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Vertex Pharma Challenger Sionna为囊性纤维化管道获得1.91亿美元的IPO现金

Vertex Pharma Challenger Sionna Secures $191M in IPO Cash for Cystic Fibrosis Pipeline

MedCity News 等信源发布 2025-02-10 03:32

可切换为仅中文


Vertex Pharmaceuticals dominates the market for cystic fibrosis drugs, but Sionna Therapeutics contends the pharma company’s products still have efficacy and safety limitations. Sionna has mapped out a clinical trial strategy that could validate its different approach to the chronic respiratory disease.

Vertex Pharmaceuticals在囊性纤维化药物市场上占据主导地位,但Sionna Therapeutics认为该制药公司的产品仍然存在有效性和安全性限制。辛纳制定了一项临床试验策略,可以验证其治疗慢性呼吸道疾病的不同方法。

Now the biotech can execute those plans with $191 million from an upsized IPO..

现在,这家生物技术公司可以通过大规模IPO获得1.91亿美元来执行这些计划。。

Sionna had planned to offer more than 8.8 million shares in the range of $16 and $18 each, which would have raised nearly $150 million at the pricing midpoint. The company was able to

辛纳曾计划发行880多万股股票,每股价格在16美元至18美元之间,这将在定价中点筹集近1.5亿美元。该公司能够

boost the deal size

扩大交易规模

to more than 10.5 million shares offered at the top of the targeted price range. Sionna’s shares debuted on the Nasdaq Friday under the stock symbol “SION.” Strong investor interest in the new stock enabled Sionna’s shares to close their first day of trading at $25 apiece, up nearly 39% from the IPO price..

在目标价格范围的顶部发行1050多万股。Sionna的股票于周五在纳斯达克上市,股票代码为“SION”。投资者对新股的浓厚兴趣使Sionna的股票在第一天的交易中以每股25美元的价格收盘,比IPO价格上涨了近39%。。

In cystic fibrosis (CF), genetic mutations lead to faulty versions of CFTR, a protein key to moving ions in and out of cells. Improperly functioning CFTR leads to mucus buildup in the lungs of CF patients. Two types of drugs improve CFTR function. Correctors bind to the protein and help it fold into the proper shape.

在囊性纤维化(CF)中,基因突变导致CFTR的错误版本,CFTR是将离子进出细胞的关键蛋白质。CFTR功能异常会导致CF患者肺部粘液积聚。两种药物可改善CFTR功能。校正剂与蛋白质结合并帮助其折叠成正确的形状。

Potentiators open channels of the protein. Vertex’s drugs combine both mechanisms to improve CFTR function at the surface of a cell..

增强剂打开蛋白质的通道。Vertex的药物结合了这两种机制来改善细胞表面的CFTR功能。。

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人工智能(AI)的进步正在从各个方面重塑患者护理,从促进更快的出院到策划治疗计划并建议改变生活方式。

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Waltham, Massachusetts-based Sionna is developing CF drugs that target NBD1, a domain on the CFTR protein. NBD1 has long been thought to be important for normalizing CFTR function because it’s the location of the F508del mutation — the most common mutation that causes CF. Sionna aims to succeed where others have fallen short developing drugs that stabilize this target..

位于马萨诸塞州沃尔瑟姆的辛纳正在开发针对CFTR蛋白结构域NBD1的CF药物。长期以来,人们一直认为NBD1对于CFTR功能的正常化很重要,因为它是F508del突变的位置,F508del突变是导致CF的最常见突变。Sionna的目标是在其他人无法开发稳定该靶标的药物的情况下取得成功。。

“Approximately 90% of people with CF carry at least one copy of the F508del genetic mutation,” Sionna said in the

“大约90%的CF患者携带至少一份F508del基因突变,”辛纳在

IPO filing

IPO备案

. “We believe stabilizing NBD1 is central to unlocking dramatic improvements in clinical outcomes and quality of life for CF patients. We have employed biophysical, cell-based and virtual screening campaigns and extensive use of structural biology to guide the optimization of novel small molecule NBD1 stabilizers.”.

