Take your neighbor as your teacher | Take the wrong road less, and the secret of drug success in the sea!

With the development of biopharmaceutical industry in China, more and more pharmaceutical companies are actively seeking the sea route to break through the bottleneck of drug commercialization by opening the door to emerging markets. howeverThe fullness of dreams can’t sometimes replace the realistic bone feeling. At present, there are not many drugs that really have the ability to stand on the international market.It is a long way to go for drug research and development to move from the level of innovation in China to the level of international innovation. The change of innovative ideas, the improvement of innovative ability and the incubation of innovative technology all require great efforts and enough patience. Every pharmaceutical enterprise must go through many tests in the process of achieving overseas success.

How to make an international R&D route to stand out and go to sea successfully?On this issue, Dr. Mann Fung, founder/CEO of Tuochuang Bio, summed up some experiences from several international R&D failure cases for your reference.

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"Learning from neighbors" is an excellent column of Dr. Mann Fung on sharing his clinical experience.Dr. Mann Fung holds medical licenses from four states in the United States, and has been an expert in drug evaluation of FDA. He has more than 30 years of experience in drug research and development, clinical and management of multinational pharmaceutical companies. Dr Fung was the medical director of Lilly in Japan and Greater China, and has presided over the clinical development of Lilly’s heavy drugs. Later, he joined Johnson & Johnson as the global vice president of cancer drug research and development, and was fully responsible for the commercial evaluation of cancer drug research and development and innovation projects of Johnson & Johnson Asia-Pacific Innovation Center, and presided over the clinical development and successful listing of a new generation of small molecule BTK inhibitor irutinib and other drugs. Dr Fung also worked as a venture partner at Fidelity’s Stowe Capital. In 2019, Dr. Fung, with his profound insight and rich experience in the pharmaceutical industry, and Dr. Mark Chiu jointly founded Tavotek, a company focusing on protein’s engineering transformation and multi-drug development.

01

Clinical failure for a pharmaceutical company,

Apart from the frustration of scientific research and the huge cost, what other important negative effects are there?

The failure of the costly drug in Phase III clinical trial or its failure to be approved by the FDA not only means that the drug may die, but may even have a fatal blow to the whole company. Recently, there have been several well-known cases in the industry. For example, the company’s share price dropped by 64% after the treatment of anemia caused by chronic kidney disease was not approved by the FDA. Rafael’s drug for treating pancreatic cancer and AML failed to reach the end of phase III clinical trials, and its valuation was immediately cut by 78%.

In addition, clinical failure may also directly lead to the company’s massive layoffs. For example, Beyond Spring Company plinabulin’s CIN indications failed to pass the FDA’s approval, and the company had to lay off 34% of its employees in the United States quickly. However, this kind of failure does not only happen to small companies, but also to large pharmaceutical companies. At the beginning of this year, Pfizer and Merck failed to obtain FDA approval for new drugs respectively, which also caused a small drop in share prices.

Generally speaking, any major late clinical trial failure or failure to be approved by the FDA for listing will directly lead to the company’s stock price decline, a large number of layoffs, and significant financial losses, so we have to be cautious.

02

Why do stones from other mountains attack jade?  

Through the regression analysis of some clinical failure cases in Europe and America, we may find some strategies to improve the success rate. In fact, most of the drugs born in the laboratory can’t be fully verified for their efficacy and side effects, and drug evaluation agencies won’t even receive clinical applications for new drugs. Even if the drugs are pushed to the clinical stage, many will face failure. Most of the reasons for failure are deeply hidden in the complex mechanism of pharmacology and efficacy. At present, we humans do not have a mature scientific path to explain and reveal the secret perfectly.

howeverThe failure of research and development of some new drugs is due to the mistakes in the design and implementation of clinical programs.. This may be the direction we can work hard to avoid bad luck and fall into the deep pit that other companies have fallen into. Generally speaking, starting from here may be a good start to improve the internationalization ability of drugs.

03

Whether the clinical success rate is high or low,

Is there any corresponding reference data to prove it?

There are many such statistical studies, which can be found everywhere in literature and on the Internet. Among them, Paraxel has published some reference data a few years ago. The data show that the success rate of the first phase is about 2/3, the second phase is 1/3, and the third phase is also 2/3. After the success of Phase III clinical trial, the success rate of NDA/BLA application finally approved for listing can reach 90%. It can be seen that the most likely to fail is the second-phase clinic, andThe whole process can be completed, and the overall success rate is about 1-2%.

