Lampalizumab, Roche

Drug: Lampalizumab
Company: Roche
Phase: Phase II
Class: Anti-complement factor D MAb
2020 sales: $1.1 billion
Net present value: $4.5 billion

In an update for investors recently, Roche ($RHHBY) noted that its Phase III for lampalizumab is set to get off the ground sometime in the second half of this year. The pharma giant rolled out promising mid-stage data for age-related macular degeneration close to a year ago. Investigators say that lampalizumab slowed progression of AMD in patients with advanced disease, shrinking the area of geographic atrophy by 20.4% in a specific subpopulation treated monthly with lampalizumab, the "GA" progression rate was decreased by 44% at 18 months, reports Roche. And researchers noted that there were no unexpected side effects from the drug, which could help improve its chances of diversifying its drug portfolio with a new eye drug. Roche obtained the drug from its buyout of Genentech, which in turn acquired the therapy in an acquisition of Tanox in 2007. A success here would help Roche diversify its portfolio, with somewhat less reliance on cancer. And they could build on their success with Lucentis, approved for wet AMD.

For more:
Roche's gRED sees promising results in PhII macular degeneration study

Lampalizumab, Roche
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