Fibrogen uses its PET imaging agent in Phase 2 not to pre-select patients, but to correlate target expression with treatment response. This data will allow them to enrich their Phase 3 trial with patients most likely to respond, significantly increasing the probability of success.
Related Insights
Investors without a scientific background can de-risk biotech portfolios by avoiding early-stage "science projects" (Phase 1-2). Instead, they should focus on companies that have completed Phase 3 trials. This strategy shifts the primary risk from unpredictable scientific development to more analyzable commercial execution.
Don't wait until Phase 3 to think about commercialization. Biotech firms must embed secondary endpoints in Phase 2 trials that capture quality of life and patient journey insights. This data is critical for building a compelling value proposition that resonates with payers and secures market access.
The traditional drug-centric trial model is failing. The next evolution is trials designed to validate the *decision-making process* itself, using platforms to assign the best therapy to heterogeneous patient groups, rather than testing one drug on a narrow population.
With over 5,000 oncology drugs in development and a 9-out-of-10 failure rate, the current model of running large, sequential clinical trials is not viable. New diagnostic platforms are essential to select drugs and patient populations more intelligently and much earlier in the process.
By targeting the integrin Alpha V Beta 6, found in nearly 100% of patient samples for major carcinomas, Accession simplifies its clinical trials. For its first trial across six indications, the company can enroll "all comers" without the costly and time-consuming step of pre-screening patients for the target.
Alt-Pep's SOBA blood test is a crucial companion diagnostic for its SOBIN-AD therapeutic. It allows for patient stratification by confirming the presence of the drug's target—toxic oligomers. This creates a rare, direct link between biomarker, target, and mechanism, significantly increasing the probability of clinical success.
The panel suggests AKT inhibitor trials in prostate cancer have been disappointing due to suboptimal biomarker selection (e.g., PTEN IHC). A similar drug in breast cancer showed significant survival benefit when using a more precise NGS-based strategy, indicating a potential path forward if the right patient population is identified genetically.
Biomarkers provide value beyond predicting patient response. Their core function is to answer 'why' a treatment succeeded or failed. This explanatory power informs sequential therapy decisions and provides crucial scientific insights that advance the entire medical field, not just the individual patient's case.
Even when testing drugs in heavily pre-treated patients, clinical trials incorporate subtle biological selection criteria. For instance, the COMPASS trial excludes patients with visceral metastases, a tactic to enrich for a population more likely to respond and avoid the most aggressive disease subtypes.
The GLORA-IV trial is designed with a dual endpoint, evaluating both patient response rate and overall survival. This structure creates an alternative pathway for regulatory approval based on response rates, which can be assessed faster than survival, strategically de-risking the lengthy and expensive trial process.
