Aldevron
Duration: 21:19 Min
From Sequence to Vial: A Seamless RNA LNP Manufacturing Solution
Transcript
0:01 | Yes, I'm happy to be here to talk RNA, LNP, |
0:03 | end-to-end sequence vial with Scott. |
0:07 | Mark Wetzel here. |
0:08 | I'm a 23-year veteran of Danaher, |
0:11 | and I thought I'd start a little bit with, |
0:16 | you know, just some thoughts around Danaher |
0:18 | and some things we're good at. |
0:19 | And Danaher's good at a number of things, |
0:21 | M&A, running businesses. |
0:23 | We have some great leaders, |
0:24 | but there are two things that I think |
0:26 | really sort of differentiate us. |
0:27 | One is DBS, our business system. |
0:31 | We talk about that a lot. |
0:32 | It's our engine for continuous improvement. |
0:37 | And it is based on the Toyota production system. |
0:41 | It's not unlike Six Sigma, |
0:43 | but it's the culture that threads |
0:45 | all of our companies together. |
0:46 | And what's different about it is our discipline |
0:50 | around applying it and living and breathing it |
0:52 | every day from top to bottom in the organization. |
0:55 | And also what it is, and we don't talk about this a lot, |
0:58 | in addition to the foundation of lean |
1:00 | and the Toyota production system and continuous improvement, |
1:03 | it's also the toolkit that we talk about |
1:07 | is a collection of best practices |
1:09 | that Danaher has acquired over 40 years |
1:13 | and hundreds of acquisitions. |
1:15 | Because what we're really good at |
1:16 | is identifying a best practice in a business |
1:19 | and carving it out, turning it into a tool, |
1:22 | deploying it to all our other businesses, right? |
1:24 | And that's one of the ways that we maintain consistency |
1:27 | from business to business |
1:28 | and how we're all more or less being run in the same way. |
1:33 | So that's one thing. |
1:34 | The second thing is the networking that's available |
1:37 | in the portfolio and the family of companies, right? |
1:39 | And how we help each other for the benefit of clients. |
1:42 | And there's no better example of that |
1:44 | than what we're doing here today with this event. |
1:48 | But it's two things that I think are important |
1:51 | and I'll explain why I bring those two things up. |
1:54 | For one, when we talk about Aldevron, |
1:57 | for those of you that are familiar |
1:59 | with the Aldevron business, |
2:01 | it's a different business today |
2:04 | than it was three years ago |
2:05 | when Danaher acquired that business. |
2:08 | And partially the reason is that |
2:10 | this DBS continuous improvement system is alive and well, |
2:15 | driving really breakthrough improvements in the business |
2:17 | and things that are material like on-time delivery |
2:20 | and lead time reduction and quality improvements |
2:23 | and customer experience, right? |
2:24 | So it's really a different business |
2:26 | than it was even three years ago, even one year ago, |
2:29 | for those of you that are familiar with Aldevron. |
2:32 | Second reason I bring that up, |
2:33 | this idea of the network and the way that OPCOs |
2:37 | or OPCOs and the Danaher family |
2:39 | work together for client benefit. |
2:41 | This couldn't be a better example |
2:43 | of how we've made that happen. |
2:45 | What Scott's business, the Cytiva Nanomed team |
2:48 | and the Aldevron team has built |
2:50 | into an end-to-end sequenced vial RNA LNP offering |
2:55 | that we believe is best in class. |
2:57 | And we're really in a privileged place because of that. |
3:02 | That makes sense. |
3:07 | So you may have seen some of these, |
3:10 | how am I doing? |
3:19 | This may be a slide that you've seen today, |
3:20 | but it is a one-pager that sort of lays out |
3:26 | how we connect the dots |
3:28 | between all of our Danaher businesses |
3:30 | and the ways we interact with clients |
3:32 | to accelerate LNP for RNA development and manufacturing. |
3:35 | So you've got the steps in the timeline |
3:38 | and the development process. |
3:40 | You've got swim lanes down on the left |
3:43 | and the Danaher portfolios |
3:45 | that are represented, |
3:48 | where the offerings fit into the workflow. |
3:55 | And of course, Scott and I are going to talk |
3:57 | about that bottom swim lane of services together here. |
4:02 | But important to point out that for us at Danaher |
4:07 | in this space, we feel like we are, |
4:11 | I'm going to steal one of Scott's guys' terms here. |
4:14 | We're an incubator for optionality. |
4:17 | We've got a lot of different options available |
4:19 | to solve the same problem. |
4:22 | So we have operating businesses, |
4:24 | Cytiva, Aldevron and others. |
