeattle. Since starting this project in early March, we’ve raised about $36,000 in donations from individuals. We’ve coordinated food to 30 sites in and around Seattle from 35 local restaurants and businesses, feeding more than 6,300 people. The meals have fueled workers at nursing homes, fire and police stations, and homeless shelters. They have fed bus drivers, EMTs, hospital janitors, and switchboard operators.

I quit my job to focus full time on this volunteer effort. It seemed like time for a change anyway, and I’ll find a new job when this is over. This is the best way I can contribute, right now.

Our meal-delivery effort is one of many: since mid-March, the University of Washington has received more than $300,000 in donated meals from a wide range of groups. The Swedish Hospital system in Seattle estimates that its workers have received 190,000 meals from 280 donors.

I attribute the growth and success of WeGotThisSeattle to four crucial factors:

  1. Contacts to gain access and find the right point of contact at the recipient institution;
  2. Processes that demonstrate your reliability and generate confidence in those partners;
  3. Protocols that food-delivery drivers and recipients follow to keep all involved as safe as possible by preventing any contact with the food during transport and hand-off; and
  4. Social media presence to reach a wide audience.

Thanks to everyone who has contributed to our effort thus far, and to those who are finding their own ways to help.

To Learn More:

  • WeGotThisSeattle.co for media coverage, list of restaurants, sites, and a tax-deductible donation portal (all fees waived until June 30)
  • NASEM Forum on Postsecondary Response to COVID-19

Photo Gallery:

 

25
Apr
2020

A San Francisco Doctor Answers the Call to New York

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25 Apr 2020

Ethan Weiss, MD, Associate Professor of Medicine at UCSF; Principal Investigator in the Cardiovascular Research Institute

The week things got really interesting was the week of March 16.

That’s when Sara Cody, the Santa Clara County public health officer, and her legion of public health heroes made the gutsy call – the first of its kind in the nation — to shut things down in the entire 6-county San Francisco Bay Area, home to more than 6 million people. Only two deaths from COVID-19 had been reported at the time. She stuck her neck out there, saying we had to get in front of this pandemic, or else.

That same week, I had agreed to cover the inpatient service for a colleague at UCSF who was advised to avoid the hospital by their physician.

I’m a cardiologist, not an ER doctor. I remember feeling intense uncertainty and fear – mostly fear of the unknown. Everything was eerie and everyone was anxious. We all expected the hospital to be overrun by the weekend. That was how it had happened elsewhere.

When I actually got into the hospital, my fears faded. I got busy and distracted, which created a weird sort of calm. We were just waiting for the surge. I was comforted by how prepared everyone and everything was. Sure, there was concern over lack of PPE, but mostly people were feeling good and seemed focused. There were tons of empty beds. It seemed like we were ready even despite the strange act of waiting for disaster. I don’t remember ever feeling that way before.

And then nothing happened. By the end of the first weekend, the residents were asking for teaching – from me. They were bored. I’ll admit that I started to wonder how long we’d have to wait to know if the surge might not be coming. I was counting days from the lockdown on Mar. 16. I didn’t talk about it at first but I definitely started thinking. No one wants to be overconfident, in that “famous last words” sense.

By the next weekend, I was comfortable to talk about how we were doing well at UCSF. I got this text from a friend on Mar. 26:

“how bad is SF rn? seems quieter compared to nyc”

“It is quieter,” I responded. “I believe that is meaningful. They are still expecting a big surge and are opening closed hospitals, but with each passing day, I get more optimistic. We are now 11 days into the quasi-lockdown, and there has been very little sign of badness at least at our hospital”.

We all played this game for a few more weeks while we were told the surge was coming but it was clear it was not. At the same time, it was clear that other parts of the country were being devastated.

On Mar. 20, I sent this tweet: “I don’t mean this in any other way except genuine concern but I am very worried about what is happening in NY”.

At that point, there were 2,468 cases in NYC.

As of Apr. 24, there are more than 150,000 confirmed cases and over 11,800 deaths. (Source: NYC Health). 

My colleagues and I watched the heartbreaking news from New York like everyone else.

Toward the beginning of April, I started to ask when we would consider sending people from UCSF to help in New York hospitals or to other hard-hit areas. I was told it was too soon. Then on Apr. 10, I tweeted: “Wow @UCSF is sending a team of clinicians to NY tomorrow for a month!”

