Salmon’s Latest “Asenapine Chronicles” Report — Filed From Inside the Room. . . .

July 30, 2009 · Leave a Comment


Salmon favors us with an “on the scene” report — from inside the FDA Psychopharmacologic Drugs Advisory Committee’s Hilton meeting room — in Silver Springs, Maryland — Thanks, Salmon!:

. . . .The PDAC meeting has ended.

Like the last few meetings on AC member wanted a third question of given that they’ve voted on if a drug is “acceptably safe” or not she wants to then vote on safe relative to the efficacy. To me the idea of safe has to by it’s nature include a intellectual balance with efficacy. Because you can’t vote on rates of AEs and safety is a judgement on rates of AEs, severity of AEs etc. as compared to the efficacy and the alterative of not treating.

Then it did come out that the AC members are abstaining on voting regarding safety if they vote no on efficacy. To me this is absurd because the way it’s reported and used the abstentions are basically ignored.

Here are the tallies:

Schizophrenia Indication


Vote Efficacious Safe Balance
Yes 10 10 9
No 2 0 1
Abstain 0 2 2

Bi-Polar Indication


Vote Efficacious Safe Balance
Yes 12 12 12
No 0 0 0
Abstain 0 0 0

The way the questions are worded they only vote on safety for the 3 – 6 weeks of the studies. Even though it will likely be approved later for long term and Dr. Laughren indicated long term use will be implied by the labeling (since no one would ever switch to another drug and standard is long term use).

Based on the standards used in the meeting today thalidomide would have been approved.

You know how SP spins the financials? Well, their presentations today were the same. There was a discussion about suicides and Schering-Plough acknowledged that they were comparing six week placebo rates to one year drug rates and then ASSUMED rates were stable (bad assumption) since we know suicide is most likely to occur early with drug treatments in depression etc.

[". . .Table 181 of the Sponsor’s analysis confirms that the differences although statistically significant, may have minimal clinical significance. . . ." See page image, at right, Page 757 (of 1,067) -- as ever, click it to enlarge -- Per Salmon's later thoughts, below:]

Nice catch of Table 181 on Page 757 Organon’s (now Schering-Plough’s) modeling on the response in bipolar. Notice that the population mean is higher than the median and the individual model prediction and how the latter two overlap. This may be indicative of differences in response by disease severity and supports the reviewer’s post hoc exploratory analysis on page 761.

