Archive · 2026 · September 2026

Daily digest — 2026-09-12

2026-09-12

Lighter day: 4 science picks — a Kalirin-Rac1 covalent glue, brain-penetrant CD38 inhibitors, an antibacterial screening framework, and a first NatA probe; 3 business stories — AstraZeneca's ctDNA-guided approval, BioMarin's Voxzogo data, and Evommune's second EVO756 setback.

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Medicinal Chemistry

3 articles

Brain-Penetrant CD38 Inhibitors Show Dose-Dependent NAD+ Increase in Mice

  • CD38 is an enzyme central to NAD+ metabolism and calcium signaling in cells, and interest has grown in targeting it for neurological and psychiatric conditions.
  • The authors designed a new tricyclic chemical series that binds CD38 by forming an adduct with the ADPR co-substrate, inhibiting the enzyme through an uncompetitive mechanism.
  • Locking the molecules into their active shape — achieved by covalently linking a six-membered heteroaromatic core to an imidazole warhead — boosted biochemical activity against both mouse and human CD38.
  • Iterative tuning of the core and linker chemistry, guided by physicochemical properties, improved how much unbound compound reached the brain relative to plasma in mice.
  • The resulting lead, compound 16, raised NAD+ levels in mouse brain and lung tissue in a dose-dependent manner across an oral dosing range tested in vivo.
💡 Points

Uncompetitive, ADPR-adduct trapping is a nice trick — you're exploiting the product complex instead of slugging it out in a crowded NAD+ pocket, which should buy clean kinetics without fighting high cellular substrate levels. Downside: SAR now rides on substrate turnover, so simple biochemical assays get harder to interpret. Covalently locking the heteroaromatic-imidazole dihedral is a solid rigidification move, but I'd want the synthetic route in hand before calling it generalizable — tethering a warhead onto a tricyclic core usually adds steps and eats yield. The real work here is the Kp,uu grind: iterative core/linker tuning to buy brain exposure without bleeding potency, textbook CNS med-chem, nothing exotic, just disciplined execution. Given CD38's broad peripheral expression, especially on immune cells, I'd want peripheral engagement/immune liability data before this goes further — daratumumab's antibody route sidesteps that entirely by staying extracellular.

Design and Exploration of a Tricyclic Series of CNS-Penetrant CD38 Small Molecule Inhibitors ↗

Tideglusib Identified as First Chemical Probe for NatA Acetyltransferase via Novel Covalent Mechanism

  • NatA catalyzes a large share of eukaryotic Nα-acetylation, a co-translational modification important for protein stability, localization and function; no validated small-molecule NatA probe had previously been reported.
  • Screening an in-house ~700-compound library and optimizing a thiadiazolidinedione scaffold identified tideglusib (YD3139) — a clinical-stage GSK-3β inhibitor — as a hit, repurposing a known drug toward NatA.
  • Mechanistic studies showed tideglusib first binds NatA allosterically, after which CoA released during catalysis chemically modifies it into a reversible covalent adduct, a previously undescribed catalysis-dependent inhibition mechanism.
  • The compound showed low-micromolar potency against yeast and human NatA with good selectivity over other NAT family members, and proteomics confirmed on-target activity in yeast cells, validating it as a mechanistic chemical probe.
💡 Points

What earns this a second look is the mechanism: an allosteric binder that stays non-covalent until the enzyme's own turnover releases CoA to staple it in place — a genuinely new trick, not just another warhead. Whether it generalizes beyond NatA's odd CoA-release chemistry is unclear, but it's worth filing away as a template for other CoA- or cofactor-dependent enzymes. The selectivity over other NATs despite a conserved active site is the more actionable lesson: skip the catalytic pocket, go allosteric, and you dodge the conservation problem for free. As probe discovery, repurposing tideglusib beats de novo synthesis for speed, but it also means every existing GSK-3β dataset on this molecule is now confounded — nobody should read across to NatA biology from tideglusib phenotypes without new chemical matter. NatA itself looks like a legitimate, underexplored target; this is a probe paper, not a drug paper, but it's the right first step.

