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Samia Thara Sarah Merlen Matthieu Boulenger
HISTORY 1992 Dr Edgar Engleman Dr Samuel Strobber Biotechnology company  called: Activated Cell Therapy Moutain View, California ,[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Seattle, Washington state « Targeting Cancer, Transforming Lives »  HISTORY
FUNDING ,[object Object],[object Object],[object Object],[object Object],February 13, 2011:  $35.15
[object Object],[object Object],[object Object],[object Object],[object Object],stimulate an immune response against a variety of tumor types  ACTIVITY
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],the growth of the cancer New approach to Cancer Treatment:  IMMUNOTHERAPIES  Chemotherapy Radiation Surgery Hormone treatments
Active Cell Immunotherapy « Activates the body 's ability to fight cancer »
RESEARCH ACTIVITY ,[object Object],Internal antigen discovery program License agreements
Second step :  to engineer antigens designed to  stimulate  and  maximize  cell-mediated immunity Aim : to raise the  quality  and the  quantity  of the immune response = The key to robuste immune response RESEARCH ACTIVITY Creation of the “ Antigen Delivery Cassette™ ”
FIRST TARGET PROSTATE CANCER  In the mid-90’s
[object Object],[object Object],[object Object],[object Object],ESTIMATED NEW CASES  PROSTATE
PROSTATE CANCER Diagnosis Symptoms Stages  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PROVENGE®: Active Cell Immunotherapy applied to Prostate Cancer  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
1 PRODUCTION & DELIVERY
LEUKAPHERESIS 3 to 4 hours ,[object Object],[object Object],[object Object]
2 PRODUCTION & DELIVERY
MANUFACTURING 40 hours APC-PAP-GM-CSF = Sipuleucel-T (PROVENGE®) www.provenge.com ,[object Object]
3 PRODUCTION & DELIVERY
PATIENT INJECTION ,[object Object],[object Object]
Cost of 1 injection:  $ 31,000 Total cost of the treatment  : $ 93,000 SCHEME OF INJECTIONS
A HUGE LOGISTIC Dendreon website
Provenge’s indication  : treatment of asymptomatic or minimally symptomatic  metastatic castrate resistant (hormone refractory) prostate cancer  Provenge® PROVENGE MARKET
PROVENGE MARKET
PROVENGE SALES Total in 2010 : $48 M ,[object Object],[object Object],[object Object]
What’s next for PROVENGE in the USA? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2011: A YEAR OF GROWTH
Supply of the recombinant Antigen ,[object Object],[object Object],[object Object],[object Object]
MANUFACTURING FACILITIES Los Angeles Mid 2011 ,[object Object],[object Object]
PROPERTY & EQUIPMENT 76 235 127 427 1730 12 285
INFUSIONS CENTERS Increase of number of Infusion centers by 9 fold  in 2011for DENDREON to be near their patients
OTHER ISSUES FOR 2011 ,[object Object],[object Object],Significant increase in outreach to maximize the additional capacity ,[object Object],[object Object],[object Object],[object Object],Good clue for a positive decision by CMS JP Morgan – Dencreon  MEDCAC All Bark & No Bite; Panel Backs Provenge
EMERGING COMPETITORS FOR PROSTATE CANCER Trade name Type of treatment Company Phase PROSTVAC® Viral vector Bavarian Nordic Phase II completed GVAX  GM-CSF gene-transfected cell vaccines BioSante Pharmaceuticals Phase III DCVAX Prostate Cellular vaccine Northwest Biotherapeutics Phase III TROVAX® Viral vector Oxford Biomedical  Phase III IPILIMUMAB Monoclonal antibodies BMS Phase III ABIRATERONE Hormonotherapy   Janssen-Cilag Phase III
PIPELINE Extension of Indication :  Androgen Dependent Prostate Cancer (phase 3 : awaiting data on overall survival) Potential Raise of the market for PROVENGE® Dendreon website
Active Cell Imunotherapy New Antigen targets? PIPELINE HER2/neu CA-9 CEA
Active Cell Imunotherapy PIPELINE New Antigen targets? HER2/neu CA-9 CEA
HER2/neu ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
BREAST CANCER and HER/neu Total : 207,090 The HER2 protein is  overexpressed in about 30% of all breast cancers (USA) Total : 207,090  www.cancer.gov
One drug already targetting HER2 :  Trastuzumab HERCEPTIN®    Recombinant humanised IgG1 monoclonal antibody BREAST CANCER and HER/neu
Opportunities in different solid tumors expressing HER2/neu ,[object Object],[object Object],[object Object],[object Object],Initiate Phase 2 trial 1Q 2011 Lapuleucel-T   NEUVENGE® HER2/neu
BLADDER CANCER & HER2/neu Bladder cancer :  70,530 new cases in 2010 (USA)  The 4th most frequent cancer in men  HER2 expression in bladder cancer :  very variable between the different studies (from 9 to 81%) WHY TO CONDUCT A CLINICAL TRIAL IN BLADDER CANCER AND NOT IN BREAST CANCER? HER2 Cancer market  :  HERCEPTIN®      No indication in the bladder cancer Neuvenge® targeting HER2 in breast cancer :  Vs HERCEPTIN? Neuvenge® targeting HER2 in bladder cancer :  Vs placebo?
