So which take-away message is the most likely scenario for the Eli Lilly experimental treatment for Alzheimer's? Is this a battle between hype and hope? The drugmaker yesterday released full study results and emphasized that its solanezumab compound slowed cognitive decline in patients with mild disease. While there was no statistically significant reduction in functional decline, some Wall Street analysts are upbeat, if cautious, about the prospects.
"The odds that solanezumab may become the first 'disease modifying' drug have risen, yet ascribing exact odds of success remains difficult," write Sanford Bernstein analyst Tim Anderson in an investor note. "...In our prior reports we put the odds of technical success at 20 percent. It would not be a stretch to say that this figure has doubled to 40 percent, yet solanezumab still remains a Phase III asset where the risk is likely higher than normal."
Just two months ago, Lilly (LLY) released top-line results indicating solanezumab failed to meet the primary endpoints, both cognitive and functional, in a pair of Phase III double-blind, placebo-controlled trials in patients with mild-to-moderate Alzheimer’s disease (back story). The complete results indicated a pre-specified secondary analysis of pooled data yielded a 34 percent reduction in cognitive decline in patients with mild Alzheimer’s, which was statistically significant.
The findings did not generate the sort of excitement that is being reserved for a cure, but were sufficient for Maria Carillo, the chief science officer at the Alzheimer's Association to express some optimism "It’s certainly not the home run we all wanted, but we’re very encouraged by these results,” she told the Associated Press.
For its part, Lilly was, not surprisingly, doing its best to put an optimistic face on the results. The drugmaker, after all, emphasized the analysis of pooled data, which was undertaken because statistically significant cognitive decline was only found in one of the two clinical trials (look here). This may be kosher, but only suggests that further trials will be needed if the drugmaker has a reasonable chance of winning FDA approval.
"Despite an 'excellent' safety profile, clinicians (we spoke with believe a disease-modifying effect must be confirmed in a second and, perhaps, longer Phase III study to argue for reimbursement of a potentially costly, once-monthly IV-administered product that delivers a limited functional benefit after 18 months of treatment," writes Leerink Swann analyst Seamus Fernandez in an investor note. He looks for a trial that will run up to three years and involve as many as 2,000 patients.
[UPDATE: A survey of 111 buy-side fund managers by ISI Group analyst Mark Schoenebaum finds that 54 percent expected these results, 11 percent say they were worse than expected and 35 percent believe they were better than expected. And on a scale of 1 to 10, with 1 being horrible and 10 being phenonemal, the results notched a 4.4. And only 21 percent believe Lilly could win FDA approval based on the results.]
It is not surprising that Lilly plans to speak with the FDA about how to proceed, though. Like its rivals, the drugmaker has been facing the so-called patent cliff, in which big-selling medicines are gradually losing patent protection and facing lower-cost generic competition. Moreover, Lilly has placed a big bet on its Alzheimer's program and to scrap its research - as Pfizer and Johnson & Johnson recently did (see here) - would weaken its strategy.
As Anderson notes, the Aricept pill, which is made by Eisai and sold by Pfizer, managed to generate about $4 billion in annual sales, even though the drug only improves symptoms and does not not have an effect on the progression of the disease. "A disease modifying therapy like solanezumab could well have higher pricing and therefore higher sales, even if the efficacy benefits only start out modestly but assuming they increase with continued usage," he writes. In other words, there is plenty of upside for Lilly to push ahead. Meanwhile, by emphasizing the possibility that mild Alzheimer's patients may benefit from early-stage treatment is a way to generate public support, of sorts, for its program. There is a tremendous unmet medical need for Alzheimer's treatments and FDA actions will be closely watched by millions of people who not only hope the Lilly compound can yield some benefit, but that the agency will work to ensure an effort is made - and not kill their hopes. What do you think?
Are The Solanezumab Results More Hype Than Hope?
- Yes (73%, 108 Votes)
- No (27%, 41 Votes)
Total Voters: 148
question mark pic thx to purpeslog on flickr
.






