Covalent Drug Design Is Making a Comeback — And Reversible Covalent Inhibitors Will Be the Optimal Modality
Covalent drugs were considered dangerous for decades — irreversible binding means irreversible toxicity if you hit the wrong target. But osimertinib (Tagrisso, EGFR), sotorasib (Lumakras, KRAS G12C), and ibrutinib (Imbruvica, BTK) proved that well-designed covalent drugs can be best-in-class.
The next evolution: reversible covalent inhibitors. These form a covalent bond with the target that spontaneously breaks over hours, combining the potency of covalent binding with the safety of reversibility. Acalabrutinib and zanubrutinib use this approach for BTK.
Hypothesis: Reversible covalent inhibitors represent the optimal modality for kinase and protease targets, combining the sustained target engagement of irreversible inhibitors with the safety margins of reversible ones. By 2030, >50% of new kinase inhibitors in clinical development will feature reversible covalent mechanisms.
Prediction: A reversible covalent KRAS G12C inhibitor will show superior therapeutic index (efficacy/toxicity ratio) to sotorasib in a head-to-head Phase II comparison.
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