I was happy. I was happy for New York. They so desperately needed the help. I had talked to friends and colleagues there. They were depleted and tired in every sense of the word. I was also happy for my colleagues – but honestly, I was also jealous.

I was busy. Not busy helping out in the ER at UCSF Medical Center, fortunately. But I was as busy as I have ever been, balancing seeing patients on Zoom with writing papers and grants while also trying to help guide this nascent startup I had helped found just a year and half ago. And then I got very caught up in the story about thrombosis and COVID-19 and have been working on helping to spin up at least two clinical trials to see if anticoagulant therapy could be helpful.

And of course at home, while my two daughters are mostly self-sufficient, there was plenty of work to be done. My wife’s business has been decimated. We are all crowded into a small house and we are doing things we don’t usually do (like clean). There were some amazing upsides and the most notable was spending so much time with the three people that mean the most to me on this planet. One of the most surprising daily joys was making and eating lunch as a family. It feels very European.

But despite all that, I still felt drawn to New York. I mentioned it at a faculty meeting a few weeks ago and was told there was no need for us. Then I heard UCSF was actually going to send a second team and they were asking for volunteers from Cardiology.

I spent at least 24 hours thinking about it. I tried hard to think about all the many reasons I wanted to go and tried as best I could to think about how much was motivated by a genuine sense of mission or perhaps a desire to be in the middle of the action or maybe even from a little envy of my colleagues or maybe even just curiosity or attention-seeking.

I wrestled with it. I finally asked my wife. I reassured her that I was not worried from a health perspective and that I’d be careful. I also acknowledged that it would be a tremendous burden on her to have to parent alone for two weeks in this absurd time, when she’s naturally stressed about her business and the kids are at home all the time. But I also said that everything else could wait. I reminded her that we had planned to take a two-week vacation to Japan in June and that I had numerous meetings and they had all been cancelled and that it was actually a very good time to go in many ways. My lab is basically closed. Most other activities are slow or non-existent. The startup is making it. And the thrombosis trials would/could go on without me.

We also talked about my motives. She grilled me about why I wanted to go, and I told her that I was not entirely sure, but I also told her that I was hearing a dog whistle and it was driving me mad. However, I also said I could not go without her support – her genuine support. After a short time, she looked me in the eye and said, “Ethan, you have to go.”

This “dog whistle” is a mysterious thing to explain. It’s some kind of call of duty, like a ghost of a first-year med school professor whispering in my ear to go. No one is explicitly calling on me, as if I have to go do this. But maybe there’s a little guilt implication in some conversations, as if to say “hmm, wonder why you aren’t getting on a plane to come to New York?”

So I told Jeff Olgin, my division chief, that I wanted to go. He connected me with Michelle Mourad who was managing the process here. By Wednesday, I was credentialed and licensed with maybe 10 minutes of work on my part. Do I have a medical license? Check. It was spectacular.

By Friday, we had a flight scheduled and had an orientation call with the hospital in New York where we are headed.

This morning, Apr. 25, three amazing women joined me in a desolate SFO airport and we boarded a plane. There was a very nice little ceremony. Mark Laret, the CEO of UCSF Health, came and gave a short talk. Sam Hawgood, our chancellor was there, as was Josh Adler and also Kim Murphy, the Director, Special Events & Community Relations at UCSF Health and the person who organized all this.

As our team of four medical personnel gathered in the jetway, we all muttered to each other about how uncomfortable we were with the pomp and circumstance. We just wanted to get there. We wanted to get to work. When we finally got on the plane, we found many other health care practitioners of many stripes from around the Bay Area – ALL of whom were volunteering to go work in NYC. Nobody gave them a ceremony.

So this brings me to the tension I have over the attention doing something like this might bring. I don’t want it to be about me. None of us does. But I also think there is value in telling the story. I think there is value in telling people about how I decided to come, how I feel and some of what I see. I don’t know too much about what I am going to do. I found out yesterday that I will be an attending physician in what used to be a cardiac ICU but that has been transformed (like all ICUs in NY) into a COVID ICU.

I’m not scared of getting sick. I am uneasy about how brutal it will be, tending to wave after seemingly endless wave of critically ill patients. But I will try to stay focused on the task.

