Novo to spend $4B on US plant, adding to obesity drug production push

Dive Brief:

  • Novo Nordisk will spend $4.1 billion to build a new U.S. factory in North Carolina, the latest multibillion-dollar investment by the Danish drugmaker to expand production of its fast-selling weight loss and diabetes drugs Wegovy and Ozempic.
  • Funding for the planned factory, announced Tuesday, comes as Novo plans to allocate $6.8 billion towards manufacturing this year. The investments are designed to help the company expand access to its obesity medicines and fend off competition from Eli Lilly.
  • Novo last year budgeted $3.9 billion on production capacity expansions. It added even more bandwidth earlier this year, when its controlling shareholder agreed to buy contract manufacturing company Catalent and sell three plants to Novo in a separate transaction. Meanwhile, Lilly has committed $9 billion to facilities in Indiana.

Dive Insight:

Wall Street analysts believe the market for weight loss drugs like Wegovy and Zepbound could surpass more than $100 billion a year by the 2030s. But even now, manufacturers of marketed products are struggling to keep pace with demand. Novo limited access to the lower, “starter” doses of Wegovy for months, while some doses of Lilly’s Zepbound and Mounjaro are currently in shortage.

Demand is expected to grow in the years ahead, as Novo and Lilly bring their medicines into new indications and broaden insurance coverage. Novo showed in testing that Wegovy can help reduce the risk of cardiovascular events, winning Medicare coverage for some people. Lilly could similarly win over Medicare with recent results showing Zepbound can ease obstructive sleep apnea.

The two companies are also testing their medicines in other common conditions, like the metabolic disease known as MASH, heart failure and even Alzheimer’s.

In the meantime, Lilly and Novo are pouring considerable resources into drug production. The $9 billion Lilly is spending on facilities in Indiana is the largest single investment in its history. Now Novo is following suit with plans to significantly increase its production footprint in North Carolina.

Novo already has a large presence in the state, with three production plants there. But the new plant in Clayton will double its existing square footage. Foundational work has already begun on a 56-acre site, with construction expected to be finalized between 2027 and 2029. The facility will specialize in what’s known as fill-finish, or sterilizing and standardizing medicines and containers before filling and sealing them with drug products.

When completed, the new facility will add 1,000 new jobs to the roughly 2,500 the company already employs in the region.

The facility is the second in the U.S. the company has added this year. The Catalent transaction hands Novo a plant in Indiana, as well as manufacturing sites in Italy and Belgium.

In addition to its investment in Indiana, meanwhile, Lilly is buying a plant in Wisconsin.

Novo fills in positive picture for preventive hemophilia drug

Dive Brief:

  • Novo Nordisk on Sunday disclosed detailed clinical trial results for an experimental hemophilia treatment dubbed Mim8, showing once-weekly and once-monthly doses of the antibody drug controlled bleeding in people with the more common “A” form of the disorder.
  • The data, which were presented at the International Society on Thrombosis and Haemostasis Annual Congress in Thailand, fill in a positive picture for Mim8’s effectiveness and safety. Novo had said in May that the Phase 3 trial, called Frontier-2, succeeded and shared topline findings.
  • Among people who had not previously been on preventive treatment, researchers reported zero bleeds in 86% of study participants who received once-weekly Mim8, and 95% of those given the once-monthly dose. Those figures were 66% and 65%, respectively, among people in the trial who had prior preventive treatment.

Dive Insight:

The success of Ozempic and Wegovy, Novo’s drugs for diabetes and weight loss, have transformed the Danish drugmaker into the pharmaceutical industry’s second largest. Not surprisingly, analysts and Wall Street investors are now laser focused on that portion of the company’s business.

But Novo continues to develop drugs for rare blood disorders, and has placed emphasis on the potential of Mim8. It’s also invested in sickle cell disease, acquiring Forma Therapeutics two years ago and advancing another drug it licensed in 2018.

The recent results for Mim8 are the first from a Phase 3 trial program that includes three other studies beyond Frontier-2.

Novo enrolled 254 people with hemophilia A into Frontier-2, including those with and without “inhibitors,” which can prevent standard drugs from effectively clotting blood. The one-year study compared Mim8 to either no prophylaxis among those not on preventive treatment, or to prior coagulation factor prophylaxis among those who were.

