PGN-EDO51

BOSTON--( BUSINESS WIRE )--PepGen Inc. (Nasdaq: PEPG), a clinical-stage biotechnology company advancing the next generation of oligonucleotide therapies with the goal of transforming the treatment of severe neuromuscular and neurological diseases, today reported financial results and recent corporate highlights for the quarter ended September 30, 2024. “We are pleased with the progress we have made across our pipeline and organization during the third quarter, as we continued to advance our lead clinical programs and strengthened our leadership team with the addition of Paul Streck to head our research and clinical development efforts. Paul has already made a positive impact on our organization and our clinical development strategy in both myotonic dystrophy type 1 (DM1) and Duchenne muscular dystrophy (DMD),” said James McArthur, PhD, President and CEO of PepGen. Said Paul Streck, MD, MBA, Head of R&D: “In our DM1 program, the 10 mg/kg cohort of our FREEDOM-DM1 study is fully enrolled and we are encouraged by the emerging data from both the 5 and 10 mg/kg cohorts. We look forward to presenting a fulsome update of both cohorts by the end of the first quarter of 2025, followed by additional data readouts expected from the DM1 and DMD programs during 2025.” Continued Dr. McArthur: “We leveraged the encouraging 5 mg/kg results from our CONNECT1-EDO51 study in DMD reported in July to further optimize the study designs of both CONNECT1 and CONNECT2-EDO51. With these protocol enhancements in place, we expect to report data from the expanded CONNECT1 10 mg/kg cohort before year-end 2025. We remain deeply committed to advancing our programs with the goal of improving the lives of individuals suffering from severe neuromuscular and neurological diseases.” Recent Program Updates PGN-EDODM1: Myotonic Dystrophy Type 1 Phase 1 FREEDOM-DM1 Clinical Trial of PGN-EDODM1 : The FREEDOM Phase 1 single ascending dose (SAD) study continues, and the Company expects to report safety, splicing correction and functional outcome measures from both the 5 mg/kg and 10 mg/kg dose cohorts by the end of the first quarter of 2025. The FREEDOM study is evaluating PGN-EDODM1 in approximately 32 adult patients with DM1 in the United States, Canada, and the United Kingdom. The Company expects to report results from the 15 mg/kg cohort in the second half of 2025. Phase 2 FREEDOM2-DM1 Clinical Trial of PGN-EDODM1 : FREEDOM2 is a Phase 2 randomized, double-blind, placebo-controlled, multiple ascending dose (MAD) clinical trial evaluating PGN-EDODM1 