Comparative Value of SNT-5505 vs Marketed MF Drugs

  1. 205 Posts.
    lightbulb Created with Sketch. 33

    The announcement from Syntara regarding SNT-5505 provides interim data suggesting clinical and commercial differentiation from currently marketed treatments for myelofibrosis (MF).
    Here's how it compares:

    1. Key Competitor Landscape

    DrugDeveloperPrimary UseNotes
    1Ruxolitinib (Jakafi)Incyte / Novartis1st-lineJAK1/2 inhibitor; standard of care
    2Fedratinib (Inrebic)BMS2nd-lineJAK2 inhibitor; used post-RUX failure
    3MomelotinibGSK1st/2nd-lineJAK1/2 + ACVR1 inhibitor; addresses anaemia
    4PacritinibCTI BioPharma / SOBI2nd-lineFor patients with thrombocytopaenia

    2. Comparative Efficacy – TSS50 (Symptom Reduction)

    • SNT-5505:

      • 73% (8/11) achieved ≥50% reduction in Total Symptom Score (TSS50)

      • Mean TSS reduction at Week 52: 63%

    • Benchmark drugs:

      • Ruxolitinib (COMFORT-I/II): ~46% achieved TSS50

      • Momelotinib (MOMENTUM): ~25–28%

      • Fedratinib (JAKARTA-2): ~26–36% post-RUX

    SNT-5505 demonstrates a notably higher symptom reduction rate, particularly in previously RUX-treated patients.

    3. Comparative Efficacy – SVR (Spleen Volume Reduction)

    • SNT-5505:

      • 44% (4/9) achieved SVR25 at 24+ weeks

      • 78% had stable or reduced spleen volume without increasing RUX dose

    • Benchmark drugs:

      • Ruxolitinib: ~42–45% SVR35 in first-line

      • Fedratinib: 32–36% SVR35 post-RUX

      • Momelotinib: ~25% SVR35 in post-RUX patients

      • Pacritinib: ~18–29% SVR35 depending on platelet count

    Although SVR35 data for SNT-5505 is not yet provided, the SVR25 rates and dose independence from RUX suggest a promising spleen response profile.

    4. Safety and Tolerability

    DrugCommon Adverse Effects
    1RuxolitinibAnaemia, thrombocytopaenia
    2FedratinibGI toxicity, risk of Wernicke’s encephalopathy
    3MomelotinibPeripheral neuropathy, diarrhoea
    4PacritinibGI effects, haematologic toxicity
    5SNT-5505No treatment-related SAEs; stable blood counts

    SNT-5505 appears to have a cleaner safety profile, which is especially valuable in a chronic disease context.

    5. Positioning and Differentiation

    FeatureSNT-5505 + RUXExisting JAK inhibitors
    1MechanismLOX inhibition + JAKJAK-only or JAK+ACVR1
    2Target populationRUX suboptimal respondersFirst-line or post-RUX monotherapy
    3SafetyStrongModerate-to-poor in some cohorts
    4Add-on potentialHighLimited by dose tolerability
    5Durability of responseStrong at 52 weeksMost data up to 24–36 weeks

    SNT-5505 is one of the few therapies showing robust efficacy as an adjunct, making it additive rather than competitive in nature.

    Conclusion

    SNT-5505 demonstrates:

    • Superior symptom control in a pre-treated, high-burden population

    • Stable safety and haematologic profile

    • Real-world potential as an add-on or second-line agent

    If confirmed in a pivotal Phase 3 trial, SNT-5505 could reshape the treatment algorithm by offering a safe, effective adjunct for patients inadequately managed with JAK inhibitors alone.

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
6.7¢
Change
-0.001(1.47%)
Mkt cap ! $108.8M
Open High Low Value Volume
7.8¢ 8.3¢ 6.5¢ $1.693M 23.30M

Buyers (Bids)

No. Vol. Price($)
1 3255 6.6¢
 

Sellers (Offers)

Price($) Vol. No.
6.8¢ 50000 1
View Market Depth
Last trade - 16.10pm 13/06/2025 (20 minute delay) ?
SNT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.