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DewDiligence

11/16/21 2:33 PM

#240362 RE: DewDiligence #240345

I thought someone might comment on JNJ/ARWR’s HBV data presented yesterday. For what’s it’s worth, I thought it was basically meh.
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semi_infinite

11/17/21 10:05 AM

#240370 RE: DewDiligence #240345

ARWR/ABUS - Agree that ARWR/JNJ data is not impressive. ABUS otoh is getting >5 log reduction although they need to increase N.

https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-announces-new-data-ab-729-late-breaker-poster
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LongRun8

11/17/21 11:30 AM

#240379 RE: DewDiligence #240345

Re JNJ-3989 and JNJ-6379

JNJ-3989 is monthly subcutaneous injections with a lot longer dosing regimen (48 weeks) vs. ENTA's oral formulation, which will likely be much shorter than that. In mice, ENTA used EDP-514 for 12 weeks, achieving max 4 log reduction in HBV viral titers. In humans, EDP-514 was used for 28 days, achieving HBV RNA 2.3 log reduction in HBeAg- patients and HBV RNA 2.8 log reduction in HBeAg+ patients. I'm not sure how long ENTA will end up dosing patients with EDP-514 in the long run, though, but presumably much shorter than 48 weeks.

JNJ-3989 200mg showed a mean reduction of HBsAg of 2.6 log, whereas ENTA's small molecule HBV RNA destabilizer, EDP-721, showed a max reduction of HBsAg of 3 log. Granted, JNJ had a larger study. Notably, though, EDP-721 is ENTA's add-on drug, not even their main drug EDP-514; and EDP-721 might end up being as good or better than JNJ-3989.

Interestingly, JNJ-3989 200mg + JNJ-6379 combo didn't seem to do as well JNJ-3989 200mg. I found that odd.

Also, no patient in the active treatment arms achieved functional cure at follow-up Week 24.

I am really excited to see the data as it progresses for EDP-514 and EDP-721, especially when they are combined together with a nuc.