in approximately 24 adult patients with DM1 in Canada, the United Kingdom, and, subject to regulatory clearance, the United States. The Company expects to initiate dosing in FREEDOM2 by year-end. PGN-EDO51: Duchenne Muscular Dystrophy Phase 2 CONNECT1-EDO51 Clinical Trial of PGN-EDO51 : Following encouraging data from the 5 mg/kg cohort reported in July, the Company continues to advance the CONNECT1 study. Based on learnings from the 5 mg/kg cohort, PepGen has amended the CONNECT1 study protocol. The changes include adjusting the timing for the final biopsy from Day 7 to Day 28 following the last dose of PGN-EDO51, adjusting the Performance of Upper Limb (PUL) test entry score from 3 to 4 for inclusion, and adjusting the eligible age group from 8 years of age and older to 6-16 years of age, all subject to regulatory clearance. The Company has also expanded the 10 mg/kg cohort from 3 to 4 participants. With these adjustments, the Company now expects to report results from the 10 mg/kg cohort by year-end 2025. Phase 2 CONNECT2-EDO51 Clinical Trial of PGN-EDO51 : Based on the data from CONNECT1, including the favorable emerging safety profile of PGN-EDO51, the Company is also working to optimize the design of the multinational CONNECT2 Phase 2 double-blind, placebo-controlled, MAD, 25-week trial. The CONNECT2 clinical trial is open in the United Kingdom. The Company continues to engage with regulators in the European Union and expects to open the clinical trial in the United States by year-end, subject to regulatory clearance. Corporate Update In August, PepGen appointed Paul Streck, MD, MBA, as Executive Vice President and Head of the Company’s R&D organization. He brings more than 20 years of leadership experience in drug development, regulatory, and medical affairs. In September and October, the Company presented scientific and clinical data at numerous medical conferences, including at the 29th Annual Congress of the World Muscle Society. All of the presentations are available on the Investors page of PepGen’s website under Scientific Publications. Financial Results for the Three Months Ended September 30, 2024 Cash, Cash Equivalents and Marketable Securities were $138.9 million as of September 30, 2024, which is anticipated to fund currently planned operations into 2026. Research and Development Expenses were $17.7 million for the three months ended September 30, 2024, compared to $20.5 million for the same period in 2023. General and Administrative Expenses were $5.4 million for the three months ended September 