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The SHP2 ship sails
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The quiet termination of a licensing deal between Roche and Relay Therapeutics leaves Bristol Myers Squibb and Pfizer as perhaps the only remaining western developers of SHP2 inhibitors. Roche’s decision – Relay revealed the termination of the deal, covering the SHP2 inhibitor migoprotafib, in a low-key SEC filing yesterday – follows AbbVie’s ending of two Jacobio-derived SHP2 inhibitors, the scrapping of Erasca’s similarly acting project ERAS-601, and several other discontinuations. Such moves have followed clinical setbacks, as the SHP2 mechanism failed to live up to its initial promise as a combination partner for KRAS inhibition. In the case of migoprotafib no clinical data were ever published, though technically three combo trials remain ongoing. Though the Relay/Roche tie-up was one of several in SHP2 inhibition the deals’ relatively cautious financial terms suggested that this mechanism was always seen as a long shot. Bristol came to this party relatively late, paying $90m in 2022 for rights to BridgeBio’s BBP-398 (now coded BMS-986466), and while this deal remains listed in Bristol’s pipeline several trials of this molecule have been terminated.
The SHP2 inhibitor pipeline
Project | Company | Status | Note |
---|---|---|---|
Still in development... | |||
BR790 | Shanghai Blueray Biopharma | Ph1/2 tislelizumab combo | – |
BMS-986466/ BBP-398 | Bristol Myers Squibb/ BridgeBio | Ph1 Opdivo combo in NSCLC | May 2022 deal, $90m up front; several other trials terminated on CT.gov |
HMPL-415/ HMPL-415S1 | Hutchmed | Ph1 in solid tumours | – |
PF-07284892/ ARRY-558 | Pfizer (ex Array) | Ph1 combo study in solid tumours | – |
ET0038 | Etern Therapeutics | Ph1 in solid tumours | – |
HS-10381 | Jiangsu Hansoh Pharmaceutical | Ph1 in solid tumours | – |
ICP-189 | InnoCare Pharma | Ph1 PD-1 MAb combo, not yet recruiting | – |
BPI-442096 | Xcovery/ Betta | Ph1 IND accepted 2022, not yet recruiting | Long-standing deal covering various projects |
...and those with setbacks | |||
JAB-3312 | Jacobio Pharmaceuticals | Ph3 starting in NSCLC in Q3 2024 | Feb 2020 deal with AbbVie, $45m up front, terminated Jul 2023 |
Migoprotafib (GDC-1971/ RLY-1971) | Relay | Ph1 Tecentriq combo in solid tumours ongoing | Dec 2020 deal with Roche, $75m up front, terminated Jul 2024 |
JAB-3068 | Jacobio Pharmaceuticals | Discontinued in ph1/2 | Feb 2020 deal with AbbVie, $45m up front, terminated Jul 2023 |
RMC-4630/ SAR442720 | Revolution Medicines | Discontinued in ph2 | Jul 2018 deal with Sanofi, $50m up front, terminated Dec 2022 |
ERAS-601 | Erasca | Discontinued in ph1 | Feb 2020 deal with NiKang, $12m up front |
TNO155 | Novartis | Discontinued in ph1 | Some trials still ongoing, but Novartis says filing is no longer planned |
Source: OncologyPipeline.
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