GSK/Vir’s Covid Antibody Gains EU Clearance, But Demand May Have Peaked
Vaccinations Will Weaken Demand
The green light for the COVID-19 antibody therapy is welcome news for the partners, but rising vaccination rates plus three other competitors in Europe will limit revenues.
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Regeneron’s neutralizing antibody cocktail earned the first post-exposure prophylaxis EUA for COVID-19, but the new use and dosing improvements need to overcome slow uptake under the original authorization for the COVID-19 treatment and the poisoned environment left by hydroxychloroquine controversies.
Roche and Eli Lilly’s monoclonal antibody cocktails seem to show reduced efficacy against the Delta Plus variant, first identified in Europe, but more evidence might be needed to support the finding. Meanwhile, GSK’s Indian unit is gearing up to submit an application for accelerated approval of sotrovimab.
Sotrovimab data could help with uptake, though the market remains challenging as infections fall. Plus RedHill presents encouraging Phase II data for oral drug to treat COVID-19 infection and inflammation after completing Phase II/III study enrollment and Japan taps its world-leading supercomputer.