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Opinions split on SHP2

After Roche pulled out of a deal covering Relay Therapeutics’ SHP2 inhibitor migoprotafib it might not have come as a huge surprise to see the biotech now revealing the discontinuation of this asset. What looks like a bigger surprise – considering the Roche/Relay and other setbacks in this space – is that on the same day Jacobio announced dosing of the first patient in a phase 3 study of its SHP2 inhibitor JAB-3312, combined with glecirasib in first-line KRAS G12C-mutant NSCLC. It looks like a sharp divide is forming between several western companies that have given up on SHP2 inhibition, and many of their Chinese counterparts, which are pressing ahead. Another Chinese group, Genhouse Bio, has progressed development of its SHP2 inhibitor GH21, in June receiving clearance to begin a Chinese phase 1/2 solid tumour study in combination with the InventisBio KRAS G12C inhibitor garsorasib. Jacobio’s decision is driven by ASCO data showing the JAB-3312/glecirasib combo scoring a 65% ORR in first-line NSCLC – in line with the 63% ORR for Bristol Myers Squibb’s Krazati plus Keytruda in the Krystal-7 trial. Jacobio hasn’t had it easy though, losing AbbVie as its SHP2 partner and discontinuing a first-generation molecule, JAB-3068.

 

The recent fate of selected SHP2 inhibitors

SHP2 inhibitorKRAS inhibitorCompanyStatusNote
JAB-3312GlecirasibJacobioPh3 in 1st-line KRAS G12Cm NSCLCAbbVie deal terminated in Jul 2023
GH21/ HBI-2376GarsorasibGenhouse BioPh1/2 in KRAS G12Cm solid tumours; also other trials, incl ph2 of other combosLicensed to Huya Bioscience ex-China in Aug 2020
MigoprotafibDivarasibRelayDiscontinuedRoche deal terminated in Jul 2024

Source: OncologyPipeline.