What really bothers me is that “first day of school” fear. It’s a lot like how I felt 20 years ago when I came back from the lab to do my clinical fellowship. Will I know what to do? How do I manage a ventilator or volume status? Can I still put in a central line, and will I need to? My wife reminded me this morning on the way to the airport that it’s like riding a bike. But I also have not worked at a new hospital since 2001, so I am feeling uneasy and unsure of myself. There could be slightly different equipment, procedures, colleagues who have already been through the ringer and are moving at warp speed, while I’m trying to get up to speed.

However, all of that is balanced by a strong desire to get in there and get to work. I am excited to learn, to see, to make myself useful.

I’m slightly surprised by the emotions. I did not expect tears at the airport this morning. Ultimately, I am going to miss my family desperately. There is nothing I will ever be able to do to repay them for letting me go and answer this dog whistle.

Over the next two weeks, I will try to write occasionally about my experiences. If I do this right, it will foster a little more understanding of what it’s like on the frontlines. Those of you who know me know that I will be honest and raw and maybe even sometimes crass. But I have such tremendous respect for how people have pulled together to contribute whatever way they can in this wicked moment. This challenge is vastly bigger than any individual effort. I have been trying to remember to thank everyone who has a role to play — from the TSA agents to the custodial staff to the flight attendants (even if they are not serving coffee on this flight!).

It is precisely at times like this that I remember the lesson my Dad taught me when I started my first clinical rotation in medical school now 27 years ago: always appreciate and thank everyone – everyone and most importantly the people who never get thanked.

Now more than ever, there should be no thankless jobs. Everyone has their purpose, everyone is answering a different kind of dog whistle.

24
Apr
2020

A Sad Week of Reckless Leadership

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24 Apr 2020

Luke Timmerman, founder & editor, Timmerman Report

The first US death from COVID-19 was reported on Feb. 29.

Today, Apr. 24, the US death toll exceeds 50,000.

That’s more than Italy and Spain combined. Even though we had early warning. It’s tragic.

There’s also a reason why the death toll hasn’t been higher. It’s because of large-scale physical distancing in this expansive country of 330 million people.

After a few weeks, people are understandably getting restless. Tens of millions are unemployed and fearful for their livelihoods. The federal government has thrown up its hands in many respects, passing the buck of leadership to state and local governments. Now we’re seeing a mishmash of local decisions.

The state of Georgia – a place with 10.6 million people, more than 20,000 confirmed infections, and the busiest airport in the country – is led by a Governor that is opening up large swaths of the economy today, relaxing the physical distancing restrictions there. He’s doing that even though his state hasn’t complied with the federal guidelines that say reopening can begin in phases after new infections go through a 14-day decline.

Local decisions like these will determine just how ferocious the second wave of infections will be across the entire country this summer and fall.

Jeff Duchin, MD. Health officer. Public Health – Seattle & King County

“It’s like peeing in one end of the pool. It doesn’t just stay there,” said Jeff Duchin, the leader of Seattle and King County’s public health agency, on a webinar I moderated yesterday for Life Science Washington, the local trade association.

Duchin called the decision of Georgia Gov. Brian Kemp “reckless.” Given the latest models he’s been reviewing, Duchin said he believes the second wave of infection this fall could be two to three times larger in magnitude than what we’re seeing now in Seattle and King County.

Meanwhile, the CDC – once the gold-standard agency in public health — is still AWOL when it comes to coordinating a national testing program. We are nowhere near the number of tests (20 million a day at peak according to one Harvard estimate) we need to be doing to gain the knowledge necessary to suppress the virus with targeted quarantines. Without knowledge from tests, it’s hard to imagine a safe and responsible reopening of the economy.

Still, without any clear idea of where the virus is, we have protestors agitating in state capitols to lift the physical distancing orders. Some people who are sick are even being urged to show up, to exercise their rights as Americans to travel freely. They revel in thumbing their noses at the experts. They’re good at provoking all of us to gape in amazement and horror, good at distracting us from what’s important.

Yesterday, the President suggested that people might want to try ingesting bleach to fend off the coronavirus. Or maybe ultraviolet light.

Talented journalists who could otherwise be investigating breakdowns in our national testing system and kicking the bureaucracy in the rear end are now writing about why it’s a bad idea to drink bleach.

How did we get ourselves into this tragedy? This farce?

How do we get out?

