Oops! schreef op 8 juni 2018 22:30:
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Next growth opportunity that I want to touch on is with anti-inflammatory. There's a drug called Filgotinib that Gilead is working on with their partner, Galápagos. It's a JAK1 inhibitor, so it's kind of similar to a drug called Xeljanz, which was already approved back in 2012 for rheumatoid arthritis patients. Rheumatoid arthritis is a disease where, it's fairly common, it's an inflammatory disease that is not always adequately controlled by the standard of care. That's why you get these new JAK inhibitors and other approaches to treating the disease. If the drug reaches the market, which would be in a few years, if all goes well, peak annual sales are estimated to be between $2-3 billion.
Campbell: Again, data coming out soon. You're going to have the first Phase III trial readout data later this year in patients who don't respond well to anti-TNF therapy, that would be drugs like the $18 billion a year Humira. That data is going to come out, like I said, later this year. Then, you have trial results coming out early next year, as well, in RA. RA, obviously, is a massive, megablockbuster indication. But, similar to NASH, there are a lot of other people who are working on next-generation drugs for RA, so you have a competitive field.
One of the things that's going to be really interesting here is, how will Gilead Sciences position Filgotinib to be able to win market share against some of these other drugs? Now, the question has been asked of Gilead Sciences. What they're saying, Kristine, is that their drug is way more effective and potentially safer because it's more selective, it's a better-targeting drug for the JAK family, if you will. And if they're right, then yeah, maybe they can differentiate on that specificity. The other way that they're thinking they may do that is through a relationship with Verily, which is a spin-off of Google, where they're going to actually take a look at the different components that cause RA, and then try and show, "Wow, these people tend to respond much, much better to Filgotinib than to other drugs."