Tideglusib as a First-in-Class Chemical Probe for NatA: Identification, Mechanism, and Cellular Validation of an Allosteric, CoA-Dependent Inhibitor ↗

Covalent Molecular Glue Locks Kalirin-Rac1 Complex to Halt GTPase Activation

  • Researchers combined XChem crystallographic fragment screening with in silico screening, then merged fragment hits into covalent leads targeting the Kalirin-Rac1 GEF-GTPase complex.
  • Instead of directly competing with GTP/GDP for Rac1's binding site, the covalent compounds act as molecular glues, locking Kalirin and Rac1 into an inactive ternary complex that blocks nucleotide exchange.
  • Two resulting inhibitors, RS-009 and MC-278, reduce Kalirin's GEF activity through this dual action: partial nucleotide competition plus stabilization of the non-productive complex.
  • Biochemical selectivity panels and cellular activity-based protein profiling show the compounds can distinguish among different GEF-GTPase pairs rather than acting indiscriminately.
  • The authors frame this as an alternative to direct GTPase inhibition that could offer finer spatiotemporal control, positioning RS-009/MC-278 as chemical probe candidates.
💡 Points

Locking down the non-productive Kalirin-Rac1 complex rather than competing head-on for the nucleotide pocket is the smarter play — GTP/GDP affinity is sub-nanomolar, and pan-Rac1 nucleotide-pocket tools like NSC23766 have never been clean. It's the SOS1-KRAS playbook applied to Rho biology, not a new idea, but a good one to borrow. Selectivity across GEF-GTPase pairs is the actual prize, not a burden — Rho-family homology is brutal, so an interface-driven selectivity handle beats trying to differentiate active-site chemistry. What I'd interrogate: fragment merging from XChem hits into covalent leads has a high attrition rate, so two validated compounds (RS-009, MC-278) is a real result, not a given. Before calling these clean probes I want warhead kinetics and full-proteome ABPP, not just the GEF-GTPase panel.

Discovery of a molecular glue inhibitor that stabilises a non-productive Kalirin-Rac1 complex ↗

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Computational & AI

1 article

Multimodal AI Framework Targets Drug-Resistant Bacteria While Screening for Toxicity

  • Antimicrobial resistance is narrowing treatment options for pathogens like Staphylococcus aureus and Neisseria gonorrhoeae, motivating new computational discovery tools.
  • MAPViS, a multimodal deep-learning framework, fuses molecular graph, fingerprint, and descriptor/3D geometric features via gated fusion, pretrained on ~10 million molecules using hierarchical pseudolabel classification and masked graph contrastive learning.
  • After fine-tuning, it jointly predicts antibacterial activity against S. aureus and N. gonorrhoeae plus cytotoxicity risk in three human cell lines (HepG2, HSkMC, IMR-90).
  • On benchmark and external validation data, MAPViS showed strong early-enrichment performance for S. aureus, with all ten top-ranked candidates confirmed experimentally active, while generalization to N. gonorrhoeae was more modest.
  • The authors describe MAPViS as a scalable tool for joint activity-toxicity modeling to support antibiotic virtual screening.
💡 Points

Ligand-based, not structure-based — no target structure in the loop, so I'd worry about applicability domain once you push past its ~10M-molecule pretraining chemotypes into a new target class. The joint activity/cytotox head is the real differentiator: folding HepG2/HSkMC/IMR-90 flags into the same ranked list saves the counterscreen step I'd otherwise run manually — genuine time saved, not just convenience. But the S. aureus (10/10 confirmed) vs. N. gonorrhoeae ("modest") split is the tell: performance tracks training-data density per pathogen, not real antibacterial chemotype intuition. Before trusting a ranked hit list on an unfamiliar target, I'd want per-pathogen calibration and confirmed true negatives, not just top-10 hit rates. Good as a cheap pre-HTS triage filter; not a substitute for structure-based design or real counterscreening.

A Task-Adaptive Multimodal Pretrained Framework for Antibiotic Virtual Screening with Joint Activity and Cytotoxicity Prediction ↗

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Industry News

3 articles

BioMarin Reports Detailed Phase 3 Data for Voxzogo in Hypochondroplasia

Rare diseaseClinical readouts
  • Voxzogo (vosoritide), BioMarin's CNP analog, is already approved for achondroplasia, a common skeletal dysplasia.
  • BioMarin released fuller Phase 3 CANOPY-HCH-3 data testing Voxzogo in hypochondroplasia, a related, milder dysplasia, following a topline win announced earlier in 2026.
  • Over roughly a year, the placebo-controlled trial measured growth velocity, standing height and arm span, showing a statistically significant, meaningful improvement in growth velocity and gains in the other measures.
  • Safety data were consistent with Voxzogo's known profile in achondroplasia, with no new safety signals.
  • BioMarin has filed the data with the FDA and plans further global submissions, part of a push to broaden Voxzogo's indications amid growing competition in growth-disorder treatments.
💡 Points

