Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018

Page created by Valerie Leonard
 
CONTINUE READING
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
Innova&on Trends in
Immuno-Oncology
Uncovering the state of innova0on in immuno-oncology

Ane7e Breindl, PhD, Senior Science Editor, BioWorld
Bob Stembridge, Senior IP Analyst, Clarivate Analy:cs

May 16, 2018
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
Immuno-oncology: Cancer’s
  Penicillin Moment

AneAe Breindl
Senior Science Editor
BioWorld

May, 2018
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
3

Immuno-oncology: current landscape

•       CAR T cells:
         ¨  Kymriah and Yescarta approved in 2017
         ¨  So far, very small numbers of pa:ents

•       Checkpoint blockers, which increase T cell ac:vity, are in wider clinical use
         ¨  CTLA-4 blocker (increases T cell ac:va:on)
              Yervoy
         ¨  PD-1 or PD-L1 blocker (prevents T cells from being shut off once ac:vated)
              Five approved

    •   Provenge
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
4

Genentech’s vice president of immuno-oncology has called the
development of checkpoint blockers “cancer’s penicillin
moment”

That analogy applies to their cura:ve effects, but also to their
limits
awash in. “I just don’t know if we’re using it correctly.”
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
5

Checkpoint blockade – future direc&ons

•   Key goal: increase the response rate
     ¨  Conver:ng unresponsive (“cold”) into “hot” tumors

                 Source: Chen & Mellman, Immunity 2013; Chen &
                 Mellman, Nature 2017
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
6

Checkpoint blockade – future direc&ons

•   Key goal: increase the response rate
     ¨  Combina:on therapies
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
7

Checkpoint blockade – future direc&ons

•   Key goal: increase the response rate
     ¨  Biomarkers
           -Best current biomarker is high muta:onal burden

            This is thought to be because high muta:onal burden translates into high neoan:gen load
                                                        BUT
                                                All it takes is one
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
8

CAR T cells

•   So far, CAR T cells have found clinical success only in B cell malignancies, because B cells have very
    specific surface markers and you can live well without an:body-producing cells

•   Finding an:gens on solid tumors that can be targeted with sufficient specificity has not been
    successful yet
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
9

CAR T cells – future direc&ons

•   Key goal: expand indica:ons/eligible popula:ons

     ¨   “Logic ga:ng” to allow T cells to respond to signal combina:ons

     ¨   Locoregional delivery can also be a solu:on for certain tumor types
Innova&on Trends in Immuno-Oncology - Uncovering the state of innova0on in immuno-oncology - May 16 2018
10

CAR T cells– future direc&ons
q   Key goal: increase response rate – “armored CARs”

                     From Avanzi et al., Cell Reports, May 15, 2018
Immuno-oncology patent
  landscape analysis

Bob Stembridge
Senior IP Analyst

May, 2018
12

Agenda

Trends in oncology dealmaking                           01
Immuno-oncology patent landscape                        02
Major players by target/therapy                         03
Iden:fying poten:al partners through cita:on analysis   04
Poriolio comparison of major licensing deal partners    05
13

Trends in oncology dealmaking

•   Oncology is currently the leading area for
    dealmaking, driven by immuno-oncology
•   32 of the 35 mul:billion-dollar oncology licensing
    deals of the last five years are focused on immuno-
    oncology
•   “Trends in oncology dealmaking” by Jamie Munro
    and Helen Dowden of Clarivate Analy:cs explores
    the recent trends in oncology deals

hAps://biopharmadealmakers.nature.com/users/9880-biopharma-
dealmakers/posts/30794-trends-in-oncology-dealmaking
                                                              Source: Clarivate Analy0cs Integrity Targets & Pathways
                                                              overview of PD-L1/PD-1 immune checkpoint inhibi0on
14

Oncology con&nues to dominate the dealmaking landscape
                 The top 50 pharmaceu:cal companies (ranked by 2016 revenues)

                                                          Source: Clarivate Analy0cs Cortellis
15

Licensing, joint venture and research-only oncology deals by volume and value from 2013 to 2017
16

Oncology licensing, joint venture and research-only deals valued at more than $1 billion from 2013 to 2017

                                                          Source: Clarivate Analy0cs Cortellis
17

Oncology licensing, joint venture and research-only deals valued at more than $1 billion from 2013 to 2017

                                                               Source: Clarivate Analy0cs Cortellis
The State of Innova&on
Uncovering key areas and
trends within the immuno-
oncology patent landscape
19

Immuno-oncology patent landscape

                                   Source: Cortellis, Derwent Innova0on, Themescape
20

Immuno-oncology patents 2008-2018

                                900

                                800

                                700
                                                                                                      CTLA-4
                                600
                                                                                                      PD-1
                DWPI families

                                500                                                                   PD-L1

                                                                                                      Ox40
                                400
                                                                                                      TIM3
                                300                                                                   LAG3

                                                                                                      CAR T-Cell
                                200

                                100

                                 0
                                  2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

                                                                          Source: Cortellis, Derwent Innova0on
Who are the players?
Major players by target/
therapy area
22

