Luis J. Montaner, D.V.M., D.Phil.

In 2016, the National Institutes of Health (NIH) awarded nearly $23 million to co-principal investigators Luis J. Montaner, D.V.M., D.Phil., and James L. Riley, Ph.D., from the University of Pennsylvania, establishing the BEAT-HIV Delaney Collaboratory to Cure HIV-1 infection by Combination Immunotherapy. This five-year grant was one of six awarded by NIH’s "Martin Delaney Collaboratories to Cure HIV" initiative to a highly select group of U.S.-led teams charged with advancing global efforts to develop a cure for HIV. In 2021, based on the research progress made, the BEAT-HIV Collaboratory received a second, five-year, $29.15 million award, and was joined by a third principal investigator, Robert Siliciano, M.D., Ph.D., from Johns Hopkins University. 

The BEAT-HIV Delaney Collaboratory is a partnership of more than 70 leading HIV investigators from several academic and non-profit institutions and industry partners working to test combinations of several novel immunotherapies under new preclinical research and clinical trials.

Through this collective effort, distinct immunotherapy strategies with initial promising results in human trials focused on intrinsic/innate, humoral and adaptive arms of the immune response are actively joined under a single multi-investigator, multi-industry team that is committed to advancing the best outcomes from these studies to ultimately develop a strategy to eradicate HIV. 

The BEAT-HIV Delaney Collaboratory to Cure HIV-1 infection by Combination Immunotherapy had the following initial research goals: 

•  Identify the best approach to target immunotherapy against replication-competent reservoirs by defining the relationship between plasma and tissue clonal expansion, characterize integration sites within blood and tissue, and determine how to maximize viral reactivation of distinct reservoir compartments. 
• Test a clinical strategy combining IFN-α immunotherapy to activate intrinsic/innate responses and antibody-dependent cellular cytotoxicity (ADCC) with broadly neutralizing anti-HIV antibodies (bNAbs). Both these strategies have been shown to have an effect in humans when used individually. This project involves advancing preclinical studies on IFN-alpha response, ex vivo combinations with added T-cell-mediated strategies, and developing innovative DNA vaccine delivery systems for sustaining neutralizing antibodies in vivo. 

Under the 2021 award, three new research goals were established:

• Understand the basic mechanisms underlying persistence of the viral reservoir during ART, what cell populations contribute to rebound after treatment interruption, and the role played by host-related factors. 
• Develop strategies to achieve durable suppression of HIV replication in the absence of ART. Capitalizing on advances in clinical research on bNAbs, BEAT-HIV researchers will test synthetic DNA technology to better deliver the genetic blueprint for the body to make different specific bNAbs simultaneously. An additional approach will be to boost natural killer and T cell responses to achieve long-term viral suppression. Eventually, the two strategies will be combined to maximize long-term control potential.
• Develop new approaches to eradicate the HIV reservoir. Strategies to be tested include novel drugs able to reactivate latent HIV hiding in the immune cells, combined with CAR-T cells approaches designed to change a person’s killer T cells to make them able to find infected cells more efficiently. In addition, researchers will apply a technology called mRNA-LNP to make cells resistant to HIV. The ultimate goal is to identify which approaches have the best potential, and test them in combination to achieve complete HIV eradication.

BEAT-HIV2 Clinical Studies – Enrollment Ongoing

We are currently enrolling participants in combination immunotherapy HIV cure-directed clinical trials. 

The first study is to determine if treatment with pegylated interferon alpha 2b (peg-IFN-α2b) together with neutralizing antibodies 3BNC117+10-1074 will result in a reduction of viral rebound and reduction in the amount of latent HIV DNA in peripheral blood cells and tissues of individuals with chronic HIV infection upon an antiretroviral treatment (ART) interruption. A reduction and/or clearance of the latent viral reservoir, i.e., virus that remains dormant in HIV-infected subjects receiving suppressive treatment, is considered essential for HIV eradication. By measuring the changes in viral rebound after ART interruption as a surrogate measure of the latent reservoir and immune control, the investigators will establish if this combined immunotherapy strategy  should be considered as a component of future viral eradication strategies. Visit ClinicalTrials.gov under NCT03588715 for more information.

