How worried should Alexion be?
Yesterday, a company called Apellis Pharmaceuticals said its late-stage rare disease drug outperformed Alexion Pharmaceuticals blockbuster Soliris in treating a rare blood disease. Just what that means for Alexion’s future remains a matter of debate.
The news, as STAT’s Kate Sheridan reports, is that Apellis ran a trial testing its drug, pegcetacoplan, head to head against Soliris for patients with paroxysmal nocturnal hemoglobinuria, or PNH. In the end, patients on Apellis’s drug saw a significant improvement in hemoglobin levels, a key metric for treating the disease.
According to Baird analyst Madhu Kumar, that means Apellis will likely claim about one-third of the PNH market within three years of its launch, which would mean hundreds of millions in revenue. SVB Leerink’s Dae Gon Ha was more cautious, however, pointing to the fact that Apellis’s drug had higher rates of injection site reactions and diarrhea, safety issues that might slow its commercial uptake.
Read more.
The news, as STAT’s Kate Sheridan reports, is that Apellis ran a trial testing its drug, pegcetacoplan, head to head against Soliris for patients with paroxysmal nocturnal hemoglobinuria, or PNH. In the end, patients on Apellis’s drug saw a significant improvement in hemoglobin levels, a key metric for treating the disease.
According to Baird analyst Madhu Kumar, that means Apellis will likely claim about one-third of the PNH market within three years of its launch, which would mean hundreds of millions in revenue. SVB Leerink’s Dae Gon Ha was more cautious, however, pointing to the fact that Apellis’s drug had higher rates of injection site reactions and diarrhea, safety issues that might slow its commercial uptake.
Read more.
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