Novartis Not Nervous About SGLT2 Threat To Entresto
Cardiovascular Blockbuster Closing In On $4-$5bn Sales Guidance
The company's pharma chief Marie-France Tschudin does not expect Entresto's "unique position" in heart failure to be threatened by SGLT2 inhibitors such as Jardiance and Farxiga, saying those drugs are add-ons that will be used predominantly in diabetes patients.
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But advisory committee members debate how to define the target population for a new indication, shying away from use of ‘preserved’ to characterize heart failure patients with ejection fraction levels below normal but greater than the definition of ‘reduced’ EF.
Despite Phase III miss, Novartis is hopeful that the totality of the evidence will secure it at least a limited label expansion to a sizable but harder to treat portion of the heart failure market than Entresto already serves.
Taking full control of partner Translate Bio means that Sanofi is the only big vaccine company with a wholly-owned mRNA platform in-house but observers say it is too early to declare that the Paris-headquartered group has bagged itself a bargain.