In the former group, a once-weekly dose of Mim8 reduced the average annualized bleeding rate by 97%, while the once-monthly dose led to a 99% reduction. That translated to an average of 0.45 treated bleeds per patient year among the once-weekly group and 0.20 among the once-monthly patients. In the control arm of people who did not receive preventive treatment, the average rate was 15.75 treated bleeds per patient year.

Patients in the study who previously were on preventive treatment went through a “run-in” phase of the study, and then were given one of the two Mim8 doses. The average rate of treated bleeds was 2.51 per patient year for those on once-weekly dosing, versus 4.83 on their prior prophylaxis, and 1.78 for those on the once-monthly, versus 3.10 on their prior treatment.

There were no thromboembolic events or related serious side effects reported in the trial, Novo said.

“With Mim8, we have the potential of offering a substantial proportion of patients the prospect of zero bleeds and convenient dosing flexibility to fit their lifestyles and needs,” said Martin Holst Lange, head of development for Novo, in the company’s Sunday statement.

Novo plans to submit an approval application for Mim8 toward the end of the year, and will disclose more trial data for the drug at upcoming medical meetings.

A “bispecific” antibody, Mim8 is designed to bridge Factors IXa and X to replace the Factor VIII that’s missing in people with hemophilia A.

If approved, Mim8 would likely compete with Roche’s Hemlibra, which is also a bispecific anitbody and holds approval in the U.S. as a routine preventive treatment for people with hemophilia A. Dosing is flexible to either once-weekly, bi-weekly or once-monthly. Roche reported sales of 4.1 billion Swiss francs last year, or about $4.6 billion, using an average U.S. dollar exchange rate for 2023.

Obesity drugs from Altimmune, Hengrui show potential; Lilly details Zepbound sleep apnea data

Today, a brief rundown of news from Altimmune, Jiangsu Hengrui, Eli Lilly and others that you might have missed from over the weekend, when the American Diabetes Association held its annual meeting.

After an early setback for Altimmune’s obesity shot pemvidutide, the biotechnology company appears to be back on track with additional data. The dual-acting drug, which stimulates the hormones GLP-1 and glucagon, helped participants in the Momentum trial lose an average of 16% of their body weight at the highest dose given, according to full trial results presented at ADA. That weight loss at 48 weeks is in line with what Novo Nordisk’s Wegovy produced at 68 weeks. The company also pointed to pemvidutide’s preservation of lean body mass, which could help differentiate it if approved. Trial investigators described the shot as “well-tolerated,” although early data cuts had revealed that nearly one-quarter of patients dropped out due to side effects. — Jonathan Gardner

An obesity drug Jiangsu Hengrui Pharmaceuticals recently licensed to a new startup company showed weight loss in a Phase 2 trial that appears “very competitive” to other drugs in development, wrote Cantor Fitzgerald analyst Prakhar Agrawal in a Sunday note to clients. Treatment with the “dual agonist” drug, code-named HRS9531, led to weight loss at 24 weeks of up to 17% among participants given the highest dose. The startup now developing it is backed by $400 million raised from investors Bain Capital Life Sciences, RTW Investments, Atlas Venture and Lyra Capital. — Ned Pagliarulo

Back in April, Eli Lilly released summary data on studies of weight loss medicine Zepbound in people with obesity and sleep apnea. A fuller presentation of results at the ADA meeting, also published in The New England Journal of Medicine Friday, revealed data on “secondary” measures. Among them was a finding that 42% of trial volunteers taking Zepbound alone and half of those taking it while using a breathing machine saw resolution of their condition when measured by sleep apnea events and daytime sleepiness scores. Lilly also said it has submitted the data to the Food and Drug Administration. An approval could allow for Medicare coverage of Zepbound for people with obesity and sleep apnea. — Jonathan Gardner

Three people with Type 1 diabetes achieved independence from insulin one year following treatment with a stem cell-derived cell therapy being developed by Vertex Pharmaceuticals, according to data presented at the ADA meeting on Friday. Researchers also reported the elimination of severe hypoglycemic events in these three individuals, who all had HbA1C levels below the recommended 7%. Nine other study participants with shorter follow-up also appear to be benefiting from treatment, showing blood sugar control and endogenous insulin secretion. — Ned Pagliarulo

Amylyx Pharmaceuticals is buying an experimental, blood sugar-regulating medicine from Eiger Biopharmaceuticals, which is currently selling assets as part of its Chapter 11 bankruptcy proceedings. Eiger’s medicine acts on a protein tied to GLP-1 — the hormone at the center of a revolution in obesity and diabetes care. On Friday, Amylyx agreed to acquire all the rights to the drug for $35 million, plus some other, smaller costs. Earlier this year, the company pulled its closely watched treatment for ALS from the market, and has been trying to recover. — Jacob Bell

Sanofi taps Belharra for immune drug research; AstraZeneca’s new cancer drug falls short

Today, a brief rundown of news from Belharra Therapeutics, AstraZeneca, Regenxbio and Tasyha Gene Therapies.

