Development

Ultragenyx’s Angelman setback puts UBE3A strategy under scrutiny

Ultragenyx’s Angelman setback puts UBE3A strategy under scrutiny

The Phase III Aspire study of apazunersen (GTX-102) in Angelman syndrome failed to meet its primary endpoint, leaving the condition without an approved disease-modifying therapy. Ultragenyx Pharmaceutical (Nasdaq: RARE) reported that the study showed no difference between treated and control groups on the Bayley-4 cognitive raw score, the primary measure, nor on the Multidomain Responder Index (MDRI), a composite key secondary endpoint spanning five functional domains.

As per the press release, the baseline characteristics of randomized patients were comparable and consistent with those enrolled in earlier studies, offering no obvious confound to explain the divergence from Phase I/II signals. The safety profile was consistent with prior experience.

Apazunersen is an antisense oligonucleotide (ASO) delivered intrathecally, designed to suppress the UBE3A antisense transcript (UBE3A-AS) that silences the paternal copy of the UBE3A gene in neurons. In Angelman syndrome, the maternally inherited UBE3A allele is absent or non-functional; reactivating the paternal copy is the central therapeutic rationale. The drug held FDA Breakthrough Therapy Designation, Orphan Drug Designation, Rare Pediatric Disease Designation, and Fast Track Designation, as well as PRIME designation from the EMA — a regulatory profile that reflected the strength of the Phase I/II package.

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Angelman syndrom afffacts an estimated 60,000 patients in commercially accessible geographies, none of whom currently have an approved treatment for the underlying disease. Oak Hill Bio is developing rugonersen (RO7248824), originally an antisense program from Roche that targets the same UBE3A-AS mechanism. Following Phase I data from the TANGELO study, Oak Hill initiated a pivotal Phase III trial in July 2026. The Aspire failure will prompt scrutiny of whether the mechanistic approach is sound or whether the clinical endpoints chosen for this population are sufficiently sensitive to detect treatment effects within trial timeframes.

Ultragenyx said it will evaluate the future of the apazunersen program in light of the result and implement expense reductions across its operations. CEO Emil Kakkis said the company would maintain focus on its commercial business, citing the recent approval of GENGLYCOS for glycogen storage disease type Ia and the potential approval of UX111 for Sanfilippo syndrome as near-term revenue drivers, with a stated path to profitability in 2027.


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