The second study will test a clinical strategy that combines two gene therapy vectors to genetically modify T cells purified from study participants using the chimeric antigen receptor (CAR) technology to make these cells highly specific in recognizing HIV-infected cells. In addition, these T cells will be made HIV-resistant by using Zinc-finger Nucleases (ZFNs) that target CCR5, an HIV entry molecule. As a result of these genetic modifications, immune cells will be rendered specific in their killing capacity while also resistant against HIV infection, which is expected to enhance their intrinsic ability to clear HIV-infected cells and result in durable viral suppression after suspension of the antiretroviral therapy. To learn more about this clinical trial, visit ClinicalTrials.gov (NCT03617198).

Home-based Viral Load Testing Device 

BEAT-HIV investigators are partnering with Merck, Inc. and Tasso, Inc. to assess the reliability and acceptability of a home-based viral load testing device. The micro-blood collection device is currently being tested with participants enrolled in each of the two BEAT-HIV clinical trials described above that are currently recruiting volunteers. At this time, the home-based viral load testing device is not available to anyone who is not enrolled in the BEAT-HIV clinical trials.

HIV cure-directed clinical trials often include an analytic treatment interruption (ATI, learn more about that here). ATIs require frequent clinic visits to monitor participants’ viral load to keep it within study safety guidelines. The COVID epidemic has changed the research landscape, including a stated desire among study participants and community advocates to reduce the number of study visits (and potential exposure to COVID-19 during transit and at the clinic).

The device being tested could potentially reduce the number of required clinic visits for blood collection, but only if the home-based viral load device test works as well as standard lab-based viral load testing that can now only be done at the clinic. Just as important is to determine how people living with HIV feel about the device and the process for returning it to the lab by mail or courier, how comfortable they are with using the home-based device, and if they have any other concerns.

Opioids and HIV: Host Factors Driving HIV Infection and Impacting Optimal Management of Opioid Use Disorder

Pennsylvania is at the center of the opioid and HIV epidemic in the U.S., leading in both new HIV infections associated with persons who inject drugs (PWIDs) and in overdose deaths due to lack of optimal management of opioid drug addiction. In 2019, the federal government identified Philadelphia County as one of 48 counties responsible for >50% of new HIV diagnoses in the U.S. New infections in Philadelphia have been linked to an increase in HIV transmission from PWIDs. 

Pennsylvania also ranks third nationwide for deaths due to injection-drug overdose. Management of opioid addiction in persons living with HIV who are already in care for their HIV disease can be achieved by use of medications for opioid use disorder (MOUDs), including methadone, buprenorphine, or naltrexone. Even though these medications can impact immune activation on their own, what remains unknown is how the choice of methadone, buprenorphine, or naltrexone could affect the immune recovery and therefore, the future health of persons taking medications for their HIV disease and MOUD.

The Montaner lab and collaborators are investigating the host factors driving new HIV infections in persons who inject drugs and the impact of MOUDs on immune recovery after HIV suppression by antiretroviral therapy (ART). 

ART (Antiretroviral Therapy) • Medications for Opioid Use Disorder (MOUD) • Opioids • HIV Infection

Two five-year NIH-funded projects will provide clinical evidence to investigate the link between retention of chronic immune activation in HIV-1-infected opioid users receiving medication for opioid use disorder (MOUD) combined with antiretroviral therapy (ART) and starting on methadone maintenance, when compared to naltrexone or buprenorphine.  

• Clinical trial (Coming Soon): The Montaner lab leads an international team composed of investigators from the U.S., Vietnam, and France, in collaboration with the Vietnam Ministry of Health, University of Pennsylvania, IMEA (a French-led initiative to expand access to HIV/hepatitis prevention and treatment services), the Pasteur Institute, and industry partners Alkermes, plc and Rusan. The goal of this three-arm randomized trial is to evaluate the impact of long-term opioid receptor stimulation or blockage with MOUDs on immune reconstitution in HIV-infected people who inject drugs and are initiating ART. Early preliminary data suggest that chronic opioid receptor engagement by an opioid receptor agonist while on ART may result in increased immune activation and inflammation associated with increased levels of persistent HIV, when compared to a full opioid receptor antagonist. To verify this hypothesis, the study will assess recovery outcomes and adherence to therapy 48 weeks after initiation of ART in 225 participants with OUD who receive either methadone (opioid receptor agonist), extended-release naltrexone (antagonist) or buprenorphine (partial agonist).
   
