Cell and Gene Therapy Business Outlook

 

A New Publication Covering The CELL AND GENE THERAPY INDUSTRY

The Best Way to Keep up with the Growing Cell and Gene Therapy Industry

From Science and Medicine Group, the company behind Instrument Business Outlook, Kalorama Information, SDi and other publications, comes a new publication: Cell and Gene Therapy Business Outlook.

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With thousands of potential therapies on the market, cell and gene therapy promises future potential for pharmaceutical developers and those serving them.

  • A new twice-monthly publication dedicated to cell and gene therapy, Cell and Gene Therapy Business Outlook will offer the following:
  • Market Sizing and Forecasting of CGT Markets in Every Issue
  • Executive News Summaries – What is Happening in CGT Markets and Why It Matters
  • Deals Between CGT Companies Tracked in Every Issue
  • Important Science That Will Shape Tomorrow’s Business
  • Updates on Pipelines and Important Clinical Trials
  • Cell and Gene Therapy Tools, CMOs, Manufacturing Developments
  • Market Analysis of a Cell and Gene Therapy Segment in Every Issue

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There are many websites, publications and sources on cell therapy. Cell and Gene Therapy Business Outlook differs from these sources in that it is created by market researchers and editors focused on business opportunity. Each issue will track the market size and potential for a key market segment.

Who Is Dealing with Whom? Tracking of Cell and Gene Company Deals In Every Issue.

There is a never-ending stream of activities in this market. How can you keep up? Each issue of Cell and Gene Therapy Business Outlook will keep track of mergers, investments, licensing, technology transfers and partnerships in the industry. Each issue of Cell and Gene Therapy Business Outlook contains an updated CGT Recent Deals Table with information on these important events.

Future issues will also analyze of the number of deals and increases or decreases in activity as a measure of business. You’ll never miss an important happening with Cell and Gene Therapy Business Outlook. Also, the Recent Deals Table is a great resource for tracking companies in the market.

The News That Matters

Edited by Blake Middleton, a professional CGT researcher and former Staff Research Associate at UCLA Department of Pharmacology, Cell and Gene Therapy Business Outlook is designed to provide the most relevant news. Included is news that could affect business decisions near-term. Cell and Gene Therapy Business Outlook also explains the relevant science.
With a focus on what the recent news of the day means for business, our curated news and news analysis means that you and your organization can be confident you won’t miss an important development in cell and gene therapy.

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Convenient and Cost-Effective Seat-Based Pricing: Pricing depends on the number of users. Subscriptions can be as low as $2,200 annually for a limited one-person (single user) subscription.

Open up access: If more than one person will be reading, you can unlock access to other members of your organization. It’s easy to do: team subscription prices are as little as $4,995 annually for up to five readers. Larger team? Other licenses are available. Consult our website.  Convenient and Cost-Effective Seat-Based Pricing: Pricing depends on the number of users. Subscriptions can be as low as $2,200 annually for a limited one-person (single user) subscription.


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THE CELL AND GENE THERAPY MARKET IN ONCOLOGY is $1,582M

MARKET SIZE: The global market for cell and gene therapy for oncology reached $1,582 million in 2020 and is expected to climb to $2,744 for 2021.

There are over 100 different types of cancer; some of the more prominent include lung, breast, brain, blood, prostate and colon cancer. The immune system plays a primary role in the body’s defense against malignancy. Although a tumor is derived from the body’s own cells and is expected to possess proteins that are recognized as self and nonantigenic, neoplastic cells can express antigens that are not recognized as self. These cells can often be eliminated by the immune system.

FORECAST: projected to increase to $7,391 in 2025; $17,490 million by 2030.

Treating cancer is difficult because it is not a single disease and because all the cells in a single tumor do not behave in the same way. Although most cancers are thought to be derived from a single abnormal cell, by the time a tumor reaches a clinically detectable size, the cancer may contain a diverse population of cells.

