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Blueprint clears the house in EGFR

Having not long ago pioneered the search for fourth-generation EGFR inhibitors to improve on the efficacy of AstraZeneca’s lung cancer blockbuster Tagrisso, Blueprint yesterday abandoned this field. The group’s JP Morgan healthcare conference update brought news that BLU-945, its most advanced asset in the phase 1/2 Symphony study, was being “de-prioritised”, along with the EGFR exon 20 insertion inhibitor BLU-451. The latter is especially surprising, since Blueprint had paid $250m to acquire this asset’s maker, Lengo Therapeutucs, in November 2021. The decision follows the earlier discontinuation of BLU-701, and moves by Black Diamond and Bridge Biotherapeutics to can earlier work and turn to more promising EGFR inhibitors, namely BDTX-1535 and BBT-207. Another player still in fourth-generation EGFR inhibition is Theseus, with THE-349, though that company is now being taken private in a sale to Concentra Biosciences. In November 2022 Blueprint decided to prioritise development of the preclinical fourth-generation EGFR inhibitor BLU-525, but now this too has disappeared from its pipeline. Instead Blueprint’s solid tumour focus is now on CDK2 inhibition, including with an unnamed degrader project.

 

Blueprint’s EGFR clearout

ProjectMechanismHighest status reachedCurrent status
BLU-451EGFR exon 20ins inhibitorPh1/2 Concerto trial; acquired in $250m purchase of Lengo in Nov 2021Discontinued in Jan 2024, possible licensing opportunity
BLU-9454th-gen EGFR inhibitorPh1/2 Symphony trial, Tagrisso combo in Tagrisso-relapsed patientsDiscontinued in Jan 2024, possible licensing opportunity
BLU-5254th-gen EGFR inhibitorPreclinical, prioritised in Nov 2022No longer appears in pipeline
BLU-7014th-gen EGFR inhibitorPh1 Harmony trial, +/- TagrissoDiscontinued in Nov 2022 in favour of BLU-525

Source: company statements.