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Thursday, November 1, 2007

Pipeline Products

I'm trying to get a list of pipeline products together. Perhaps others can help. Please feel free to comment in your products. A few off the top of my head are:

bifeprunox - Wyeth/Solvay - got an approvable letter from FDA this year that basically puts any launch on hold until at least 2009. This product has a nice side effect profile especially with regards to weight; BMS/Otsuka and Pfizer are loving that this little piggie might not be coming to market since it might've munched on their share.

iloperidone - Vanda - this product has been around a long time; Vanda is the latest owner and they say they will commercialize it on their own, but would still consider partnering. Um, yeah. OK, this product's little claim to fame is that you can do a blood test to see if your patient is likely to suffer bad side effects from the drug and maybe learn about possible efficacy too. That's swell. Know many psychiatrists who like to do blood tests before tossing a product into this week's cocktail? Yeah me neither. What we've got in iloperidone is a product with little time left on its patent, from a company currently with ZERO CNS sales reps, and a story that requires a change in physician behavior. Good luck with that and your latest debt offering too. Ouch. Glad I sold that one.

asenapine - Pfizer/Organon - Oops, I meant just Organon because Pfizer saw the trial data and walked away. Now that's a ringing endorsement. This one actually may have the best chance of making it to market though. Time will tell.

2 comments:

Unknown said...

Bifeprunox was always my favorite, as I thought that Wyeth would just fly with an indication for Bipolar Depression.

In fact, I'd be interested to hear your thoughts on the atypicals entrance into the major depression market (my forte). With Abilify's shiny new indication as an adjunct treatment for MDD, do you think they could eventually compete with SSRIs or SNRIs? Especially the new formulation of Seroquel, which seems it will be the first atypical antipsychotic approved as a monotherapy for both MDD and Generalized Anxiety Disorder.

I've always thought that the weight gain and cost issues will hold the atypicals back from replacing antidepressants.

ps. I am personally am intrigued by Forest's devlelopment of RGH-188 (will they pull another Lexapro out of the saturated atypical antipsychotics market?) as well as Eli Lilly's LY-2140023 (the metabotropic 2/3 receptor antagonist, which is just too novel to ignore as Lilly has been focused on this MOA for so long).

Slug said...

Natalie,

Sorry, I've been away. To your thoughts on Major Depressive Disorder...

I think Abilify has no chance of competing with SSRI's or SNRI's. Its status as an adjunct basically demands it. Physicians will always start with a low side effect (and low cost) generic. Then, if that doesn't work, they'll switch...to another low side effect (and low cost) generic from the same class. I don't see Abilify getting much use before 3rd or 4th line. Then, there's the whole issue of psychiatrists vs. everyone else. BMS/Otuska doesn't really detail anyone other than Psychs so a huge portion of the depression product prescribing population doesn't know much about the drug or have samples handy. I think that willbe a problem for them too. Maybe they should add it to the bag with Plavix for all their primary care reps.

Seroquel. Aside from the recent articles about its extensive use in elder care facilities which doesn't look good when the class has the black box warning about that, I don't see much going wrong for this drug or AZN. My guess is they'll get the monotherapy MDD and GAD indications with little problem. They already have a heavy sales presence (and use) in the PCP population so they won't have the same hurdles as Abilify. All they have to do is get the word out.

Too early to tell for Forrest and way too early for Lilly, but I wouldn't underestimate either.