Market Forecast:  Strong increases in the CAR-T therapy market, increasing from just $16 million in 2017 to $1,081 million in 2020 and projected to increase to $7,391 in 2025; $17,490 million by 2030.  Blood cancers are the leading driver in the segment, representing 68% of total sales. This is expected to be the primary segment through the forecast, representing 80% of sales by 2025 and 80% in 2030.  The United States and Europe are the largest markets due to overall product approvals and cost associated with the therapies. The US market represented nearly 77%, while Europe represented 19% in 2020.  Gilead and Novartis combined represent 68% of the market for cell and gene therapy in oncology.  Industry refocuses on oncology cell and gene therapies in a post-pandemic arena, returning to pre-pandemic growth.

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AAV CAPSID DISCOVERY UPDATE

Adeno-associated viruses (AAV) are small human viruses which provoke only a mild immune response and are not known to cause any human disease. AAVs are quite simple in organization, possessing a small (4.7kb) single-stranded DNA genome with only two open reading frames (ORFs), rep and cap, flanked by short (145 base) inverted terminal repeats (ITRs). The rep ORF encodes multiple overlapping sequences for proteins required for replication, and the cap ROF does the same for capsid proteins, which are the proteins forming the outer viral protein coat. These genes alone are not sufficient for viral replication, and AAVs require co-infection with a second, helper virus (such as an adenovirus or HSV) to supply the remaining gene products for replication (hence the name adeno-associated virus).


Gene therapy AAV vectors are further modified to remove the rep and cap genes from the viral genome (along with their promoters and polyadenylation signal), replacing them with a therapeutic expression cassette. Production of recombinant AAV vectors in cell lines requires the rep and cap genes to be supplied by a plasmid transfected in trans, in addition to the genes supplied by the helper virus. None of these externally supplied viral genes are packaged into the final construct, so the resulting viral delivery vehicle consists only of the therapeutic cassette encased in an AAV capsid, without any viral genes present. The gene therapy vector is therefore incapable of replication, even with co-infection by a suitable helper virus.
In addition to their safety, AAV vectors possess many features which make them attractive gene therapy candidates. They have extremely low immunogenicity, they can infect both dividing and non-dividing cells, and they can persist outside the genome to offer stable, long-term expression without the risks associated with host genome integration.

AAV vectors also suffer from several shortcomings, however:
• Because of their wide distribution, many individuals have already been exposed to naturally occurring AAV serotypes and produce immune responses against them.
• AAV vectors cannot reach most tissues efficiently, and do not spread easily within those tissues if they do.
• Vectors will preferentially target some cell types but not others.
• Transduction efficiency is often extremely low.

Each of these shortcomings can be addressed by innovations in capsid structure. In addition to protecting the DNA payload, the capsid is responsible for binding to specific receptors on the target cell and safely delivering the DNA payload to the cell machinery that so will be transported to the nucleus. Viral packaging efficiency, host immunological response, tissue and cell type specificity, and transduction efficiency are all determined by the capsid serotype. Unfortunately, initial gene therapy experiments were restricted to a handful of natural AAV serotypes which had limited tropism in many human cell types. Common serotypes also present problems with pre-existing immunity (PEI), as up to 90% of the human population have already been exposed to at least one AAV serotype. For these reasons, novel capsid discovery is a current hotbed of gene therapy research.

More information on this topic can be found in the latest issue. SUBSCRIBE TODAY

 

THE LATEST NEWS FROM CELL AND GENE THERAPY OUTLOOK

 

There have been a number of recent developments in cell and gene therapy, as detailed in our bimonthly newsletter, Cell and Gene Therapy Business Outlook.

