GlaxoSmithKline or return to the field of anti-cancer, focusing on IO and epigenetic targets
GlaxoSmithKline or return to the field of anti-cancer, focusing on IO and epigenetic targets June 23, 2015 Source: Bio Valley Axel Hoos, the head of glomal tumor immunotherapy, said anti-tumor remains one of Glaxo's strategic priorities and said that if there are good compounds they will rebuild the market and sales network of anti-cancer drugs. He said that Glaxo is not interested in drugs that are itchy, but mainly about subversive drugs. The third generation of cancer immunotherapy and epigenetic therapy are the focus, and revealed that OX40 and immune-microenvironment-regulating drugs similar to IDO are being actively developed. [Drug source analysis]: Glaxo has been underperforming in large pharmaceutical companies in recent years. Last year, the anti-cancer drug business and Novartis's vaccine part were exchanged for assets, giving the impression that they would withdraw from the field. But at the time they announced that they still retained the research part of anticancer drugs. This year, its CEO publicly questioned whether the high drug price of anticancer drugs continued, and said that the purchase price of hot assets is too high. Glaxo is more inclined to the traditional small-profit-multiple-sales model, that is, the mass-market products with large population but low drug prices. . At that time, major shareholders questioned Witty's history of reversing when the specialty drug was becoming a profit engine, and forced him to step down. However, the board of directors decided to give him a year and a half to reinstate it. I wonder if rebuilding the anti-cancer business is part of this negotiation. The most important discovery of Glaxo's anticancer drugs may be Tykerb, but the cost of this product development is very limited. Last year, the largest clinical trial of breast cancer drugs in the history of ALTTO failed, and Tykerb lost the rivers and lakes, which never caused a real threat to Herceptin. Another important product, the tumor vaccine MAGE-A3, last year in two consecutive phase III clinical failures, may be the last straw that led Glaxo to sell its anticancer drug business for 16 billion. These two areas where Glaxo is currently located should be said to be the most likely area for disruptive drugs, but by definition is also the most risky area. Hoos himself was responsible for the development of Yervoy, so it is absolutely an expert in immunotherapy. He believes that following the first generation of Provenge, Yervoy, the second generation of IO therapy after the second generation of PD-1/PD-L1 inhibitors will be the world of immune microenvironment. Of course, Glaxo also has strategic cooperation with CAR-T's Adaptimmmune. Another possible subversive drug is epigenetic regulation, but the pace of progress in this area is much lower than IO. Their lead is EZH2 inhibitors, but early clinical trial responses are not ideal. He also mentioned another popular target, BET, but these products still require a lot of development work. The combination of the last and immunotherapy may be the greatest market value of epigenetic regulation therapy. Glaxo's strategic swing is confusing, I wonder if it is preparation for mergers and acquisitions. Recently, rumors have said that Glaxo will be acquired, and Pfizer, Novartis, Johnson & Johnson, and Roche may all be shot. I thought that both Shike and Glaxo were the big ones, but after the merger, they could not adapt to the changes in the drug supervision and payment environment and fell into the situation that they are about to be acquired. The famous management master Edward Deming once said that change is not necessary, survival is not mandatory. Everyone remembers. Other Disposable Medical Products,widely used in many medical facilities, basic equipment Disposable Medical Products Luck Medical Consumables Co.,LIMITED , https://www.luckmedical.com