In addition, these data also compare tumor drugs with non-tumor drugs.Non-tumor drugs seem to be more likely to succeed.For small molecule drugs and macromolecular antibody drugs,The success rate of antibody drugs seems to be higher.

Of course, these data are the results of analysis several years ago, and they have changed in recent years, but the general trend is still the same, that is,The early clinical success rate is high, and the late clinical success rate is relatively low.

04

Successfully passed the second phase of clinical drugs,

Will clinical phase III still fail?

The FDA published a regression analysis in 2017 and found that many drugs that were successful in the second phase still failed in the third phase. According to the analysis report, 22 drugs, vaccines and medical devices all showed positive results in the second phase of clinical practice, but they suffered from waterloo in the third phase of clinical practice. Some of the second-phase clinics are still quite large in scale, and even other indications have been successfully approved, but their third-phase clinics are still unsuccessful.

Two obvious failures are:

1) Short-term therapeutic effect cannot be confirmed in long-term clinical trials;

2) The side effects that can’t be seen in the short term will appear in the long-term clinical trials.Generally speaking, among these 22 new medical products, the third phase of 14 products did not run out of the second phase, and the toxic and side effects of 1 product were more obvious, while the curative effects and toxic and side effects of 7 products were not up to standard. In two of them, the patient’s condition did not improve after taking the medicine, but it was more serious. These cases confirmed the necessity of phase III clinical practice, and also provided some information resources to enhance the success of phase III clinical practice. See the table below for details:

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 The FDA’s approval cases show that there are inconsistent test results between phase 3 clinical and phase 2 clinical of 22 medical products.

In another report released by Paraxel, we also summarized 38 drugs that did not run out of the clinical positive efficacy data of Phase II in Phase III, and some of the data were also very interesting: the most failed drugs were tumor drugs, with a total of 18 drugs, and the average number of people enrolled in each drug was about 1,000; However, the clinical trials with the largest average number of participants are for the treatment of cardiovascular diseases, with as many as 10,000 people in each project.

This information shows that,The research and development of cancer drugs is risky, but the research and development cost of new drugs for cardiovascular diseases and diabetes is even higher. The number of people enrolled in the third phase of clinical trials is tens of thousands, which is not easy for ordinary small companies to try.

05

"uncontrollable" reasons leading to different test results in Phase III and Phase II

First of all, the factors of human illness are quite complicated. If we only treat some patients with a specific pathogenic factor, there is no guarantee that it will have a curative effect. Moreover, the interaction between drugs and patients’ bodies is also very complicated. No matter how beautiful the previous "pharmacological hypothesis" is, sometimes the expected clinical treatment effect may not be obtained. Secondly, although Biomarker have been widely used, most of them still can’t predict the clinical outcome reliably. Trapped by the limited scientific knowledge of human beings, many clinical failures generally have one or more of the following manifestations:

 Pre-clinical results cannot be converted into clinical results;

 Although the target is bound by drugs, it fails to achieve the expected effect on the disease or the force is not enough;

 The research object is in the stage of gene composition and disease condition, so that there are many subject variability); in other potential diseases;

Different levels of "anti-drug antibodies" (ADA) produced by biological agents.

06

"Controllable" Causes of Other Phase III Clinical Failure

Paraxel’s research report has summarized the controllable reasons of clinical failure, which can be divided into the following five categories:

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These controllable factors can generally be predicted before the clinical start, such as:

The understanding of disease pathway is not complete enough;

Lack of strict and rigorous experimental design scheme;

Wrong control group

Inappropriate entry criteria;

Insufficient drug dosage was used;

Lack of reliable biomarkers;

Improper design of "salvage therapy" after initial treatment failure;

Jump directly from phase I clinical stage to phase III, or insist on entering phase III despite poor data in phase II;

Through careful pre-clinical planning and efficient clinical implementation, most clinical failures caused by these "controllable" factors can be avoided. In practice, many pharmaceutical companies are trying their best to avoid unnecessary failure risks in the whole process of drug research and development, including pre-clinical and post-clinical.valueThere are two well-known research and development frameworks for new drugs. One is Pfizer’s "Three Pillars of Drug R&D Survival Framework": 1) Accurately deliver drugs to the target position; 2) tightly bind the drug to the target; 3. Effectively regulate the function of pharmacological pathway after target binding.

In addition, AstraZeneca has also put forward the R&D 5R framework, that is, the right target, the right organization, the right safety, the right patient and the right business potential. The specific details are as follows for your reference:

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 AstraZeneca’s R&D Cheats-"R&D 5R Framework"

07

For a drug that has achieved clinical success in Phase III,

Why did NDA/BLAs fail miserably?

