Secukinumab, Novartis

Drug: Secukinumab
Company: Novartis
Phase: Filed
Class: Anti-interleukin-17 (IL-17) Mab
2020 sales: $1.03 billion
Net present value: $2.7 billion

The pharma giant ($NVS) had no trouble illustrating a dramatic difference in efficacy between secukinumab (AIN457) and a placebo last March. The therapy had already beat out much tougher competition in a head-to-head study with Enbrel and a 300 mg and 150 mg dose scored high response rates in both Phase III studies, compared with no response in the placebo arms. But Novartis, which has already filed its IL-17A inhibitor for an approval, won't be competing with placebos in the marketplace. Even Enbrel isn't likely to be a long-term factor. The company's big hurdle will be facing a host of challengers now in Phase III. Celgene ($CELG) won an approval for Otezla (apremalist) for psoriatic arthritis earlier this year and filed its application on psoriasis last fall after touting extended Phase III results for its oral therapy. Amgen ($AMGN) and AstraZeneca ($AZN) pushed their IL-17 treatment brodalumab into Phase III in the fall of 2012 and reported positive results in May. Investigators reported that 83% of the patients in the high-dose 210-mg group passed the mark on significant skin clearing, easily beating out the negligible response seen in the placebo arm. Eli Lilly ($LLY) has an IL-17 drug as well, ixekizumab, which is in Phase III. Merck's ($MRK) MK-3222 is also coming along. And cheaper biosimilars of Enbrel have been pushed along by Cipla and Novartis and others. Coming up from behind is Johnson & Johnson's ($JNJ) guselkumab, which targets IL23p19 and is partnered with MorphoSys AG. The drug is touted as a top contender in J&J's pipeline, with a prospective approval coming in the 2015-2017 time frame.

For more:
Novartis' Enbrel beater nears a soon-to-crowd psoriasis market
Eyeing rival mAb mob, Novartis touts PhIII secukinumab psoriasis data
Rival Amgen/AstraZeneca, Novartis drugs race ahead in crowded psoriasis showdown

Secukinumab, Novartis

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