30, 2024, compared to $4.2 million for the same period in 2023. Net Loss was $21.4 million, or $(0.66) basic and diluted net loss per share, for the three months ended September 30, 2024, compared to $23.3 million, or $(0.98) basic and diluted net loss per share, for the same period in 2023. PepGen had approximately 32.6 million shares outstanding on September 30, 2024. About PGN-EDODM1 PGN-EDODM1, PepGen's investigational candidate in development for the treatment of DM1, utilizes the Company's proprietary Enhanced Delivery Oligonucleotide (EDO) technology to deliver a therapeutic oligonucleotide that is designed to restore the normal splicing function of MBNL1, a key RNA splicing protein. DM1 is a progressively disabling, life-shortening genetic disorder. DM1 is estimated to affect 40,000 people in the United States, and over 74,000 people in Europe. The U.S. Food and Drug Administration has granted PGN-EDODM1 both Orphan Drug and Fast Track Designations for the treatment of patients with DM1. About PGN-EDO51 PGN-EDO51, PepGen's clinical candidate for the treatment of DMD, utilizes the Company's proprietary EDO technology to deliver a therapeutic phosphorodiamidate morpholino oligomer (PMO) that is designed to target the root cause of this devastating disease. PGN-EDO51 is designed to skip exon 51 of the dystrophin transcript, an established therapeutic target for approximately 13% of DMD patients, thereby aiming to restore the open reading frame and enabling the production of a truncated, yet functional dystrophin protein. The U.S. Food and Drug Administration has granted PGN-EDO51 both Orphan Drug and Rare Pediatric Disease Designations for the treatment of patients with DMD amenable to an exon-51 skipping approach. About PepGen PepGen is a clinical-stage biotechnology company advancing the next generation of oligonucleotide therapies with the goal of transforming the treatment of severe neuromuscular and neurological diseases. PepGen’s EDO platform is founded on over a decade of research and development and leverages cell-penetrating peptides to improve the uptake and activity of conjugated oligonucleotide therapeutics. Using these EDO peptides, we are generating a pipeline of oligonucleotide therapeutic candidates designed to target the root cause of serious diseases. For more information, please visit PepGen.com . Follow PepGen on LinkedIn and X . Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These statements may be identified by words such as “aims,” “anticipates,” “believes,” “could,” “estimates,” “expects,” “forecasts,” “goal,” “intends,” “may,” “plans,” “possible,” “potential,” “seeks,” “will,” and variations of these words or similar expressions that are intended to identify forward-looking statements. Any such statements in this press release that are not statements of historical fact may be deemed to be forward-looking statements. These forward-looking statements include, without limitation, statements regarding the therapeutic potential and safety profile of our product candidates, including, based on early data, PGN-EDO51 and PGN-EDODM1, the design, initiation and conduct of clinical trials, including expected timelines for our CONNECT1 and CONNECT2 Phase 2 trials, our FREEDOM Phase 1 trial and our FREEDOM2 Phase 2 trial, the expected timing for additional data reports from our CONNECT1 Phase 2 trial, and our FREEDOM Phase 1 trial, ongoing and planned regulatory interactions, and our financial resources and expected cash runway. Any forward-looking statements in this press release are based on current expectations, estimates and projections only as of the date of this release and are subject to a number of risks and uncertainties that could cause actual results to differ materially and adversely from those set forth in or implied by such forward-looking statements. These risks and uncertainties include, but are not limited to risks related to: delays or failure to successfully initiate or complete our ongoing and planned development activities for our product candidates, including PGN-EDO51 and PGN-EDODM1; our ability to enroll patients in our clinical trials, including CONNECT1, CONNECT2, FREEDOM and FREEDOM2; that our interpretation of clinical and preclinical study results may be incorrect, or that we may not observe the levels of therapeutic activity in clinical testing that we anticipate based on prior clinical or preclinical results, including for PGN-EDO51 and PGN-EDODM1; our product candidates, including PGN-EDO51 and PGN-EDODM1, may not be safe and effective or otherwise demonstrate safety and efficacy in our clinical trials; adverse outcomes from our regulatory interactions, including delays in regulatory review, clearance to proceed or approval by regulatory authorities with respect to our programs, including clearance to commence planned clinical studies of our product candidates, or other regulatory feedback requiring modifications to our development programs, including in each case with respect to our CONNECT1, CONNECT2, FREEDOM and FREEDOM2 clinical trials; changes in regulatory framework that