Researchanalyst
20.04.2023, Author: Nico Popp

Pipelines from BioNTech, Moderna and Defence Therapeutics: "It's a match!" — Parallels in projects and study designs

  • mRNA
  • cancer
  • biotechnology

Curing cancer is a dream of humanity. However, when looking at mRNA projects from large companies such as BioNTech or Moderna, a higher survival rate is still considered a success. Moderna, together with the US pharmaceutical company Merck, Sharpe & Dohme (MSD), has now shown that an mRNA vaccine can reduce the mortality of seriously ill skin cancer patients by 40%. This article looks at how Moderna's project relates to Defence Therapeutics, where it connects to BioNTech's projects, and why adjuvant technology is critical in mRNA vaccines.


Time to read: 4 minutes

Study designs show remarkable parallels - mRNA breakthrough in 6 weeks?

The recently released news is specifically about treating melanoma in a Phase 2b clinical trial. The study involved 157 patients with stage III and IV skin cancer. After the tumor was surgically removed in each case, an mRNA vaccine was administered that was encoded for 34 so-called neo-antigens of the individual tumor. In combination with the mRNA vaccine, the checkpoint inhibitor pembrolizumab was used. The comparison group was treated with pembrolizumab alone. The risk of recurrence and death decreased by 40% with the combination of mRNA vaccine and checkpoint inhibitor. Defence Therapeutics is also currently running a pure-form mRNA vaccine against the combination of mRNA vaccine and Defence Therapeutics' patented Accum™ technology.

Excerpt from Moderna's mRNA pipeline: the US company is focusing on the combination of mRNA and other active ingredients. Source: Screenshot modernatx.com

The basic assumption behind it: Accum™ can help biological agents of different compositions overcome biochemical hurdles within cells. This can increase the efficacy and safety of drugs. The first part of the recently launched comparative study could deliver initial results in less than six weeks, showing that the combination of mRNA vaccine and Accum™ provides higher antibody concentrations.

A similar thought process is behind Moderna's recent study results related to skin cancer. Experts have assumed for years that immunotherapies, such as the immune checkpoint inhibitor pembrolizumab used in the study, work even better when combined with additional treatments - the good results of mRNA vaccine in combination with pembrolizumab are clear. BioNTech is also focusing on complementary technologies around mRNA therapy. The product candidate BNT113, which targets tumors of the head and neck triggered by human papillomavirus 16, also relies on pembrolizumab in addition to an mRNA chemically modified using pseudouridine: the trial involves therapy with the immune checkpoint inhibitor alone on the one hand and combination with the mRNA vaccine on the other. The study design around product candidate BNT111, which is being investigated in phase II against advanced melanoma, is similar. Here, only cemiplimab, a product of Regeneron and Sanofi, is used as a PD1 inhibitor.

mRNA is one of several promising technologies BioNTech is advancing. Source: screenshot biontech.com

Research indicates: Is Accum™ the long-awaited multi-tool?

Looking at the product pipelines of Moderna and BioNTech, there are numerous projects around cancer but also infectious diseases such as RSV, CMV, EBV and HIV. The study design already underlines the current consensus in science that it is often the combination of different approaches and the use of auxiliary technology that ultimately leads to success. In addition to mRNA technology, BioNTech, for example, also relies on cell therapies and antibodies. The product candidate BNT411, a so-called small molecule immunomodulator, addresses intracellular tumor targets to stimulate a wide range of immune cells. The ultimate goal: improve treatment standards of cancer therapies. So BioNTech, too, has recognized that, ultimately, it is all about efficiency.

A look at the activities of renowned biotech companies such as BioNTech and Moderna shows that Defense Therapeutics, with its Accum™ technology, has adopted an approach that the big players in the industry are also taking: Any action to improve the effectiveness of biologic agents is welcome. To date, Defense Therapeutics believes that Accum™ can play to its strengths in combination with various active ingredients. In connection with the ARM cell vaccine against solid tumors, the Company is already immediately approaching a human clinical trial. The protein vaccine combined with Accum™ against cervical cancer caused by the HP virus is also already at an advanced stage. In six weeks, Defence Therapeutics' mRNA project could also be similarly advanced.

Is successful mRNA trial attracting potential buyers?

Dr. M. Rafei, Defence Therapeutics:

"Although a promising technology, mRNA vaccines have not yet reached their full potential. By conjugating mRNA with Accum™, we expect to improve the immunogenicity of the vaccine, leading to a strong immune response."

If the currently ongoing mRNA studies are completed successfully, Defence Therapeutics' activities will likely attract the attention of other companies in the industry. In the area of nuclear medicine, there is already a cooperation with the French state-owned Orano. As the development pipelines of Moderna and BioNTech show, there are numerous potential points of contact with Defence Therapeutics. In addition to collaboration in the field of mRNA vaccines, the use of Accum™ is also conceivable in principle for cell therapies and antibodies. Although such considerations must first be confirmed in studies, experts believe there is little to prevent Accum™ from playing to its strengths in these areas.

Interim conclusion: Effectiveness as the key to effective therapies

Skin cancer, cervical cancer, breast cancer: Defence Therapeutics operates in the same areas as many large biotech companies. Like Moderna and BioNTech, Defence Therapeutics believes that it takes adjuvant technologies and other tricks to increase the effectiveness of biologics. **Defence Therapeutics has been working on this assumption for years and could soon reap the fruits of its labor. Phase I trials of the cell vaccine ARM and AccuTOX, the chemotherapeutic agent consisting of a highly potentized version of Accum™, are conceivable before the end of the year.

The recently initiated studies on the interaction of Accum™ and mRNA vaccines could help Defence Therapeutics achieve a breakthrough. The race by major biotech companies such as BioNTech and Moderna around vaccines against widespread cancers, such as skin cancer, could soon shift the focus to innovative adjuvant technologies, such as Accum™. Since the drug enhancer is designed to help all biological active ingredients, there could also be further contact points. With a market capitalization in the low triple-digit million range, Defence Therapeutics remains an exciting option for risk-conscious investors.

The update is based on the initial report 12/2021


Conflict of interest

Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
In this respect, there is a concrete conflict of interest in the reporting on the companies.

In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is also a concrete conflict of interest.
The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

Risk notice

Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on researchanalyst.com. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.