   Checkpoint inhibitors

                 CTLA-4                                                  PD-1                                                   PD-L1
                                                                        BMS                  60
                    BMS                        88                                                            ROCHE/GENENTECH                          57
              NOVARTIS                 40                          NOVARTIS                  57        DANA FARBER CANCER INST                   43
DANA FARBER CANCER INST                38                 UNIV PENNSYLVANIA                  56                           BMS                  36
   SLOAN KETTERING INST           26                       ROCHE/GENENTECH                   55                      NOVARTIS                  36
                 ABBVIE          25                  DANA FARBER CANCER INST                 54                    MERCK & CO                 28
        IMMUNOMEDICS             23                              MERCK & CO             34                        MEDIMMUNE                 22
                  PFIZER        22                      SLOAN KETTERING INST          26                    UNIV PENNSYLVANIA               21
        UNIV CALIFORNIA         22                         UNIV TEXAS SYSTEM          25                       IMMUNOMEDICS                 19
         US DEPT HEALTH         21                           IMMUNOMEDICS             23                      HARVARD COLLEGE              16
      ROCHE/GENENTECH           20                       UNIV JOHNS HOPKINS           22                  SLOAN KETTERING INST             15
                           0        50         100                                                                                   0          50           100
                                                                               0       50        100
                               DWPI families                                       DWPI families                                           DWPI families

                                                                                                              Source: DWPI and full text patents collec0on
                                                                                                                      on Derwent Innova0on
23

Checkpoint inhibitors

                 Ox40                                                     TIM3                                             LAG3
                NOVARTIS                50                            NOVARTIS                  33                        NOVARTIS                      32
      UNIV PENNSYLVANIA                 49             DANA FARBER CANCER INST                  31        DANA FARBER CANCER INST                      27
       ROCHE/GENENTECH             20              BRIGHAM & WOMENS HOSPITAL               16                 SLOAN KETTERING INST                17
               DOMANTIS            18                      SLOAN KETTERING INST            14                                  BMS               13
DANA FARBER CANCER INST           17               UNIV LELAND STANFORD JUNIOR            12                    UNIV PENNSYLVANIA                12
    SLOAN KETTERING INST          16                         UNIV PENNSYLVANIA            11                                INSERM              11
              MERCK & CO         10                           ROCHE/GENENTECH            10                       HARVARD COLLEGE               10
FRED HUTCHINSON CANCER           10                              US DEPT HEALTH          9                          US DEPT HEALTH              10
      UNIV JOHNS HOPKINS         9                                      AGENUS           9                       ROCHE/GENENTECH                9
                  ABBVIE         9                                  MERCK & CO           8             FRED HUTCHINSON CANCER RES               9
                           0                 100                                  0               50                                     0                   50
                               DWPI families                                          DWPI families                                          DWPI families

                                                                                                            Source: DWPI and full text patents collec0on
                                                                                                                    on Derwent Innova0on
24

Chimeric An&gen Receptor T-cell (CAR T-cell) therapy
25

Chimeric An&gen Receptor T-cell (CAR T-cell) therapy
Where is the opportunity?
Iden:fying poten:al partners
through cita:on analysis
27

Themescape map of CAR T-Cell therapy patent landscape
28

University of Pennsylvania: USE OF CHIMERIC ANTIGEN RECEPTOR-MODIFIED T CELLS TO TREAT CANCER

                                                                         Organiza&ons ci&ng
                                                                          WO2012079000
                                                                   UNIV PENNSYLVANIA                                       46
                                                                             NOVARTIS                       28
                                                                      US DEPT HEALTH                 16
                                                                             CELLECTIS               16
                                                                           BROAD INST           7
                                                                                  MIT          6
                                                                      ANTHROGENESIS            6
                                                                     UNIV CALIFORNIA           5
                                                                   UNIV TEXAS SYSTEM           5
                                                                 CEDARS SINAI MEDICAL          5
                                                                                         0    10    20    30     40        50

                                                                          Source: DWPI and full text patents collec0on
                                                                                  on Derwent Innova0on
How good is the fit?
A poriolio comparison of
major licensing deal partners
30

Merck & Co and AstraZeneca PD-1 patent pordolios
31

Merck & Co and AstraZeneca PD-1 patent pordolios
32

Pfizer and Cellec&s CAR T-cell therapy patent pordolios
33

Summary

•   32 of the 35 mul:billion-dollar oncology licensing deals of the last five years are focused on immuno-
    oncology
•   The scien:fic founda:ons of immuno-oncology are rapidly transla:ng to IP rights to protect and
    commercialise the most promising avenues
•   Patent growth in checkpoint inhibitors and CAR T-Cell therapy in par:cular has been explosive over
    the past three years and con:nues unabated
•   Forward cita:on analysis of patents can indicate               I-O patents 2008-2018 (projected)
    poten:al collabora:on partners and/or licensees          2500                                  CTLA-4
•    Poriolio mapping analysis can indicate areas of         2000
                                                                                                   PD-1
    overlap/complementarity of technology                    1500
                                                                                                PD-L1
                                                           1000
                                                                                                Ox40
                                                            500
                                                              0                                 TIM3

                                                                  2008
                                                                  2009

                                                                  2011

                                                                  2015

                                                                  2017
                                                                  2018
                                                                  2010

                                                                  2012
                                                                  2013
                                                                  2014

                                                                  2016
                                                                                                LAG3
34

Q&A
Thank you!
Interested in learning more
about Derwent? Request a free trial at
clarivate.com/products/derwent
You can also read