Showing posts with label FDA. Show all posts
Showing posts with label FDA. Show all posts

Friday, June 24, 2011

Challenges in Combating Cancer

Summertime is full of walkathons for cancer.  There is absolutely nothing wrong with raising money to help cure disease.  But is this money well spent and have we made much progress toward cures?  Although many view cancer as an evil monolith, cancer is not a single disease.  A glioblastoma took my father’s life roughly 18 years ago this week and yet the prognosis for a patient with glioblastoma today is virtually as awful as it was 18 years ago.  Even now, most solid tumors are treated with a regimen of chemotherapeutic agents, surgery and radiation similar to what my father received.  Rates of remission move incrementally, if at all, over time.  Although we have made some strides, real progress in addressing cancer’s ravages for many indications has been frighteningly slow.  Why is this so with the billions and billions raised annually for cancer and deployed in research for cures by governments, universities and pharmaceutical, biotechnology and medical device companies?

There are several structural problems that have led to egregious wastes of time and money and relatively little progress against most cancers.  First, I believe the typical research approach to creating new anti-cancer drugs is simply ineffective.  Find a marker for a type or sub-type of disease and then find agents that attack cells with that marker.  For the most part, with a few exceptions, we haven’t made much progress using this approach and haven’t extended lives for years or decades by doing so.  Second, our US regulatory system (FDA) is ill equipped (perhaps also institutionally incapable) to reorganize itself to handle new approaches to curing cancer that have a much better chance of long term success.  It still takes forever and costs $180 to $231 million to bring a drug to market.  Ridiculous.  And third, many companies in the industry are organized and optimized for regulatory and marketing operations that do not correspond well with new approaches that may indeed work.  Such organizations are incentivized to create one size fits all solutions.  Moreover, they are motivated not to cure anything, but rather to treat diseases (including cancer) as chronic conditions.

Biological systems are very complex, very sneaky and redundant.  They are created by Darwinian trial and error and the fittest are the ones that can withstand a multitude of environmental blows that can be thrown at them.  So when something goes awry with a cell (such as cancer), it is not typically because one protein is present or missing.  Biological systems must compensate for the odd problem or else they do not survive ruthless Darwinism; it is usually attacks from multiple sources that beat their repair defenses.  It is the breakdown of the entire system (interplay of genetics and environment/nature and nurture) that enables cancerous growth.  It is the rare exception (such as Huntington’s Disease) where one can point to a single nucleotide polymorphism that is responsible for a particular disease state.  Because they are all interdependent, one cannot typically analyze individual components in a biological system in isolation.   Disease occurs because the system as a whole breaks down not usually because one individual part was the “cause.”

With the above statements, I do not mean to denigrate Roche’s Herceptin or Genentech’s Gleevec which are effective for the populations they serve.  See also Pfizer’s Crizotinib and Roche’s Vemurafenib.  But we will probably discover that these drugs will be most efficacious when used in combination therapies that address multiple attacks on entire systems. Most diseases, however, e.g. metabolic disorders, cardiovascular disease, and yes, most cancers have a plethora of pathways to march down to progress to disease.  The way to solve and knock out the various progression pathways simultaneously and arrest tumor formation is to use systems approaches.  Such methodologies require vast amounts of patient data over populations and tremendous amounts of computing power to capture the information in databases and then parse and analyze it 

I believe treatments of the future will usually require a series of diagnostic tests to determine which regimen combination of drugs will be necessary for the sub-type of cancer that the patient possesses.   Blood protein assays for these types of diagnostics will require the next generation of micro-fluidic chips from companies such as our portfolio company, Fluidigm.  The problem is that the markets for each of the individual tests and drugs will probably not be large enough to recover the costs necessary to invest in developing them under our current regulatory system.  Thus, to get where we need to go in the future to create more individualized and effective cancer therapies, FDA will need to undergo a dramatic transformation.  Nevertheless, even if the regulatory system were to adapt, the current research and development arms and marketing divisions within drug companies are not structured to be able to address micro-diagnostic markets with corresponding therapeutics.  And healthcare providers have little incentive to change methods of hacking out tumors through surgery.  Future treatments may involve more elegant solutions such as “signalling nanoparticles” that would function like notification proteins and mark locations where cancer cells exist and further action was required. “Receiving nanoparticles” might then be recruited to cancer sites like platelets, but instead of staunching a wound they would deliver anti-tumor drugs.  Without an economic incentive, however, it will be hard to change behavior and get providers to adopt new techniques.

