Sibeprenlimab

An FDA safety probe into Takeda's Adzynma, Otsuka's IgAN approval for Voyxact and Daiichi Sankyo's latest win against Pfizer made our news this week. The FDA is investigating a safety signal from Takeda’s rare disease med Adzynma. Otsuka won a first-in-class FDA approval to enter the crowded IgA nephropathy field. Daiichi Sankyo won reversal of an unfavorable ruling in its patent fight against Pfizer’s Seagen. And more.1. FDA launches investigation into Takeda's Adzynma following reported pediatric deathThe FDA is investigating Takeda’s Adzynma following a reported child's death. The drug, approved for the rare blood disorder congenital thrombotic thrombocytopenic purpura, is under scrutiny due to postmarketing reports of patients developing neutralizing antibodies against the drug’s ADAMTS13 protein ingredient. Takeda said it found no confirmed causal link.2. In crowded kidney disease space, Otsuka receives FDA approval for first-in-class VoyxactOtsuka received accelerated FDA approval for Voyxact (sibeprenlimab) to treat IgA nephropathy (IgAN). The monthly self-administered drug is the first biologic cleared for the kidney disease and the first to block the APRIL protein. Before entering a competitive market, Voyxact showed a placebo-adjusted 51% reduction in proteinuria at nine months in a phase 3 trial.3. Daiichi Sankyo prevails on appeal in long-running ADC patent battle with Seagen, flipping prior $41.8M verdictDaiichi Sankyo got a win in its long-running antibody-drug conjugate patent dispute with Pfizer’s Seagen. The U.S. Court of Appeals reversed a prior ruling that found Daiichi infringed a Seagen patent with Enhertu. The new decision nullifies a previous Texas court verdict, which said Daiichi owed Seagen royalties related to the popular ADC.4. Crescent waxes pipeline with $80M Kelun deal, bagging ADC to pair with PD-1xVEGF bispecificCrescent Biopharma struck a $80 million upfront deal for ex-China rights to Kelun-Biotech’s integrin beta-6-directed ADC candidate. Crescent plans to test the new ADC in combination with its own PD-1xVEGF bispecific antibody for solid tumors. In exchange, Kelun will pay $20 million upfront for Chinese right to Crescent’s bispecific. 5. Merck's partner Kelun touts phase 3 win for ADC-Keytruda combo in first-line lung cancerKelun also reported a phase 3 win for its Merck & Co.-partnered TROP2 ADC, sacituzumab tirumotecan (sac-TMT), combined with Keytruda. The combo significantly improved progression-free survival versus Keytruda alone in Chinese patients with first-line PD-L1-positive non-small cell lung cancer, according to Kelun.6. FDA grants game-changing perioperative approval to Padcev, Keytruda combo in bladder cancerA combination of Astellas and Pfizer’s Padcev and Keytruda won an FDA approval as a perioperative treatment for muscle-invasive bladder cancer patients ineligible for cisplatin chemotherapy. The regimen, used around surgery, is the first to significantly improve survival over surgery alone in this population, reducing the risk of death by 50% in a phase 3 trial.7. Daiichi Sankyo receives FDA untitled letter taking aim at Turalio patient ambassador videoSK Life Science Xcopri ad meets a roadblock with FDA untitled letterThe FDA issued separate untitled letters to Daiichi Sankyo and SK Life Science over “false or misleading” drug marketing. The letter to Daiichi cited a Turalio patient ambassador video that overstated treatment benefits, while the letter to SK Life Science took aim at a TV ad for the anti-seizure drug Xcopri for omitting major risk warnings and failing to present risk information concurrently in both audio and text.Other News of Note: 8. FDA floats user fee cuts for early-stage US trials, additional fees for overseas development9. After dodging Biosecure threat, WuXi AppTec faces new security scrutiny from Pentagon: Bloomberg10. Tanabe Pharma shifts gears for Bain-backed future, dropping Mitsubishi moniker after $3.3B deal11. Sun Pharma shines a light on diabetic retinopathy in #SeeBeyondSugar campaign12. Pfizer, GSK, Shionogi sponsor London run of musical about antimicrobial resistance13. Eisai finalizes FDA filing for subcutaneous Leqembi starter dose (Regulatory tracker)14. China launches national drug price registration system (Yicai)

