Archive · 2026 · September 2026

Daily digest — 2026-09-24

2026-09-24

Today: nine chemistry items — PTP1B/TCPTP degrader, CDK2 inhibitor INCB127443, TRPM7 leads, opioid-NPFF peptides, TrmD review, SMILES tool, Bayesian flow design, BACE-1 fragment growing, allosteric SHP2 — plus four business stories: Flagship's Pentagon deal, Celldex's Phase 3 data, Novo's Medicare terms, GSK's China ADCs.

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Medicinal Chemistry

7 articles

Fragment Growing Explored to Improve a Natural Cysteine-Sulfoxide BACE-1 Inhibitor

  • Alliin, a natural cysteine-sulfoxide that chelates BACE-1's catalytic dyad, has poor pharmacokinetics, limiting its use as a drug lead.
  • Researchers used a fragment-growing strategy guided by molecular dynamics simulations to build out from this core, aiming to improve affinity and drug-like properties.
  • The campaign remains an early-stage computational effort, not a validated clinical candidate.
💡 Points

Starting from a food-derived fragment like alliin is seductive — built-in tox clearance, cheap chirality — but BACE-1 is where good binders go to die clinically (verubecestat, lanabecestat, atabecestat all crashed on safety/efficacy despite clean biochemistry). Growing a fragment computationally is the easy 80%; without disclosed SPR/ITC or crystallography backing the MD poses, I'd treat the affinity gains as hypotheses, not results.

Optimizing Affinity and Pharmacokinetics of a Cysteine-sulfoxide Derivative as Potential Inhibitor of BACE-1 using Fragment Growing and Molecular Dynamics ↗

CRBN-Based Degrader Removes PTP1B and TCPTP to Reawaken Anti-Tumor T Cells

  • Scientists converted an F2Pmp-based dual PTP1B/TCPTP inhibitor into a CRBN-recruiting bifunctional degrader, named X1.
  • X1 shows improved potency, selectivity, and plasma exposure after intraperitoneal dosing versus earlier tools.
  • Degrading both phosphatases boosts TCR signaling in T cells and IFNγ-driven JAK/STAT1 signaling in tumor cells, raising MHC-I antigen presentation.
  • In a mouse tumor model, X1 alone or with anti-PD-1 increased T cell infiltration/activation and drove robust anti-tumor efficacy.
💡 Points

F2Pmp warheads are notoriously charged and permeability-poor, so seeing real plasma exposure after IP dosing of a CRBN degrader built on one is the actual win here — event-driven pharmacology bailing out a classically undruggable phosphotyrosine mimetic. Also curious whether ternary-complex formation buys any PTP1B/TCPTP discrimination beyond what the near-identical catalytic sites let the warhead alone achieve.

Discovery and Characterization of a Cereblon-Based Degrader for PTP1B and TCPTP ↗

Imidazole Scaffold Swap Delivers Selective, Oral CDK2 Inhibitor INCB127443

  • An earlier pyrazole-based CDK2 inhibitor scaffold was computationally redesigned around an imidazole core to improve selectivity over CDK1.
  • The new chemotype was optimized simultaneously for potency, CDK1/CDK2 selectivity, and physicochemical properties.
  • This work yielded INCB127443, an orally bioavailable candidate with favorable CDK1 selectivity and a flat pharmacokinetic profile enabling sustained in vivo target coverage.
💡 Points

Swapping pyrazole for imidazole to fix CDK1 selectivity is a single-atom-position bet—when it works, it usually means the selectivity handle is a subtle H-bond vector difference in the near-identical ATP pockets, not a size mismatch, which is the harder kind to exploit on purpose. Imidazole is cheap, well-trodden SAR territory, and the flat PK is the real prize for sustained target coverage.

Discovery of INCB127443: A Potent and Orally Available Inhibitor of Cyclin-Dependent Kinase 2 ↗

Chemists Report New Allosteric SHP2 Inhibitors Built on an Azaindole Scaffold

  • SHP2 is a cytosolic protein tyrosine phosphatase implicated in oncogenic RTK and immune checkpoint signaling, making it a closely watched cancer/immuno-oncology target.
  • Earlier allosteric SHP2 inhibitors have reached clinical trials but can face resistance mutations or PK limitations, motivating further chemotype exploration.
  • This preprint reports a new series of N-aryl-1H-azaindole-derived allosteric SHP2 inhibitors, shifting away from orthosteric (active-site) inhibition approaches.
💡 Points

That shallow, conserved catalytic pocket is exactly why orthosteric SHP2 programs never went anywhere in my hands—no surprise this moves allosteric. But the irony's real: clinical allosteric inhibitors like TNO155 already picked up resistance mutations right in that allosteric tunnel, so a new chemotype needs to show it escapes those hotspots, not just re-occupy the same pocket with a different scaffold.