“我们认为稳定NBD1是实现CF患者临床结果和生活质量显着改善的关键。我们采用了生物物理,基于细胞和虚拟的筛查活动,并广泛使用结构生物学来指导新型小分子NBD1稳定剂的优化。”。

Sionna expects NBD1 stabilization could be used as part of a dual combination therapy or as an add-on to standard CF therapies. The company has three NBD1 stabilizers in clinical development. SION-109, which targets NBD1’s interface with the CFTR intracellular loop 4 (ICL4) region, has completed Phase 1 testing in healthy volunteers.

辛纳预计NBD1稳定化可以作为双重联合疗法的一部分,也可以作为标准CF疗法的附加品。该公司在临床开发中有三种NBD1稳定剂。针对NBD1与CFTR细胞内环4(ICL4)区域的界面的SION-109已在健康志愿者中完成了第一阶段测试。

Sionna said results showed this molecule was well tolerated and achieved exposure in the body that could support its use as part of a combination with two other Sionna stabilizers, SION-719 and SION-451. These two NBD1 stabilizers .

辛纳说,结果表明,这种分子具有良好的耐受性,并在体内暴露,可以支持其与其他两种辛纳稳定剂SION-719和SION-451组合使用。这两个NBD1稳定剂。

began clinical testing

开始临床测试

last summer. Interim data as of mid-January indicate that both have been well tolerated by patients so far, the company said in the filing.

去年夏天。该公司在文件中表示,截至1月中旬的中期数据表明,到目前为止,患者对这两种药物的耐受性都很好。

Vertex’s twice-daily drug Trikafta, a combination of two correctors and one potentiator, has become a standard of care therapy for CF patients who have at least one F508del mutation in the CFTR gene. This drug, approved in 2019, has also become the company’s top-selling product. In the nine months ended Sept.

Vertex的每日两次药物Trikafta是两种校正剂和一种增强剂的组合,已成为CFTR基因中至少有一个F508del突变的CF患者的标准治疗方法。这种药物于2019年获得批准,也成为该公司最畅销的产品。在截至9月9日的9个月内。

30, 2024, Trikafta (marketed as Kaftrio in Europe) accounted for $7.5 billion in sales, up 14% compared to the same period in 2023. This past December, the FDA .

2024年3月30日,Trikafta(在欧洲以Kaftrio的名义销售)销售额达到75亿美元,与2023年同期相比增长了14%。去年12月,FDA。

approved Vertex’s Alyftrek

批准Vertex的Alyftrek

, which offers the same drug combination in a once-daily pill. Neither Trikafta nor Alfytrek address NBD1.

,它在每日一次的药丸中提供相同的药物组合。Trikafta和Alfytrek都没有地址NBD1。

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Despite Vertex’s dominance in CF, its drugs still leave unmet medical need, Sionna said in the filing. Patients treated with Vertex’s drugs can continue to experience reduced CFTR function and declining lung function over time. Also, safety and tolerability issues lead some patients to reduce their dosage or discontinue treatment.

辛纳在文件中表示,尽管Vertex在CF中占据主导地位,但其药物仍无法满足医疗需求。随着时间的推移,接受Vertex药物治疗的患者可能会继续经历CFTR功能降低和肺功能下降。此外,安全性和耐受性问题导致一些患者减少剂量或停止治疗。

The labels of Trikafta and Alyftrek carry black box warnings for the risk of drug-induced liver injury and liver failure..

Trikafta和Alyftrek的标签上有关于药物性肝损伤和肝衰竭风险的黑匣子警告。。

“Our research with key opinion leaders has indicated the desire for more treatment options for CF patients, support for a new mechanism of action that could provide clinically meaningful benefit for people living with CF, and need for an alternative for those patients who experience tolerability issues on Trikafta,” Sionna said in the filing..

