DAINIPPON SUMITOMO PHARMA - Expectation From BBI-608 To Achieve FY2017 MTP Target Looks Unachievable

Report Code: HC-R-17-157 | Page Numbers: 14

Dainippon Sumitomo (DSP) is one of those Japanese pharma companies which has changed its orbit by successful US launch of Latuda (Lurasidone, dopamine-2, serotonin-2 and serotonin-7 receptors agonist schizophrenia/bipolar disorder) in the last two years. But DSP?s expectation to generate $650m by FY2017 from its lead compound BBI-608 from mCRC is way unachievable. Pipeline Cancer Stem Cell Inhibitors- from OncoMed/Celgene (OMP-21M18, OMP-52M51) And Bionomics (BNC-101) also need a close watch. On M & A front (Table 11), DSP?s R & D collaboration with Edison pharma for EP-743 to target mitochondrial disease, with Healios for iPS cell technology demonstrates its interest for developing first in class drug to target niche market, but they do not fill the gap which it needs to fulfill its FY2017 MTP targets. Due to that, no possibility should be ruled out for DSP to do some M & A for late stage compound in oncology space or in CNS/Respiratory space. BBI-608 Optimism Is Too High - Lead Indication -mCRC Opportunity, Pipeline CSC Inhibitors- From OncoMed/Celgene (OMP-21M18, OMP-52M51) And Bionomics (BNC-101) Need A Close Watch- LATUDA: US Blockbuster potential is unavoidable from genericized schizophrenia/bipolar disorder market, while opportunities in bipolar maintenance, MDD with ...

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Dainippon Sumitomo (DSP) is one of those Japanese pharma companies which has changed its orbit by successful US launch of Latuda (Lurasidone, dopamine-2, serotonin-2 and serotonin-7 receptors agonist schizophrenia/bipolar disorder) in the last two years. But DSP?s expectation to generate $650m by FY2017 from its lead compound BBI-608 from mCRC is way unachievable. Pipeline Cancer Stem Cell Inhibitors- from OncoMed/Celgene (OMP-21M18, OMP-52M51) And Bionomics (BNC-101) also need a close watch. On M & A front (Table 11), DSP?s R & D collaboration with Edison pharma for EP-743 to target mitochondrial disease, with Healios for iPS cell technology demonstrates its interest for developing first in class drug to target niche market, but they do not fill the gap which it needs to fulfill its FY2017 MTP targets. Due to that, no possibility should be ruled out for DSP to do some M & A for late stage compound in oncology space or in CNS/Respiratory space. BBI-608 Optimism Is Too High - Lead Indication -mCRC Opportunity, Pipeline CSC Inhibitors- From OncoMed/Celgene (OMP-21M18, OMP-52M51) And Bionomics (BNC-101) Need A Close Watch- LATUDA: US Blockbuster potential is unavoidable from genericized schizophrenia/bipolar disorder market, while opportunities in bipolar maintenance, MDD with mixed features and IM Depo formulation will be limited due to ????APTIOM AND OTHER PIPELINE CANDIDATES?.
Dainippon Sumitomo Pharma - Expectation from BBI-608 to Achieve FY2017 MTP Target
looks Unachievable
Summary of the company?s ongoing activities and strategy
BBI-608 Optimism is too high
? Lead indication mCRC opportunity limited- Ef?cacy advantage in PhII study with standard
of care needs to justify dual agent cost
? Pipeline Cancer Stem Cell inhibitors
? Conceptually targeting cancer stem cell approach is revolutionary, but it is still not validated
in the clinic
? Failure of Imetelstat raises some questions on the approach
? Probable MOA of BBI-608 speci?c or not in mCRC
? A success fee partnering model demands high peak sales to translate meaningfully on
bottom lines for DSP
Latuda- US blockbuster potential likely while opportunities in bipolar maintenance and IM
depo formulation are limited
? Latuda prescription trend post bipolar disorder approval
? Latuda EU/JP approval
STEDESA/Aptiom US approval and uptake
Other Pipeline candidates
? DS-3025
? AS-3201
? SMP-986
Chart 1: Presence of stem cell in colon tissue
Table 1: Markers to identify colon stem cells and colon cancer stem cells
Table 2: Competitive landscape Metastatic colorectal cancer
Table 3: Early stage data Comparision of Cancer stem cell inhibitors targeting colon cancer
Table 4: Pipeline of drugs targeting cancer stem cell
Table 5: Pipeline of Boston Biomedical
Table 6: Psychiatrists see high unmet need
Chart 2: Atypical antipsychotics market
Table 7: PEARL 3 clinical study data of Latuda vs. Seroquel
Table 8: Latuda SWOT analysis
Table 9: Latuda extension study data
Table 10: Dianippon Sumitomo- Key pipeline candidates and expected ?ling
Table 11: Deals done by Dainippon in 2013 and our view
Table 12: Key events expected in next two years and our expectation on it
Dainippon Sumitomo (DSP) is one of those Japanese pharma companies which has changed its orbit by successful US launch of Latuda (Lurasidone, dopamine-2, serotonin-2 and serotonin-7 receptors agonist schizophrenia/bipolar disorder) in the last two years. But DSP?s expectation to generate $650m by FY2017 from its lead compound BBI-608 from mCRC is way unachievable. Pipeline Cancer Stem Cell Inhibitors- from OncoMed/Celgene (OMP-21M18, OMP-52M51) And Bionomics (BNC-101) also need a close watch. On M & A front (Table 11), DSP?s R & D collaboration with Edison pharma for EP-743 to target mitochondrial disease, with Healios for iPS cell technology demonstrates its interest for developing first in class drug to target niche market, but they do not fill the gap which it needs to fulfill its FY2017 MTP targets. Due to that, no possibility should be ruled out for DSP to do some M & A for late stage compound in oncology space or in CNS/Respiratory space. BBI-608 Optimism Is Too High - Lead Indication -mCRC Opportunity, Pipeline CSC Inhibitors- From OncoMed/Celgene (OMP-21M18, OMP-52M51) And Bionomics (BNC-101) Need A Close Watch- LATUDA: US Blockbuster potential is unavoidable from genericized schizophrenia/bipolar disorder market, while opportunities in bipolar maintenance, MDD with mixed features and IM Depo formulation will be limited due to ????APTIOM AND OTHER PIPELINE CANDIDATES?.

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