Call it textbook lifecycle management rather than competitive defense. Voxzogo already faces real pressure — Ascendis' navepegritide and other CNP analogs are chasing the same achondroplasia franchise, and a hypochondroplasia label doesn't blunt that; it just adds a second, smaller revenue stream to an asset that's already peaked in its core market. The economics are attractive on paper: filing existing trial infrastructure and safety data into an adjacent, milder dysplasia costs a fraction of a new NDA, and hypochondroplasia's larger-but-more-fragmented population (diagnosis is messier, symptoms subtler) means slower uptake, not necessarily bigger dollars. The real signal here is strategic: BioMarin is sweating Voxzogo rather than betting big on new rare-disease R&D, which is defensible cash-flow management but not a growth story — durability of the skeletal-dysplasia franchise now hinges on regulatory execution, not scientific risk.

BioMarin dishes ph. 3 results as Voxzogo expansion push underway ↗

Evommune's EVO756 Misses Endpoints in Atopic Dermatitis, Second Phase 2b Setback in Two Months

  • EVO756, Evommune's oral MRGPRX2 antagonist, missed the primary and secondary endpoints of a Phase 2b trial in 121 adults with moderate-to-severe atopic dermatitis.
  • The primary endpoint — percent change in EASI score at Week 12 — was not met at any dose; the drug was described as generally well tolerated.
  • Evommune will not advance EVO756 further in atopic dermatitis, its second Phase 2b failure in about two months after an earlier miss in chronic spontaneous urticaria.
  • The company's lead AD program now shifts to EVO301, an IL-18BP fusion protein with positive Phase 2a data; a Phase 2b trial is planned for mid-2027.
  • EVO756 development continues separately in migraine prophylaxis, where a Phase 2b study has begun dosing patients.
💡 Points

Two Phase 2b misses in two months turns a mechanism question into a mechanism problem: MRGPRX2 antagonism was Evommune's platform bet across AD, CSU and migraine, and when the same target fails to move the needle in two distinct inflammatory indications, the more parsimonious read isn't "wrong molecule" — it's "wrong biology." The tell is the pivot itself: rather than pushing EVO756 into a third dermatology indication, Evommune is handing the lead AD slot to EVO301, an entirely different IL-18BP mechanism, while EVO756 gets demoted to a migraine hedge nobody's betting the company on. That leaves Evommune effectively a single-shot story riding on EVO301's 2027 Phase 2b — a long runway to prove out with a thinner cushion, and exactly the kind of back-to-back-failure narrative that compresses valuation and stiffens terms on whatever financing round comes next.

Evommune's MRGPRX2 antagonist flunks its second I&I trial this summer ↗

FDA Approves AstraZeneca's Etcamah in First ctDNA-Triggered Breast Cancer Treatment Switch

  • Camizestrant, sold as Etcamah, is AstraZeneca's oral SERD, approved in combination with a CDK4/6 inhibitor for HR-positive, HER2-negative advanced breast cancer.
  • The FDA's accelerated approval applies only when a blood-based ctDNA test detects an emerging ESR1 resistance mutation during ongoing first-line aromatase-inhibitor-plus-CDK4/6-inhibitor therapy, before any scan-confirmed disease progression.
  • This is the first FDA approval in which a ctDNA liquid-biopsy signal alone, rather than radiographic progression, triggers a switch to a new regimen.
  • FDA simultaneously approved a companion diagnostic, the Guardant360 CDx ctDNA assay, to identify the ESR1 mutation guiding this switch.
  • Trial data cited showed the camizestrant combination improved progression-free survival versus continuing the prior regimen after the mutation appeared, though accelerated approval remains subject to confirmatory trial verification.
💡 Points

AstraZeneca just banked a regulatory first that's harder to copy than a molecule: switching therapy off a blood test before scans show progression. That head start matters in HR+/HER2- breast cancer, the biggest and most crowded segment in oncology, because rivals chasing ESR1-resistance plays now need their own drug plus their own FDA-blessed ctDNA pathway — a two-part bar, not one. Pairing with Guardant360 CDx also means AstraZeneca doesn't own the whole value chain; commercial success now hinges on oncologists actually ordering serial ctDNA testing during first-line therapy — a workflow change, not just a prescribing choice. If adoption sticks, AZ has a template — earlier, biomarker-triggered switching — to extend toward other resistance mutations and assets, turning a single approval into a broader precision-oncology moat rather than a one-off label.

FDA approves AstraZeneca's Etcamah, opening ctDNA-guided treatment paradigm in breast cancer ↗