Sanofi will work with biotechnology startup Belharra Therapeutics to develop small molecule drugs for inflammatory diseases, the companies announced Tuesday. Belharra will get $40 million in upfront and near-term payments to start the deal, through which it will use what it describes as “next-generation chemoproteomics” to identify immune drug prospects. The alliance is the second for Belharra, which launched last year with $130 million in funding and a research pact in place with Genentech. — Ben Fidler

AstraZeneca’s bid to expand use of its new breast cancer drug Truqap has fallen short. In the Capitello-290 trial in “triple negative” breast cancer, Truqap plus chemotherapy didn’t help people live longer than did a placebo and chemotherapy. The drug is approved to treat people with hormone-receptor positive, HER2-negative breast cancer if they have certain genetic alterations, a setting where it recorded $50 million in sales in the first quarter of 2024. The U.K.-based drugmaker expects data from a trial in prostate cancer later this year. — Jonathan Gardner

A gene therapy from Taysha Gene Therapies helped improve motor function in four people with the rare neurodevelopmental disorder Rett syndrome, the biotechnology company said Tuesday. The data are from two adult and two pediatric patients enrolled in a Phase 1/2 trial of Taysha’s therapy, called TSHA-102. One of the treated adults sat up unassisted for the first time in over a decade, while researchers observed symptom benefits in the other participants. Taysha plans to next test higher doses of its therapy. — Ned Pagliarulo

Regenxbio got agreement from the Food and Drug Administration on details of an accelerated approval application for a gene therapy the company is developing for the neurodegenerative disease Hunter syndrome. According to Regenxbio, the agency endorses the company’s plans to use a neurological protein as a surrogate marker “reasonably likely” to predict clinical benefit. It’s also discussed with Regenxbio the design of a confirmatory trial that would start next year. The biotech plans to start submitting its application in the third quarter. Dubbed RGX-121, the therapy would be its first wholly owned treatment to reach market. — Ben Fidler

The FDA has partially halted testing of an antibody-drug conjugate BioNTech licensed last year from China-based biotech MediLink Therapeutics. The FDA is concerned that higher doses of the drug, which is being evaluated against breast and lung tumors, may lead to “unreasonable and significant risk of illness and injuries,” according to a regulatory filing from BioNTech. MediLink has stopped enrolling new patients in a Phase 1 trial in the U.S. while it addresses the FDA’s concerns. Ben Fidler

Amazon expands drug subscription program to Medicare members

Dive Brief:

  • Amazon has expanded its generic drug savings program to Prime members on Medicare, throwing open the program’s doors to a major population of medication users — if Amazon is able to get them to sign up.
  • The subscription service, called RxPass, is now available to more than 50 million Medicare members in 46 states, according to a Tuesday release. RxPass is not yet available in California, Washington, Texas or Minnesota.
  • RxPass is separate from insurance, but Amazon had to undertake additional regulatory and compliance measures for Medicare beneficiaries to be able to use the subscription service, a spokesperson said.

Dive Insight:

Amazon rolled out RxPass last year as part of a plan to attract more Prime members to Amazon Pharmacy, its online pharmacy division.

Amazon has struggled with uptake of Amazon Pharmacy since launching the business in 2020 in an effort to compete with drugstores like CVS and Walgreens amid the rising need for affordable medications.

During a fourth-quarter earnings call last year, Amazon CEO Andy Jassey said Amazon Pharmacy is “growing really quickly.” However, Amazon has yet to publicly share how many of Amazon’s roughly 200 million Prime members fill their medications on the site. And earlier this year, Amazon laid off a number of employees in the division, building on another round of job cuts in 2023.

RxPass subscribers pay $5 a month to fill as many prescriptions as needed from a list of about 60 generic medications, including delivery to their doorstep.

