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DATA COMPILATION #PharmaFlow

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DMF filings hit all-time high in Q3 2024; China tops list with 58% increase in Type II submissions
Drug Master Files, or DMFs, are confidential documents that play a crucial role in the pharmaceutical industry. These files, submitted to the US Food and Drug Administration (FDA), contain detailed information about ingredients, manufacturing processes, and packaging of medicines. They help the FDA oversee drug quality. Of the four types, Type II DMFs involve active pharmaceutical ingredients (APIs) for both branded and generic drugs. The third quarter (Q3) of 2024 saw Type II DMF submissions set a new record. A total of 309 Type II DMFs were submitted to the FDA during this period, a substantial 24.6 percent increase over Q3 2023 (with 248 submissions). The second quarter of 2024 too saw a remarkable increase, with 237 Type II DMFs being submitted compared to 178 in Q2 2023. View FDA DMF Filings in Q3 2024 (Power BI Dashboard, Free Excel Available) China witnesses steep rise in DMF submissions, beats India with maximum filings In Q3 2024, China filed 153 DMFs submissions, marking a substantial 57.7 percent increase from the 97 submissions filed in Q3 2023. India maintained its strong position but fell to the number two spot with 110 DMFs, representing a modest 3.8 percent increase from 106 in Q3 2023. The US, which came a distant third, saw a slight decline in DMF submissions, with 13 filed in Q3 2024, as compared to 18 in Q3 2023. For several years, India had a lead in Type II DMFs. Since 2020, which marked the start of the pandemic, we have noticed a gradual increase in DMFs filed by China. This year, China has surpassed India considerably in the first three quarters. During the first nine months of 2024, China submitted 372, while India filed 286 DMFs. If this lead is maintained in Q4, DMFs from China will surpass that of India in 2024.  Amongst European countries, Spain led with seven DMFs, followed by Italy at four, and Germany and the Netherlands at three each. Among other nations, Japan contributed six while Israel submitted four DMFs. In company-wise tally, China’s Jiangsu East-Mab Biomedical Technology topped the list with an impressive 14 DMFs. On its heels were Indian companies — MSN at 13 DMFs, and Vamsi Labs and Hetero Drugs at nine DMFs each. China’s Porton Pharma and Wuxi AppTec filed five, while Shanghai Keze Yongxin Biotechnology, and Qingdao Glycogene Pharmaceutical contributed four submissions each. India's Maithri Drugs also submitted four. Japanese company Santeja filed five. Overall, Asia accounted for nearly 90 percent, with China contributing a dominant 49.5 percent of all DMF submissions. India was at 35.6 percent, the US at 4.2 percent, while Europe contributed 6.5 percent.  View FDA DMF Filings in Q3 2024 (Power BI Dashboard, Free Excel Available) Diabetes, obesity, cancer, women’s health drugs emerge as hot molecules in Q3 2024 In terms of molecules, semaglutide (used for the treatment of type 2 diabetes and weight management) and relugolix (to treat prostate cancer and uterine fibroids) saw six DMF filings each in Q3 2024, indicating significant industry interest in these compounds. Following closely behind were semaglutide’s competitor tirzepatide and overactive bladder therapy vibegron, garnering four DMFs each. Finerenone (a non-steroidal drug for chronic kidney disease associated with type 2 diabetes) and voclosporin (an immunosuppressant for lupus nephritis) saw three DMFs each.  The last quarter also witnessed the introduction of 14 molecules with first-time DMFs. Among them were acetoxy empagliflozin, cabozantinib fumarate, tivozanib hydrochloride monohydrate, diosmetin, trilaciclib, clenbuterol hydrochloride, fenoterol hydrobromide, tapinarof and fezolinetant. Fezolinetant, with a DMF from Spain’s Moehs Iberica, is the active ingredient in Astellas’ Veozah, which is the first non-hormonal treatment for menopausal symptoms approved by the FDA. Tapinarof, filed by India’s Maithri Drugs, is used in Vtama, a novel steroid-free psoriasis cream. Other compounds that made their DMF debut include berotralstat, calcium phosphoryl choline chloride, phloroglucinol dihydrate, belumosudil mesylate and trimethylphloroglucinol. During Q2 2024, there were 19 drugs that saw DMF submissions for the first time, including molecules like triptorelin, sorafenib, pralsetinib, trilaciclib dihydrochloride, resmetirom (hepatology) and teneligliptin hydrochloride hydrate (metabolic disorders).  View FDA DMF Filings in Q3 2024 (Power BI Dashboard, Free Excel Available)    GDUFA fee for FY 2025: The FDA’s Generic Drug User Fee Amendments (GDUFA) is a law designed to speed access to safe and effective generic drugs to the public and reduce costs to the industry. The fiscal year 2025 fee rates were published on July 31, 2024. The FDA has revised fees under GDUFA III for all categories. While there is a slight increase in the DMF fee from US$ 94,682 in 2024 to US$ 95,084 in 2025, the ANDA fee has witnessed a significant jump — from US$ 252,453 in 2024 to US$ 321,920 in 2025. FY 2024 and FY 2025 User Fee Rates Generic drug fee category Fees rates for FY 2024 Fees rates for FY 2025 Applications: Abbreviated New Drug Application (ANDA) US$ 2,52,453   US$ 3,21,920   Drug Master File (DMF) US$ 94,682 US$ 95,084 Facilities: Active Pharmaceutical Ingredient (API)—Domestic US$ 40,464 US$ 41,580 API—Foreign US$ 55,464 US$ 56,580 Finished Dosage Form (FDF)—Domestic US$ 2,20,427   US$ 2,31,952 FDF—Foreign US$ 2,35,427   US$ 2,46,952 Contract Manufacturing Organization (CMO)—Domestic US$ 52,902 US$ 55,668 CMO—Foreign US$ 67,902 US$ 70,668 GDUFA Program: Large size operation generic drug applicant US$ 17,29,629   US$ 18,91,664 Medium size operation generic drug applicant US$ 6,91,852   US$ 7,56,666 Small business generic drug applicant US$ 1,72,963   US$ 1,89,166 Our view The highlight of the last few quarters has been the sharp rise in Type II DMF filings from China. The submission of a DMF is not required by law or any FDA regulation. FDA’s DMF guideline offers guidance on acceptable approaches to meeting regulatory requirements. Moreover, DMFs establish trust in APIs from lesser-known companies. With a growing emphasis on compliance and quality assurance, it appears that Chinese drug companies are eager to demonstrate their commitment to high standards and build trust in the US market. And that’s good news for the pharmaceutical industry.   