22 Comments
Why not? Manufacturers of MS drugs all term them DMD's if they reduce lesion counts or relapses, even if patients continue to become more and more disabled while taking them.
The cynical remarks about MS drugs above are in at least some cases misplaced. Tysabri and BG-12 among others have been shown not only to reduce "lesions or relapses" but also to slow the rate of disability progression.
http://www.ncbi.nlm.nih.gov/pubmed/16510744
http://www.ncbi.nlm.nih.gov/pubmed/22992073
It would be nice if we could stop this disease in its tracks, but drugs that reduce the rate of disability progression by nearly half deserve the term "disease modifying" in every sense.
http://www.nejm.org/doi/full/10.1056/NEJMoa1107829
I have friends and acquaintances with aggressive MS. It's made a real difference in their lives. It's easy to p*ss on things, but in this case you should not.
What's concerning about the latest Lilly data is the (popular) focus on the relative risk difference between the solanezumab- and placebo-treated groups (~34%) as opposed to the absolute score difference, which was only 1 or 2 points.
Once "an acceptable amount of deaths" is an unacceptable metric in drug development, we'll really get somewhere.
And one day this place that We the People had built with our labor taxes will be beat back into ploughshares from the sword it is now and be of service to providing for the sustainable life-maintenance needs of the human species - which includes CURES for the ever-present biological threats to the HUMAN SPECIES (virus, amoebas, bacteria) and not just catering to genetic defects that can easily be bred out of the population like was done without force over a thousand years ago in many northern EU tribes because they believed that knowingly sentencing a person to live in a defective body was not a sane way to live. Life is tough enough with good health and a normal mind.
http://www.wired.com/threatlevel/2012/03/ff_nsadatacenter/
only predators "spy", in the final analysis...
If you are "too much of a gentleman to even think that" - WHO ARE YOU and what have you done with / to the real oii??
Its worked well for people I know. I was in a business meeting the day that it was pulled off the market, and the VP I was talking to got a little teary eyed when I mentioned it, as the drug had stopped his wife's disease progression dead in its tracks.
DZ,"Acceptable number of deaths" for driving an automobile for a year is one in 8000. You take that risk in exchange for the convenience of not living within walking distance of your job and the grocery store. Likewise, the opportunity to avoid disability will be worth accepting a certain risk of death for many.
It would be nice if they did not have to make that choice, just as it would be nice if cars got 1000 mpg and did not generate greenhouse gases. We do what we can with the tools we have.
The "reason behind the reason" is they don't want to get in the business of pain management, and in fact, even though they are neurologists by training, most are remarkably ignorant, maybe even willfully ignorant on the appropriate use of pain medication. They are afraid of "creating addicts". As a result, many, including my sister had to spend extra time and money going to a pain specialist.
This is pure folly, and is why the profession of neurology has advanced little beyond eliciting the Babinski sign and carrying around little vials of hot and cold water in their little black bag along with their spare bow ties and butch wax.
Hopefully, you'll eventually end up in a position of no decision making power over the direction of medical research and the metrics that measure its success - something like car sales...
It's the bread and butter of their job. They make these decisions on a daily basis. That's why end-of-Phase II meetings are useful to get an idea first hand from the regulators on how far out on the risk curve they are willing to spot you so that you can have some idea of the "acceptability" of your safety profile before you spend millions of dollars on what may ultimately prove to be an unsafe drug.
The agency does this every day of the week, Basically how they earn their keep.
I've spent a fair amount of time in the infectious diseases area, and can tell you with some confidence that pretty much every antibiotic on the market today has a one in 10,000 to one in 100,000 chance of causing death. I think you can say pretty much the same thing for every AIDS drug on the market, though the risk might be a little higher for these.
My simple minded thought would have been that these have an attractive risk/reward ratio, and belong on the market. But if no risk of death from a pharmaceutical is acceptable, we should pull all of these drugs off the market, right?
Sorry to take up your time, as you've pointed out, I'm a moron.
May a drone fall out of the sky on your head - whoopsie, so a certain amount of drones do that...