PIPELINE Active Cell Imunotherapy New Antigen targets? HER2/neu CA-9 CEA
CA-9 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CA-9 is  overexpressed in 75% of Renal cell Carcinoma phase 1 in Renal Cell Carcinoma planned in 2011
PIPELINE Active Cell Imunotherapy New Antigen targets? HER2/neu CA-9 CEA
CEA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Phase   1 expected in 2012
Active Cellular Immunotherapies Market Phase 3 Phase 2 Pre-clinical PIPELINE
DIFFICULTIES FOR ACI PRODUCTS DEVELOPMENT
Active Cellular Immunotherapies Small Molecule Market Phase 3 Phase 2 Pre-clinical
TRPM8 ,[object Object],[object Object],Patent on the gene in 2001 ,[object Object],[object Object],[object Object],[object Object],[object Object],Synthesis of small molecule agonists Attractive target
Activation by agonist     induces Ca++ to flow into cells   APOPTOSIS TRPM8: Mechanism of Action ,[object Object],Clinical phase 1 trial ongoing
AND NOW…CONQUEST OF THE WORLD ?
JUST A BEGINNING
WHO’S NEXT? World age-standardised rates (per 100,000 males) for prostate cancer in 2008
DENDREON’S FIRST TARGET ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],«    Low rates of PSA testing in Europe meant that many men  arrived in their physicians office with metastatic disease » JP Morgan Conference call – January 2011
DIFFERENT STRATEGIES TO EXPAND OUTSIDE THE USA  OR 2 Strategies: Licensing To go alone ?
WHAT ABOUT LICENSING? 1998: license agreement : rights for PROVENGE in Asia and Pacific countries 2003 :  released its rights for PROVENGE
LICENSING? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DENDREON’S CHOICE : to go alone in EUROPE ,[object Object],[object Object],[object Object],They want  100% of worldwide rights They don’t want to share their revenues ,[object Object],[object Object],No certitude to get an european approval Reimbursement? Provenge « is not just a pill in a bottle » Corporate image of growth
TRIALS D9902 IMPACT D9901 MONEY Provenge Senior Notes WHAT DO THEY NEED?
TRIALS & REGULATORY
IMPACT TRIAL VS Placebo Dendreon website ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PRIMARY ENDPOINT Survival median : 4.1 months Dendreon website
IMPACT TRIAL: NEGATIVE POINTS? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
REIMBURSEMENT CHALLENGE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WHERE TO HAVE A PLACE? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JP Morgan Conference call – January 2011
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Huge expenses!! WHERE TO HAVE A PLACE?
WITH WICH MONEY? ,[object Object],[object Object],[object Object]
CONCLUSION
Strengths Weaknesses Opportunities Threats ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
EXPECTATIONS
HIRING OPPORTUNITIES Regulatory affairs Quality assurance Manufacturing Logistic  coordinators Sales & Marketing R & D
WOULD WE JOIN DENDREON? ,[object Object],[object Object],Development of  domains corresponding to our professional expectations Transition from a total R&D to a fully-integrated commercial company ,[object Object],[object Object],[object Object],[object Object]
YES! WOULD WE JOIN DENDREON?
FOR YOUR ATTENTION
BACK UP
Hormone-refractory metastatic prostate cancer  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],R Collins,1* E Fenwick,2 R Trowman,1 R Perard,2  G Norman,1 K Light,1 A Birtle,3 S Palmer2  and R Riemsma1
Clinicaly localized disease Biochemical Reccurence  Castration-Resistant Disease Castration-Resistant Disease Metastatic Primary Therapy (Surgery,Radiation therapy…) Hormonal Therapy (chemical castration) Secondary Hormonal Therapy Docetaxel+ chemotherapy immunotherapy TREATMENTS
2006 March 2007 April 2009 Initial clinical results showed immune response April 2010 Building a manufactory facility in New Jersey to accommodate production for a phase III trial FDA accepted Dendreon’s BLA filling for Provenge®  FDA voted 17-0 that Provenge is reasonably safe  and that the trial data showed substantial evidence that it is effective Dendreon received a letter from the FDA demanding more results and information before approval Dendreon announced that the results for the Phase III trial of Provenge were positive FDA approved Provenge for use in the treatment of  advanced prostate cancer. DISCOVERY   OF PROVENGE®
CANCER IMMUNOTHERAPIES CAN BE EITHER  : PASSIVE   OR  ACTIVE  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CA-9 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CA-9 is  overexpressed in 75% of Renal cell Carcinoma phase 1/2 in Renal Cell Carcinoma planned in 2011
KIDNEY   CANCER and CA-9   ,[object Object],[object Object],[object Object],[object Object],Total : 46,592
KIDNEY   CANCER and CA-9   ,[object Object],[object Object],[object Object],phase 1/2 in Renal Cell Carcinoma planned in 2011

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Dendreon.Final

  • 1. Samia Thara Sarah Merlen Matthieu Boulenger
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. Active Cell Immunotherapy « Activates the body 's ability to fight cancer »
  • 8.
