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JPM서 본 '옵디보 병용타깃' 차별화 포인트는? - 바이오스펙테이터

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JPM서 본 '옵디보 병용타깃' 차별화 포인트는?

입력 2018-01-15 07:09 수정 2018-01-16 09:48

바이오스펙테이터 이은아 기자

이 기사는 '프리미엄 뉴스서비스 BioS+' 기사입니다.
[JPM 2018] Nektar Therapeutics, “CD122 Agonist + 옵디보, PD-L1 발현유무 상관없이 여러 암종서 ORR 최대 75%, DCR 86%"...Five Prime, ”CSF-1R 항체 + 옵디보, PD1 치료효과 본적 없는 췌장암 도전, ORR 13%, DCR 16%, 지속기간 5~9개월 이상“

PD-1/L1 항체의 20%에 못 미치는 낮은 반응성을 극복하기 위해 진행되고 있는 병용투여 임상시험이 1000건을 넘긴 가운데, 그 열기는 지난 8일부터 미국 샌프란시스코에서 열린 ‘제36회 JP모건 헬스케어 컨퍼런스‘ 행사장에서도 이어졌다. 면역항암제 개발 회사의 주요 관심사는 PD1 항체와 시너지 효과를 누릴 주인공이 누가 될 것인가였다. 현재 PD1 항체 ‘옵디보‘와 병용투여를 하고 있는 임상만 340건 이상. 결국 개발사들의 차별화된 전략이 중요한 시점이다.

올해 JP모건 컨퍼런스에서 옵디보와 병용투여 임상결과를 발표한 회사 중 Nektar Therapeutics와 Five Prime의 차별화된 전략과 임상내용이 참가자들의 관심을 끌었다. Nektar Therapeutics는 CD122 Agonist와 옵디보를 함께 투여해 여러 암종에서 최대 75%의 객관적반응률(ORR)과 86%의 질병조절율(DCR)에 달하는 우수한 초기 임상결과를 공개했다. Five Prime은 면역억제환경을 극복할 수 있는 CSF-1R 항체와 함께 투여해 니치시장 췌장암에 도전한다.

◇ 'CD122 Agonist+옵디보' “PD-L1 발현 상관없어..용량증가 임상서 ORR 56% 이상, DCR 86%“

Nektar Therapeutics는 지난 9일 JP모건 헬스케어 컨퍼런스에서의 발표직후 주가가 18%이상 급상승하며 업계의 주목을 받았다. 공개된 면역항암제 후보물질 ‘NKTR-214'의 업데이트된 임상 데이터와 올해 2분기 FDA 판매허가 신청 예정인 오피오이드 수용제 작용제인 ’NKTR-181'에 대한 기대감에 따른 것으로 보인다.

Nektar가 보유하는 면역항암제 후보물질 3종은 면역 사이클(immune cycle)의 각기 다른 단계에서 작동해 면역작용을 전반적으로 커버하는데 그 특징이 있다. 다른 기전을 겨냥하므로 자체 개발한 후보물질들 간에 또는 다른 면역항암제와의 병용 가능성이 커지는 것이다. 회사가 보유한 면역항암제 후보물질은 PD1 발현을 높이고 종양침투림프구(TILs, Tumor-Infiltrating Lymphocyte)를 활성, 생산을 증가시키는 CD122 Agonist ‘NKTR-214', NK세포를 자극하고 기억 T세포를 생성해 지속적인 면역반응을 일으키는 IL-15인 ’NKTR-255', 수지상세포를 활성화시키는 TLR Agonist ‘NKTR-262'이다....

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