Headline Therapeutic focus - Second JAK inhibitor enters pivotal trials
Source EP Vantage
Company Incyte 
Related: Onyx PharmaceuticalsPfizerRigel PharmaceuticalsS*BIOTargeGen 
Date July 31, 2009
 

Incyte announced this week that its lead compound, INCB18424, had moved into phase III trials in myelofibrosis, a significant step considering that this is only the second late-stage trial of a janus kinase (JAK) inhibitor to date.  

JAK enzymes mediate signalling of several important drivers of autoimmune diseases and cancers, and are viewed as promising new targets for drug developers. Incyte follows hot on the heels of  Pfizer, which entered its JAK3 inhibitor CP-690,550 into a pivotal rheumatoid arthritis trial in February. With the majority of the JAK compounds in the form of attractive oral pills, and most still in the hands of small drug developers like  Incyte, signs of late-stage clinical success could spark partnerships deals in the area (see tables below). 

Incyte’s candidate is a JAK2 inhibitor. Under normal circumstances, activation of JAK2 stimulates blood cell production, but genetic mutations in the enzyme are implicated in myeloproliferative diseases (MPD), conditions characterised by an overproduction of blood cells in the bone marrow. Most commonly  JAK2 mutations are found in  polycythemia vera, essential thrombocytopenia and primary myelofibrosis disorders.  

Incyte received the go-ahead from the FDA this week to start a phase III trial recruiting patients with all three of these conditions, which will involved 240 patients. A similar trial in Europe, seeking to enrol 150 patients, started recruiting earlier this month.  

With nothing on the market for these blood disorders, there is clearly a strong, albeit niche, medical need for treatments and if successful the drug could potentially be on the market by 2011. This should present an attractive prospect for partners, although Incyte has said it wants to retain North American rights and sell rest of world. Still, stellar results could illicit a tempting offer.  

Janus kinase-2 (JAK-2) inhibitor programmes - cytostatics    Annual Sales ($m) 
Stage  Product  Indication Summary  Company  Originator  2011  2014 
Phase III  INCB18424  Myelofibrosis; Polycythaemia vera; Thrombocythaemia  Incyte  Incyte  9   149  
             
Phase II  ONX 0803 (SB1518)  Myelofibrosis  Onyx Pharmaceuticals  S*BIO     
  TG101348  Myelofibrosis   TargeGen  Targegen     
             
Phase I  XL019  Myelofibrosis; Thrombocythaemia; Polycythaemia vera  Exelixis  Exelixis     
  INCB28050  General cancer indications; Arthritis, rheumatoid  Incyte  Incyte     
             
Pre-clinical  SGI-1252  General cancer indications  SuperGen  SuperGen     
  ONX 0805 (SB1578)  General cancer indications  Onyx Pharmaceuticals  S*BIO     
  ON 044580  Leukaemia, chronic myeloid, acute myeloid  Onconova Therapeutics  Onconova Therapeutics     
             
Research project  JAK2 inhibitor  General blood malignancies  Eli Lilly  SGX Pharmaceuticals     
  JAK2 Kinase Inhibitor   Myelodysplastic syndrome   Ambit Biosciences  Ambit Biosciences     
  JAK2 Project  General cancer indications  Deciphera Pharmaceuticals  Deciphera Pharmaceuticals     
  JAK2 Inhibitor project   Polycythaemia vera  Onconova Therapeutics  Onconova Therapeutics     

Source: EvaluatePharma

Incyte’s progress will be watched with interest by the owners of the two phase II JAK2 candidates which are also being developed in myelofibrosis and one of which,  ONX 0803, originally developed by  S*Bio has already been cornered by  Onyx Pharmaceuticals. The US developer of successful cancer treatment Nexavar paid $25m for an option over North America and Europe rights to the compound and an earlier stage follow-on back in January.  

Given the scarcity of research in the field, Onyx clearly felt safer hedging its bets at this stage. S*Bio is still running the development, with a phase I/II trial due to report in the first quarter of 2010, the results from which could potentially trigger a full blown licensing deal.  

TargeGen, meanwhile, announced the start of a phase I/II trial of its candidate at the very beginning of 2008, although clinicaltrials.gov indicates that final data will not be available until mid 2010. 

Autoimmune indications

While the JAK2s dominate in cancer and myelofibrosis, the JAK3s dominate in autoimmune conditions like RA. Pfizer’s CP-690,550 is clearly leading the field, entering a 750 patient trial earlier this year, which should complete in early 2012. The drug is the most advanced oral novel RA treatment across the industry, hence the excitement around the project. Sales forecasts indicate uptake would be swift if the drug makes it to market. 

However, behind CP-690,550 the phase II pipeline is empty, with a number of products at earlier stages. Still, it is probably fair to assume that a number of other JAKs are in early stage development, but not disclosed as JAKs by their owners.

It is also interesting to note that only two JAKs have been announced as abandoned, both in pre-clinical development; KRX-211 by  Keryx Biopharmaceuticals and  R107s by  Rigel Pharmaceuticals. As these compounds in the tables above move through development, however, the field is bound to see its first clinical stage failure.

Janus kinase-3 (JAK-3) inhibitor programmes - immunosuppressants     Annual Sales ($m) 
Stage  Product  Indication Summary  Company  Originator  2011  2014 
Phase III  CP-690,550  Arthritis, rheumatoid; Kidney transplantation [Phase II]; Crohn's disease [Phase II]; Psoriasis [Phase II]; Dry eye [Phase II]; Asthma [Phase I]  Pfizer  Pfizer  8   444  
             
Phase I  R348  Psoriasis; Organ rejection; Arthritis, rheumatoid; Graft vs host disease (GvHD) [Research project]   Rigel Pharmaceuticals  Rigel Pharmaceuticals     
  VX-509  General inflammatory disorders; Arthritis, rheumatoid  Vertex Pharmaceuticals  Vertex Pharmaceuticals     
             
Pre-clinical  JAK3 Inhibitor Program   Other immune indications  Wyeth  Pharmacopeia     
             
Research project  Janus kinase-3 (JAK-3) inhibitor research project  Organ rejection   Rigel Pharmaceuticals  Rigel Pharmaceuticals     
  JAK3 Inhibitor   Organ rejection; Arthritis, rheumatoid   Novartis  Cytopia     
  JAK3 Inhibitor Program   Psoriasis; Dry eye; Other immune indications  Ligand Pharmaceuticals  Pharmacopeia     
  VX-467  Arthritis, rheumatoid  Vertex Pharmaceuticals  Vertex Pharmaceuticals     
  JAK-2/3 kinase inhibitor program  Other immune indications  Phenomix  Phenomix     
 

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