Switching from orthosteric to allosteric inhibition: Discovery of N-aryl-1H-azaindole-derived allosteric SHP2 inhibitors ↗

Triazole-Stapled Peptides Merge Opioid and NPFF Signaling for Long-Lasting Peripheral Pain Relief

  • Two-step triazole stapling built a peptide from DN-9's opioid segment, then added an NPFF pharmacophore via chimeric conjugation to form a multitarget agonist.
  • The opioid-only stapled peptide acts as a μ-opioid agonist with partial δ-opioid activity; the conjugate targets μ-, κ-opioid and NPFF receptors with G-protein-biased μ signaling.
  • Subcutaneous dosing of both compounds produced sustained, dose-dependent analgesia in acute and visceral pain models.
💡 Points

Stapling DN-9's opioid core with triazoles to lock the bioactive turn, then bolting on an NPFF pharmacophore via chimeric conjugation, gets you μ/κ/NPFF polypharmacology without a small-molecule fragment-merging slog — clever scaffold logic. Layering G-protein-biased μ signaling on top of peripheral restriction stacks two independent side-effect levers in one peptide, though I'd want to see the stapling's SAR tolerance before calling it tractable.

Two-Step Design of Triazole-Stapled Opioid Agonists Exhibiting Potent and Prolonged Peripheral Analgesic Activity ↗

TrmD as an Antibacterial Target: A Review of Small-Molecule Inhibitor Discovery Strategies

  • TrmD, a SPOUT-family bacterial tRNA methyltransferase without a human counterpart, is highlighted as a validated antibacterial target amid rising antimicrobial resistance.
  • The review catalogs strategies used to discover small-molecule TrmD inhibitors—fragment-based design, high-throughput and virtual screening, click-chemistry-enabled direct-to-biology methods, molecular hybridization, and prodrug approaches.
  • It synthesizes structural features and structure-activity relationships across these diverse chemical scaffolds to inform future inhibitor optimization.
💡 Points

TrmD's lack of a human ortholog is the real selling point here — a wide therapeutic window without the usual off-target liability, which is rare enough in antibacterial discovery to justify the review's existence. The click-chemistry/direct-to-biology entries jump out as the underexploited lane: fast SAR turnaround without carrying every analog through full synthesis, exactly what a fragmented, scaffold-diverse target like this needs before someone finally nails spectrum and PK.

TrmD: A Promising Antibacterial Target and Its Small-Molecule Inhibitors ↗

Novel TRPM7 Inhibitors Curb Breast Cancer Growth and Invasion in Preclinical Models

OncologyIon channels
  • Building on the TRPM7 blocker NS8593, researchers created a set of 2-aminobenzimidazole analogues and identified two standout leads, SDUY212 and SDUY225, validated by electrophysiological recordings.
  • Both compounds slowed growth, migration and invasion in MCF-7 and MDA-MB-231 breast cancer cells and triggered apoptosis and cell-cycle arrest; SDUY212 also shrank tumors in xenograft-bearing mice.
  • The anti-invasive effect appeared linked to reduced EGF-triggered STAT3 activation downstream of TRPM7.
💡 Points

Actually running electrophysiology on the leads, not just IC50s from a fluorescence assay, is what makes me trust this series — ion channel hits die in droves from off-target and assay artifacts. Still, I'd want a TRPM6/TRPM8 selectivity panel before calling SDUY212 a real chemical probe; TRPM7 has essentially none, and the 2-aminobenzimidazole scaffold looks synthetically forgiving enough to actually chase that SAR.

Design, Synthesis and Biological Evaluation of New TRPM7 Channel Inhibitors as Potential Therapeutics for Breast Cancer ↗

💻

Computational & AI

2 articles

Two-Stage Generation Dynamics Enable Training-Free AI Drug Design

  • Bayesian flow networks design molecules for protein pockets by jointly generating atom types and 3D coordinates.
  • The two channels behave differently: atom types shift abruptly at a defined point, while coordinates sharpen gradually, a pattern consistent across model variants.
  • Timing refinement to these transition points yields a training-free method matching baseline docking performance on a standard benchmark, with no extra predictor needed.
💡 Points

What earns this a second look is the lack of per-target retraining — that's the step that kills most generative tools before they reach my bench, so a training-free trick timed to a phase transition is worth trying. But matching baseline docking, not beating it, is a floor, not a win — and CrossDocked2020 scores say nothing about synthesizability or real binding.

