Clovis Oncology: CO-1686 (Phase I/II/NSCLC) is Wild-Type EGFR Sparing and Appears to Be More Selective vs.
AstraZeneca’s AZD9291
CO1686对EGFR野生型无效,较AZD9291相比更具选择性。
As we head into ESMO this weekend, we conducted an analysis of the pre-clinical data on AZD9291, the closest competitor to Clovis’ CO-1686 in lung cancer patients with the T790M resistance mutation.
本周我们从欧洲肿瘤学会上获悉,我们引导了AZD9291临床前期的数据,其是同样阻止肺癌病人T790m突变的CO1686的最强有力的竞争对手。
A key question for investors is how active is AZD9291 against T790M vs. wild-type EGFR.
对于投资者而言,关键问题是对于EGFR野生型来说,AZD9291对于阻止T790M突变有多大的活性。
Based on our preliminary analysis of available pre-clinical data, AZD9291 does not spare wild-type EGFR as selectively compared to CO-1686.
根据我们有效的初步前期实验室数据小结,相较于CO1686,AZD9291可选用于EGFR野生型的治疗。
While there is less data to make a comparison on the relative potency at T790M, the drug does have activity based on preclinical data, but activity could be impacted by dose limiting side effects.
与此同时,(两者)对于T790M相关有效力的比较数据却甚少,多少剂量用药会产生活性完全取决于前期实验室的数据,但剂量限制性副作用将会对药物活性产生影响。
We expect to get a better sense of the competitive landscape this weekend at ESMO, when we will get our first glimpse at the AZD9291 phase 1 clincal data.
我们期许能在欧洲肿瘤学会上对两者的比较有一个更好的感观了解,介时我们将瞥一眼AZD9291在实验室的I期试验。
AZD9291 Wild-Type EGFR Activity May Be Dose Limiting. Based on our preliminary analysis of the AZD9291 pre-clinical data, we believe that the compound has the potential to show dose limiting toxicity associated with wild-type EGFR inhibition.
AZD9291用于EGFR野生型的治疗可能会受剂量限制。基于我们对AZD9291前期实验室数据的小结,我们相信这样一种合成物对于野生型的EGFR的抑制具有潜在的剂量限制毒性。
In pre-clinical mouse lung xenograft models, AZD9291 had 78% tumor growth inhibition in wild-type cells which is similar to Iressa (gefitinib) which had 62% tumor growth inhibition in wild-type cells (see figure 1 on page
2).
在前期实验室的小鼠肺异种移植模型上,AZD9291在野生细胞中对78%的肿瘤生长有抑制作用,这一数据同易瑞沙在野生细胞对62%的肿瘤生长抑制是相接近的。
Given that Iressa is associated with known GI toxicity and skin rash, due to wild-type EGFR inhibition, similar side effects could be dose limiting and potentially limit the therapeutic window of AZD9291, while CO-1668 is already showing decent potency (3/4 PR in T790M mutations) without toxicity issues so far and is still in the dose escalation phase which bodes well from an efficacy perspective.
我们都知晓易瑞沙具有I级毒性和造成皮疹,因为是野生型EGFR抑制剂,相同的副作用可能是剂量限制性的也将潜在限制AZD9291的治疗窗(不少药物的代谢和反应具有种族差异,药物代谢和反应 种族差异的临床意义取决于药物治疗窗),而CO1668已经在目前为止没有毒性事件的情况下展现出其出色的表现,其增量试验也在进行中且功效前景预估良好。
CO-1686 is Wild-Type EGFR Sparing and More Selective. We believe CO-1686 could potentially be more selective than AZD9291 as the drug targets activating EGFR mutations and the T790M resistance mutation, but spares wild-type EGFR at anticipated therapeutic doses.
CO-1686对EGFR突变有效(原句为对野生无效)且更具选择性。我们相信,作为作用于EGFR突变和阻止T790M突变的药而言,CO1686比AZD9291更具潜在的选择性,但野生型EGFR则被排除在参与治疗的剂量之外。
In a recently published analysis, CO-1686 had almost no activity against wild-type
EGFR compared to existing earlier generation tyrosine kinase inhibitors such as Tarceva (erlotinib) and Gilotrif(afatinib).
在最近一期发表的小结上,CO1686相比已有的较早一代的酪氨酸激酶如特罗凯和阿法替尼相比,对于对抗野生型的EGFR基本无任何活性。
This difference in selectivity may drive CO-1686 to have a better toxicity profile compared to AZD9291, which could lead to a better therapeutic window.
这一选择上的区别可能使CO1686在毒性危害上,与AZD9291相比更小一些,而这将使CO1686有更好的治疗窗。
CO-1686 Market Opportunity Attractive. We model only 50% penetration into the T790M mutation population as 2nd-line therapy and factor in competition. We assume a 65% probability of success in this indication given the current data,
and the drug's mechanism of action. We model approval in 2017 and global probability adjusted peak sales of $517M in 2033.
(这一段是对未来的展望,经济上的,不翻了)
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