You know all these companies get these drugs approved for Bipolar 1 (YMRS >/= 20) but people use them for Bipolar 2 (YMRS 12 – 19) yet the average score at the end of 3 weeks is only around 12. So you know it isn’t likely to differentiate from placebo in Bipolar 2. This is probably why no company even tries to study these drugs in Bipolar 2 (hypomania). Plus you know there’s got to be a minimum cutoff below which you can’t show a difference and it’s well known as that response in depression trials and schizo trials is related to disease severity with a positive study if sicker patients are used. So a priori the reviewer’s post hoc exploration by disease severity makes sense to do. What would make sense is to confirm this is to go into FDA files and see if one sees similar patterns with other drugs in NDAs. However I doubt FDA management would like analyses about other NDAs showing up in the review of a competitor’s drug. Otherwise one would see comparisons of safety across similar drugs in the NDA reviews that are released — and we don’t. FDA management might be able to say something about that, but I doubt they can totally stop someone from putting something in the review about the drug in question. Although I imagine — based on Dave Graham, Andy Mosholder and others — they might try to suppress it, or dismiss it, like they did by calling up the journal that Graham was trying to publish in. . . .

~~~~~~~~~~~~~~~~

[Back to the main post:]

As for efficacy NO mention at all that the baseline disease severity was not comparable in study 004.

No mention at all of the concerns of PAH long term.

No mention at all regarding the possibility that efficacy in bipolar might be related to disease severity (see page 759 – 764 and especially the graph on page 761). Although there was discussion how the placebo response rate in schizophrenia has been going up over the past 20 years (likely because they’re studying less severely ill people.)

They did seem concerned about long term safety and kids, but basically said the drug was safer than Zyprexa because it didn’t cause as much weight gain. In spite of the fact that it appears the diabetes might be due to a toxic effect on the pancreas and not due to the weight gain.

There was no discussion at all of the dose and time dependent hepatotoxicity (page 385) that appears to be due to a toxic metabolite that’s formed on swallowing. Which is probably why the instructions are not to eat or drink for 10 minutes and the real reason for BID dosing and not the half-life of D2 receptor occupancy as they claimed. If BID dosing and efficacy is because of D2 receptor occupancy then why even develop a drug to block serotonin receptors and why were the early studies with low oral doses once daily.

AC members talked about Schering-Plough coming out with a 2.5 mg dose for children (as distinct from adolescents) yet admitted in practice people dose differently than labeled (which often means pushing the dose).

I can just see little kids (5 – 6 yo) given this because it’s sublingual, the doc pushing the dose to the maximum adult dose (10 mg bid), and the kid swallowing the drug once the tablet disintegrates.

Personally I think we’re going to be seeing a lot of liver failure in kids.

Since PAH is already being reported with the other atypicals in kids I think this one will also be problematic. We just won’t know how bad until someone like Dave Graham (Vioxx) fights FDA management to let the info out.

Look for it in about 5 years.

Salmon

July 30, 2009 3:34 PM

[Later: Click image of Slide 34, at right, to enlarge. . . .]

Take a look at slide 34 on page 857 which contains the efficacy data for the four schizophrenia studies.

The statistician on the the AC committee voted no on efficacy for schizophrenia because he thought the efficacy for the 5 mg dose in study in 41023 could be due to chance and there were problems such as attrition rates.

Plus for study 41004 [the other 'postive study' (really failed study)] you can see where not only is the baseline for the asenapine group high but the placebo response compared to the three other studies is weak.

I think there are potential issues with both of the two so-called positive studies.

Salmon

July 30, 2009 5:07 PM. . . .

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More “Asenapine Chronicles” — Our Irrepressible Salmon — Protecting All “Pharmed” Salmon, Too(!)

July 30, 2009 · Leave a Comment


Even if one tried, it would be difficult to make up a stranger story, stranger than the true story: the one that leads to this moment, in the “Further Asenapine Chronicles” — now awaiting word from the FDA’s PDUC meeting — on Saphris/Asenapine, this evening [click thumbnails of pages, at right to enlarge]:

. . . .Take a look beginning at page 963 of the asenapine PDAC background package. The OCP reviewer begins to lay out structure activity relationships and why similar toxicities may be occurring with a wide variety of drugs ( i.e. the 3D structures may allow binding to the same binding sites.)

On page 967 he looks at the antihelminic mectins (Merck and SP animal drugs) and you can see he’s postulating that the effects on bones seen with the animals studies of the various antipsychotics described elsewhere in the reviews may be related to these drugs causing bone chips in the knees of race horses.

