While it remains to be seen if or when the BIOSECURE Act will become law, the proposed legislation has already impacted the biopharma industry’s confidence in Chinese firms, according to a recent survey by consultancy LEK.
Taysha Gene Therapies touted positive early-stage data last month for its gene therapy to treat Rett syndrome, which has become the company’s main focus after cutting other programs and laying off 35% of its staff. If successful, the candidate for Rett syndrome has the capability to put Taysha in a billion-dollar market.
The companies leased interim results from the Phase III CARTITUDE-4 study, touting significant survival improvement in multiple myeloma patients after treatment with their CAR-T therapy Carvykti (ciltacabtagene autoleucel).
Donanemab, which will be marketed as Kisunla, will compete with Biogen and Eisai’s Leqembi.
The key opinion leaders (KOLs) interviewed by GlobalData have shared optimistic views on Dupixent, noting that its novel pathway presents anti-mucous effects, which is an additive value, supplementing its anti-eosinophil effects. KOLs have also communicated that the data presented in the clinical trials brings a great advantage to the asset and to the COPD space, perhaps even over other biologics in the COPD pipeline,” notes GlobalData Pharma Analyst Asiyah Nawab.
“Despite gaining approval nearly a year ago, uptake of Leqembi has been slow. While the approval of Kisunla will provide further confidence in the anti-Aβ mAbs, which could help drive the uptake of both drugs, many of the challenges faced by Leqembi will also apply to Kisunla,” says Philippa Salter, managing neurology analyst at GlobalData.