are out of our control; unexpected increases in the expenses associated with our development activities or other events that adversely impact our financial resources and cash runway; and our dependence on third parties for some or all aspects of our product manufacturing, research and preclinical and clinical testing. Additional risks concerning PepGen’s programs and operations are described in our most recent annual report on Form 10-K and quarterly report on Form 10-Q that are filed with the SEC. PepGen explicitly disclaims any obligation to update any forward-looking statements except to the extent required by law. This release discusses PGN-EDO51 and PGN-EDODM1, investigational therapies that have not been approved for use in any country and is not intended to convey conclusions about their efficacy or safety. There is no guarantee that PGN-EDO51, PGN-EDODM1 or any other investigational therapy will successfully complete clinical development or gain regulatory authority approval. Condensed Consolidated Statements of Operations (unaudited, in thousands) Three Months Ended September 30, 2024 2023 Operating expenses: Research and development $ 17,722 $ 20,540 General and administrative 5,449 4,240 Total operating expenses $ 23,171 $ 24,780 Operating loss $ (23,171 ) $ (24,780 ) Other income (expense) Interest income 1,826 1,578 Other (expense) income, net (39 ) (88 ) Total other income, net 1,787 1,490 Net loss before income tax $ (21,384 ) $ (23,290 ) Income tax expense — — Net loss $ (21,384 ) $ (23,290 ) Net loss per share, basic and diluted $ (0.66 ) $ (0.98 ) Weighted-average common shares outstanding, basic and diluted 32,581,542 23,790,430 Condensed Consolidated Balance Sheets (unaudited, in thousands) September 30, December 31, 2024 2023 Assets Cash, cash equivalents and marketable securities $ 138,857 $ 110,407 Other assets 31,377 32,645 Total assets $ 170,234 $ 143,052 Liabilities and stockholders’ equity Liabilities $ 32,779 $ 34,631 Stockholders’ equity 137,455 108,421 Total liabilities and stockholders’ equity $ 170,234 $ 143,052

OTC2024类器官前沿应用与3D细胞培养论坛圆满落幕，点击图片可查看会后报告，咨询OTC2025类器官论坛请联系：王晨 180 1628 8769 丨猎药人俱乐部研究团队整理 一半火焰，一半海水，小核酸药物以及核酸递送新技术的出现，带给疾病新的破解方式，但仍难逃创新药研发的九死一生定律。根据cortellis统计，迄今为止小核酸领域共有194款药物终止研发、826款药物18个月以上未报告进展，另有十余款药物处于暂停/撤市状态。 目前处在活跃状态的小核酸管线仅占历史所有管线的不足1/4，其中进入临床阶段的管线仅有312个，占所有管线的28.8%。 全球小核酸管线阶段分布 “活跃”筛选条件：cortellis、insight数据库中18个月内有进展的小核酸管线，去掉暂停/停止/未报告进展/非积极的项目 在这真正活跃的312条小核酸管线中，我们能挖掘哪些信息？哪些企业是真正活跃管线的拥有者？又有哪些管线有成为重磅药物的潜力？ 