I don’t know all the answers. But I do know that people with education, drive, and good faith – that’s you – need to do constructive things to be part of the solution. That extends beyond this pandemic, and goes into repairing the social fabric, investing in science and education, and helping vulnerable populations. It’s a heavy topic, rethinking citizenship, rethinking what our responsibilities are to our fellow human beings. This will take time to sort out. I believe we can come out the other side better.

Be safe. Be strong.

To borrow a quote from my late father-in-law:

“Be Good to Each Other.”

Science

Testing

  • Contamination at CDC Lab Delayed National Rollout. Washington Post. Apr. 18. (David Willman)
  • Testing Needs to Triple Before Reopening. NYT. Apr. 17. (Keith Collins)
  • Unapproved Tests From China Being Used in 2 States. NBC News. Apr. 16. (Gretchen Morgenson)
  • Antibody Test, Seen as Key to Reopening the Country, Does Not Deliver. NYT. Apr. 19. (Steve Eder et al)
  • Will Antibody Tests Really Change Everything? Nature. Apr. 18. (Smrity Mallapati)

Treatments & Vaccines

  • Novartis is Running a Randomized Study of Hydroxychloroquine. STAT. Apr. 20. (Matthew Herper)
  • A Guide to Disrupted Clinical Trials. BioPharma Dive. Apr. 22. (Ben Fidler)
  • Data on Gilead’s Remdesivir, Released by Accident, Shows No Benefit. Company Still Sees Reason for Hope. STAT. Apr. 23. (Ed Silverman et al)
  • Gilead Statement on Remdesivir Leaked Abstract. Apr. 23. (Gilead Sciences)

Policy

Models

Worth Watching

Policy

  • CDC Director Warns Second Wave Could be Worse. Washington Post. Apr. 21. (Lena Sun)
  • Advice from Abroad for US Governors. ProPublica. Apr. 18. (Stephen Engelberg et al)
  • The Inside Story of how the SF Bay Area Got Ahead of the Curve. Kaiser Health News. Apr. 21. (Angela Hart & Anna Maria Barry-Jester)
  • What Makes SARS-CoV-2 the Perfect Pathogen. The Bulwark. Apr. 21. (David Shaywitz)
  • US Should Allow Volunteers to Get Infected with Coronavirus to Test Vaccines, Lawmakers Argue. Apr. 21. Science. (Jon Cohen)
  • Barr Threatens DOJ Legal Action Against States Over Lockdowns. Bloomberg News. Apr. 21. (Chris Strom)
  • FDA Cautions Against Use of Hydroxychloroquine or Chloroquine Outside Clinical Trials. Apr. 24. (FDA Statement, Repeated on Twitter by Dr. Janet Woodcock).

Humanity at Its Best and Worst

  • Seattle ER Doctor Saved from Cytokine Storm by IL-6 Inhibitor Actemra. LATimes. Apr. 13. (Richard Read)
  • In Pursuit of PPE. New England Journal of Medicine. Apr. 17. (Andrew Artenstein)
  • Healthcare Workers Stand Against Lockdown Protestors in Colorado. NBC News. Apr. 20. (Ben Kesslen)
  • Pandemic Victims. Sick & Dying, but Not from The Virus. NYT. Apr. 20. (Denise Grady)
  • It’s My Job to Call People To Tell Them They Are COVID-19 Positive. STAT. Apr. 24. (Caroline Schulman)

TR Coverage

  • Build Back Better. Apr. 22. (David Shaywitz)
  • Massachusetts Biotechs Consider How to Return Safely. Apr. 22. (Adam Thomas)
  • Singapore’s Crisis: How It Forgot to Check Its Blind Spot. Apr. 21. (Carolyn Ng)
  • How to Navigate a Blizzard of Antibody Studies. Apr. 21. (Ruth Etzioni)
  • Cultivating a Tolerance for Adversity. Apr. 20. (Eric Murphy)

Personnel File

Rick Bright, the head of the US government’s Biomedical Advanced Research and Development Authority (BARDA), a key unit for vaccine development, abruptly left his post. He later filed a whistleblower complaint, saying he was being sidelined by the administration because of his unwillingness to promote unproven therapies. See his statement.

Greg Guyer was hired as chief technical officer and EVP of global manufacturing and technical operations at BioMarin Pharmaceutical. He was formerly SVP of operations at Bristol-Myers Squibb. He takes over from company veteran Robert Baffi.