Vertex, Novartis and Vor Bio are developing anti-APRIL drugs against IgAN, too. A new FDA approval for a first-in-class drug has vaulted Otsuka into immunoglobulin A nephropathy (IgAN), an increasingly competitive kidney disease field targeted by multiple biopharma companies.The new drug, called Voyxact, has won an FDA accelerated approval to be used to reduce proteinuria in adults with primary IgAN who are at risk of progression, Otsuka said Tuesday.A self-administered injection given once per month, the drug works by blocking A proliferation-inducing ligand (APRIL), a protein that promotes autoantibody production that may trigger inflammation and kidney damage, causing IgAN.The drug, also known as sibeprenlimab, is the first in a growing list of candidates to reach the market targeting this pathway. Other drugmakers, including Vertex, Novartis and Vor Bio are working on anti-APRIL agents against IgAN and other disorders. Voyxact is also the first biologic drug approved for IgAN, whereas all four earlier IgAN FDA approvals went to small molecules.Voyxact won the FDA’s endorsement by proving its ability to reduce proteinuria, or protein in the urine, as measured by the urinary protein-to-creatinine ratio (UPCR). In a phase 3 trial coded Visionary, Voyxact led to a significant placebo-adjusted 51% reduction in proteinuria at nine months of treatment. Patients enrolled in the trial were receiving standard therapies such as ACE inhibitors, angiotensin II receptor blockers and/or SGLT2 inhibitors.After one year of treatment, Voyxact’s placebo-adjusted treatment effect on proteinuria reached 54.3%, according to results presented a few days ago at the American Society of Nephrology Kidney Week 2025 and published in The New England Journal of Medicine.“The availability of Voyxact represents a novel targeted approach to help manage this complex disease for patients living with IgAN,” John Kraus, M.D., Ph.D., chief medical officer of Otsuka, said in a Nov. 25 release. “With its targeted mechanism, strong efficacy, safety profile, and once-every-four-weeks dosing, Voyxact offers a new option for IgAN patients.”Unlike previous accelerated approvals in IgAN, the FDA is not restricting the patient population eligible for Voyxact based on a specific UPCR level. Novartis’ endothelin A receptor antagonist (ERA) Vanrafia, the most recent accelerated approval in IgAN doled out by the FDA in April, is currently allowed for patients with UPCR of at least 1.5 g/g. Travere Therapeutics’ dual ARB/ERA drug Filspari shook off that same UPCR limitation only after winning a full approval last year.To win a traditional nod, Otsuka is on the hook to show whether Voyxact can slow disease progression, as measured by estimated glomerular filtration rate (eGFR) decline, at two years in the ongoing Visionary study. Otsuka said it expects to have that data in early 2026.“We think FDA is comfortable with the eGFR trajectory of this class of drugs to allow broad use,” Jefferies analysts said of Voyxact’s label in a Nov. 25 note.The FDA’s decision here bodes well for future contenders in the APRIL class, the Jefferies team observed.According to Jefferies’ calculations, IgAN represents a large market worth around $6 billion to $10 billion in potential sales per year. But competition within the APRIL class will be intense, the analysts said, and the space is poised to get crowded fast.Several companies are developing BAFF/APRIL duo inhibitors. BAFF, or B-cell activating factor, is another key mediator in the production of abnormal proteins and autoantibodies involved in IgAN.Vera Therapeutics announced on Nov. 7 that it has submitted an FDA application for its BAFF/APRIL med, atacicept, which yielded a 42% reduction in UPCR compared with placebo at nine months at an interim analysis of the phase 3 Origin 3 trial.Through its $4.9 billion acquisition of Alpine Immune Sciences last year, Vertex is preparing an FDA application for an accelerated approval for its BAFF/APRIL drug, povetacicept, in IgAN. The company has said it will begin an FDA rolling submission this year and intends to use a priority review voucher to expedite the regulatory process, potentially leading to a go-ahead by the end of 2026.In the phase 2 Ruby-3 trial, povetacicept elicited absolute proteinuria reductions of 64% at 48 weeks, according to data presented at the recent ASN annual meeting. The trial does not have a placebo control arm.Meanwhile, Vor Bio’s partner RemeGen just reported positive China phase 3 data for its BAFF/APRIL duo inhibitor telitacicept in IgAN, although the drug’s U.S. clinical development plan in the disease remains unclear. What’s more, Novartis has an anti-APRIL drug called zigakibart in addition to FDA-approved Vanrafia and factor B inhibitor Fabhalta, which the company said has shown it can slow kidney function decline and IgAN progression in the final analysis of a phase 3 trial.Otsuka has some experience in the kidney disease space with Jynarque, which was approved by the FDA in 2018 as the first treatment to slow kidney function decline in patients with autosomal dominant polycystic kidney disease (ADPKD).