Lilly's Taltz Gets Closer To A Level Playing Field With Novartis' Cosentyx
Lilly reported positive results for Taltz in a second Phase III study in ankylosing spondylitis and plans to file for FDA approval this year, which would give the IL-17A inhibitor a label similar to its rival Cosentyx, for which Novartis is working hard to build, maintain and grow market share.
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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.
Cosentyx sales are growing at an impressive rate – up 37% in Q3 – and strong five-year safety and efficacy data in psoriatic arthritis and ankylosing spondylitis is likely to drive that growth even higher.
Sun Pharma acknowledged the intense competition that awaits its psoriasis asset, Ilumya (tildrakizumab) in the US, but maintained that the overall profile of the IL-23p19 inhibitor, which is expected to debut in Q2FY19, was “liked” by customers.