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The Long Run with Luke Timmerman

Ep191: Emily Conley on Small Molecules to Correct a Rare Kidney Disease

67 min episode · 3 min read
·
Emily Conley

Episode

67 min

Read time

3 min

Topics

Startups, Fundraising & VC, Leadership

AI-Generated Summary

Key Takeaways

  • CF Corrector Playbook: The corrector-potentiator drug class pioneered by Vertex for cystic fibrosis provides a direct template for ADPKD. Vertex's tezacaftor and elexacaftor combination corrects 129 CF mutations by targeting one inherently unstable protein region rather than individual mutations. Renaissance applies this same logic to polycystin proteins, seeking a pan-mutant corrector that addresses broad ADPKD patient populations rather than single mutations.
  • Genetic Heterogeneity as the Core Drug Development Problem: No single ADPKD mutation appears in more than 2% of patients, compared to delta-F508 in CF, which covers 90% of patients. This heterogeneity historically deterred drug developers. Renaissance's response is to screen compounds across a large panel of patient mutations simultaneously, only advancing chemical matter that demonstrates correction across multiple mutations, not just one.
  • Biomarker Strategy Shortens Clinical Timelines: The FDA has aligned with Regulus Therapeutics that halting total kidney volume growth — measurable via MRI over 12 months — qualifies for accelerated approval in ADPKD. A urinary biomarker measuring polycystin protein excreted in urine provides earlier proof of target engagement. This regulatory framework reduces the need for multi-year outcome trials, lowering development cost and timeline substantially.
  • Risk Layering Framework for Startup Selection: After shutting down Federation Bio, where manufacturing risk, target risk, and indication risk compounded simultaneously, Conley applied a deliberate risk-stacking filter when evaluating Renaissance. She prioritized genetically validated targets, an established modality with clinical precedent, existing biomarkers, and a proven patient population — reducing the number of simultaneous unknowns compared to her prior venture.
  • Polycystin Rescue Reverses Disease in Mouse Models: A landmark study by Renaissance SAB member Steve Somlo demonstrated that genetically restoring PKD1 expression in mice after disease onset did not merely halt progression — it reversed established kidney disease. This finding shifted the field's understanding of ADPKD from irreversible to potentially correctable, providing the foundational scientific rationale for targeting polycystin proteins therapeutically rather than managing downstream symptoms.

What It Covers

Emily Conley, CEO of Renaissance Bio, explains how the company is developing oral small molecule correctors and potentiators to treat autosomal dominant polycystic kidney disease (ADPKD), a genetic condition affecting 300,000 patients in the US and Europe, by targeting the polycystin protein complex using a framework borrowed from cystic fibrosis drug development.

Key Questions Answered

  • CF Corrector Playbook: The corrector-potentiator drug class pioneered by Vertex for cystic fibrosis provides a direct template for ADPKD. Vertex's tezacaftor and elexacaftor combination corrects 129 CF mutations by targeting one inherently unstable protein region rather than individual mutations. Renaissance applies this same logic to polycystin proteins, seeking a pan-mutant corrector that addresses broad ADPKD patient populations rather than single mutations.
  • Genetic Heterogeneity as the Core Drug Development Problem: No single ADPKD mutation appears in more than 2% of patients, compared to delta-F508 in CF, which covers 90% of patients. This heterogeneity historically deterred drug developers. Renaissance's response is to screen compounds across a large panel of patient mutations simultaneously, only advancing chemical matter that demonstrates correction across multiple mutations, not just one.
  • Biomarker Strategy Shortens Clinical Timelines: The FDA has aligned with Regulus Therapeutics that halting total kidney volume growth — measurable via MRI over 12 months — qualifies for accelerated approval in ADPKD. A urinary biomarker measuring polycystin protein excreted in urine provides earlier proof of target engagement. This regulatory framework reduces the need for multi-year outcome trials, lowering development cost and timeline substantially.
  • Risk Layering Framework for Startup Selection: After shutting down Federation Bio, where manufacturing risk, target risk, and indication risk compounded simultaneously, Conley applied a deliberate risk-stacking filter when evaluating Renaissance. She prioritized genetically validated targets, an established modality with clinical precedent, existing biomarkers, and a proven patient population — reducing the number of simultaneous unknowns compared to her prior venture.
  • Polycystin Rescue Reverses Disease in Mouse Models: A landmark study by Renaissance SAB member Steve Somlo demonstrated that genetically restoring PKD1 expression in mice after disease onset did not merely halt progression — it reversed established kidney disease. This finding shifted the field's understanding of ADPKD from irreversible to potentially correctable, providing the foundational scientific rationale for targeting polycystin proteins therapeutically rather than managing downstream symptoms.
  • Early Intervention as a Future Commercial Opportunity: ADPKD progresses silently from birth through the twenties and thirties, with patients typically reaching end-stage renal disease in their forties through sixties. If correctors prove efficacious in advanced patients, the same mechanism could theoretically prevent cyst formation in younger at-risk individuals — those with an affected parent who carry the dominant mutation — representing a substantially larger addressable population than late-stage trials alone.