When the program launched, critics were uncertain as to whether RxPass would result in savings for consumers, given Amazon Pharmacy already offers inexpensive generics. Company executives said the offering is angled toward people with chronic diseases who need multiple medications and may not have significant healthcare coverage.

Medicare members tend to have such coverage for generics through the program’s Part D benefit, which covers a wide range of drugs. However, most Medicare members have two or more chronic conditions — at least two-thirds of enrollees, according to government data.

Amazon touted RxPass’ potential savings in the release, noting a Medicare beneficiary who takes at least one medication through RxPass could save roughly $70 per year, with savings compounding the more medications are filled.

If all Medicare beneficiaries transfer their eligible prescriptions to RxPass, Medicare spending would fall by almost $2 billion, according to the company. An Amazon spokesperson said the company’s economists calculated that figure by analyzing government data to find the cost of equivalent medications through Medicare.

Depending on a Medicare beneficiary’s prescription drug plan, and how many medications they take, an RxPass subscription could lead to savings. For example, the diabetes drug metformin is covered by a little more than half of Part D plans, at a co-pay ranging from $0 to $7, according to GoodRx. On RxPass, metformin is included in the $5 monthly subscription, which also covers other drugs.

Amazon has also launched manufacturer coupons for select brand name medications to try and bolster its online pharmacy.

However, the e-commerce giant faces a number of competitors in the space, including legacy drugstores and newer companies looking to entice clients fed up with rising drug prices and opaque pharmaceutical supply chains.

Amazon is also focused on care delivery in its push into healthcare. Despite high-profile crash-and-burns of past offerings, including hybrid care provider Amazon Care and cost-lowering venture Haven, Amazon has built out a telehealth marketplace, called Amazon Clinic, and acquired medical chain One Medical in 2022.

Late last year, Amazon discounted the cost of a One Medical membership for Prime users.

Twice-yearly shots of Gilead HIV drug effective in large prevention study

Dive Brief:

  • Twice-yearly shots of a Gilead Sciences HIV drug were so effective at preventing infections in a large late-stage clinical trial that study monitors recommend the company stop testing early and offer the drug to all participants.
  • The trial, called Purpose 1 and run in South Africa and Uganda, compared Gilead’s medicine lenacapavir to once-daily Truvada and background HIV infection rates among cisgender women. Lenacapavir proved superior to both, with zero HIV infections reported in the study group, Gilead said Thursday.
  • Gilead hopes testing of twice-yearly lenacapavir will prove it an effective and more convenient preventive option for people at risk of HIV infection. The company expects data late this year or early next from another study that involves cisgender men who have sex with men as well as certain groups of people who are transgender or gender non-binary.

Dive Insight:

Gilead has made oncology a focus of its dealmaking in recent years, investing tens of billions of dollars in acquisitions of cancer drugs and their developers.

But the bulk of Gilead’s business remains in HIV, a field it has long led with a portfolio of pills approved to prevent or treat infections. Lenacapavir is its latest entrant and, as an injection given twice per year, could represent a more convenient way for people to protect against the disease.

“While we know traditional HIV prevention options are highly effective when taken as prescribed, twice-yearly lenacapavir for [pre-exposure prophylaxis, or PrEP] could help address the stigma and discrimination some people may face when taking or storing oral PrEP pills, as well as potentially help increase PrEP adherence and persistence given its twice-yearly dosing schedule,” said Linda-Gail Bekker, director of the Desmond Tutu HIV Center at the University of Cape Town, South Africa, in a statement provided by Gilead.

Gilead released only summary results from the Purpose 1 trial Thursday, indicating fuller details will be presented at a future medical conference.

More than 5,300 women and adolescent girls were enrolled in the study, which randomized participants to receive either preventive lenacapavir, once-daily oral Descovy or once-daily oral Truvada. Both Descovy and Truvada are approved PrEP options.

Lenacapavir and Descovy were then compared to Truvada and, because offering a placebo is now considered unethical in HIV prevention studies, background HIV rates. Researchers reported 0 incident cases of HIV infection in the women who were given lenacapavir, compared to the background incidence rate of 2.41 per 100 person-years.

Lenacapavir was also superior to once-daily Truvada, Gilead said, although the company did not reveal the incidence rate for the Truvada group in its Thursday statement.