Since these drugs are also given to farmed salmon(!) this raises the possibility of these being toxins in the human food chain. [Ed. Note: Click at right -- to enlarge the image of Page 969 -- Agent Orange; Dioxin. . . .]

There’s actually an article related to this in the December 2008 issue of of Drug Safety as well as another article in that issue by Dr. Zornberg the FDA team leader on asenapine that basically outlines all the OCP reviewer’s concerns.

Coincidence(s)?

Salmon
July 30, 2009 12:36 PM. . . .

Wow. Keep it comin’. . . we still are awaiting word from the Hilton on Colesville Road, in Silver Springs, Maryland.

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So — “Merial to Sanofi” — With A “Two-Step Acquisition” Option on Intervet: Sanofi CEO

July 30, 2009 · Leave a Comment


I guess this makes my “. . .Or, Both?” headline, of two months ago (on June 5, 2009), not such a terrible conjecture afterall, per Reuters, this morning:

. . . .If Sanofi and the new Merck agree to join Merial and Intervet/Schering-Plough (ISP), the value of Merial would be $8 billion and $9.25 billion for ISP. Any such joint venture would be subject to antitrust approval, however.

Sanofi Chief Executive Chris Viehbacher said at a conference call he saw little duplication in the wider alliance as Merial focuses on pet animals and ISP focuses on livestock. Merial’s prime brands include flea and tick product Frontline and dog heartworm prevention Heartgard.

“There is a little bit of overlap, but not very significant,” said Viehbacher. “If we get the opportunity … we could end up with a business that is better balanced between production animals and companion animals,” he added. . . .

UPDATED @ 10 AM EDT — from the Sanofi Webcast call on the transaction:

On the webcast this morning, Sanofi CEO Viehbacher referred to Sanofi’s Intervet call option as a potential “two-step acquisition of Intervet. . . . exerciseable within 100 days after of the closing of the Merck Schering-Plough merger. . . .

That is definitely the wholly-unvarnished truth — so here is the relevant slide, from the webcast, with my commentary — as ever, click it to enlarge:

Okay. For this first part of the deal, I’ll once again admire Merck’s negotiating strategy, and execution. Sanofi paid right at the top of the market, for the half of Merial it did not already own — more than three times sales. This is an especially rich price, given the swoon I’ve noted — actual sales decreases in constant currencies (of 7 percent; and 10 percent more, with currency headwinds), at least in Intervet, in this past quarter [Merck hasn't filed its SEC Form 10-Q yet]. Wow. As I said here, I would not be at all surprised to see CEO Clark raise more cash, to pay down post-merger debt, by “partnering off” a chunk, or all, of Intervet. Thus — especially in view of Sanofi’s Slide No. 9, above, we’ll style this installment as “The Bust-up Chronicles“, Chapter 7: “. . . .Step 3: Assess potential [additional] divestments. . . .” — Yikes.

On the other hand, now that I think about it for a minute, the foreign currency exchange rates, at present, should be a tailwind to Sanofi, at least for now — it is a Euro-based, and Euro-reporting entity. Thus, all the dollar sales of Merial ought to be enhanced by the present rates of foreign currency exchange. Fascinating — might that explain part of the high price?

And yet, still we wait, for FDA’s asenapine PDAC meeting news, this evening. . . .

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“The Blues” Sue Schering-Plough and Merck, Under federal Racketeering and Wire Fraud Statutes. . . . .

July 30, 2009 · Leave a Comment


While we wait for the FDA’s PDAC Asenapine Meeting developments to unfold, tomorrow — I thought I’d just mention that last week, “The Blues“, i.e., Blue Cross Blue Shield of Illinois, Blue Cross Blue Shield of Texas, Blue Cross Blue Shield of New Mexico, and Blue Cross Blue Shield of Oklahoma have collectively, via the parent entity of each of them filed a federal suit against Schering-Plough, Merck and the M-SP joint venture entity, alleging various RICO violations, wire-fraud, common law fraud and deceptive trade practices — all related to Vytorin/Zetia, and ENHANCE results disclosure delays. The suit seeks treble damages, as is allowed under civil RICO claims.

While it is a near-certainty that this suit will shortly be transferred from the Eastern District of Texas, into Judge Cavanaugh’s courtroom, and consolidated with the other 150-plus lawsuits pending, on these matters — in the New Jersey US District Courthouse, in Newark — I thought it worth noting. I think this one suit represents the largest group of health care insurance companies yet to file an action against the companies, and the cholesterol joint venture, related to ENHANCE.

The overpayment damages these Blue Cross/Blue Shield entities may be able to establish, in the aggretate, could easily run well-north of a half-billion dollars.

I’ll keep you posted on it.

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