“我们与关键意见领袖的研究表明,希望为CF患者提供更多的治疗选择,支持一种新的行动机制,为CF患者提供临床上有意义的益处,并且需要为那些在Trikafta上经历耐受性问题的患者提供替代方案,”辛娜在文件中说。。

Sionna was co-founded in 2019 by Greg Hurlbut and Mark Munson, two scientists who spent more than a decade at Sanofi researching ways to treat CF by targeting NBD1, according to the filing. The company’s NBD1 research was licensed from Sanofi. Last July, Sionna expanded its pipeline by

档案显示,赛诺菲于2019年由格雷格·赫尔布特(GregHurlbut)和马克·蒙森(MarkMunson)共同创立了赛诺菲(Sanofi)公司,两位科学家花了十多年的时间研究通过靶向NBD1治疗CF的方法。该公司的NBD1研究获得了赛诺菲的许可。去年7月,辛纳通过

licensing

许可

three clinical-stage CF drugs that AbbVie developed under a partnership with Galapagos. Sionna said these molecules, two correctors and one potentiator, could be combined with its NBD1 stabilizers.

AbbVie与加拉帕戈斯合作开发的三种临床阶段CF药物。辛纳说,这些分子(两种校正剂和一种增强剂)可以与其NBD1稳定剂结合使用。

Prior to the IPO, Sionna said it had raised about $330 million from investors. The most recent financing was a

在首次公开募股之前,辛纳表示已从投资者那里筹集了约3.3亿美元。最近的融资是

$182 million Series C round

C轮1.82亿美元

announced last March. RA Capital Management is Sionna’s largest shareholder with a 22.9% post IPO stake, according to the filing. As of the end of 2024, the company said its cash position was about $168 million.

去年三月宣布。根据备案文件,RA资本管理公司是辛纳的最大股东,在IPO后拥有22.9%的股份。该公司表示,截至2024年底,其现金状况约为1.68亿美元。

Combining its existing capital with the IPO proceeds, Sionna plans to spend about $40 million on the ongoing Phase 1 tests of SION-719 and SION-451. After completing those studies, Sionna plans to select a lead NBD1 stabilizer, conduct a drug-drug interaction trial, and then proceed to a Phase 2a proof-of-concept study.

结合现有资本和IPO收益,SIONA计划花费约4000万美元用于正在进行的SION-719和SION-451的第一阶段测试。完成这些研究后,辛娜计划选择一种领先的NBD1稳定剂,进行药物相互作用试验,然后进行2a期概念验证研究。

This trial, enrolling CF patients who are stable on Vertex’s Trikafta, is expected to begin in the second half of 2025..

这项试验预计将于2025年下半年开始,招募Vertex Trikafta稳定的CF患者。。

Sionna also plans to advance the lead NBD1 stabilizer to multiple ascending dose trials in dual combinations with galicaftor (one of the in-licensed AbbVie drugs) and/or SION-109 in healthy volunteers. These studies, expected to start in the second half of this year, will inform the selection of one dual combination to advance to a Phase 2b dose-ranging study in CF patients.

西昂纳还计划在健康志愿者中,将领先的NBD1稳定剂与galicaftor(一种获得许可的AbbVie药物)和/或SION-109双重组合进行多次递增剂量试验。预计将于今年下半年开始的这些研究将为选择一种双重组合提供信息,以推进CF患者的2b期剂量范围研究。

Sionna has budgeted $95 million to start this study and for manufacturing drug product for pivotal studies. The company expects its cash will last into 2028..

辛纳已经预算了9500万美元来启动这项研究,并为关键研究制造药物产品。该公司预计其现金将持续到2028年。。

Image: Jackie Niam, Getty Images

图片:杰基·尼姆,盖蒂图片

Topics

biopharma nl

生物制药

Clinical Trials

临床试验

Cystic fibrosis

Sionna Therapeutics

辛那疗法

Vertex Pharmaceuticals

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