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1. Moderna faces setback in Arbutus' long-running mRNA patent fight
2. Ocular Therapeutix’ Axpaxli shows superiority over Eylea, shares sink
3. FDA rejects Disc Medicine's rare disease drug despite granting it a commissioner voucher
4. Boehringer Ingelheim stops work on inhaled cystic fibrosis gene therapy
5. Compass Pathways soars as psilocybin depression treatment hits second Phase 3 trial goals
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Alexis Kramer
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FDA chief Marty Makary will speak later today at the second annual PhRMA Forum in DC. We’ll be curious to see if he says anything about Moderna’s flu shot and his agency’s decision not to review it.

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Alexis Kramer
Editor, Endpoints News
1
by Nicole DeFeudis

A fed­er­al judge has re­ject­ed some of Mod­er­na’s de­fens­es in the vac­cine mak­er's long-run­ning patent dis­pute with Ar­bu­tus.

The Tues­day de­ci­sion marks an in­cre­men­tal win for Ar­bu­tus, which claims that Mod­er­na’s Covid-19 vac­cine us­es its patent­ed lipid nanopar­ti­cle (LNP) tech­nol­o­gy. Mod­er­na as­sert­ed de­fens­es to try to in­val­i­date the patents, but Dis­trict Judge Joshua Wol­son sided with Ar­bu­tus on some of the claims.

“Not every de­fense presents a tri­able is­sue,” he said in a sum­ma­ry judg­ment rul­ing.

A Mod­er­na spokesper­son did­n't im­me­di­ate­ly re­spond to a re­quest for com­ment.

Wol­son said that be­cause Mod­er­na has al­ready mount­ed some of its de­fens­es in pro­ceed­ings be­fore the US Patent and Trade­mark Of­fice’s re­view board, “it can­not do so again in this case.” He al­so said that Mod­er­na lacked ev­i­dence to sup­port its claim that Ar­bu­tus’ in­ven­tion was de­rived from an­oth­er per­son.

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2
by Elizabeth Cairns

Oc­u­lar Ther­a­peu­tix’ in­ves­ti­ga­tion­al drug could be­come the pre­ferred ther­a­py for wet age-re­lat­ed mac­u­lar de­gen­er­a­tion af­ter da­ta re­leased Tues­day showed sta­tis­ti­cal su­pe­ri­or­i­ty to Re­gen­eron and Bay­er’s cur­rent best­seller Eylea.

How­ev­er, the da­ta from the tri­al ap­pear to have dis­ap­point­ed, and the com­pa­ny’s stock OCUL was down about 22% at mar­ket open.

If Oc­u­lar's drug, known as Ax­paxli or OTX-TKI, is ap­proved by the FDA, pay­ers should be will­ing to fund use of the drug with­out the need for pa­tients to take and fail on Eylea or one of its cheap biosim­i­lars first, the com­pa­ny con­tends.

“This is the first drug ever to have the po­ten­tial to get a su­pe­ri­or­i­ty la­bel ver­sus an an­ti-VEGF. That is re­mark­able. That is his­toric,” Oc­u­lar CEO Pravin Dugel told End­points News.

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3
by Max Gelman

The re­jec­tion of Disc Med­i­cine’s rare dis­ease treat­ment marks the first neg­a­tive out­come of the FDA's con­tro­ver­sial vouch­er pro­gram and sug­gests drugs that are se­lect­ed won't be guar­an­teed an ap­proval.

Dis­c's bitop­er­tin was an ear­ly test case of the Com­mis­sion­er's Na­tion­al Pri­or­i­ty Vouch­er (CN­PV) pro­gram, a pi­lot that aims to sig­nif­i­cant­ly short­en the typ­i­cal 10- to 12-month re­view times. The FDA said in a com­plete re­sponse let­ter from Fri­day that it had ques­tions about the bio­mark­er in­tend­ed to be used for ac­cel­er­at­ed ap­proval.

An­a­lysts viewed the re­jec­tion as a sur­prise, par­tic­u­lar­ly since Disc was one of the first com­pa­nies to get the vouch­er.

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4
by Lei Lei Wu, Kyle LaHucik

Boehringer In­gel­heim stopped de­vel­op­ment of an in­haled cys­tic fi­bro­sis gene ther­a­py that was in ear­ly-stage clin­i­cal tri­als.

The Ger­man phar­ma com­pa­ny told End­points News that it de­cid­ed to ter­mi­nate a study of the gene ther­a­py and stop work on the ex­per­i­men­tal treat­ment, known as BI 3720931, “as the clin­i­cal da­ta does not sup­port fur­ther in­ves­ti­ga­tion.”

Boehringer stopped the study af­ter en­rolling just five pa­tients, ac­cord­ing to a fed­er­al clin­i­cal tri­als data­base.

The tri­al start­ed last year as part of a col­lab­o­ra­tion be­tween Boehringer, the UK Res­pi­ra­to­ry Gene Ther­a­py Con­sor­tium, and Ox­ford Bio­med­ica. The study was ex­pect­ed to en­roll 36 pa­tients with cys­tic fi­bro­sis who are not el­i­gi­ble for CFTR mod­u­la­tor treat­ments, which are the go-to ther­a­pies for the dis­ease but don’t work for rough­ly 15% of them.

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5
by Elizabeth Cairns

The sec­ond piv­otal tri­al of Com­pass Path­ways’ psilo­cy­bin for­mu­la­tion for treat­ment-re­sis­tant de­pres­sion has suc­ceed­ed, the com­pa­ny said Tues­day, a re­sult that could help the drug gain ap­proval next year.

The first ap­proval tri­al of the pill, which is known as COMP360, hit its pri­ma­ry end­point in June, al­though by a mar­gin slim­mer than Com­pass had hoped. At that point the com­pa­ny near­ly halved in val­ue.

This new study has re­versed Com­pass’ for­tunes to some ex­tent: Its shares CMPS rose more than 35% in mid­morn­ing trad­ing.

The study, called COMP006, had an un­usu­al de­sign. Un­like the first piv­otal tri­al, which com­pared COMP360 with place­bo, the sec­ond pit­ted dif­fer­ent dos­es against each oth­er. Rough­ly half the pa­tients in the tri­al took two 25 mg dos­es of the drug three weeks apart. A quar­ter of the tri­al’s sub­jects re­ceived two dos­es of 10 mg, and an­oth­er quar­ter two dos­es of 1 mg.

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