Development

AB Science narrows pipeline to AML and ALS programs, discontinues three suspended studies

AB Science narrows pipeline to AML and ALS programs, discontinues three suspended studies

France-based AB Science SA (Euronext: AB) is narrowing its clinical focus to two programs — AB8939 in relapsed/refractory acute myeloid leukemia and masitinib in amyotrophic lateral sclerosis — while formally discontinuing three studies that had already suspended enrollment. The move signals a resource allocation decision by a small-cap company operating in two highly competitive indications.

The three discontinued studies — a Phase II of masitinib in mast cell activation syndrome (AB20006), a Phase III in mastocytosis (AB15003), and a Phase III in progressive multiple sclerosis (AB20009) — were already dormant. AB Science stated the closures are not safety-related, framing them instead as a regulatory compliance measure for suspended trials with no prospect of near-term resumption. The discontinuations remove pipeline optionality but do not change the company's near-term clinical trajectory.

The more substantive update concerns AB8939, a microtubule-destabilizing agent designed to bypass two key resistance mechanisms in AML — P-glycoprotein-mediated drug efflux and myeloperoxidase-mediated drug inactivation. AB Science reported in late June the completion of Phase I, Step 3 — the maximum tolerated dose evaluation of AB8939 combined with AbbVie and Roche's Venclexta (venetoclax) — and said the study's Independent Data Monitoring Committee issued a preliminary favorable opinion. The company is now seeking regulatory authorization to initiate Phase I, Step 4, which will evaluate a triple combination of AB8939, venetoclax, and azacitidine. No numerical efficacy or safety data were disclosed.

The R/R AML landscape has shifted substantially in recent years. Syndax Pharmaceuticals' Revuforj (revumenib) received two separate US FDA approvals in 2024 and 2025 for KMT2A-translocated and NPM1-mutant AML, respectively, while Kura Oncology and Kyowa Kirin's Komzifti (ziftomenib) gained approval for NPM1-mutant R/R AML in November 2025. These menin inhibitors are mutation-specific, which leaves a meaningful gap for mutation-agnostic approaches in patients who lack targetable alterations — the population AB8939 is theoretically positioned to address. Whether those preclinical findings translate into clinical benefit remains to be demonstrated.

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The masitinib ALS program presents its own complications. The Phase III trial AB23005, a 408-patient double-blind study comparing masitinib at 4.5 mg/kg/day plus riluzole against riluzole plus placebo, received regulatory approval in 2025 but has not yet enrolled a single patient. AB Science now says it will amend the protocol and resubmit before resuming the study. AB Science did not disclose the planned protocol amendments or the reasons for them. Masitinib previously generated Phase II/III data suggesting a slowing of disease progression in a subset of ALS patients, and AB Science submitted a marketing authorization application to the European Medicines Agency based on that dataset — an application that has not resulted in approval. The need to amend the confirmatory Phase III before it begins adds further delay to an already protracted regulatory path in a disease where riluzole and FDA's Radicava (edaravone) remain the principal approved options.

The pipeline update leaves AB Science focused on two lead programs at markedly different stages of development. For AB8939, the company is preparing to expand evaluation into a triple-combination regimen following the IDMC's favorable opinion. For masitinib in ALS, the planned protocol amendment introduces additional uncertainty around the timeline for initiating the confirmatory Phase III study.


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