Incidentally, I just read this press release from Clarity issued on the same day, which might provide more details on the ins and outs of the said supply chain issues.
By the way, anyone knows if this part on a risk of radioisotope shortage in the EU is of any impact for Telix?
"Furthermore, as the majority of nuclear reactors are located outside of the US, reactor based radiopharmaceuticals also require long transit times into the US from other jurisdictions.
In recent times, a number of complications have arisen with nuclear reactor produced radiopharmaceuticals, most recently being the outage at the High Flux Reactor (HFR) in Petten, Netherlands, in February 2022. The EU has flagged this as a significant issue and advised that the European research reactors are approaching their “end-of-life”. Without replacing this aging infrastructure, the EU could experience significant radioisotope shortages and impede access to vital treatments for its citizens. These shortages may impact the roll-out of lutetium-177 (177Lu) based products, which will severely hinder the growth of radiopharmaceuticals moving forward."
https://www.claritypharmaceuticals.com/news/no_supply_issues/
Sydney, Australia 5 May 2022
Clarity confirms no supply issues to its ongoing clinical trials programs
Clarity Pharmaceuticals (ASX: CU6) (“Clarity”), a clinical-stage radiopharmaceutical company developing next-generation products to address the growing needs in oncology, confirms Clarity and its clinical development programs are unaffected by Novartis’ recent suspension of production of Lutathera® and Pluvicto™/ 177Lu-PSMA-617 at its facilities in Ivrea, Italy and Millburn, New Jersey.
On 5 May 2022, Novartis released an update regarding the suspension due to potential quality issues identified in its manufacturing processes and expects a resolution of these issues, and resumption of some supply, in the next 6 weeks. The production suspension impacts commercial and clinical trial supply as Novartis put a temporary hold on screening and enrollment for 177Lu-PSMA-617 clinical trials globally, and Lutathera® clinical trials in the US and Canada.
Clarity’s Executive Chairman, Dr Alan Taylor, commented, “Clarity and our clinical development programs are not impacted by the Novartis production disruption as our Targeted Copper Theranostics (TCTs) are wholly independent of the Lutathera® and Pluvicto™ supply chains and other first generation radiopharmaceuticals.”
“Our greatest concern at this time is for the patients who need these important products now, and we hope that Novartis can re-commence supply shortly. As we have seen to date, the biggest threat to radiopharmaceuticals is not the efficacy of radiopharmaceutical products, but the ongoing sustainable supply of these products to patients. It has been known for many decades that radiation is a powerful weapon in the management and treatment of cancer; however, the lack of secure supply jeopardises market acceptance and confidence of clinicians and patients in these therapies,” Dr Taylor added.
TCTs employ copper-64 (Cu-64) and copper-67 (Cu-67) for diagnosis and therapy respectively utilising proprietary SAR technology. TCTs are a next-generation disruptive platform in radiopharmaceuticals, which delivers a compelling combination of high accuracy and high precision in the treatment of a range of cancers, while providing supply and logistical advantages over current theranostics.
Cu-67 is produced domestically in the US on electron accelerators with high purity and high specific activity and Cu-64 is produced on cyclotrons around the world. Both isotopes have half-lives that favour centralised manufacture and broad distribution. The TCT platform also has a number of environmental benefits, including the clean production of isotopes without the creation of highly toxic and long-lived waste products during manufacture.
Utilising the many benefits of Clarity’s SAR technology, all TCT products are manufactured at room temperature, significantly lowering the risk of batch failures, in contrast to first generation radiopharmaceuticals, including Lu-177 based products, which require heating the biological targeting agents to 90°C during manufacture. Furthermore, as the majority of nuclear reactors are located outside of the US, reactor based radiopharmaceuticals also require long transit times into the US from other jurisdictions.
In recent times, a number of complications have arisen with nuclear reactor produced radiopharmaceuticals, most recently being the outage at the High Flux Reactor (HFR) in Petten, Netherlands, in February 2022. The EU has flagged this as a significant issue and advised that the European research reactors are approaching their “end-of-life”. Without replacing this aging infrastructure, the EU could experience significant radioisotope shortages and impede access to vital treatments for its citizens. These shortages may impact the roll-out of lutetium-177 (177Lu) based products, which will severely hinder the growth of radiopharmaceuticals moving forward.
“Clarity’s TCT platform of products aims to minimise all of these risks by clearly differentiating ourselves from the current pack of first generation radiopharmaceuticals and fully exploiting the many benefits of the “perfect pairing” of copper isotopes, including security and control of the entire supply chain, as we advance towards our ultimate goal of better treating children and adults with cancer,” Dr Taylor concluded.
(20min delay)