Schrödinger pipeline shrinks to two clinical assets

Schrödinger's discontinuation of the CDC7 inhibitor SGR-2921, revealed on Thursday after this project was linked to two patient deaths, leaves the company's pipeline with just two clinical-stage assets. Of these, only the MALT1 inhibitor SGR-1505 has yielded clinical data – a 22% ORR among 45 patients with B-cell malignancies, as presented at June's EHA conference. Its other clinical asset, the PKMYT1/Wee1 inhibitor SGR-3515, features an intriguing mechanism, but won't yield its first human data until some time this year. Despite this Schrödinger remains popular with investors, boasting a market cap of $1.3bn even after a 13% fall precipitated by the SGR-2921 discontinuation. Though SGR-2921 started its phase 1 AML trial back in 2023 Schrödinger hadn't presented any human data; on Thursday it claimed to have seen early clinical activity, but revealed emergent events where SGR-2921 was related to two deaths, meaning that development of the molecule as a combo would be difficult. This thins the industry pipeline of CDC7 inhibitors to just two active projects. Schrödinger's earlier setbacks include the handing back by Bristol Myers Squibb of two oncology programmes, including the HIF2α inhibitor SDGR4, while its preclinical work on PRMT5 inhibition has gone quiet.

Biopharma's CDC7 inhibitors

Source: OncologyPipeline.