4:27 | We have very complementary offerings, |
4:30 | but we also have overlapping offerings in some cases. |
4:34 | And we also have occasions to work with competitors |
4:38 | of Danaher businesses when it makes sense, |
4:40 | again, with the client in mind. |
4:42 | But the key here and the takeaway is we all know |
4:45 | how to wear the Danaher hat when we need to. |
4:55 | So our end-to-end sequenced vial offering |
5:00 | in Fargo, North Dakota, where Aldevron is based |
5:05 | is a workflow business that simplifies logistics |
5:11 | and eliminates timeline risk. |
5:13 | Full stop, that's the key value in what we're offering. |
5:18 | We, of course, can handle all of these pieces, |
5:22 | but the key benefit is removing shipping time. |
5:27 | Most of our clients are using multiple partners |
5:31 | or sometimes multiple sites with the same partner. |
5:36 | And what they are doing is, you know, |
5:40 | multiple tech transfers in their process. |
5:44 | With Aldevron and in Fargo, we, and I would call that, |
5:49 | many of our competitors, sort of a collection of parts |
5:53 | versus what we have at Aldevron, |
5:54 | which is a true workflow business from sequence to vial. |
5:59 | And we are the only ones in the market that I'm aware of |
6:03 | that have at the front end, |
6:05 | the capabilities of Precision Nanosystems, |
6:08 | now the Nanomed team at Cytiva, |
6:11 | where they're working on LNP and they can provide lipids, |
6:15 | they can provide formulation and particle design, |
6:18 | and also a proprietary encapsulation platform. |
6:22 | And with that strength of competency, you know, |
6:27 | provided in this solution in a seamless way, |
6:30 | we think we have a winning proposition here. |
6:35 | So Aldevron, for those of you familiar, well-known, |
6:45 | it's the gold standard in nucleic acid production, |
6:48 | very well-known for plasmids and DNA production, |
6:52 | 25 years GMP experience. |
6:55 | We've done 5,000 GMP DNA batches and 165,000 batches, |
7:02 | if you include research grade, |
7:04 | which is sort of mind-boggling. |
7:07 | So well-entrenched in that space. |
7:09 | What is less known about Aldevron |
7:12 | is how competent and experienced we are in RNA. |
7:16 | This year, we will have produced 120 GMP RNA batches |
7:23 | for clients in phase one, two, three, |
7:26 | commercial programs with PPQ. |
7:29 | Our first RNA batch was in 2017. |
7:34 | We have a robust quality system, |
7:36 | and we'll talk about analytics and quality |
7:39 | in a bit more detail later. |
7:42 | An analytical testing panel with sterility and potency, |
7:47 | 21 CFR compliance. |
7:49 | And this year we produced our first drug product batch |
7:52 | in Fargo in January with the help |
7:55 | of the Cytiva Nanomed team. |
7:58 | We're producing our second GMP batch next month. |
8:01 | And if you combine that with the experience |
8:03 | that they have in the Vancouver operation, |
8:06 | where they've produced three GMP drug product batches |
8:10 | end-to-end, you can see our trajectory |
8:13 | and experience is climbing. |
8:16 | We also have two client programs signed on board |
8:21 | where we plan to deliver GMP material |
8:25 | for their clinical programs in the first half of next year. |
8:28 | So our competence and experience |
8:31 | is definitely growing here. |
8:33 | This is a high-level process map. |
8:43 | Couple takeaways here. |
8:45 | Our preference for hardware consumables |
8:49 | and reagents is clearly Cytiva. |
8:51 | We've got some sole source hardware mitigations |
8:56 | throughout our operation, |
8:57 | but predominantly that's our preference. |
8:59 | Cytiva is our partner. |
9:06 | We have strong analytical and regulatory support. |
9:10 | With analytics, our team is very experienced |
9:15 | in things like multi-analyte detection, |
9:18 | as well as antibody conjugates. |
9:22 | And if you combine the experience of the Aldevron team |
9:26 | with the 20 years of LNP-focused analytics experience |
9:31 | with Scott's team in Vancouver, |
9:33 | this is really a good example of one plus one equals three |
9:37 | to the benefit of our client |
9:38 | in the analytics space for sure. |
9:42 | From a quality standpoint, |
9:44 | we have an experienced regulatory team |
9:47 | that has experience filing INDs on behalf of our clients, |
9:52 | but also can help with regulatory guidance |
9:56 | from start to finish |
9:57 | and help our clients define their regulatory pathway. |
10:01 | We are also well audited. |
10:04 | We passed an FDA site inspection less than three years ago. |
10:10 | We have a client audit almost every week, |