  • 9. Second step : to engineer antigens designed to stimulate and maximize cell-mediated immunity Aim : to raise the quality and the quantity of the immune response = The key to robuste immune response RESEARCH ACTIVITY Creation of the “ Antigen Delivery Cassette™ ”
  • 10. FIRST TARGET PROSTATE CANCER In the mid-90’s
  • 11.
  • 12.
  • 13.
  • 14. 1 PRODUCTION & DELIVERY
  • 15.
  • 16. 2 PRODUCTION & DELIVERY
  • 17.
  • 18. 3 PRODUCTION & DELIVERY
  • 19.
  • 20. Cost of 1 injection: $ 31,000 Total cost of the treatment : $ 93,000 SCHEME OF INJECTIONS
  • 21. A HUGE LOGISTIC Dendreon website
  • 22. Provenge’s indication : treatment of asymptomatic or minimally symptomatic metastatic castrate resistant (hormone refractory) prostate cancer Provenge® PROVENGE MARKET
  • 24.
  • 25.
  • 26.
  • 27.
  • 28. PROPERTY & EQUIPMENT 76 235 127 427 1730 12 285
  • 29. INFUSIONS CENTERS Increase of number of Infusion centers by 9 fold in 2011for DENDREON to be near their patients
  • 30.
  • 31. EMERGING COMPETITORS FOR PROSTATE CANCER Trade name Type of treatment Company Phase PROSTVAC® Viral vector Bavarian Nordic Phase II completed GVAX GM-CSF gene-transfected cell vaccines BioSante Pharmaceuticals Phase III DCVAX Prostate Cellular vaccine Northwest Biotherapeutics Phase III TROVAX® Viral vector Oxford Biomedical Phase III IPILIMUMAB Monoclonal antibodies BMS Phase III ABIRATERONE Hormonotherapy  Janssen-Cilag Phase III
  • 32. PIPELINE Extension of Indication : Androgen Dependent Prostate Cancer (phase 3 : awaiting data on overall survival) Potential Raise of the market for PROVENGE® Dendreon website
  • 33. Active Cell Imunotherapy New Antigen targets? PIPELINE HER2/neu CA-9 CEA
  • 34. Active Cell Imunotherapy PIPELINE New Antigen targets? HER2/neu CA-9 CEA
  • 35.
  • 36. BREAST CANCER and HER/neu Total : 207,090 The HER2 protein is overexpressed in about 30% of all breast cancers (USA) Total : 207,090 www.cancer.gov
  • 37. One drug already targetting HER2 : Trastuzumab HERCEPTIN®  Recombinant humanised IgG1 monoclonal antibody BREAST CANCER and HER/neu
  • 38.
  • 39. BLADDER CANCER & HER2/neu Bladder cancer : 70,530 new cases in 2010 (USA) The 4th most frequent cancer in men HER2 expression in bladder cancer : very variable between the different studies (from 9 to 81%) WHY TO CONDUCT A CLINICAL TRIAL IN BLADDER CANCER AND NOT IN BREAST CANCER? HER2 Cancer market : HERCEPTIN®  No indication in the bladder cancer Neuvenge® targeting HER2 in breast cancer : Vs HERCEPTIN? Neuvenge® targeting HER2 in bladder cancer : Vs placebo?
  • 40. PIPELINE Active Cell Imunotherapy New Antigen targets? HER2/neu CA-9 CEA
  • 41.
  • 42. PIPELINE Active Cell Imunotherapy New Antigen targets? HER2/neu CA-9 CEA
  • 43.
  • 44. Active Cellular Immunotherapies Market Phase 3 Phase 2 Pre-clinical PIPELINE
  • 45. DIFFICULTIES FOR ACI PRODUCTS DEVELOPMENT
  • 46. Active Cellular Immunotherapies Small Molecule Market Phase 3 Phase 2 Pre-clinical
  • 47.
  • 48.
  • 49. AND NOW…CONQUEST OF THE WORLD ?
  • 51. WHO’S NEXT? World age-standardised rates (per 100,000 males) for prostate cancer in 2008
  • 52.