HIV incidence among those on once-daily Descovy was similar to that of the Truvada group, but didn’t meet the statistical threshold to show superiority to background HIV incidence. Gilead attributed the latter finding as possibly related to known adherence challenges with once-daily pills.

Brian Abrahams, an analyst at RBC Capital Markets, described the readout in a Thursday note to clients as a “near best-case” outcome. While a positive result had been expected, Abrahams noted that uncertainty remained because Gilead had not conducted a mid-stage study beforehand.

The company will need to obtain positive results from its ongoing Purpose 2 study to support an approval application for lenacapavir in this use. The drug is already approved as Sunlenca in the U.S. and Europe to treat, alongside other therapies, resistant HIV infections in people whose drug regimens no longer keep the disease at bay.

In its statement Thursday, Gilead said that it will soon share more information on its plans for supporting access to lenacapavir, if approved for PrEP, in countries with high infection incidence but limited resources.

Obesity drug from Zealand shows potential in early trial

An experimental weight loss shot developed by Denmark-based Zealand Pharma helped people with obesity lose as much as 9% of their body weight over four months, results the company said support further research on a medicine it hopes could compete with drugs from Novo Nordisk and Eli Lilly.

The shot, called petrelintide, is part of a class of drugs called amylin analogues that work differently than GLP-1 agonists like Novo’s Wegovy or Lilly’s Zepbound. They may also be useful in combination to spur greater weight loss. 

The data Zealand disclosed Thursday come from the second part of a Phase 1 trial meant to determine the best dose to advance into the larger studies that might support an approval application. This portion of the trial enrolled 48 people with a body mass index of 29 or higher, and randomized 36 to take one of three weekly doses of petrelintide. The other 12 received a placebo shot. 

Zealand only disclosed data from participants given the highest dose, who lost on average 8.6% of their body weight, and those on placebo, who lost an average of 1.7%. The company expects to release more data at an upcoming medical meeting. 

As much as one-third of people taking petrelintide experienced nausea, one of whom discontinued treatment because of moderate nausea and vomiting, the company said. Wegovy and Zepbound were associated with nausea in around 40% and 30%, respectively, of participants in clinical trials.

Zealand plans to advance petrelintide into Phase 2 testing later this year. That timeline puts it behind Lilly’s amylin-stimulating drug eloralintide, which is already in Phase 2 trials, and Novo Nordisk’s GLP-1 combination drug cagrisema, which is in Phase 3. Cagrisema combines the amylin analogue cagrilintide with semaglutide, the active ingridient in Wegovy and Ozempic. 

However, Zealand executives claimed petrelintide could be “best-in-class” based on the data they’ve seen so far.

In a note to investors, Cantor Fitzgerald analyst Prakhar Agrawal wrote that petrelintide outperformed cagrilintide in a similar trial. In Phase 2, the highest dose of the Novo drug stimulated weight loss of 6% versus placebo, where petrelintide had a 7% margin. The Novo drug was associated with more incidents of nausea.

The differences between the two drugs aren’t conclusive as they haven’t been directly compared in a trial.

Zealand has several opportunities in obesity treatment. Its GLP-1 and glucagon-stimulating drug survodutide, which it is developing with Boehringer Ingelheim, is in a Phase 3 trial. A second GLP-1 drug called dapaglutide is in Phase 2.

Jazz drug for tremor fails study; Radiopharma drug developer ITM swaps CEOs

Today, a brief rundown of news from Jazz Pharma, Vanda Pharmaceuticals, ITM, Ashibio and Novartis that you might have missed from earlier in the week.

An experimental medicine that Jazz Pharmaceuticals picked up in 2019 has failed a mid-stage study testing it against essential tremor. Researchers evaluated three doses of the medicine in 420 participants. They found the highest dose didn’t meet the study’s main or secondary goals, though there were “numeric improvements” that hinted at some benefit. According to Jazz’s research and development head, the company will wait for results from a separate trial focused on Parkinson’s disease tremor before making a decision on next steps for the program. Those data are expected to come early next year. — Jacob Bell

Vanda Pharmaceuticals‘ board of directors on Thursday rejected two offers to acquire the company, determining that unsolicited bids from Cycle Group Holdings and Future Pak “substantially undervalue” the company. Cycle Group Holdings had proposed to acquire Vanda for $8.00 per share, while Future made a revised bid to buy the company for $8.50 to $9.00 per share in cash plus certain contingent value rights. Vanda shares have risen by 34% this year and now trade around $6 apiece. — Delilah Alvarado

