Novartis Confident Cosentyx Can Keep Competition At Bay
Sales Expected To Grow Beyond $5bn
The Swiss major's biggest seller rose 12% in the second quarter and while COVID-19 had an impact, and competition is on the rise, Cosentyx is still outpacing the market overall in psoriasis, while rheumatology should drive future growth.
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The psoriasis market is crowded and fiercely competitive but the Belgian group's bimekizumab has bested Novartis's interleukin-17A behemoth Cosentyx in a head-to-head study. Whether UCB goes it alone or signs up a large partner with a large marketing budget remains to be seen.
Lilly plans to file the anti-IL-23 antibody for approval in psoriasis based on two Phase III trials. The latest data head-to-head against IL-17 inhibitor Cosentyx may guide physicians on how to treat patients.
Although it is playing catching up on well-established rivals, especially Novartis's Cosentyx, the Belgian company believes that bimekizumab provides both a fast and durable response for psoriasis patients, driven by impressive PASI 100 rates.