Investing

  • Value Creation and Destruction. Biotech IPO Performance. LifeSciVC. Apr. 17. (Bruce Booth)
  • It’s Time to Build. A16Z Blog. Apr. 18. (Marc Andreesen)
  • Big Pharma Calls for Billions in Upfront Coronavirus Funding. Apr. 20. Financial Times. (Andrew Jack)

Financings

Cambridge, Mass.-based Affinivax, a vaccine developer with a lead program for pneumococcal infections, raised $120 million in a Series B, led by Viking Global.

South San Francisco-based ORIC Therapeutics, a company working on cancer resistance, raised $120 million in an IPO of 7.5 million shares at $16 apiece.

Lexington, Mass.-based Accent Therapeutics, a cancer drug developer focused on RNA-modifying proteins, raised $63 million in a Series B financing. EcoR1 led.

San Diego-based Arcturus Therapeutics, an RNA-based medicine developer, raised $80 million in a stock offering of 4.7 million shares at $17 apiece.

San Francisco-based Nitrome Biosciences raised $38 million in a Series A financing co-led by Sofinnova Partners (the European-based venture group) and AbbVie Ventures. The company is working on Parkinson’s disease.

Bethesda, Maryland-based Aledade raised $64 million in a Series C financing to continue expanding its network of physician-led Accountable Care Organizations. OMERS Growth Equity led.

San Francisco-based Unlearn.AI, a company that creates ‘digital twins’ to serve in clinical trial control arms, raised $12 million in a Series A. 8VC led.

Deals

Ann Arbor, Mich.-based Esperion Therapeutics pocketed $60 million upfront from Otsuka Pharmaceuticals as part of a deal to commercialize its two new cholesterol-lowering products in Japan.

Gilead Sciences struck a three-year collaboration with oNKo-innate to work on engineered Natural Killer cell therapies for cancer.

Veracyte announced an exclusive license from Yale University to develop the first genomic test for idiopathic pulmonary fibrosis, based on a 52-gene signature.

Regulatory Action

The FDA gave the green light to Incyte to start marketing pemigatinib (Pemazyre) for patients with locally advanced or metastatic cholangiocarcinoma. The drug is made to target fibroblast growth factor receptor 2 (FGFR2) fusions, which are detected by the FoundationOne CDx test.

Sanofi got FDA clearance for a new quadrivalent meningococcal vaccine.

Data That Mattered

Exelixis and Bristol-Myers Squibb reported that they hit the primary endpoint in a clinical trial of patients getting their first round of treatment for renal cell carcinoma. Patients got the combo of nivolumab (Opdivo) and cabozantinib (Cabometyx), and were evaluated for progression-free survival, overall survival, and overall response rate. Details to come at a medical meeting.

AstraZeneca and Merck’s PARP inhibitor, olaparib (Lynparza), passed a Phase III trial for men with advanced metastatic, chemical castration-resistant prostate cancer. The study looked at men with homologous recombination repair gene mutation (HRRm). Data to come at a medical meeting.

Tweetworthy

Someone we all need a little gallows humor.

Sometime you laugh, sometimes you cry. Sometimes you just have to slap your forehead.

“Some experts say” it’s bad to drink bleach. Golly, you don’t say?

And sometimes members of the evidence-based, reality-based community decide they have to get involved in the debate, however messy and ugly it can sometimes be.

22
Apr
2020

Build Back Better

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22 Apr 2020

David Shaywitz

As the nation has struggled to cope with the devastation of the COVID-19 pandemic, New York Governor Andrew Cuomo has become the voice so many have looked to for support and leadership.

What Cuomo seems both to offer and effectively communicate is not just a mastery of the facts, but also a grounded yet hopeful narrative. The story he projects serves as a resonant, unifying, activating force that helps us to see our collective trauma as a valuable opportunity to grow.

He’s challenging us “to learn the lessons and to build back better.”

The ability to reimagine your life story in a more constructive way allows some to endure unimaginable suffering and emerge intact, even stronger, in the aftermath. Such “super-survivors,” David Brooks wrote in 2015, leaning on extensive psychology research on post-traumatic growth by Richard Tedeschi among others, have traits “that enable them to come back stronger than ever. These people are often deluded in good ways about their own abilities, but completely realistic about their situations.”

Post-traumatic growth “is not blind optimism, denial, or deception of self or others,” Tedeschi told me. “It does not dismiss distress and loss.” Rather, he argues in his latest book, Transformed by Trauma, which focuses on military veterans, the experience of growth “is a process – a difficult one, and an outcome that is life-changing and worth the struggle.”

