Thursday, September 29, 2011

Xarelto poses threat to Brilinta in ACS - ATLAS ACS TIMI 51 reports positive data


Bayer AG announced today that the ATLAS ACS TIMI 51 trial of rivaroxaban (Xarelto, Bayer and Johnson and Johnson) in patients with acute coronary syndrome (ACS) had met its primary efficacy endpoint, “showing a statistically significant reduction in the rate of events for the primary composite endpoint of cardiovascular death, myocardial infarction and stroke in patients with ACS, compared to standard therapy plus placebo.”
However, the company also announced that there was a statistically significant increase in rivaroxaban-treated patients in major bleeding events not associated with CABG surgery, the primary safety endpoint of the trial. 
I expect Bayer to generate upto $1billion in peak sales from ACS, while cumulative peak sales from all indication (DVT treatment, VTE prevention, SPAF and ACS) should be around $3billion. The approval should curtail Brilinta peak sales potential to $1.5b.  As far as implication for indian companies is concerned, it will curtail the potential of Brilinta API/intermediates order for Dishman.