Saturday, March 5, 2016

Victoza is superior to standard of care in reducing CV outcome in type 2 diabetes patients at high risk of CV events

Yesterday, Novo Nordisk reported topline data from the CV outcome data from the LEADER study. It was a plesant surprise as Victoza was found superior to standard of care in reducing the risk of CV events. The primary endpoint was the composite of first occurrence of CV death, myocardial infarction and non-fatal stroke. Victoza superiority was driven by a benefit in all the three endpoints, which is encouraging. A superiority outcome was not in the price and as a result the stock price jumped 8% in trading session. Expectations were low as Lyxumia which belongs to the same class as Victoza had failed to demonstrate superiority in the CV outcome trials (ELIXA study), which reported data last year. The outcome of this study has significant implications for the diabetes class as a whole. Going forward we will witness major upheaval in the sales of existing drugs which are well entrenched as of now..

Thursday, March 3, 2016

Ocrelizumab will be a game changer in the multiple sclerosis market

Roche is close to filing Ocrelizumab for the treatment of Multiple sclerosis in the US and EU.
Ocrelizumab has been granted breakthrough status and hence a decision can be expected by YE 2016.
Ocrelizumab may add upto $6b to Roche's annual sales by 2020.
I expect an immediate ramp up in sales for Ocrelizumab post launch because of its unique value proposition .. Read More