Steffen Schuster, CEO of radiopharmaceutical drug developer ITM, will step down from his position Sept. 1 and move over to the company’s supervisory board. He will be replaced by Andrew Cavey, who most recently was at Bristol Myers Squibb as an executive overseeing cancer cell therapy. Prior to Bristol Myers, Cavey was at Novartis, where he co-led the company’s radiopharmaceutical strategy in prostate cancer. ITM recently raised $205 million. — Ned Pagliarulo

Ashibio emerged from stealth Thursday with $40 million in seed and Series A financing, the latter of which was led by MPM BioImpact. The funding will help the biotechnology company advance a new therapy for the rare genetic disorder fibrodysplasia ossificans progressiva, which gradually causes muscles and tendons to ossify into bone. Ashibio licensed from Gilead Sciences an antibody called andecaliximab that targets the MMP-9 gene, mutations in which appeared protective in a notable case study. The company plans to initiate a Phase 2/3 trial in the second half of 2024. — Delilah Alvarado

Novartis intends to “squeeze out” the remaining minority shareholders of Morphosys who have not tendered their shares to the former company’s acquisition of the German biotechnology firm. Novartis currently holds 91.04% of Morphosys’ total share capital and plans to transfer the remainder to itself for cash compensation. Novartis and Morphosys are also moving to delist the biotech’s stock from the Frankfurt and Nasdaq stock exchanges. — Ned Pagliarulo

Duchenne approval exposes FDA rift over Sarepta gene therapy

Peter Marks is again at the center of a controversial Food and Drug Administration decision on a gene therapy for Duchenne muscular dystrophy. Twice now, the high-ranking FDA leader has pushed aside objections from agency reviewers to grant an approval to Sarepta Therapeutics’ treatment for the muscle-wasting condition.

On Thursday, the FDA substantially broadened use of that treatment, called Elevidys. The decision makes Elevidys available to approximately 80% of people in the U.S. with Duchenne, which has limited treatment options and no cure. The agency also converted Elevidys’ accelerated approval to full, securing its place on the market. Previously, Elevidys was only approved for a specific group of boys 4 or 5 years of age.

“Families facing Duchenne have an urgent need for treatments that will delay the progression of the disease and this represents a significant treatment option for many boys and young men with Duchenne,” said Debra Miller, CEO of the patient advocacy group CureDuchenne, in an emailed statement.

But documents published by the FDA expose a rift within the agency over Elevidys. Three FDA review teams and two top officials recommended Sarepta’s application be rejected due to insufficient and conflicting clinical data. They were overruled by Marks, head of the FDA center that reviews gene therapies, who found the results supportive enough to broaden Elevidys’ label. It’s now cleared for Duchenne patients over the age of 4 with mutations to a specific gene, regardless of whether they can still walk.

“I come to a different conclusion regarding the overall interpretation of the data,” Marks wrote in a memo.

Marks has been a pivotal voice in the review of Elevidys. Before the regulator cleared it last year, he pushed the FDA to schedule an advisory meeting after learning agency scientists leaned towards rejecting the treatment outright, according to reporting by Stat. He then later overruled FDA reviewers in granting an accelerated approval.

Marks made those decisions while on a public campaign to communicate the agency’s flexibility in evaluating gene therapies for deadly diseases like Duchenne. Marks recently spoke at multiple meetings held by patient advocacy groups, noting how the FDA’s thinking has changed to become more patient focused. The regulator aims to speed development of rare disease gene therapies, he said, and views accelerated approvals as a valuable tool to accomplish that goal.

Even so, FDA reviewers once again wanted to reject Sarepta’s application. Elevidys has twice missed the main goals of placebo-controlled trials, failing to meaningfully improve motor function compared to a placebo after one year. Agency staff remain skeptical of the connection between the muscle-protecting, “microdystrophin” protein Elevidys produces and treatment benefit, documents show. They additionally found Sarepta’s main supportive evidence — a series of apparent benefits across secondary measures like how quickly a person can stand up — inconclusive.

Lola Fashoyin-Aje, director of clinical evaluation within the FDA’s gene therapy office, described those findings in another memo as “exploratory,” “possibly due to chance” and argued they should only be considered “hypothesis generating.”