01 全球小核酸活跃管线共计312条，siRNA和ASO各占1/3 全球312条临床阶段小核酸活跃管线中，临床II期以上阶段的管线已占比超过50%，其中有两条管线处于NDA阶段，分别为赛诺菲/Alnylam的治疗血友病的小干扰RNA（siRNA）疗法fitusiran，和Ionis用于降脂的反义寡核苷酸（ASO）疗法olezarsen。 全部active项目中，NDA阶段有2个，Phase 3 阶段有22个，Phase 2 阶段有141个，Phase 1 Clinical有133个，Clinical有14个。 从药物类型来看，siRNA和ASO依然是占比最多的管线，分别有109条（35%）active的siRNA管线和105条（34%）active的ASO管线，且分别有一款药物处于申请上市阶段。 临床阶段活跃小核酸类型分布 siRNA和ASO管线数量相差不大，但是临床阶段分布情况差别较大，ASO大多数临床项目处于临床中后期，而siRNA的管线则主要分布在临床早期。 02 三巨头Active项目数量遥遥领先，中国两家新药企业挤进TOP10 拥有临床阶段小核酸active管线数量TOP10企业分别为Ionis（24条）、Arrowhead（14条）、Alnylam（13条）、罗氏（7条）、再生元（7条）、瑞博生物（6条）、渤健（6条）、礼来（6条）、阿斯利康（5条）、GSK（5条）、舶望制药（5条）。 值得一提的是，瑞博生物和舶望制药两家中国创新药企业挤进了全球小核酸active管线TOP10企业中。 这些小核酸active管线TOP10企业可以大致划分成三种：一类企业拥有丰富的技术积累和管线储备，例如小核酸三巨头Ionis、Arrowhead、Alnylam多年深耕小核酸技术，在Active项目管线储备和技术能力上遥遥领先；此外， 随着MNC小核酸争夺战进入白热化，MNC也挤进这一榜单，小核酸未来的商业化战场少不了大药企的比拼；最后，从我国企业舶望制药的身上，我们看到了年轻的新锐企业也可以凭借优异的执行效率，快速推进多个项目取得active进展。 03 国内小核酸赛道活跃企业35家，一半扎根国内，一半海外申报 全球小核酸active项目所涉及的企业共有255个（包括原研和引进企业），其中：中国企业有35个，美国企业有115个，欧洲有61个，其他有44个。中国企业作为原研的管线数量为41个，其中有一半（53.7%）进行了 海外申报。 国内企业除瑞博生物（6条）和舶望制药（5条）以外，active管线数量较多的企业还包括圣诺医药（3条）、维亚臻生物（3条）、圣因生物（3条）。 04 13款值得关注的小核酸药物 1）预计下半年获批：2款 Ionis：Olezarsen 作用机制:ApoC3抑制剂 适应症:家族性乳糜微粒血症综合征（FCS）2030年销售额预测：3.99亿美元 Olezarsen是一种ASO疗法，能够抑制机体产生ApoC3。ApoC3是一种在肝脏中产生、调节血液中甘油三酯（TG）代谢的蛋白。Balance临床3期试验结果显示，FCS患者每四周接受一次80 mg olezarsen皮下注射治疗，患者的TG水平持续显著降低（经安慰剂调整），治疗6个月降幅为44%；治疗第6个月到第12个月期间降低59%；经安慰剂调整后的apoC3降幅在接受治疗6个月时为74%，在12个月时为81%。美国FDA已接受olezarsen用于治疗FCS成人患者的新药申请（NDA）并授予优先审评资格，预计在2024年12月19日前完成审评。Ionis还计划在今年在欧盟和加拿大递交监管申请。根据cortellis预测，Olezarsen 2030年销售额有望达到3.99亿美元。 赛诺菲/Alnylam：Fitusiran 作用机制:抗凝血酶III抑制剂 适应症:血友病A与血友病B2030年销售额预测：2.98亿美元 Fitusiran是一款小干扰RNA（siRNA）疗法，旨在作为体内产生/未产生凝血因子抑制物的血友病A或血友病B患者的预防性治疗。Fitusiran可降低抗凝血酶水平，从而促进凝血酶生成，重新平衡止血功能并预防出血。在两项3期临床研究中，与对照组相比，每月一次皮下注射fitusiran预防治疗组患者的年化出血率降低了90%。Fitusiran注射液的上市申请已于2024年5月获得中国国家药监局（NMPA）受理，并于6月获得美国FDA受理。根据cortellis预测，Fitusiran 2030年销售额有望达到2.98亿美元。 2）销售预测＞10亿美元的潜力重磅药物：5款Arrowhead：ARO-ANG3 作用机制：ANGPTL3抑制剂 适应症：血脂异常、家族性高胆固醇血症（FH）、高甘油三酯血症（HTG） 未来收入预测：销售峰值45亿美元（根据Zacks Investment Research） ARO-ANG3是公司开发的一款靶向血管生成素样蛋白3（ANGPTL3）的RNAi疗法，被开发用于治疗血脂异常、家族性高胆固醇血症（FH）、高甘油三酯血症（HTG）。2024年5月在《新英格兰医学杂志》上发表的一项2期试验评估了zodasiran治疗混合性高脂血症的效果。结果显示Zodasiran在混合型高脂血症患者中显示出显著降低TG、非HDL-C、载脂蛋白B和LDL-C水平的效果。其疗效呈现出剂量依赖性，200 mg剂量组的疗效最为显著。此外，Zodasiran治疗还与肝脏脂肪含量的减少相关。Zodasiran的整体安全性良好，未发现与药物相关的严重不良事件，但需注意在已存在糖尿病的患者中可能出现的糖化血红蛋白水平升高问题。 不过，根据Firece网站的最新报道，在资金流的压力下，Arrowhead Pharmaceuticals正在面临对两款心脏代谢疾病候选药物进行抉择，他们暂时需要放弃zodasiran，以便能全力支持另一个候选药物plzasiran的开发。不过，虽然Arrowhead计划倾全司之力在2025年将plzasiran推向市场，但仍希望能找到一个合作伙伴，来开发已经失去优先地位的zodasiran。 Ionis/诺华：Pelacarsen 作用机制：LP(a)抑制剂 适应症:主动脉瓣狭窄;心血管疾病;高脂蛋白血症2030年销售额预测：25.78亿美元 Pelacarsen是一款反义寡核苷酸（ASO）药物，靶向Apo(a) mRNA，抑制其翻译成脂蛋白(a)的蛋白。