Impressions: 6908

https://www.pharmacompass.com/radio-compass-blog/dmf-filings-hit-all-time-high-in-q3-2024-china-tops-list-with-58-increase-in-type-ii-submissions

#PharmaFlow by PHARMACOMPASS
24 Oct 2024

STOCK RECAP #PipelineProspector

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Pipeline Prospector Jan 2025: J&J’s US$ 14.6 bn Intra-Cellular buyout kicks off deal frenzy; Ozempic clinches FDA nod for CKD
January was a busy month that saw several deals being announced at the JP Morgan Healthcare Conference. In all, deals worth over US$ 19.3 billion were signed at the annual event. The month also saw several key drugs getting approved by the US Food and Drug Administration (FDA). This got reflected in the indices — while the Nasdaq Biotechnology Index (NBI) rebounded 4.42 percent to reach 4,532.75, the SPDR S&P Biotech ETF (XBI) and S&P Biotechnology Select Industry Index (SPSIBI) posted gains of 1.89 percent and 2.84 percent respectively.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)    J&J buys Intra-Cellular for US$ 14.6 bn, Lilly strikes US$ 2.5 bn cancer deal with Scorpion Johnson & Johnson (stock up 5 percent) announced the biggest biotech buyout since March 2023 with its acquisition of Intra-Cellular Therapies (stock up 49 percent), a neuroscience-focused biopharmaceutical company, for US$ 14.6 billion. Intra-Cellular’s lead drug, Caplyta (lumateperone), approved for bipolar depression, is undergoing FDA review for major depressive disorder (MDD).  Eli Lilly (stock up 5 percent) announced a US$ 2.5 billion deal to acquire Scorpion Therapeutics’ experimental cancer therapy, STX-478. This therapy targets specific mutations in breast cancer and other solid tumors. Lilly also partnered with UK-based Alchemab Therapeutics to develop up to five new antibodies targeting amyotrophic lateral sclerosis (ALS). Gilead Sciences (stock up 5 percent) and LEO Pharma teamed up in a deal worth up to US$ 1.7 billion to develop oral STAT6 inhibitors for inflammatory diseases. These inhibitors will target key pathways in conditions like atopic dermatitis, asthma, and COPD, offering a potential oral alternative to injectable biologics. GSK (stock up 6 percent) agreed to acquire IDRx, a Massachusetts-based developer of rare cancer therapies, for up to US$ 1.15 billion. IDRx focuses on treatments for gastrointestinal stromal tumors (GIST), rare cancers that develop in the digestive tract.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)   Ozempic becomes first GLP-1 to treat CKD in diabetes patients; Novo puts another US$ 4.6 bn in deal with Valo FDA approved Novo Nordisk’s Ozempic (semaglutide) to reduce the risk of kidney disease progression, kidney failure, and cardiovascular death in adults with type 2 diabetes and chronic kidney disease (CKD). This approval makes Ozempic the first glucagon-like peptide 1 (GLP-1) receptor agonist indicated for this patient population. This most broadly indicated GLP-1 drug is already approved for cardiovascular events. Novo also announced expansion of its collaboration with Valo Health to discover and develop novel treatments for obesity, type 2 diabetes, and cardiovascular diseases. This partnership leverages Valo’s extensive human datasets and artificial intelligence capabilities.  The expanded agreement is potentially worth US$ 4.6 billion for up to 20 drug programs. Akero Therapeutics’ stock jumped 100 percent after data from its mid-stage trial showed that 39 percent of patients treated with a 50 mg dose of efruxifermin experienced reversal of cirrhosis with no worsening of metabolic dysfunction-associated steatohepatitis (MASH) after 96 weeks, compared to 15 percent in the placebo group. Meanwhile, FDA expanded the use of Eli Lilly’s Omvoh (mirikizumab)to include treatment for moderate-to-severe Crohn’s disease, bolstering the company’s immunology portfolio beyond its focus on obesity treatments.