AGN vs Regeneron & Abcelera ? From competitive perspective - Below are the therapeutics (not vaccines) in the clinic
- Antibody - 8 candidates: key LLY/Abcelera (LY-CoV555), Regeneron (REGN-COV2) & Vir (7831)
- Anti Viral - 9 candidates: key Gilead (Remdesevir - approved), PTC (299)
- Anti inflammatory - 13 candidates: key JNJ (Sirukumab), Incy/Novartis (Ruxolitinib)
For me key competitors are Lily and Regeneron. And the early data posted by them couple of months ago looked like this -
1) Lily/Abcelera (LY-CoV555) - is an investigational neutralizing IgG1 designed to
target the Spike protein of Covid -
- Proof of concept came from Ph2 BLAZE1 (300 patients) trial showcasing - primary end point was reduction in viral load which was only achieved at the highest dose at 11 days. Further, hospitalizations was reduced in 1.7% vs 6% in placebo.
2) Regeneron (REGN-COV2) - is a cocktail of 2 antibodies both binds at spike protein of Covid 19 -
- showcasing - primary end point was reduction in viral load which was only achieved at the highest dose at 7 days. Further, hospitalizations was reduced in 2.2% vs 4.3% in placebo.
Now taken together, if AGN can showcare in more than >3-4% reduction in hospitalization i.e. patients went from WHO score of 3/4 or 1/2 to 0 then its going to be an amazing achievement.
Trivia - Abcelera went IPO today with a wopping 250% pop on the opening becoming the most valable Canadian Biotech company (~$16B)