https://www.facebook.com/yeon.ian.1/posts/1418165151767593


http://www.fool.com/investing/general/2014/03/19/why-pfizer-investors-should-watch-quark-this-summe.aspx


당뇨 합병증으로 인한 당뇨병성 황반부종(diabetic macular edema, DME)도 siRNA로 고칠 수 있다는 것이고, Clinical phase 2b 결과가 5월에 나온다는 것이 핵심.


그리고, 중요한 것

기사 중간에 보면 "Quark developed PF-655 using technology licensed from U.K. based RNAi company Silence Therapeutics, and U.S. RNAi drug developer Alnylam.  

즉, Silence나 Alnylam의 기술을 라이센싱해서 한 것이다. 


하지만 당뇨병성 황반부종(diabetic macular edema, DME)은, 전체 당뇨병 환자의 약 10%, 당뇨병이 20년 이상된 사람들에게서 30% 정도의 확률로 발병한다는 것이 함정(http://m.whosaeng.com/a.html?uid=54008). 그리고 경쟁 제품이 두가지나 있다.


경쟁제품


1. Novartis' (NYSE: NVS  ) and Roche's(NASDAQOTH: RHHBY  ) Lucentis 


2. Regeneron(NASDAQ: REGN  ) and Bayer's (NASDAQOTH: BAYRY  ) Eylea

리제네론사의 Eylea:  신생(습식) 노인성 황반퇴행성에 첫12주동안 매4주마다 2 미리그람의 권고용량으로 그 다음에는 2개월마다 2미리그람으로 맞는 주사제

Eylea의 미국 시장 규모: 약 10억 달러(즉, 1조원) http://www.pharmstoday.com/news/articleView.html?idxno=102292 


아일리아와 루센티스의 비교 http://www.pharmstoday.com/news/articleView.html?idxno=102292 


이 약을 개발한 리제너런사의 주가

http://ycharts.com/companies/REGN

REGN Chart

REGN data by YCharts



어쨌든, RNAi therapy가 유전성 희귀질환이 아닌 병에 적용될 가능성이 높아보인다는 것이 청신호

http://www.fool.com/investing/general/2014/03/19/why-pfizer-investors-should-watch-quark-this-summe.aspx 



A read out on a mid stage trial this summer may offer clues as to whether Pfizer (PFE) may someday have a competitor to Novartis (NVS) and...
THE MOTLEY FOOL|작성자: TODD CAMPBELL


Posted by trigger
,

Cerulean

Cerulean은 여긴 암세포의 특성을 활용한 Drug delivery 방식이다. 

암세포는 혈관을 통해서 영양분을 일반 세포보다 많이 빨아들이는데, 이런 이유로 암세포 주위의 혈관은 기공이 주위 혈관보다 더 크다. 그래서 좀 더 침투하기 쉽다고 하는데, 이러면 전달 물질의 사이즈는 큰 것으로 생각된다. 즉, 이 회사는 전달 물질의 사이즈가 큰 것 같다. 


http://www.nanalyze.com/2014/03/a-nano-drug-delivery-ipo-from-cerulean-pharma/



Cerulean_Pharma_Logo

 

 



About

Founded in 2006 with technology from MIT and Caltech, Cambridge Massachusetts based Cerulean Pharma has taken in over $85 million in funding so far from the likes of Venrock, Polaris Venture Partners, Lilly Ventures, and Lux Capital.  This 22 employee company is looking to raise around $74 million in their public offering and has a current deficit of $98.4 million. The company’s net loss for 2013 was $17.1 million and they have not generated any revenue from product sales nor anticipate to over the next several years. As of December 2013, Cerulean had cash equivalents of just $5.5 million.

Cerulean’s Platform
Cerulean has developed a unique nano drug delivery platform that can deliver drugs that target tumors by taking advantage of the abnormally large pores associated with tumor blood vessels. As tumors grow, new blood vessels are formed to provide oxygen and nutrients to the growing tumor. These new blood vessels have larger pores than normal blood vessels through which the Cerulean nanopharmaceuticals can enter:

Source: Cerulean Pharma

Source: Cerulean Pharma

The nanopharmaceuticals while small enough to enter the tumor’s blood cells, are too large to then be shuttled out by the tumor cell’s transport pumps. They can then disintegrate over time while dynamically releasing the active drug payload within the tumor cell.

Pipeline
Cerulean’s lead product candidate is CRLX101 which through a standard injection, targets 3 cancer types with Camptothecin as its anti-cancer payload. Like Bind and Oasmia, Cerulean also has a second product candidate with Docetaxel as its anti-cancer payload. The current status of Cerulean’s pipeline can be seen below:

Cerulean_Pipeline


Bind Therapeutics라는 회사도 IPO를 했다 - 폐암 2상, 전립선암 2상
http://www.nanalyze.com/2013/08/nano-drug-delivery-ipo-of-bind-therapeutics/

Bind도 Docetaxel을 전달하는 형태의 치료제를 테스트하고 있는 회사다. Docetaxel은 유방암, 뇌종양, 후두암, 위암에 쓰이고 있는 항암제다. 밑에 있는 Oasmia와 거의 같은 연구를 하고 있는 것이다. 


Pipeline

The company’s lead drug candidate, BIND-014, is a targeted Accurin containing docetaxel. Docetaxel is one of the most commonly used cancer chemotherapy drugs approved for breast cancer, head and neck cancer, and gastric cancer. Prior to losing marketing exclusivity in the US in 2009, Docetaxel achieved global sales of around 3 billion. Generic Docetaxel continues to be a mainstay in cancer treatment despite significant side effects. Bind hopes that through the targeting capabilities of the Accurin delivery system, these side effects can be minimized.

Bind Pipeline


스웨덴 회사 Oasmia - 난소암은 이미 3상. 유방암은 1상 단계

http://www.nanalyze.com/2013/12/nano-drug-delivery-with-oasmia/
이 회사는 유방암 치료에 쓰이는 화학적 항암제인 Docetaxel을 drug delivery하는 방식이다. 정확하게 RNAi라고 하긴 어려운 것 같다. 


Technology
Oasmia’s lead product candidate, Paclical,  is currently in phase III clinical trials for treatment of ovarian cancer. The active substance in Paclical is paclitaxel, which is one of the most commonly used cytostatics in the world. The company’s patented invention XR-17 is a hydrophilic platform that can be used on a various number of agents, especially in order to improve the profile pattern and water solubility of otherwise sparsely soluble compounds. Like Bind Therapeutics, Oasmia also is developing a nano enabled drug delivery formulation of Docetaxel which achieved global sales of around 3 billion in 2009. The Company’s pipeline is seen below:

Oasmia_Pipeline


RNAi 회사들의 IPO와 Clinical trial이 줄을 잇고 있다.




Posted by trigger
,

Is this really the RNAissance?

2014. 3. 11. 17:03

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