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  AbbVie in US$ 1.64 bn molecular glue degraders deal with Neomorph; Galapagos splits into two AbbVie (stock up 8 percent) and Neomorph entered into a US$ 1.64 billion collaboration to develop molecular glue degraders targeting previously “undruggable” proteins in oncology and immunology. AbbVie also acquired an option to license Simcere Zaiming’s SIM0500, a novel trispecific antibody candidate for multiple myeloma, in a deal valued at up to US$ 1.06 billion. SIM0500 is currently in early-stage clinical trials in both China and the US. Boehringer Ingelheim has expanded its oncology pipeline with two licensing deals. First, the company partnered Synaffix in a deal worth up to US$ 1.3 billion to advance antibody-drug conjugates (ADCs). Second, it exercised the option to gain rights to a fourth novel cancer target from an ongoing discovery collaboration with Oxford BioTherapeutics, which began in 2013. Sanofi (stock up 10 percent) announced plans to buy back € 5 billion (US$ 5.21 billion) in shares in 2025, signaling potential increases in acquisition activities following the sale of its Opella consumer health unit. This divestment marks Sanofi’s shift to focusing exclusively on drugs and vaccines. Galapagos (stock down 18 percent) announced plans to split into two distinct publicly traded entities. The entity that retains the Galapagos name will focus on advancing its cell therapy programs in oncology, while the other one will focus on developing a pipeline of innovative medicines through strategic transactions. It will be capitalized with approximately € 2.45 billion (US$ 2.53 billion) from Galapagos’ current cash reserves.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  J&J’s Spravato approved for depression by FDA; another Astra-Daiichi ADC sees light of day The psychedelic medicine frontier showed promise with J&J’s Spravato (esketamine) achieving a breakthrough as FDA approved it for treatment-resistant depression (standalone treatment). The nasal spray demonstrated impressive efficacy, with 22.5 percent of patients achieving remission by week four.  Atai Life Sciences also announced encouraging results from a mid-phase study evaluating BPL-003, an intranasal formulation of 5-MeO-DMT benzoate in patients with moderate to severe alcohol use disorder (AUD). In oncology, AstraZeneca (stock up 9 percent) and Daiichi Sankyo (stock up 3 percent) secured US approval for Datroway (datopotamab deruxtecan) for treating unresectable or metastatic hormone receptor-positive, HER2-negative breast cancer. Meanwhile, Amgen’s combination therapy of Lumakras (sotorasib) with Vectibix (panitumumab) received FDA approval for KRAS G12C-mutated metastatic colorectal cancer. Amgen’s stock gained 9 percent. FDA approved Vertex Pharmaceuticals’ Journavx (suzetrigine), a first-in-class non-opioid oral pain signal inhibitor. This approval marks the first new class of pain medicine in over 20 years, offering an effective alternative without addictive potential. The US agency also approved Axsome Therapeutics’ rapid-acting Symbravo (meloxicam and rizatriptan) for the acute treatment of migraine.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  Our view If 2024 ended with a spate of drug approvals, 2025 began with both increased dealmaking and approvals. However, post January 20, the world is a different place. Trump administration’s tariff policies have spurred a trade war, and China has retaliated with tariffs of US coal and gas. At present, there is little certainty on what the tariffs mean for different pharma companies, especially those who don’t manufacture in the US. While some drugmakers are hopeful that Trump will crack down on the pharmacy benefit managers, others are more concerned on what higher tariffs on EU and Indian drugmakers would mean for generic drug prices. We expect volatility for at least some months.  Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  

