IMS Company Profiles - Report Buyer

IMS COM PANY PRO FILES NOVARTIS
Clin i cal Data: In March 2008, Novartis an nounced that re sults from a phase II study, in pa tients with
subfoveal choroidal neovascularization (CNV) sec ond ary to AMD, showed that a com bi na tion ther apy of
Visudyne fol lowed by Avastin (bevacizumab) re duced, by half, the num ber of treat ments re quired dur ing
the first six months to gain sim i lar vi sual acu ity com pared to Avastin monotherapy, with which all pa tients
re quired additional treatments.
QLT (Can ada) is con duct ing a phase II trial, known as RAD I CAL, com par ing Visudyne-Lucentis com bi na -
tion ther a pies with Lucentis monotherapy in 162 sub jects with choroidal neovascularization sec ond ary to
age-re lated macular de gen er a tion. The study is de signed to de ter mine if the com bi na tion ther apy re -
duces retreatment rates com pared with Lucentis monotherapy. Six month re sults re ported in De cem ber
2008 showed that mean cu mu la tive treat ments were lower in the com bi na tion groups than the
monotherapy group.
Pat ents: QLT Photo Thera peu tics has an ex clu sive world wide li cense from the Uni ver sity of Brit ish Co -
lom bia for all pat ents and know-how re lat ing to verteporfin and its use in PDT.
Com pe ti tion: Main com pe ti tion co mes from Genentech and Novartis’ Lucentis (ranibizumab).
Genentech has car ried out a phase III trial that com pared Lucentis against Visudyne in wet AMD pa tients.
On av er age, pa tients treated with Lucentis im proved their vi sual acu ity and those treated with Visudyne
de clined. Ac cord ing to IMS, in the 12-month pe riod to the end of Sep tem ber 2008, Lucentis was the lead -
ing prod uct in the ‘Oc u lar Antineovascularisation Prod ucts’ class (S1P), with an 89.7% mar ket share and
50% fixed rate dol lar growth. Visudyne was num ber two, with an 8.7% mar ket share, but sales were
down 42% in fixed rate dol lar terms. Macugen was num ber three, with a 1.7% mar ket share and 2%
fixed rate dollar growth.
Sales/An a lysts Com ment: Mor gan Stan ley an a lysts (Jan u ary 2009) pre dict sales of $106 mil lion in
2009 ($74 mil lion by 2014).
Systemic Anti-Infective Agents
CEFDINIR NOVT (cefdinir): In 2007, Novartis launched a ge neric ver sion of the an ti bi otic cefdinir (ge -
neric ver sion of Abbott’s Omnicef) in the USA. Cefdinir is re ported to be one of the most widely pre -
scribed cephalosporin an ti bi ot ics in the US.
Com pe ti tion: In the 12-month pe riod to the end of Sep tem ber 2008, Cefdinir Novt was the num ber
eight prod uct in the J1D class (Cephalosporins), with sales of $147 mil lion, a 1.4% mar ket share and
113% fixed rate dol lar growth, ac cord ing to IMS. The lead ing prod uct in this class was Roche’s Rocephin
(ceftriaxone), with a 3.1% mar ket share, but sales down by 13% in fixed rate dol lar terms. Num ber two
was GlaxoSmithKline’s Zinnat (cefuroxime axetil), with a 2.7% mar ket share and sales down by 9% in
fixed rate dol lar terms. Num ber three was Shionogi’s Flomox (cefcapene pivoxil), with a 2.6% mar ket
share and sales down by 3% in fixed rate dol lar terms. Num ber four was GlaxoSmithKline’s Fortum
(ceftazidime), with a 2.3% mar ket share and sales down by 12% in fixed rate dol lar terms. Num ber five
was Bris tol-Myers Squibb’s Maxipime (cefepime), with a 1.8% mar ket share and sales down by 40% in
fixed rate dollar terms.
CUBICIN (daptomycin) is a lipopeptide an ti bi otic for the treat ment of in fec tious dis eases caused by
Staph y lo coc cus aureus and vancomycin-re sis tant enterococci (VRE). It was orig i nally launched by orig i -
na tor Cub ist Pharma in the USA in 2003. Ob tained via the Chiron ac qui si tion, Cubicin is the first Novartis
prod uct for the hos pi tal in fec tions mar ket. Daptomycin is a fer men ta tion prod uct of Streptomyces
roseosporus and is wa ter-sol u ble. Cubicin was ap proved in the EU in 2006. In 2006, Novartis launched it
in the UK, Ire land, Nor way, Ger many, the Neth er lands, Fin land, Aus tria, Spain, Den mark, Ger many and
Swe den. In 2007, Novartis launched it in It aly, France, Swit zer land, Poland, Slovenia, Argentina, Greece
and Taiwan.
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