• Philadelphia Mechanistic study (Currently Enrolling): We have established clinical access to target populations in Philadelphia. We will use this clinical infrastructure (mobile units and multi-city clinical sites) to collect substance use/behavior (questionnaires) and biological data (blood samples) from target PWIDs who are at high risk of HIV infection, as well as HIV-infected PWIDs who are currently under medications for opioid use disorder. In collaboration with University of Pennsylvania, Jonathan Lax Treatment Center, the Icahn School of Medicine at Mount Sinai, and others, we will conduct a mechanistic study to determine the levels of inflammation and innate immune activation in depressed and non-depressed PWIDs, and if levels of immune activation can impact HIV susceptibility ex vivo. We will also define levels of immune activation associated with comorbidities (if elevated) in HIV-infected PWIDs who are stably suppressed under ART and taking either methadone, buprenorphine, or naltrexone to evaluate the impact of long-term opioid receptor stimulation or blockage with MOUDs on immune reconstitution in persons living with HIV. The long-term impact of this study is to investigate novel factors that can be targeted for HIV prevention in PWIDs and/or how best to manage opioid drug addiction in HIV-infected persons to ensure the best immune recovery after HIV therapy able to reduce added comorbidities in the future while increasing overall survival.
   

Working with medicinal chemists and SARS-CoV-2 wildtype and variants in Wistar BSL-3 facilities, we aim to develop novel combination therapies against COVID-19 based on small molecules: 

• Small molecules that amplify the natural interferon-based host resistance already shown in early therapy trials to reverse detrimental COVID-19 disease progression. We have found small molecules that enhance the natural antiviral responses mediated by existing type I interferons without inducing further inflammation damage on their own. Once developed, this novel therapy is also expected to be applicable for use with antivirals in future viral outbreaks.
• Small molecules that inhibit viral spread by directly blocking SARS-CoV-2 Spike protein (S) interactions with the ACE2 receptor and/or inhibiting the activity of the viral MProtease enzyme (M^pro or 3CLpro) in infected cells. We have identified small molecules that disrupt the interaction of the S protein with its human ACE2 receptor, thereby inhibiting viral entry; and small molecules that disrupt the M^Pro enzyme.  M^Pro is a papain-like cysteine protease essential for processing the polyproteins that are translated from the viral RNA. M^pro can process at least 11 cleavage sites on the large polyprotein 1ab, the multifunctional protein involved in the transcription and replication of the viral RNAs. Inhibiting the activity of this enzyme would block viral replication. Because no human proteases with a similar cleavage specificity are known, such inhibitors are less likely to be toxic. We will also take advantage of the large and unique natural product and synthetic libraries available at Wistar to identify added lead molecules. We will validate identified hits using established SARS-CoV-2 Spike pseudo-virus systems as well as a live viral challenge model. 

Development of these therapeutics, to be used in combination at onset of symptoms or in those at high risk of developing symptoms, is expected to limit viral infection, preserve lung tissue integrity, and prevent progression towards a cytokine release (“storm”) syndrome associated with mortality. 

Myeloid cells are critical components of the tumor microenvironment. Under physiological conditions these cells are comprised of mature terminally differentiated cells: polymorphonuclear neutrophils (PMN) and other granulocytes; macrophages (MΦ); and dendritic cells (DCs). In cancer, the myeloid compartment is dramatically affected, which is now considered one of the major immunological hallmarks of cancer. Tumor-bearing (TB) hosts accumulate immunosuppressive MΦ, DCs that are ineffective in inducing potent immune responses. The prominent change in the myeloid compartment in cancer is the expansion of pathologically activated immature myeloid cells with a potent ability to suppress immune responses — myeloid-derived suppressor cells (MDSC). In TB mice, the total population of MDSC consists of three groups of cells: pathologically activated neutrophils (PMN-MDSC) are the most abundant (>75%); pathologically activated monocytes (M-MDSC) are less abundant (<20%); and early myeloid precursors represent a small (<5%) population. The current view considers changes in myeloid cells separately, with different mechanisms applied to the different cell types. The gap in our knowledge is how these different myeloid cells can interact with each other in TB hosts. We are investigating the bridge between different populations of myeloid cells in cancer and how they orchestrate their abnormal function. The ultimate goal of this project is not only to better understand the mechanism regulating myeloid cell function in cancer, but to develop novel approaches for regulation of immune responses in cancer. 