Impressions: 3139

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-jan-2025-j-j-s-us-14-6-bn-intra-cellular-buyout-kicks-off-deal-frenzy-ozempic-clinches-fda-nod-for-ckd

#PharmaFlow by PHARMACOMPASS
06 Feb 2025

NEWS #PharmaBuzz

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https://www.reuters.com/sustainability/wegovy-maker-novo-nordisk-says-surging-growth-driving-emissions-higher-2025-02-05/

REUTERS
05 Feb 2025

https://www.globenewswire.com/news-release/2025/02/05/3021592/0/en/Rani-Therapeutics-Announces-Preclinical-Data-Demonstrating-Successful-Oral-Delivery-of-Semaglutide-via-RaniPill-HC.html

GLOBENEWSWIRE
05 Feb 2025

https://www.novonordisk-us.com/media/news-archive/news-details.html?id=915253

PRESS RELEASE
29 Jan 2025

https://www.reuters.com/business/healthcare-pharmaceuticals/verus-muscle-preserving-drug-meets-main-goal-mid-stage-study-2025-01-27/

REUTERS
28 Jan 2025

https://www.fiercepharma.com/pharma/large-study-novo-lilly-weight-loss-drugs-show-decrease-risk-alzheimers

FIERCE PHARMA
22 Jan 2025

https://www.reuters.com/business/healthcare-pharmaceuticals/us-targets-novo-nordisks-diabetes-drug-ozempic-medicare-price-talks-2025-01-17/

REUTERS
18 Jan 2025