An article in November 2021BioSpace newsIn terms of analysis, the company releasedThree drugs that have not been approved by FDA recently.They are rejected for different reasons, but they are quite representative., the details are as follows:

1. Iterum Company was informed by FDA that its sulopenem antibiotic was not approved for urinary tract infection. The reason for rejection was that the FDA did not agree with the control group drugs it chose. In addition, the FDA also suggested that Iterum should redo new clinical trials.Choose the dosage carefully.

2. The NDA of a dehydrated alcohol drug from Eton Company used to treat methanol poisoning was also rejected becauseThe quality of their European drug manufacturers is not recognized by FDA.

3. A drug named Nuplazid from Acadia Company has been approved for mental disorders related to Parkinson’s disease, but FDA thinks it is applied for mental disorders related to Alzheimer’s disease.Phase 3 clinical research is ineffective, especially some subgroups are rejected because of the lack of obvious statistical differences..

Famous medical media Fierce Biotech On its website, a number of new drugs that have not been approved by FDA recently are listed, for your reference:

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In addition, in February, 2022, the People’s Daily Health Client also summarized the reasons for the refusal of 17 FDA drugs in the past year as follows:1) The safety data is in doubt; 2) Single clinical data of patients; 3) The clinical benefit is not clear; 4) There are defects in production facilities.Among them, the single clinical data has been repeatedly mentioned in many rejected cases, because most of the listing applications only have a phase 3 clinical data. To be honest, if the data is bright, only one phase 3 or even phase 2 clinically approved drugs are everywhere. However, if the data is average, or the data source is only a single region rather than a global multi-center experiment, then it is of course relatively difficult.

You may wonder whether this kind of FDA refusal case has been rising in recent years, and it is still relatively stable. Evaluate Vantage, a well-known medical media, made a research on this last year and found that from 2017 to 2020, more than 30 drugs failed to pass the FDA’s approval and listing every year. Although the number increases or decreases slightly every year, we can see that the number of failed projects has been relatively stable in recent years, so you don’t have to worry too much.

08

Take your neighbor as your teacher and take the wrong path less.

If we know how to avoid all kinds of "big pits and small pits" in the whole drug development process, the success rate of listing application can naturally be improved and the internationalization ability of drugs can be established.Learning from the failure cases of other overseas countries is one of the only ways to avoid the pit.

Generally speaking, these experiences can be summarized as follows:1) Taking the evaluation standard of the national regulatory agency of the target country as a work benchmark, considering the characteristics of the industry, the evaluation standard of FDA is relatively worth learning; 2) It is very important to keep close communication with the regulatory authorities, especially when there is a problem, we must immediately cooperate with the regulatory authorities to solve it; 3) The focus of clinical research and development should be on curative effect, research scheme design, safety and CMC quality.

In a word, close communication with regulators and following their requirements and suggestions are the golden rules to ensure the smooth progress of R&D and improve the success rate of approval.

09

tag

It is the strategic goal that every biotechnology company actively pursues to base itself on its own country and realize its scientific and technological value in the vast international market.Whether the strategy of going to sea is successful or not depends on its own scientific research ability and clinical development ability.Only by studying and working hard in practice and giving yourself enough time can you hear the sound of the last flower. And in all the learning paths,Learning from the R&D failure cases of international pharmaceutical companies can be described as a good path.

To sum up, based on the subtle and difficult nature of science itself, it is difficult for us pharmaceutical manufacturers to grasp all the factors that determine the success or failure of each drug, but what we can grasp must be done as we can.

What are DAU, MAU, ARPU, etc.

