Positive Spondylitis Phase III Brings Lilly's Taltz Closer To Cosentyx's Label
First of three Phase III studies of Taltz in ankylosing spondylitis is positive, using a high bar for primary endpoint efficacy. But Novartis' Cosentyx, already approved in this indication, is expected to dominate the market.
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Taltz has sailed through the latest trial in Lilly’s COAST program, in non-radiographic axial spondyloarthritis, but choppy waters may be ahead; meanwhile, Lilly signs an immunology deal with Avidity Biosciences.
Novartis immunology chief Eric Hughes tells Scrip a wealth of data is showing that early treatment with Cosentyx can prevent the structural changes that lead to lack of mobility in ankylosing spondylitis and psoriatic arthritis patients.
Investors await news from Lilly on whether it will use repatriated cash for M&A; from Biogen on its Spinraza and gene therapy strategies in light of Novartis' AveXis deal; and from Amgen on pipeline programs and acquisitions as major products face new competition. Immuno-oncology combination updates are anticipated from Roche, plus guidance on how GSK will cope with Advair generics, HIV competition from Gilead and the cost of new drug launches is expected.