NEW YORK, July 24 (Reuters) - Big pharmaceutical
companies that make personalized blood cancer treatments are
working to cut the manufacturing turnaround time by as much as
half in coming years, as they try to deliver them sooner in a
patient's disease course.
These treatments known as CAR-T therapies are used for the
sickest patients for whom standard treatments have failed. They
involve removing a patient's T cells - a key component of the
immune system - after which they are re-engineered to recognize
and attack malignant cells once they are re-infused.
Gilead Sciences ( GILD ), Novartis, Johnson &
Johnson ( JNJ ), and Bristol Myers Squibb ( BMY ) have made
billions from their treatments, which can extend lives by months
or years for patients with aggressive advanced cancers.
Trimming days or weeks from the time it currently takes
between removing and reintroducing the cells to a patient could
open the treatment to those who otherwise would become too sick
during the process, according to three doctors, the companies
and analysts.
Prices for the one-time treatment range from $400,000 to
nearly $600,000, and analysts estimate they currently have
profit margins of about 50%, so expanding the patient population
is not insignificant.
Oppenheimer & Co analyst Hartaj Singh said only around 1 in
5 eligible patients receive CAR-T treatments.
"It's complex manufacturing using the patient's own cells,
but because some of the responses reported are just so long and
durable, physicians will go to it," Singh said. "It's the
biggest gun out there."
Time to treatment, which was as long as 37 days when the
first CAR-T therapy was launched in 2017 by Novartis, are now
down to 14 days at Gilead. Improvements in automation and
regulatory adjustments could help companies further trim that
time.
Singh said physicians suggested to him that a one-week
turnaround could expand these treatments to 2 or 3 out of 5
eligible patients.
Improvements in manufacturing time could be a competitive
edge when therapies are approved for the same cancer or
population and directly compete, and could give companies a leg
up on more quickly available treatments such as antibodies or
antibody drug conjugates, he added.
To make the treatments, a patient's T cells are isolated,
frozen and shipped to manufacturers. Once received, the cells
are purified, modified and expanded to large enough numbers to
treat the patient. They then go through quality control
processes before being re-frozen and shipped back for infusion.
Gilead is testing new technology it hopes can cut two days
from the manufacturing process by using healthier and more
potent younger cells.
The company is also looking to fully automate some parts of
manufacturing that are now semi-automated and gain regulatory
approval to shorten the quality control time.
Novartis is aiming for 10 days or less in the U.S. for its
next generation of treatments through its rapid manufacturing
platform T-Charge. Its treatment, Kymriah, currently takes 3 to
4 weeks with a target of 22 days.
Novartis said the T-Charge system would shorten the
manufacturing time because it allows for the engineered cells to
multiply within the patient, reducing the need for extended cell
expansion before infusion.
'EVERY DAY MATTERS'
Dr. Chijioke Nze of MD Anderson Cancer Center in Houston
said a manufacturing time of a week would be ideal.
Frailer patients can develop kidney or liver dysfunction
while they wait for their therapy to be manufactured or may
become too weak to be able to successfully undergo treatment,
Nze said. He has prescribed Gilead's Yescarta and Tecartus as
well as Bristol Myers' Breyanzi.
"The patient population that needs CAR-T cell therapies
generally have the more aggressive of an already aggressive
disease," he said.
Analysts and drugmakers say using CAR-T drugs earlier before
doctors first prescribe multiple other treatments that fail to
help patients would also expand use. J&J's Carvykti, for
example, was approved in April for patients who did not benefit
from just one other treatment for multiple myeloma.
Some CAR-T approvals require patients to receive three or
four other treatments to fail before using the therapy.
Increasing the number of hospitals and health centers
offering the treatments also will make it feasible for more
patients, they said.
Since 2017, over 42,000 people globally have received CAR-T
treatments. Six are approved in the U.S. for the treatment of
blood cancers, including lymphomas and some forms of leukemia.
Lynelle Hoch, who leads Bristol Myers Squibb's ( BMY ) cell therapy
business, said its current focus is on increasing manufacturing
capacity. Still, it said its time to produce the treatments is
trending lower and will be helped by its collaboration with
Cellares, a development and manufacturing organization with a
fully automated cell therapy production platform.
J&J in a statement said it doubled its CAR-T manufacturing
capacity last year and is striving to double it again in 2024.
It said it is working to further reduce treatment times.
Cindy Perettie, an executive at Gilead's Kite cell therapy
unit, said in an interview that lymphoma patients who have
already tried two treatments generally only have months to
survive and need to get treated as quickly as possible.
"Every day matters for these patients."