<What is CHF? >
Swiss currency, franc.
No, Lucentis Q-sale are steady (did rise bit in 1Q), but Eylea growth so far exceeded Lucentis growth...so , Eylea is gaining market share relative to lucentis (and bit relative to avastin, which more or less is steady). If there is significant government pressure over drug price, current balance will be disturbed at the great. New comers, from Novartis and from Roche, will have hard time to penetrate market IF there is no significant differentiation. And, so far, I do not see significant differentiation, Novartis drug 12w dosing interval is *IN AIR*, it will not have sure labell, IMO. They can not select, based on marker(s) or baseline status, who is one that will be *satisfied* with 12 w intervals. MDs will try Novartis drug, RTH258, on Eylea non-responders and observe outcome. What IF outcome is not what they expected, or what was obtained in trials? Eylea gained popularity and market share, even when avastin is at least 5X cheaper, simple because MDs have Eylea-responders after Avastin (and Lucentis) failure. That generate confidence in treatman and economics....free drug will never be accepted IF does not work on significant portions of candidates.
So, my view is that RTH258-FEAR is overstated! |