Source: Snowball
Author: Liang Jian
The shopkeeper said that the goods in my shop are seen by many people every day. Although they don’t buy at present, they are very impressed and will be converted into income in the future. The number of times a product has been viewed, that is, how many web pages have been opened on the Internet, is called PV (Page View), which is usually also called the number of views. In order to increase the PV, Zhang San placed several beauty albums at the door of the store. Each passing guest turned over 10 pages, and the PV instantly doubled.
This is also a common way for editors to divide the beauty atlas into dozens of pages, one for each page, in order to complete the PV task in the portal information age. In addition, there are many cheating methods, such as adding a few lines of code to the page, the page can be refreshed automatically, and the number of PV can keep expanding as needed.
Because PV is too easy to inject water, and later many web pages are realized by dynamic loading, PV is of little reference value. For a shop, a person who looks at 1000 items may not have much commercial value. But if 1000 people come, even if everyone only looks at one commodity, its potential value is usually much greater than the former. Therefore, calculating the number of independent visitors is much more reliable than the previous PV. In the Internet industry, this indicator is called UV(Unique Visitor), which independently visits users.
How to count UV? In the past, there was no such high-end technology as face recognition, and the store owner couldn’t remember everyone’s face, so when every guest visited, the store put a number on them. When a computer opens a webpage, it will also be marked by the website in the form of a cookie. Unless all traces of the browser are cleared after each visit, the website will always recognize you. Compared with PV, UV is a great progress. Sometimes, in order to pursue more accurate numbers, UV is improved to an independent IP address. However, due to the increasing popularity of sharing IP addresses and accessing external networks through a single IP in a local area network, this indicator is not used much.
After the rise of video websites, PV evolved into VV(Video View), that is, the number of videos watched by users. In addition, another index-the length of visit-the length of stay in a single visit is adopted, which is like the time for customers to stay in a store once. It is believed that the longer you stay, the more chance you have to squeeze some oil and water from your customers.
Because of the need to compare these indicators between competitive websites, some independent third-party statistical companies were born. One is to sample and count the access data of each website by installing browser tool plug-ins by users; The other is to cooperate with websites and let them add third-party statistical codes to their pages.
But even so, there are some shops that spend money to hire some special trustees and report to the store every day to increase the number of independent visits. These people may even be manipulated by others, and unconsciously, they become part of the access figures. In addition, UV can’t identify the different users behind the shared computer (home, Internet cafe), and the website wants to get more personal information of users, so it introduces another indicator, Rigister Users. Registered users can also inject water, but the cost is higher. You can’t say that everyone who passes by your door is your guest, at least you have to leave a contact information or something.
But even a large number of users who actually fill in the information, if these users do not visit again, they are basically dead users. Only live users have sustainable commercial value. Therefore, the number of daily active users DAU(Daily Active Users), monthly active users MAU(Monthly Active Users) and quarterly and annual active users are more meaningful. Later, after mobile phone access to the Internet became the mainstream, DAU and MAU no longer need to consider whether to register or not, because there is not much difference. DAU and MAU have become the core indicators to measure a website or App.
What is an active user? It can be simply considered that users who have used the website or application in a certain period of time. But what is "use" will be different from company to company. Some people think that as long as they show their faces, they are active users; Others need to complete the specified operation, or the number of visits is more than a certain number. MAU (monthly activity) users are not equal to the total number of DAU (daily activity) per day in a month, because a user who meets the active conditions many times in a month will only be counted once.
To increase the number of active users, on the one hand, it is necessary to activate the existing users to visit again (as the saying goes, "repeat customers"), and on the other hand, new users need to come in. So, from time to time, your mobile phone receives the text message "A batch of young models have arrived …" from the merchants, or a message "A young lady nearby gave you a compliment …" pops up in the mobile App. If you can’t resist the temptation, please respond. Although you only found a stingy man, you have already contributed a day’s work to them.
In order to refine the changing trend of active users, indicators such as new daily activities, new monthly activities and retention rate can also be introduced. The simple understanding of retention rate is how many of the newly added users remain. It is used to evaluate the usability, attractiveness, user’s expected consistency and promotion effect of products, and the retention rate is very critical. In terms of promotion, there is also an indicator called TAC(Traffic Acquisition Costs). Enterprises that pay for the entrance from a third party all the year round usually disclose the expenditure of this project directly and separately in their statements. In addition, it can also be calculated according to the cost of a single new user, which means how much it costs to buy a user.
After Internet companies gradually generate revenue and even profits, some traditional business indicators are also common, such as payment rate, repurchase rate, gross profit rate, net profit, inventory turnover rate, and single-user consumption. ARPU(Average Revenue Per User) is widely used in online games and live broadcast companies. This denominator includes all users, and sometimes only active users are counted. The denominator can also be just the users who have paid, that is, ARP PU (average revenue per paying user)-the average income contributed by each paying user. These indicators can evaluate the value of a single user. It is meaningless to compare DAU and MAU between a store selling yachts and a store selling daily necessities, because the income contributed by a single user is vastly different.
In a word, various indicators, each with its own advantages and disadvantages, are all for reference in order to predict how much money an enterprise can earn in the future. For example, a company with a daily living (DAU) of 100 million, but not much income, or even a loss, may be valued at more than 10 billion dollars; Another company now has good revenue and profit, but its daily activities have hardly increased, and the user payment rate and ARPU value are higher than the industry average, so it will be considered that there is no room for growth, and may only be valued at several times the price-earnings ratio.
Reporting/feedback

[Network Media National Defense Bank] You have to charge and I will guarantee-I am the strongest excavator technology.