10:16 | Danaher GMP audits. |
10:18 | When we launched our drug product offering, |
10:20 | we also conducted a simulated FDA inspection |
10:25 | with a team of 20 year FDA former auditors. |
10:30 | We were hard on ourselves. |
10:32 | We had a couple of gaps that we have since closed |
10:38 | since that time in January. |
10:40 | So we have a high level of confidence |
10:42 | around our regulatory compliance in our site in Fargo |
10:46 | as a result. |
10:49 | Thanks for joining everybody. |
10:51 | Scott's going to talk a lot more about this, |
10:53 | but yeah, I don't want to steal his thunder |
10:58 | other than to say that our aspiration at Aldevron in Fargo |
11:04 | is to be the world's leading CDMO, LNP provider |
11:11 | on the NanoAssembler NextGen platform. |
11:17 | And we believe in the promise of the systems. |
11:21 | We think that Danaher and Cytiva's investment |
11:24 | in the innovation and the architecture of the new GMP system |
11:27 | that you can see in the middle of the screen there |
11:29 | is pretty special. |
11:32 | Scaling up, scaling out, repeatability, |
11:36 | cost of consumables coming down. |
11:38 | We're really excited about this. |
11:39 | It was just launched this year. |
11:41 | We have two of them in Fargo |
11:43 | and we've provisioned and qualified these instruments |
11:47 | and we're ready to roll. |
11:48 | And the GMP run that we're planning next month |
11:50 | is going to be on that equipment. |
11:59 | Yeah, so all that said about Cytiva |
12:05 | and beating the Cytiva drum, |
12:07 | we also know that we have to have a platform, |
12:10 | an LNP platform agnostic strategy. |
12:13 | In addition to offering the Cytiva solution, |
12:17 | we also entered an agreement with Acuitas this year, |
12:20 | well-known in the industry, and ran a pilot. |
12:24 | We are certified on their tech |
12:26 | and we are now a preferred CDMO partner |
12:29 | that they are now recommending to their licensed partners. |
12:32 | So we're happy and having conversations |
12:35 | with those clients today. |
12:36 | So it's opened up another avenue |
12:38 | it's opened up another window of opportunity for Aldevron. |
12:43 | As we have become familiar with this microfluidic platform, |
12:49 | we have also provisioned an off-the-shelf |
12:51 | generic T-Mix platform |
12:54 | that we also are now provisioning in GMP. |
12:56 | It's a Knauer-based platform. |
13:01 | And again, we have clients with that preference |
13:04 | and it opens up even more opportunities |
13:07 | for the Aldevron business. |
13:09 | So if we profile opportunity funnel, |
13:12 | we have those that are on the PNI platform, |
13:14 | we have clients that are licensed with Acuitas, |
13:18 | happy to talk to them. |
13:19 | We have folks that are just on a generic |
13:22 | T-Mix microfluidic platform and we can talk to them. |
13:27 | And then there's the rest of the opportunities |
13:31 | that are on more or less a proprietary platform |
13:34 | of their own or something else. |
13:38 | And we're opportunistically speaking to those folks as well. |
13:47 | We have analytical platforms well-defined |
13:52 | for both drug substance and drug product. |
13:55 | And by doing this |
13:57 | with the most up-to-date regulatory guidance, |
14:01 | to me, this is the way that we best operationalize |
14:04 | the promise of our end-to-end solution. |
14:09 | Fancy way of saying maybe that when we have clients |
14:12 | that are using multiple partners or multiple locations, |
14:15 | the place, the bottleneck or the pain point |
14:17 | often is the analytics or the acceptance criteria |
14:21 | for moving from one place to another. |
14:23 | At Aldevron, in our solution, |
14:26 | it's the same methods performed by the same people |
14:30 | in the same location in an optimized way. |
14:33 | So you can imagine the way that we're shrinking the timeline |
14:36 | just by having this in place with our teams. |
14:44 | So it's pretty important for us. |
14:47 | And of course we do product-specific development |
14:49 | as required from clients. |
14:51 | And this isn't a comprehensive list. |
14:53 | There are compendial assays not included, |
14:57 | pH, endotoxin, et cetera, et cetera. |
15:04 | A quick moment on something we're really excited about. |
15:06 | We've entered into an agreement with a company called Codexis |
15:12 | and obtained an exclusive license |
15:15 | for their Codex high-cap RNA polymerase. |
15:20 | This is an enzyme that has a lot of promise |
15:24 | and there's a lot of excitement around this. |
15:26 | There are three key benefits of this enzyme. |
15:30 | There are three key benefits of this enzyme |