  1. The U.S. FDA has lifted clinical holds on two Phase III clinical studies evaluating gene therapies being developed by Pfizer, based in New York, NY. On April 28th, Pfizer announced the reactivation of its Phase III study CIFFREO evaluating fordadistrogene movaparvovec (PF-06939926) for the treatment of Duchenne muscular dystrophy (DMD). The clinical hold was placed in response to a patient death in a Phase I trial for the therapy, and was lifted after Pfizer responded to the FDA’s requests for a potency assay and a protocol amendment. (See Cell and Gene Therapy Business Outlook 1, issue 8, p. 31 for more on Pfizer’s gene therapy for DMD.)  Then on May 3rd, Pfizer announced that the FDA had lifted a hold on the Phase III study AFFINE evaluating giroctocogene fitelparvovec (PF-07055480) for the treatment of hemophilia A, which Pfizer is developing in collaboration with Richmond, CA-based Sangamo Therapeutics.  Hemophilia A is an X-linked inherited disorder resulting in a deficiency of coagulation factor VIII, and giroctocogene fitelparvovec uses an adeno-associated virus to deliver a functional factor VIII transgene.  The therapy was so effective that some participants in the trial were observed with factor VIII levels greater than 150%, levels which are high enough to carry an increased risk of blood clots.  The clinical hold was initiated to amend the protocol with guidelines to safely manage those elevated factor VIII levels.  Pfizer announced that the clinical hold had actually been lifted back in March, but that the trial would not resume immediately; Pfizer and Sangamo are continuing with a voluntary hold as they finalize study protocols and ensure all necessary study conditions have been met.
  2. Matica Biotechnology, a gene therapy contract development and manufacturing organization (CDMO) based in College Station, TX, has announced the opening of a new 45,000 square-foot production facility for viral vectors and cell-based products for use in cell and gene therapies, vaccines, oncolytic therapies, and other genetic medicines. Two collaborations at the new facility have also been announced:  Matica Bio is working with Germany-based Sartorius to develop large-scale viral vector manufacturing technologies, and the company has also partnered with Texas A&M University’s Center for Innovation in Advanced Development and Manufacturing to speed up biotech R&D and commercial manufacturing.
  3. Gilead Sciences, based in Foster City, CA, and Dragonfly Therapeutics, based in Waltham, MA, have announced a collaboration to develop a number of Dragonfly’s novel natural killer (NK) cell engagers for indications in oncology and inflammatory disease. Dragonfly’s proprietary TriNKETs (Tri-specific, NK cell Engager Therapies) are molecules which bind to proteins expressed on both cancer cells and NK cells, activating the NK cells to both kill the cancer cells directly and signal other immune cells to establish a coordinated immune response against the cancer cells. As part of the agreement, Gilead will receive an exclusive, worldwide license for DF7001, Dragonfly’s TriNKET targeting 5T4, an oncofetal antigen expressed on tumor cells and tumor-supporting stromal cells in several types of cancer including pancreatic, colorectal, breast, ovarian, gastric, lung, and head and neck cancers.  IND application for DF7001 is anticipated in the first half of 2023.  Gilead will also have the option to license additional NK cell engagers from Dragonfly’s TriNKET platform after completing certain preclinical activities.
  4. Scribe Therapeutics, based in Alameda, CA, has announced an expansion of its ongoing collaboration with Cambridge, MA-based Biogen. Scribe was co-founded by Nobel Laureate Jennifer Doudna, PhD, and specializes in developing genome editing technologies adapted from CRISPR (clustered regularly interspaced short palindromic repeats) sequences found in bacterial genomes.  (Doudna and Emmanuelle Charpentier, PhD, were awarded the Nobel Prize in Chemistry in 2020 for their pioneering work adapting and streamlining the system into a powerful, programable gene editing tool.)  Back in 2020, Scribe announced a research collaboration with Biogen to develop and commercialize CRISPR-based therapies for the treatment for one of the underlying genetic causes of amyotrophic lateral sclerosis (ALS), which has been associated with genetic defects in more than 20 genes.  Scribe netted $15 million upfront for that deal, along with the potential for more than $400 million in milestone payments down the road.  With this announcement, Biogen has exercised an option in that agreement to pursue CRISPR-based gene therapies for an additional, undisclosed neurological disease target.