  International Online Report (Reporter Yi Chengchen): In today’s increasingly extensive motorized March, when it comes to the battlefield, most people first think of tanks rushing in the front line, but have you ever wondered who will be the savior of this group of fighters if the tanks also lie down? They are engineers, who are not very visible on the battlefield but are the most indispensable part.

  Hu Xin, 28, looks more mature than his peers. He has won numerous honors after 10 years of enlistment. He is an excavator operator of a brigade of the 75th Army of the Army.

  "The enemy will set up obstacles, dig trenches or cut roads in your direction to stop you from moving forward. In the current situation of motorized marching, this may lead to the failure of infantry tanks and vehicles, and then we need to go. We must fill the trench or erect the tank impact bridge as quickly as possible, "Hu Xinxiao said proudly." We have an advance team that will go to the scene to investigate and understand the situation half a month before the start of the exercise. And if we don’t know anything, then we are the vanguard. "

  In 2014, Hu Xin took part in the confrontation exercise in Zhu Rihe. Driving a wheeled excavator, he advanced with the tank troops. Suddenly, an extremely steep slope with a length of 150 meters appeared in front of him, which made him embarrassed. This slope is designed to test tanks, but for a wheeled excavator with ultra-high, overweight and narrow track, people and machines may roll down carelessly. "I have never encountered such a situation after driving the machine for several years", but at this time the tanks have all gone uphill, and the eyes of many heads watching the exercise have also fallen on him. "Young man, do you dare to go up?" A head asked him that after only a moment’s hesitation, Hu Xin made a decision — — "I’m a soldier, and my superiors have given me the task of ensuring the progress of tanks. How can I not go? I will ensure that the task is completed! " Courage requires strategy. Hu Xin turned the excavator upside down — — Because "the power of reversing is stronger", when he reached the top of the slope, he was already sweating all over.

  Also in Zhu Rihe, a tank fell into a big pit because of its blind spot, and it was already in combat. If it could not be rescued quickly, it would be equivalent to the loss of combat effectiveness and will be deducted. With skilled technology, Hu Xin dug a slope at the front of the pit as quickly as possible, and watched the tank escape from danger and rush to the battlefield again, and a sense of pride arose in his heart.

  The sandy soil has brought additional challenges to the operation of the excavator. Facing a large trench with a length of 3 meters and a width of 2.5 meters, the task of "filling the pit" fell to him because other machines are still behind to protect other echelons. In the past, in this case, only two sides need to be cut off to fill a groove for traffic, but the local soil makes it impossible to do so. Once both sides are excavated, all the surrounding areas will collapse. Time waits for no man. Hu Xin immediately turned on the "turn head" mode and dug from the far side of the pit to fill it. After more than 20 minutes of high-speed fighting, reinforcements arrived when the task was almost completed, and he was "about to turn stupid".

  Marching in places with heavy dust and poor road surface is especially harmful to the machine, and the dust inhaled by the engine will reduce the performance of the machine and even stall. Therefore, when others are resting, Hu Xin still needs to maintain the machine. At least twice a day, there should be no omissions in water, electricity, gas and oil, so as to ensure that the chain can not be broken and reliable in wartime. Being able to have a meeting to repair and specialize in many things is actually a quality that Hu Xin and his comrades-in-arms must have. "The maintenance personnel are limited, the team is so long, and there are so many construction machinery. How can we always rely on them? If the driver can only drive, the loss of combat effectiveness will definitely be huge. "

  With excellent performance in the exercise, Hu Xin was awarded the third-class merit of the Group Army, and then he won many honors in the (former) Guangzhou Military Region and the company. As the technical backbone of excavator construction machinery, he became a typical example for everyone to learn. But in his view, "every soldier advocates honor, but in fact, in the face of honor, it is more important to complete the task to the letter."

  Due to the military transfer, Hu Xin’s distance from home has changed from 200 kilometers to thousands of kilometers now, and the old company with deep feelings has ceased to exist, which is a little sad and even sad for him. "After all, I have stayed for many years, which makes people reluctant to leave, but the military order must be implemented." He has been in the new camp for more than a month and now he has gradually integrated into this new big group. Everyone is very friendly.

  "The goal of the military reform is to improve the combat effectiveness, strengthen the awareness of preparing for war, and comprehensively improve the quality of individual soldiers. The ultimate goal is to come at the drop of a hat, fight when you come, win the battle, draw and win! Reach this level. " Hu Xin said forcefully.