Thursday, March 29, 2012

New Clinical Data on T-DM1 - Will impact Tykerb potential once approved

Roche today announced data on its second generation Herceptin (T-DM1), showing better PFS compared to Tykerb+Xeloda in HER2+ breast cancer patients who have progressed on prior therapy on Herceptin and Taxane.

Natco is the first to file on Tykerb which sells about $350m annually in this indication and there is a risk that by the time the patent on Tykerb expires in 2020, the sales may not remain meaningful. Tykerb in being tried in many other indications. A successful clinical outcome in Head and neck cancer could probably rejuvenate Tykerb sales, data from which is expected in 2013.