Notable Moment

Conley describes how Vertex only discovered where their CF corrector actually binds years after FDA approval. The drug was not targeting the mutation site directly but rather stabilizing an inherently unstable protein region nearby — meaning one compound inadvertently corrected over 100 different mutations, validating the pan-mutant corrector hypothesis Renaissance is now pursuing in ADPKD.

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Episode Transcript

Welcome to the long run. This is a podcast for biotech adventurers. I'm your host, Luke Timmerman. Today's guest is Emily Conley. Emily is the CEO of Berkeley, California based, Renaissance Bio. The big idea at Renaissance is to develop oral small molecule drugs to treat patients with autosomal dominant polycystic kidney disease, known as ADPKD. Patients with this disease develop cysts on their kidneys that sometimes cause it to balloon in size and grow into 30 pound dysfunctional, painful, swollen organs. Scientists think there's a way to stop it. Renaissance is developing small molecule correctors and potentiators that target the polycystin protein abnormalities that drive the disease. If the drug's work is conceived, they would enable people to avoid the grim fate of kidney dialysis or transplant. An estimated three hundred thousand patients in The US and Europe have the disease, which technically makes it rare, but not that rare. Emily came to this startup a couple of years ago when it was in stealth mode and just started talking about it recently. She's a neuroscientist by training and had a formative early biotech career experience at twenty three and Me, the consumer genetics pioneer. The opportunity to make a convenient small molecule drug or combination of small molecule drugs that act on the underlying disease biology of ADPKD were a big part of what compelled her to join the company. Now before we get started, a word from sponsor of the long run, Dash Bio. Are you tired of inconsistent bioanalysis results and waiting months for data that should take days? Dash is the only bioanalysis CRO built from the ground up with a tech first approach designed to deliver better, faster, and cheaper than anyone else. With DASH, you get faster turnaround with results in days, not months, high quality data across major assay types, including ELISA MSD, LC MS, and PCR, supporting all modalities and therapeutic areas, and customer first policies, like guaranteed outcomes and transparent pricing. From preclinical to late stage studies, DASH helps you move from assay development and validation to sample analysis with unmatched speed. Founded by industry veterans who felt the pain of traditional CROs, Dash is the partner researchers and clinical leaders actually need. Reliable, fast, and easy to work with. So if slow bioanalysis CROs are costing you money and missed deadlines, www.-.bio and see how fast bioanalysis can be. Now please enjoy this conversation with Emily Conley on The Long Run. Emily Conley, welcome to the long run. Thanks for having me. So, Emily, I'm glad to have you on the show today to, to talk about, an interesting startup I had a chance to write about over the summer. New interesting area of science, but also a field of kidney disease, which I think is experiencing something of a a renaissance in drug development. So I think you're gonna be a a helpful tour guide for our listeners. Yes. Absolutely. Excited to tell you about Renaissance as, it …

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