Johnson & Johnson (JNJ) Halts TAR-200 Bladder Cancer Trial, Future FDA Plans Remain

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Oct 08, 2024
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Johnson & Johnson (JNJ, Financial) has announced the termination of its phase 2 trial for the TAR-200 therapy aimed at treating patients with muscle-invasive bladder cancer (MIBC). The decision followed an interim analysis from the SunRISe-2 study, which indicated no advantage over existing chemo-radiation treatments.

Despite this setback, the company remains committed to seeking FDA approval by early 2025 for TAR-200 as a monotherapy for non-muscle invasive bladder cancer (NMIBC). Johnson & Johnson expressed confidence in the TARIS platform's potential, forecasting sales exceeding $5 billion.

Bladder cancer is a common condition among the elderly, with a median diagnosis age of 70. It's a significant global health concern, with approximately 570,000 new cases annually. Of these, around 25% are MIBC, and 20% of high-risk NMIBC patients may progress to MIBC. MIBC has a relatively poor prognosis, with a five-year overall survival rate of 48%-70% with treatment, dropping to just 5% without.

Johnson & Johnson gained access to the TARIS platform, including TAR-200, through its acquisition of TARIS Biomedical in 2019. TAR-200 is an innovative intravesical drug delivery system that administers a localized, sustained, low-dose of Gemcitabine, a drug proven effective against various bladder cancers.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.