  • 53. DIFFERENT STRATEGIES TO EXPAND OUTSIDE THE USA OR 2 Strategies: Licensing To go alone ?
  • 54. WHAT ABOUT LICENSING? 1998: license agreement : rights for PROVENGE in Asia and Pacific countries 2003 : released its rights for PROVENGE
  • 55.
  • 56.
  • 57. TRIALS D9902 IMPACT D9901 MONEY Provenge Senior Notes WHAT DO THEY NEED?
  • 59.
  • 60. PRIMARY ENDPOINT Survival median : 4.1 months Dendreon website
  • 61.
  • 62.
  • 63.
  • 64.
  • 65.
  • 67.
  • 69. HIRING OPPORTUNITIES Regulatory affairs Quality assurance Manufacturing Logistic coordinators Sales & Marketing R & D
  • 70.
  • 71. YES! WOULD WE JOIN DENDREON?
  • 74.
  • 75. Clinicaly localized disease Biochemical Reccurence Castration-Resistant Disease Castration-Resistant Disease Metastatic Primary Therapy (Surgery,Radiation therapy…) Hormonal Therapy (chemical castration) Secondary Hormonal Therapy Docetaxel+ chemotherapy immunotherapy TREATMENTS
  • 76. 2006 March 2007 April 2009 Initial clinical results showed immune response April 2010 Building a manufactory facility in New Jersey to accommodate production for a phase III trial FDA accepted Dendreon’s BLA filling for Provenge® FDA voted 17-0 that Provenge is reasonably safe and that the trial data showed substantial evidence that it is effective Dendreon received a letter from the FDA demanding more results and information before approval Dendreon announced that the results for the Phase III trial of Provenge were positive FDA approved Provenge for use in the treatment of advanced prostate cancer. DISCOVERY OF PROVENGE®
  • 77.
  • 78.
  • 79.
  • 80.

Notes de l'éditeur

  1. Transplantation following high dose chemotherapy or radiation
  2. http://www.cancer.gov/cancertopics/types/prostate
  3. http://www.cancer.gov/cancertopics/types/prostate
  4. www.xconomy.com
  5. Just after the approval : only patients who participated in the trials where treated  NJ : additional capacity expected in march 2011
  6. CMS = CENTERS FOR MEDICARE AND MEDICAID SERVICE Svt les assurances privees suivent les tx de remboursement de medicaid et medicare  plus de patients pourront avoir acces au ttmt
  7. Abiratérone inhibe la synthèse des androgènes (inh CP17)
  8. entraine l'internalisation du récepteurs HER2, ce qui le rend inactif ; bloque leur dimérisation donc aucune activité kinase n’est possible ; stimule la formation de tétramère de protéine Her2, une conformation non propice à l’activité kinasique. Chacun de ces trois mécanismes empêchent l'activation des récepteurs HER2 et donc la prolifération cellulaire
  9. In November 2003, we licensed to Kirin Brewery Co., Ltd. our worldwide patent rights relating to the use of certain HLA-DR antibodies being developed by Kirin for which Kirin agreed to pay us $20 million and released its rights to our active immunotherapy product candidates, including Provenge, in Asia and Pacific Rim countries. This agreement ended our previous collaboration with Kirin. The $20 million is to be paid to us in cash In December 1998 and April 2000, Kirin exercised options under the collaborative license agreement to receive rights to our Provenge prostate program and Mylovenge multiple myeloma program. Kirin was solely responsible for the development and clinical trials of these prostate and multiple myeloma programs in Japan. We received a $1.0 million non-refundable, up-front fee on the exercise of each of these options.  
  10. biological product cellular therapy product more than minimally manufactured
  11. HR= Hazard Ratio : rapport du risque instantané dans le groupe traité sur le risque dans le groupe contrôle Doit etre inf a 1 pour etre benefique
  12. 2/10/2004 AMM taxotere pour cancer prostate en assoc avec prednisone en fr
  13. ASENTAR + VITAMINE D? LE VIRER???
  14. Qualifying a CMO can be done faster than plant construction Dendreon expects to save 12 to 18 months by outsourcing to support filing.
  15. One drug on the market : provenge  ca a comblé un besoin médical pour les patients réfractaires à la chimiotherapie (ou souffrant de trop d’EI)
  16. met en évidence le profit généré par l’activité indépendamment des conditions de son financement (les charges financières), des contraintes fiscales (impôts et taxes), et du renouvellement de l’outil d’exploitation (amortissements).
  17. Quality assurance : processus extremement complexe qui exige une traçabilité sure RD : recherche de nouveaux Ag d’intérêt. futurs essais cliniques
  18. Development of new ACI products New jobs in pharmacoeconomy to evaluate new markets
  19. Nb active immunotherapie: réponse durable
  20. Ca9 overexpression : 34944