“In some cases, the results of these analyses have yielded conflicting results, further illustrating the unreliability of exploratory analyses to support regulatory decision-making,” Fashoyin-Aje wrote. She added that, if an association between microdystrophin expression and improvement in physical function exists, “the data provided to date do not demonstrate it.”

Fashoyin-Aje made her case in support of the FDA’s clinical, clinical pharmacology and statistical review teams, which all determined that the evidence Sarepta generated doesn’t prove Elevidys effective or support broadening its use.

Notably, they rejected Sarepta’s arguments that Elevidys’ benefits on secondary measures in its main trial make up for the fact its primary outcome was negative. Because that primary statistical test failed, the secondary findings are “misleading” and “cannot guide any stakeholders — including patients, family members and caregivers, and prescribers — in making informed decisions” about Elevidys’ potential benefits, wrote clinical reviewers Mike Singer and Xiaofei Wang.

“We cannot reliably distinguish if these results are due to actual effects of Elevidys, or to chance alone,” they wrote.

Sarepta Duchenne gene therapy wins broader use from FDA

The Food and Drug Administration has substantially loosened limits on the first gene therapy for Duchenne muscular dystrophy in a decision that could greatly expand its use even as questions remain about its effectiveness.

The agency on Thursday made the therapy, called Elevidys and sold by biotechnology company Sarepta Therapeutics, available to people with Duchenne who are at least four years of age and have mutations in a specific gene, regardless of whether they can still walk.

For those who are still ambulatory the agency also converted Elevidys’ conditional approval to full, meaning its market availability in that setting is no longer contingent on additional tests. The clearance for Duchenne patients who are non-ambulatory is conditioned on the results of a Phase 3 study called Envision that’s currently underway.

“Today’s approval broadens the spectrum of patients with Duchenne muscular dystrophy eligible for this therapy, helping to address the ongoing, urgent treatment need for patients with this devastating and life-threatening disease,” said Peter Marks, head of the FDA’s Center for Biologics Evaluation and Research, in a statement.

Marks was a pivotal voice in Thursday’s decision. Documents published by the FDA show he overruled agency reviewers as well as high-ranking officials within his center who had advocated for a rejection of Sarepta’s application. Their skepticism stemmed from negative data Sarepta reported from testing of Elevidys, and their uncertainty that the treatment’s principal biological effect actually would translate to benefits.

In a memo, Marks wrote that he came to a “different conclusion” than his staff on interpretation of Sarepta’s data, and found the balance between risk and benefit to be favorable for Elevidys.

The FDA last June approved Elevidys only for certain boys between 4 and 5 years of age, a group Sarepta estimates to total about 400 in the U.S. each year. The new approval covers about 80% of Duchenne patients, a company spokesperson said.

That expansion could accelerate sales, which have totaled a cumulative $334 million, but recently have appeared to flatten. With a $3.2 million list price, Elevidys is one of the world’s most expensive medicines.

Duchenne is a progressive and fatal muscle-wasting condition that primarily affects boys. People with the disease gradually lose their ability to walk, typically during their teenage years, and can die from heart or lung complications in their 30s.

There is no cure. The steroids many people rely on to slow Duchenne come with side effects like weight gain and hormonal changes. So-called exon-skipping drugs, including three from Sarepta, are thought to only modestly alter the disease’s progression. The FDA also recently cleared a non-steroidal pill that can delay muscle loss and curb inflammation.

Patient advocates and drug developers have hoped gene therapy can do better, such as by halting or even reversing Duchenne’s inexorable assault on muscle function. Decades of research led to the development of several therapies, including Elevidys, that help the body produce a miniature form of the protein, dystrophin, that is lacking in people with Duchenne.

In testing, Sarepta’s therapy produced levels of that protein, called “microdystrophin,” well beyond what experts think could be beneficial. Advocates and researchers have also pointed to the favorable results some study participants have had on functional tests compared to historical data, arguing those findings prove the therapy works.

“What we’re seeing is stabilization of a disease that we’ve never been able to stabilize before,” said John Brandsema, a pediatric neurologist at the Children’s Hospital of Philadelphia, in an interview last year. “That is a tremendous achievement.”

But Elevidys hasn’t succeeded in a placebo-controlled trial, the gold standard for clinical research. In a Phase 2 study completed before it won approval, the therapy didn’t lead to a meaningful difference, versus a placebo, on a standard measure of motor function after one year.