Teva Stands By Migraine Strategy After Ajovy Misses Boat On Express Scripts Deal
Agreement between Amgen/Novartis and Eli Lilly with Express Scripts on new migraine drugs could spur more demand by payers for simple, value-based outcomes deals.
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Aimovig, Emgality and Ajovy have been on the market for more than a year, but are still far from blockbusters even though millions of patients are eligible for treatment – and at least one new competitor is coming.
The number of US drug approvals in 2018 was striking, but most of the novel products launched last year are for rare diseases or niche cancers, meaning commercial success may be in the eye of the beholder.
CGRP inhibitors were a hot topic during third quarter earnings calls, with Amgen and Teva talking about reimbursement progress, while Lilly marked progress for its add-on treatment, Allergan calmed fears about Botox's migraine sales, and Alder said its intravenous drug is on track.