With all of these factors stacked against real change, I guess I should not be surprised that so little progress has been made since my father passed away 18 years ago.  Scientists such as Dr. Leroy Hood, Dr. Sangeeta Bhatia and Dr. Geoffrey von Maltzahn have made great discoveries, but without more research dollars being directed appropriately, serious FDA regulatory reform and a complete rethinking of pharmaceutical and healthcare company business plans, I fear that we will be in much the same place in the war on cancers 18 years from now.  That is a lot of walkathons for little progress.

Monday, February 14, 2011

The Safety Czars (Parents and FDA) are Over-Regulating Us to Death

Valentine’s Day used to be about excitement, anticipation and a little bit of danger.  How would she respond to my Valentine?  Would he send me flowers?  Today, in schools and elsewhere, there is often no longer a sense of excitement and danger.  It has been replaced by duty and security.  Everyone in class must send a Valentine to every other person and Hallmark has mandated that we acquire items for our spouses and assistants or we are the schmuck in the room.  Valentine’s Day has become a safety net for an amicable way to say “thank you for who you are and what you have done for me for the past year.”  The Day has somehow lost its special place in the hearts of those in love or looking for love.
The process that has transformed Valentine’s Day is what I term the process of “safetification” that has transformed America slowly but surely over the past generation.  Modern American society appears to want a feel good insurance policy for a wide variety of activities.  Everyone gets a trophy for participating.  Parents, Coaches and Teachers are contributing to this new policy approach.  We are not the same nation of entrepreneurial thinkers and risk takers that we were even a generation ago when little league and soccer teams had tryouts.  Yes, the people of our great nation still come up with great ideas such as Facebook, but there are so many more obstacles and impediments to progress and entrepreneurship than there used to be in the past and these obstacles begin in childhood with how parents raise their children today.  And they culminate in our approaches to regulatory stances we take in the modern administrative state.  
I don’t know how safety has come to be perceived as one of the Über Values in our society.  Not so terribly long ago, mothers ate blue and other moldy cheeses and tuna and salmon and other fish filled with mercury and their children did not wind up with stunted development or birth defects in statistically significant numbers.  
A generation ago, children of a certain age often did not ride with car seats and (perish forbid) booster seats and they skateboarded and rode bicycles routinely without helmets.  Moreover, households did not have funky locks on doors and cabinets that frequently today frustrate parents.  There were no play dates and a parent could not reach his or her children anytime via cell phones; walky-talkies simply did not have sufficient range to keep track of where children were for much of the day. 
The children of a generation ago somehow survived these dangerous, traumatic experiences without protection and constant contact with parental units and went on to build some very impressive entrepreneurial enterprises in adulthood.  They built Apple and Dell Computer and Microsoft Corporation.  They created AOL, Netscape and Google.  They helped build Amgen, Genentech and Biogen Idec.  Will we see the same type of innovation in the future from the generation of helmet wearing, play-date arranging responsible and safe children?  I hope so, but I am not sure.  They may not be as risk taking as their Indian, Chinese or Vietnamese counterparts.
Today, the American regulatory environment that many companies face seems almost oblivious to any sense of risk versus reward.  The focus is solely on the risk and attempts to reduce risk at almost any cost.  There is no sense of giving consumers individual personal responsibility and freedom of choice.  The mantra appears to be “let’s treat them all as we treat our children today and create a safe environment for them.”  Everyone must wear figurative helmets, have arranged play-dates and have a cell phone so we know where they are.
Like the parents of the past, our past regulators used to look out for egregious excess and attempt to protect the public/children from truly unscrupulous types and real danger.  Now, regulators have become an impediment to innovation and growth. 
We are witnessing this scenario play out today with entrepreneurial companies that have produced drugs to fight obesity.  And, for example, I wonder whether FDA is the problem and no longer part of the solution for public health.  FDA has become so consumed with safety that there is no longer a balance of risk versus reward.  The Agency has forgotten the old adage that often the difference between a poison and a medicine or drug is dosage.  Witness what happened with Orexigen (NASDAQ: OREX) recently and what may happen with Vivus (NASDAQ: VVUS) in the not-too-distant future.  I can only hope that FDA comes to its senses by the time Vivus again seeks FDA approval.  The greater risk is in not considering the benefits in drugs designed to tackle the scourge that obesity has become in modern society.  Perhaps we need more of the mindset of parents from the 1950s and 1960s and less of the mindset of the parents of today?