15:33 | that we will use both for our internal manufacturing, |
15:36 | but also for global supply. |
15:39 | Significant cost savings |
15:41 | because it produces 95% capping efficiency. |
15:45 | There's an up to 62% lower requirement for clean cap. |
15:51 | It's a really expensive reagent |
15:54 | and that's really a significant savings to clients. |
15:57 | Yeah. |
16:01 | In my experience, even worst case, |
16:03 | my rationale of capping, |
16:06 | I never got less than 90%. |
16:08 | Okay, we're- |
16:09 | So, I'm just curious, |
16:11 | this 62% might be used for another method. |
16:15 | That is really low. |
16:17 | Really low? |
16:18 | You think it's conservative? |
16:25 | We have some experts out at the table here. |
16:28 | I think that the efficiency, |
16:30 | he's talking about the efficiency is over 95. |
16:32 | But the use of the clean cap is 62%. |
16:39 | I never got below 95%. |
16:43 | Capping efficiency? |
16:45 | Yeah, capping efficiency, 95%. |
16:51 | Well, because- |
16:53 | Yeah. |
16:54 | I'm just curious, how come? |
16:57 | I think it means that you don't have to use |
16:59 | as much clean cap, right? |
17:00 | Right. |
17:01 | If I understand it correctly. |
17:02 | Yes. |
17:03 | You can use much less clean cap |
17:04 | because efficiency is already very high. |
17:07 | It's clean, if I understand it correctly. |
17:09 | Yes, because this enzyme improves |
17:11 | the capping efficiencies to 95%, |
17:14 | which we see repeatedly. |
17:18 | Okay, yeah. |
17:19 | Let's take it offline. |
17:20 | We can talk more about that, for sure. |
17:24 | And of course, optimal manufacturing |
17:26 | has a second benefit: higher yields |
17:28 | and integrity, even with long, complicated transcripts. |
17:32 | But most importantly, the safety profile. |
17:35 | We see significantly less immunogenic |
17:39 | double-stranded RNA produced. |
17:48 | The SA25 is an acquisition of Cytiva, |
17:50 | a company formerly known as VanRx. |
17:53 | Really innovative aseptic isolator approach |
17:59 | using software and robotics to minimize human intervention |
18:06 | while providing a lot of flexibility |
18:08 | and things like bioburden. |
18:09 | This instrument can fill syringes as well. |
18:14 | For us, we have it qualified and ready |
18:19 | through media fill and CCIT for 2R vials, 10R vials. |
18:25 | And we're using the shot vials, Diokyo caps, |
18:29 | AR, Raymond, life caps for 10R vials. |
18:33 | Our current scale is 4,800 vials, 2R, |
18:36 | or 2,300 vials for 10R, but we have plans |
18:39 | to expand this from what is two carousels |
18:42 | to five carousels and multiple shifts |
18:45 | that get us to almost 10 or 12,000 vials. |
18:48 | And that's planned in the next year. |
18:49 | So we're planning on scaling this, |
18:52 | but we're happy about this instrument |
18:54 | and what it provides for us. |
19:03 | This is a represented pressure-tested timeline, |
19:09 | a managed timeline that our clients really appreciate |
19:12 | when we're sort of level-setting expectations. |
19:15 | They appreciate the thought and the detail |
19:17 | that we've provided here all the way |
19:19 | into the phase and the workflow, |
19:22 | how long things should take in a managed way. |
19:27 | But importantly, this also calls out |
19:30 | what we feel is a really differentiated capability |
19:34 | at Aldebaran, and that is our program |
19:36 | and project management capabilities. |
19:39 | We think we have a best-in-class team, |
19:42 | highly engaged and efficient, |
19:44 | and working directly with clients |
19:46 | and pretty effective. |
19:52 | It's just a case study of our pilot program this year. |
19:55 | I'm not going to spend too much time |
19:56 | on this in interest of time. |
20:00 | This is a represented pressure-tested timeline, a managed timeline, that our clients really appreciate when we're sort of level-setting expectations. |
20:15 | They appreciate the thought and the detail that we've provided here all the way into the phase and the workflow, how long things should take in a managed way. |
20:28 | It's just a case study of our pilot program this year. I'm not going to spend too much time on this in interest of time. |
20:54 | Last slide for me is just a picture of our world-class breakthrough campus in Fargo, North Dakota. This is a facility that we're quite proud of. And we're happy to have clients and partners visit and take a tour. And it's a really, it's a gem for us. And we're excited about it. |
21:19 | Sort of happy and lucky to be able to work in this facility. There's nothing like it. And that's it for me. Sequence to vial. |