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 Roche's experimental faricimab showed long-lasting effectiveness
against age-related macular degeneration (AMD), the Basel-based
drugmaker said on Monday, potentially reducing the frequency of
uncomfortable, direct-in-the-eye shots.
Molecular Partners, together with partner Allergan, and Novartis,
also released data on new AMD medicines at an industry conference in
Chicago.
For years, Lucentis, from Roche and Novartis, and Bayer's and
Regeneron's Eylea, have dominated AMD treatment, with combined 2017
sales topping $9 billion.
With patent expiries starting in 2020, however, the scramble is on
to preserve - or capture - a chunk of one of medicine's
hardest-fought areas, analysts said.
The AMD landscape is getting more crowded and less differentiated,
with new medicines offering only marginal therapeutic improvements
while remaining costly, said Baader Helvea analyst Bruno Bulic.
The question is, Bulic said: "How long the cash cow can still be
milked before the end?"
Potential pricing reforms could also disrupt the market, with U.S.
President Donald Trump taking aim.
The U.S. government, whose Medicare insurance for seniors spent
$3.25 billion in 2016 on Eylea and Lucentis alone, begins a new
program on Jan. 1 where patients could start on the cheapest option,
and change to more costly drugs if the first did not work.
That could help biosimilar makers Samsung Bioepis of South Korea and
Mylan, which have cheaper copies of Lucentis and Eylea coming out.
[https://reut.rs/2qhPveW]
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The new drugs will also still face competition from Roche's Avastin,
a cancer medicine used for years to treat AMD in many markets
despite not being official approved to do so. Avastin costs just a
fraction of Lucentis and Eylea.
Last month, Novartis, Bayer, and Roche lost a bid to stop British
doctors from recommending Avastin, potentially clearing the way for
Britain's National Health Service to begin broader use of the
cheaper drug.
Because new AMD drugs in studies have proven to be as effective, but
not necessarily better, in helping vision as Eylea and Lucentis,
their backers are seeking to underscore other benefits, like the
need for less-frequent shots.
Compared with monthly Lucentis injections, "data show the potential
of faricimab to allow fewer injections while achieving and
sustaining the same visual gains," said Sandra Horning, Roche's
chief medical officer.
Novartis plans to submit its new drug, RTH258, to U.S. and European
regulators in December, with approval due next year. It is promoting
RTH258 data showing the drug is better than Eylea at controlling
fluid in the retina, a hallmark of AMD.
($1 = 0.7795 pounds)
(Reporting by John Miller; Editing by Maria Sheahan and Mark Potter
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