  5. Orchard Therapeutics, based in London, UK has announced an agreement with Gesetzliche Krankenversicherung Spitzenverband (GKV-SV), Germany’s national association of statutory health insurance funds, which grants access to Libmeldy (atidarsagene autotemcel) to all metachromatic leukodystrophy (MLD) patients in Germany within the scope of the European marketing authorization. MLD is rare genetic disorder caused by a mutation in the ARSA gene encoding the enzyme arylsulfatase A (ARSA).  Classified as a lysosomal storage disease, the enzyme deficiency results in the accumulation of fats called sulfatides which eventually destroy the myelin sheath surrounding nerve fibers in both the central and peripheral nervous systems.  Libmeldy is an autologous (patient-derived) CD34+ cell enriched population containing hematopoietic stem and progenitor cells (HSPCs) which have been transduced ex vivo with a lentiviral vector to express a functional copy of the ARSA gene encoding the human ARSA  The agreement follows close upon similar agreements with the England’s National Health Service (NHS) and Italy’s Agenzia Italiana del Farmaco (AIFA) in February and April of this year.
  6. Eli Lilly and Company, based Indianapolis, IN, and Bachem, based in Bubendorf, Switzerland, have announced a strategic collaboration to develop and streamline the manufacture of oligonucleotide-based therapeutics. The agreement concerns the manufacture of active pharmaceutical ingredients (APIs) for the therapeutics, which will implement Lilly’s novel oligonucleotide manufacturing technology.  Bachem will supply R&D and production personnel at its facilities in Bubendorf, Switzerland, along engineering infrastructure and expertise in the manufacture of GMP-grade materials.  The agreement provides for a 7-year commitment from Lilly following successful implementation of its oligonucleotide manufacturing technology, with an annual order volume of up to 100 million Swiss francs ($101 million), depending on certain milestones being met.
  7. Caladrius Biosciences, based in Bernards, NJ, and Cend Therapeutics, based in San Diego, CA, have announced that Cend will merge with a wholly-owned subsidiary of Caladrius, with the newly-merged company to be renamed Lisata Therapeutics. Caladrius also plans to immediately invest $10 million in Cend to advance its development pipeline.  The merger is anticipated to close in the third quarter of 2022, and Lisata will combine development pipelines from both companies, with an emphasis on Cend’s CendR  The new company’s lead candidate is expected to be CEND-1, a proprietary cyclic peptide that selectively facilitates anticancer drug delivery across the stroma of solid tumors to target tumor cells.  CEND-1 is currently being evaluated in Phase I and Phase II clinical studies for the treatment of pancreatic ductal adenocarcinoma (PDAC).
  8. Ray Therapeutics, based in San Diego, CA, has announced that the California Institute for Regenerative Medicine (CIRM) has awarded the company a $4 million grant to support development of Ray-001, its lead optogenetic therapy for the treatment of retinitis pigmentosa (RP) and other inherited retinal diseases. Over 100 mutations in more than 70 different genes can lead to RP, and no effective treatment is available.  Rather than attempting to repair the specific genetic defect responsible for RP, Ray-001 is a mutation-independent optogenetic therapy that bypasses the defective photoreceptors entirely by targeting other retinal cells along the vision circuit pathway. The therapy is administered via intravitreal injection, where it diffuses from the vitreous into the retina to transduces the retinal ganglion cells (RGCs).  Preclinical studies indicate that Ray-001 could be a one-time treatment that is sustainable for a lifetime.
  9. ViGeneron, an ophthalmic gene therapy company based in Munich, Germany, has announced a follow-on collaboration with Daiichi Sankyo Company, based in Tokyo, Japan. The initial collaboration began in January of 2021, when the two companies agreed to the first-stage research to develop therapies using ViGeneron’s novel engineered adeno-associated virus (vgAAV) vectors to deliver a novel therapeutic protein for the treatment of a highly prevalent, undisclosed ophthalmic disease target.  This follow-on collaboration allows the research collaboration to move into in vivo animal studies for the validation of potential vgAAV-based therapeutic candidates.  ViGeneron has identified and characterized two novel vgAAV vectors, termed GL and vgAAV.NN, using an in vivo directed-evolution approach with an AAV2-based peptide-display library.  