The key, Brooks continues, is the ability “to write a new story that imagines a life better than before.” He adds, “Researchers have found that people who thrive after a shock are able to tell clear, forward-looking stories about themselves, while those who don’t thrive get stuck ruminating darkly about the past.”

Holocaust super-survivors are in this group. These are people who went on to live fulfilling lives, raise families, and in some cases even win Nobel Prizes, start great companies, and write books that moved the human spirit. One thing these people had in common, Alana Newhouse explained on a recent podcast, was that they were “people who understood a story, understood that the holocaust was the prologue, and the rest of their lives was actually the book.”

I’ve seen the value of this reframing up close as well, in the context of my parents’ dyslexia research, and their “Sea of Strengths” model, which enables dyslexics to understand that while they have specific challenges matching sounds to letters, this is occurring in the context of many other strengths, including often high intelligence and exceptional creativity. 

Dyslexics, as my mother and brother Jonathan describe in the new edition of Overcoming Dyslexia, are not “stupid,” despite what misinformed teachers or other adults might have said about them in their youth, when the children struggled to read. By helping dyslexics reframe their life story — and to receive the accommodations they require (realism, again) — this research has enabled so many previously despondent, struggling people to pursue ambitious careers that many had never thought possible.

California Gov. Gavin Newsom, another state leader standing out like Cuomo in crisis management, happens to be dyslexic.  So is Johns Hopkins biologist Carol Greider, who received the 2009 Nobel Prize in Medicine; Nancy Brinker, founder of Susan G. Komen for the Cure; and surgeon and former CEO of the Cleveland Clinic Toby Cosgrove, who candidly discusses his struggles with dyslexia with Lisa Suennen and me on our latest episode on Tech Tonics.

The power of a reframed narrative also comes through in recent interview of legendary quarterback Tom Brady by radio personality Howard Stern (each GOATs in their own right). Brady was asked how he handled seemingly hopeless situations. His response:

“We were down 28-3 against Atlanta in Super Bowl 51. You can look at that situation and basically quit and say, you know, ‘F— it. We have no shot of winning,’ or you can say ‘This is going to be an amazing comeback. When we come back from this, this is going to be the defining moment in life,’ or a defining moment in a professional career. 

“I think when you shift your mind and think that way, it becomes very empowering as opposed to very discouraging. So anytime we’re down in a game, I think, ‘Man, if we come back and win this game, we’re the hero,’ rather than ‘Oh, s—, we’re screwed. We have no shot.’”

As usual, Brady’s right. Mindset matters. 

The nation now confronts the overwhelming challenge of pulling ourselves out of a devastating crisis that has left 47,430 Americans dead as of this writing on Apr. 22. Our economy is in ruins, and the nation is distraught.

To emerge as super-survivors, we need not just to persist, as Cuomo emphasizes, but to advance with energy and hope. We need to embrace a new story, one that acknowledges the brutal reality, while allowing us to envision a more promising future. We need a restorative narrative, one that recognizes our loss, supports us through our painful struggle, and enables us to move forward.

The narrative emerging from the White House — our response has been perfect and flawless, plenty of tests are available, all problems are someone else’s fault — lacks both face validity and emotional resonance. 

This is not the narrative most of America is looking for. Nor is it the redemptive vision we need.

The country recognizes the global pandemic is a humbling experience for us all. No one anticipated this “perfect pathogen” with perfect clarity. We still struggle to understand even the basic scientific facts of its spread, how the virus interacts with the immune system, and ultimately how to best contain it with testing, treatments, and ultimately a vaccine. The path forward is uncertain. We get this.

We’re neither expecting nor awaiting a flawless, omniscient protagonist to lead us forward. Instead, we’re poised to be inspired by someone one who, like the rest of us, has been roughed up by this experience, yet has emerged, bruised but not defeated, wiser, and determined to coax a traumatized country through this difficult time. 

Growth through adversity isn’t a partisan message — it’s as conservative as it is progressive. As Cuomo points out, it’s deeply ingrained in the American experience. And, as he suggested, in the human experience.  

“We’re going to be the better for this,” Cuomo promised this week. “It’s the hard times in life that actually make you better, make you who you are, if you’re intelligent enough to learn from them.”

He added, “We have to do this individually and collectively.”

Preach.

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