其原研是IONIS，2019年和Norvartis达成合作协议共同开发。2023年初，Royalty Pharma买入IONIS持有的Pelacarsen的剩余权益的25%。目前Pelacarsen已完成I期与II期的临床研究。II期研究表明，Pelacarsen 20 mg QW降低Lp(a)最高可达80%，80mg/月的给药剂量可使98%的患者Lp(a)水平降至50 mg/dL以下。 III期试验（NCT04023552）主要观察其对心血管疾病患者的主要心血管事件的影响，该临床试验正在进行中。Pelacarsen将有望成为首个靶向强效降低脂蛋白(a)并带来心血管获益的药物。根据cortellis预测，Pelacarsen2030年销售额有望达到25.78亿美元。 Avidity：Delpacibart etedesiran 作用机制：DMPK抑制剂 适应症:DM1 2030年销售额预测：20.69亿美元 Delpacibart etedesiran（Del-desiran，AOC 1001）是一款anti-TfR1抗体偶联寡核苷酸，含有可以结合TfR1的单抗以及偶联靶向DMPK mRNA的siRNA（siDMPK.19）。TfR1抗体能够有效将AOC 1001递送到骨骼肌和心肌细胞，siRNA成分siDMPK.19则能够降低DMPK mRNA水平，进而减少细胞核中的CUG，释放MBNL，恢复正常的mRNA加工。 AOC1001治疗DM1的I/II期MARINA试验和MARINA-OLE试验最新数据显示，与END-DM1自然疾病历史数据相比，接受delpacibart etedesiran治疗的患者在多个功能指标的疾病进展出现逆转，患者的肌强直、肌肉力量和活动能力都显著改善，且安全性和耐受性良好，超过200次输注总计46.2患者年的暴露量。美国食品药品监督管理局（FDA）和欧洲药品管理局（EMA）已授予del-desiran 孤儿药认定，FDA 还授予了del-desiran 快速通道认定和突破性疗法认定。 三期 HARBOR 试验的目的是进一步评估 AOC 1001的疗效，使用的终点包括视频手开合时间(VHOT)、肌肉力量和日常活动能力，三期数据预计在2026年读出。根据cortellis预测，Delpacibart etedesiran 2030年销售额有望达到20.69亿美元。 Ultragenyx：GTX-102 作用机制：UBE3A抑制剂 适应症:天使综合征2030年销售额预测：16.13亿美元 GTX-102是一款鞘内给药的在研反义寡核苷酸新药，旨在靶向和抑制UBE3A反义（UBE3A-AS）转录本的表达，同时激活神经元细胞中父系UBE3A的等位基因表达，产生患者体内所缺失的关键蛋白产物。该药物用于治疗天使综合征，这是由UBE3A基因缺失或突变导致的罕见性神经遗传疾病，患者会出现发育迟缓，平衡障碍、运动障碍以及癫痫发作等情况，大多不会说话。天使综合征经常被误诊为自闭症或脑瘫。目前尚未批准用于该疾病的疗法上市。 4月15日，Ultragenyx Pharmaceutical宣布了其用于治疗天使综合征（Angelman syndrome）的在研疗法GTX-102在1/2期临床试验中取得积极数据：接受GTX-102治疗的扩展队列A和B的患者，在第170天显示出具有临床意义的多领域功能改善。部分剂量递增队列患者在第758天显示出长期和持续的临床益处，远超过自然历史数据。根据cortellis预测，GTX-102在2030年销售额有望达到16.13亿美元。 再生元/Alnylam：Cemdisiran 作用机制：C5抑制剂 适应症:IgA肾病2030年销售额预测：11.67亿美元 Cemdisiran为一款再生元与Alnylam联合开发的C5靶向siRNA疗法。在IgA肾病中，补体系统的异常激活会导致过敏毒素C3a和C5a以及攻膜复合物C5b-9的过量产生，这些物质会损害肾小球结构。Cemdisiran通过精准靶向补体途径的关键成分——C5补体蛋白，有效阻断补体通路的激活，进而降低对肾脏的损害，并显著减少蛋白尿的排泄。 Cemdisiran 治疗IgA肾病的II期试验结果表明其可抑制肝脏中C5的产生，并能显著降低IgA肾病患者的尿蛋白水平。2024年8月13日，III期临床试验（R3918-MG-2018）完成首例给药。根据cortellis预测，cemdisiran2030年销售额有望达到11.67亿美元。 3）其他值得重点关注的重磅「活跃」药物 Arrowhead：plozasiran 作用机制：ApoC3抑制剂 适应症:I型高脂蛋白血症;高甘油三酯血症;脂质代谢紊乱2030年销售额预测：6.67亿美元 Plozasiran（ARO-APOC3）是Arrowhead公司首款研究性RNA干扰(RNAi)治疗药物，是一款靶向APOC3基因的潜在“first-in-class”RNAi疗法。Plozasiran治疗目标是通过下调APOC3降低甘油三酯水平，并将脂质恢复到更正常的水平。在多项临床研究中，plozasiran显示可降低FCS、严重高甘油三酯血症（SHTG）和混合性高脂血症患者的甘油三酯和多种致动脉粥样硬化脂蛋白。 2024年9月，Arrowhead Pharmaceuticals公布plozasiran用于治疗家族性乳糜微粒血症综合征（FCS）患者的3期PALISADE研究结果。分析显示，试验成功达到主要终点和所有关键次要终点，plozasiran使患者的甘油三酯（TG）、载脂蛋白C-III（APOC3）水平显著下降，并使急性胰腺炎（AP）的发病率显著降低。基于该试验积极数据，Arrowhead打算在2024年底前向美国FDA提交plozasiran的新药申请，并计划随后向其他全球监管机构寻求批准。 