The two vectors have demonstrated widespread, high-level transduction in retinal tissue over a wide range of preclinical models, and have also been shown to efficiently transduce human photoreceptor cells in human retinal explant cultures.  In addition to its vgAAV platform, ViGeneron’s REVeRT (Reconstitution via mRNA trans-splicing) technology platform overcomes the packaging size limitations of AAV vectors by taking advantage of cellular splicing machinery.   Two different mRNA molecules, each encompassing a portion of a large transgene mRNA molecule, are simultaneously co-delivered with separate vgAAV vectors, then spliced together inside the cell into to reconstruct the original large transgene mRNA.
  10. Porton Advanced Solutions, a contract development and manufacturing organization (CDMO) based in Suzhou, China, and Guizhou Sinorda Biomedicine Co, a cancer immunotherapy biotech company based in Guiyang, China, have announced a long-term collaboration in cell and gene therapy development. Porton Advanced will provide its end-to-end gene and cell therapy CDMO service platform to accelerate the development, production, and registration of Sinorda Biomedicine’s current development pipeline. The first collaborated project will be Sinorda’s SND002 (Sentinel Lymph Node T cell), a T-cell immunotherapy for the treatment of colorectal cancer.  SND002 was designated as a Breakthrough New Drug by the Chinese National Science and Technology Major Project, and was recently approved to begin Phase II clinical trials in Europe.
  11. The Ohio State University has launched a new Gene Therapy Institute to be led by Russell Lonser, MD, professor and chair of neurological surgery, and Krystof Bankiewicz, MD, PhD, professor of neurological surgery, both at the Ohio State College of Medicine. The university is currently conducting ten active human clinical trials, with a $14.6 million grant for a first-in-human nervous system gene therapy trial and a $4.8 million grant for translational CRISPR-gene therapy research from the National Institutes of Health.  Gene therapy-related research in being conducted by over 50 faculty across multiple colleges at Ohio State, with industry collaborations that include partnerships with Battelle, Medtronic, Biogen, and Bayer.
  12. Ilya Pharma, based in Uppsala, Sweden, has acquired long-term partner Nordic Bioanalysis, based in Södertälje, Sweden. Ilya develops therapies using modified lactic acid bacteria to deliver therapeutic proteins, and its lead candidate is ILP100 (in both topical and oral formulations), which consists of the lactic acid bacterium Limosilactobacillus reuteri R2LC, genetically modified to express the human cytokine CXCL12 1a.  Nordic Bioanalysis specializes in bioanalytical development and validation for small molecule pharmaceuticals and biologics, including antibodies and Advanced Therapy Medicinal Products (ATMPs), and Ilya plans to use the acquisition to streamline its development pipeline. Under the terms of the acquisition, Nordic will continue to operate as an independent commercial entity.
  13. Celogics, based in Seattle, WA, and NEXEL, a Seoul, Korea-based spinoff from Korea University specializing in induced pluripotent stem cell (IPSC) technologies, have announced the exclusive licensing of NEXEL’s Cardiosight-S, an iPSC-derived cardiomyocyte product line. Cardiosight-S will be the first product offered by Celogics, a joint venture between NEXEL and Curi Bio. Curi Bio is also based in Seattle, and specializes in developing in vitro tissues derived from IPSCs for disease modeling and drug discovery.  Celogics is a manufacturer of human iPSC-derived cell products, and has just announced the planned construction of a 20,000 square-foot biomanufacturing facility in the Seattle area.
  14. TreeFrog Therapeutics, a cell therapy company based in Bordeaux, France, has announced the launch of The Stem Cell SpaceShot Grant, a $100,000 grant open to PhD-level scientists and PhD candidate students working in stem cell biology, biophysics, gene editing, cell therapy, and bioproduction engineering. The grant is intended to facilitate TreeFrog’s goal of advancing stem cell therapies while improving their safety, efficiency, and affordability.  TreeFrog was founded in 2018 and has so far raised $82 million to advance its cell therapy pipeline. The company’s proprietary C-Stem technology platform utilizes micro-capsules to protect induced pluripotent stem cells (iPSCs) from external stress and simulate in vivo growth conditions during culture, allowing the cells to be mass-produced and differentiated into ready-to-transplant microtissues.