According to National Cancer Institute statistics, ovarian cancer represents 1.3% of all cancers, and more than 21,000 women are diagnosed every year in the U.S. An estimated one woman in 75 will develop ovarian cancer during her lifetime. Although many therapeutic approaches have been tested, including surgery, radiation, chemotherapy, and immunotherapy, ovarian cancer remains extremely difficult to treat, and novel therapeutic approaches are needed. This project, funded in part by the Department of Defense, is based on therapeutic strategies that can modulate myeloid cell apoptosis resulting in an increase of anti-tumor immune responses.
 

Absent direct clinical trials in humans, animal models of HIV infection are the best platform to explore novel pre-clinical anti-HIV strategies. Animal models for HIV infection include nonhuman primates and humanized mice. Humanized mice have emerged as a model able to be used for high-volume screening, yet the suboptimal immune differentiation that occurs has raised concern on the ability of this model to fully reflect all aspects of an immune response otherwise present in humans. The humanized mouse system has been developed to model HIV infection in humans, response to antiretroviral therapy (ART) and novel cure interventions, as well as study cancer immunotherapy in patient-derived xenograft models.  A new WistarHu mice platform has been developed to support cancer immunotherapy and Wistar-based discovery of strategies against HIV based on assessing changes in viral measures on ART or effects on viral load rebound after ART interruption (Analytical Therapy Interruption, ATI). In support of this new platform, we have established ART formulations, HIV infection, HIV suppression and characterized changes on immune reconstitution, persistent HIV measures, microbial translocation after ART and during an ATI. This platform is currently applied toward discovery and collaborative work. 

With long-standing commitment from Philadelphia FIGHT and the University of Pennsylvania along with the Robert I. Jacobs Fund of The Philadelphia Foundation, the HIV-1 Patient Partnership Program was established to provide clinical material for basic research and to sponsor the Jonathan Lax Memorial Lecture (also supported by Henry S. Miller, Jr. and Ken Nimblett). Research with clinical material obtained from this program is focused on mechanisms of AIDS immunopathology. This collaborative link between our research team and over 5000 HIV-1 patients in the Philadelphia region has led to the largest HIV Cure clinical trial to date — the BEAT-HIV Study.

The HIV-1 patient-partnership program involving participants in research is presently based at Philadelphia FIGHT (a community-based HIV-1 primary care provider). Our partnership with Philadelphia FIGHT strives to develop trusted relationships and maintain meaningful, bi-directional lines of communication between investigators and communities most affected by HIV. The primary objective of our community engagement strategy is to ensure communities have a clear understanding of a) the HIV cure-directed research being implemented, b) the stage of the research (including realistic expectations around HIV cure science), and c) how interested individuals can participate in and support the HIV cure research agenda. 

HIV Social Science has been a recent addition to our program to enhance both our preclinical and community engagement efforts. The Social Sciences and Ethics (SSE) working group will assess acceptability of HIV cure interventions under development and conduct empirical ethics research related to HIV cure. Working in close collaboration, BEAT-HIV investigators and community stakeholders will develop a robust agenda of educational activities, community-based projects, and basic/clinical research designed to ensure comprehensive understanding and to provide guidance on the ethical conduct of HIV cure-directed research.

Above all, the Montaner laboratory makes its research accountable to all participating persons and other stakeholders through community advisory board (CAB) review and community representation on Data Safety Monitoring Boards for actively enrolling studies. In addition, we provide community-focused research seminars at Philadelphia’s AIDS Education Month and the annual Lax Lecture, so that community members and other interested individuals are informed about the outcomes of patient-supported research.

The Jonathan Lax Lecture honors the memory of Jonathan Lax, a businessman, inventor, teacher, and one of the best-known AIDS activists in Philadelphia’s community-based clinical research network, where he volunteered with many groups to try and speed the drug approval process. He left funds to start a clinic — today called the Jonathan Lax Center — that is now the largest provider of AIDS care in Philadelphia, independent of a patient’s ability to pay. The Lax Lecture is a public lecture held in June of each year at The Wistar Institute, where leading international HIV scientists interact with local researchers, clinicians, and patient advocates. Previous speakers include NIAID director Anthony Fauci, Partners in Health founder and Harvard professor Paul Farmer, Project Inform founder Martin Delaney, and 2008 Nobel Laureate Françoise Barré-Sinoussi.