Wave Life Sciences：WVE-003 作用机制：HTT抑制剂 适应症：亨廷顿病2030年销售额预测：4.52亿美元 亨廷顿病是由于编码亨廷顿蛋白的HTT基因上出现CAG扩增，导致生成的亨廷顿蛋白突变体（mHTT）产生神经毒性。野生型亨廷顿蛋白对正常神经元功能也具有重要作用，因此HTT基因的突变不但增加了mHTT的产生，也降低了正常蛋白的水平，导致神经突触功能失常、细胞死亡和神经退行性病变。WWE-003是一款潜在“first-in-class”等位基因特异性RNAi疗法，它选择性结合表达mHTT的mRNA，在降低突变蛋白表达的同时，不影响野生型蛋白的表达。 6月26日，Wave Life Sciences宣布，在研疗法WVE-003在治疗亨廷顿病（HD）的1b/2a期临床试验SELECT-HD中取得了积极成果。数据显示，WVE-003总体安全性和耐受性良好，没有报告严重不良事件（SAEs），脑室体积与自然历史一致。在28周评估期间观察到WVE-003组患者显著的mHTT蛋白水平降低，支持每季度或更少频率的给药。在28周评估期间，wtHTT蛋白水平得到维持，验证了等位基因选择性沉默。此外，与安慰剂相比，wtHTT蛋白水平显著增加。 Ionis：donidalorsen 作用机制：激肽释放酶（PKK）抑制剂 适应症:遗传性血管性水肿（HAE）2030年销售额预测：3.90亿美元 Donidalorsen是一款潜在“first-in-class”的RNA反义寡核苷酸配体偶联（LICA）药物，旨在精确靶向以沉默前激肽释放酶（PKK）的表达，中断导致遗传性血管性水肿（HAE）发作的通路。PKK在激活与HAE急性发作相关的炎症介质中起重要作用。通过沉默PKK的产生，donidalorsen可能是治疗HAE的有效预防方法。IONIS授权日本大冢制药负责亚太地区和欧洲的特定区域开发、监管备案和商业化。 今年6月，Ionis公布了donidalorsen在治疗遗传性血管性水肿（HAE）的3期临床试验OASIS-HAE和OASISplus中的积极成果：donidalorsen以每月和每两月的给药方案进行治疗，一年后患者的HAE发作频率显著且持续降低超过90%；从其他预防性治疗转换至donidalorsen治疗的患者，其月均HAE发作率相较于基线进一步降低了62%，其中84%的患者更倾向于使用donidalorsen。Ionis 计划今年向美国食品药品管理局（FDA）提交新药申请，如获批准，将在美国独立上市donidalorsen。 Alnylam/罗氏：zilebesiran 作用机制：血管紧张素原配体抑制剂 适应症:高血压2030年销售额预测：3.12亿美元 Zilebesiran（ALN-AGT01）是一种皮下给药、靶向血管紧张素原（AGT）的在研RNAi治疗药物。AGT是肾素-血管紧张素-醛固酮系统（RAAS）中最上游的靶点，该级联反应已被证实在血压调节中发挥作用，其抑制具有明确的抗高血压作用。 zilebesiran的KARDIA-2临床研究数据表明：对于高血压控制不佳患者，zilebesiran与标准降压药联用，可带来额外的降压获益，降压效果可维持6个月。KARDIA-3 Ⅱ期研究(NCT06272487)已经启动，将评估zilebesiran对经2~4个标准降压药物治疗后血压仍不能有效控制的高血压患者的有效性和安全性，这些高血压患者同时存在慢性肾功能不全，或心血管疾病高危风险。根据cortellis预测，zilebesiran 2030年销售额有望达到3.1亿美元。 PepGen：PGN-EDO51 作用机制：外显子51跳跃疗法 适应症:DMD2030年销售额预测：2.79亿美元 PGN-ED051专门设计用于跳过外显子51，能够帮助大约13%的DMD患者。PepGen认为与现有药物相比，PGN-ED051的不同之处在于它使用了该公司专有的增强递送寡核苷酸技术，将药物直接递送至肌肉细胞，可以更有效地跳过外显子：与所有已获批准药物和已知开发中的候选药物相比，根据公开的跨研究数据，PGN-EDO51在灵长类动物的骨骼肌和隔膜中实现了最高的第51外显子跳跃水平，并且此效果在安全的剂量范围内获得。 今年8月，PepGen发布了其新式候选药物PGN-EDO51的积极临床数据：5mg/kg剂量的PGN-EDO51在三个月给药后，能使患者的外显子跳跃水平高于类似PMO剂量水平的其他寡核苷酸疗法。同时，此药物在肌肉调整后的肌营养不良蛋白水平上，也表现出较基线的显著增长。该公司计划在今后的试验中继续评估PGN-EDO51的疗效，并将着力于推动其二期试验CONNECT2-EDO51的开展。他们期待在更高剂量（10 mg/kg）中观察到更高水平的肌营养不良蛋白产生。 Idera Pharmaceuticals：Tilsotolimod 作用机制：TLR9激动剂 适应症：黑色素瘤2030年销售额预测：/ 在先天性免疫反应的过程中，TLR9扮演着举足轻重的角色，尤其在向肿瘤组织募集T细胞的过程中发挥着关键作用。这一靶点深藏于细胞内部，这使得TLR9激动剂的开发面临重重挑战，以寡核苷酸为药物形式的TLR9激动剂正逐渐成为研究热点。 Tilsotolimod 是一种在研合成 Toll 样受体 9 (TLR9) 激动剂，由Idera Pharmaceuticals开发，获得了美国FDA的快速通道，联合Ipilimumab用于治疗抗PD-1抗体难治性黑色素瘤，以及孤儿药物资格指定用于治疗IIb-IV期黑色素瘤。在I/II期临床试验中，ORR为22%，疾病控制率为71%，中位总生存期(OS)为21个月。目前处于黑色素瘤的关键3期临床（NCT03445533）阶段。 全球三期以上active小核酸管线 （完整名单欢迎私聊后台免费领取~） 参考资料： 公司官网 insight数据库 cortellis数据库 END 免责声明：本文仅作知识交流与分享及科普目的，不涉及商业宣传，不作为相关医疗指导或用药建议。文章如有侵权请联系删除。 OTC2024类器官前沿应用与3D细胞培养论坛圆满落幕，点击图片可查看会后报告，咨询OTC2025类器官论坛请联系：王晨 180 1628 8769