Hierarchical Phase Transitions in Bayesian Flow Networks Enable Training-Free Molecular Design ↗

Rule-Based SMILES Editing Tool Aids Fragment-to-Lead Optimization

  • A new method systematically edits SMILES strings—swapping atom types, resizing or opening rings, and grafting fragments—to generate analog ideas for fragment-to-lead optimization.
  • First implemented as a KNIME workflow tested on fragments from multiple programs, it's now also available as open-source Python code paired with AutoDock Vina docking.
  • This non-learned, rule-based approach complements AI/ML generative design, offering a practical option when training data for a target is scarce.
💡 Points

Honestly this is what I'd do by hand anyway—ring contraction, bioisostere swaps, fragment grafting—just automated and exhaustive instead of me sketching ten ideas on a whiteboard. For a scarce-data fragment series, I'd trust this over a generative model I can't sanity-check. Free KNIME/Python beats begging IT for another SaaS license too.

Fragment Optimization─Simple SMILES String Manipulation Strategies to Optimize a Hit or Fragment ↗

🏢

Industry News

4 articles

Flagship Pioneering Lands Up to $47M Pentagon Contract for Biodefense Tech

  • Flagship Pioneering has won a Department of War contract worth up to $47 million over five years to advance next-generation medical countermeasures against evolving biological threats.
  • Named ONTARGET, it functions as a platform-technology evaluation rather than a single-product deal, letting officials assess offerings across Flagship's company network and add projects over time.
  • Apriori Bio and Prologue Medicines, both Flagship-founded firms, are named as initial projects under the contract.
💡 Points

$47M over five years is trivial next to legacy BARDA-style awards — the real prize is structural: ONTARGET makes the Pentagon a standing customer for Flagship's whole venture pipeline, not one asset. That's a sourcing channel other VC-backed biotechs can't easily replicate, and a way to monetize portfolio companies like Apriori Bio and Prologue Medicines before they've proven commercial markets exist.

Flagship gets a Pentagon contract ↗

GSK Doubles Down on China-Sourced ADCs After Hansoh Deal Delivers Phase 3 Win

  • In 2023, GSK paid about $270 million upfront for ex-China rights to two Hansoh Pharma antibody-drug conjugates targeting B7-H3 and B7-H4.
  • The B7-H3 candidate has since posted an 18.5-month median overall-survival benefit in relapsed small-cell lung cancer, plus a progression-free-survival win in osteosarcoma.
  • GSK plans to push the B7-H4 asset into five additional Phase 3 trials, reinforcing a dual in-house/China-sourced oncology pipeline strategy.
💡 Points

The $270M upfront now looks like a steal — a Phase 3 survival win in SCLC plus a PFS hit in osteosarcoma would command a far richer price today, which is exactly why AstraZeneca, Merck and Pfizer scrambled to strike their own China ADC deals. Five more B7-H4 Phase 3s isn't optionality — it's GSK committing real capital to a China-sourced pipeline, not hedging it.

GSK aiming to 'balance West and East' after Hansoh deal success showed China's potential ↗

Celldex's Barzolvolimab Clears Two Phase 3 Trials in Chronic Hives, But Shares Sink on Safety Signal

  • Celldex's barzolvolimab met the primary endpoint and key secondary endpoints in two Phase 3 trials for antihistamine-refractory chronic hives, with effects deepening through week 24.
  • The trials enrolled about 1,900 patients at 500+ sites in 43 countries, the largest program yet in this antihistamine-resistant population.
  • Shares still fell sharply, as investors weighed two reported anaphylaxis cases and a BLA filing not expected until 2027.
💡 Points

Depleting mast cells directly — not just blocking IgE — is barzolvolimab's real differentiation from Xolair, giving Celldex a real shot at antihistamine/omalizumab failures. But anaphylaxis in a mast-cell-targeted drug is mechanistically uncomfortable, not just noise, and a 2027 BLA means years of cash burn — pressure toward partnership over solo launch.

Celldex monoclonal antibody rebounds with pair of phase 3 wins for chronic skin condition ↗

Novo Nordisk May Have Landed a Sweeter Deal in Medicare's GLP-1 Bridge Pilot

Metabolic disease & obesityPricing & market access
  • Medicare's GLP-1 Bridge pilot, launched under the Trump administration, sets a flat $50 monthly co-pay for obesity drugs — including Novo Nordisk's Wegovy and Eli Lilly's Zepbound and orforglipron — for Part D beneficiaries from July 2026 to December 2027.
  • STAT reporting suggests Novo Nordisk's negotiated terms under the pilot may be more advantageous than initially disclosed, potentially outperforming Lilly's arrangement.
💡 Points

A pricing edge over Lilly in this two-horse race is worth more than the headline $50 co-pay — share captured under a fixed-price pilot compounds fast, and better fine print (rebates, volume triggers) beats a flashier price point. Read this as both companies treating government-negotiated terms as a template to refine, not a one-off concession, ahead of oral GLP-1 competition.

Novo may be getting a better deal than expected with Medicare's Bridge program ↗