Monday, January 23, 2012

Lack of Enough efficacy bothering Biocon innovation initiative

Whether it may be their oral insulin or Monoclonal anitbody (itolizumab) for psoriasis, a common issue putting these drugs back in a competitive landscape is lack of enough efficacy. The oral insulin although was able to cut down Post prandial glucose, but was unable to better placebo on the primary enpoint of reduction of HbA1c.  While recently their monoclonal antibody itolizumab in the Indian PhIII TREAT PLAQ study could pull through a 34% placebo adjusted response rate (PASI-75 score), but when compared to the existing marketed drugs, it comes nowhere closer. Humira and Stelara on the same endpoint look much better, with placebo adjusted response rate being (PASI-75) >60%.  According to Biocon safety is a differentiating factor, but I wonder if anybody would want to compromise so much on efficacy.