BMY, EINSTEIN PE: Needle-free single drug approach with no monitoring issue - Safer
At ACC, Bayer reported clinical data from EINSTEIN-PE study which compared the safety and effectiveness of Xarelto in the initial treatment and long-term prevention of pulmonary embolism to Lovenox/warfarin. On the efficacy front, the clinical data is comparable to Pradaxa (RECOVER-1 / RECOVER-2), while on the safety, Xarelto stands out. Eliquis is yet to report PhIII data in this indication, but based on PhII evidence and total evidence from VTE studies, it is unlikely to emerge successful or match standards set by Xarelto/ Pradaxa. Besides the safety advantage, Xarelto also has the convenience benefit, which will also play to its benefit. We forecast peak sales of $1500m in peak sales for Xarelto in this indication, which assumes a 15% market share. Xarelto has also demonstrated robust efficacy as an extension treatment in patients who have already completed 6-12 months of anti-coagulant therapy for their acute episode of VTE (EINSTEIN-EXT Trial). In the EINSTEIN-EXT trial, after a mean treatment of 190 days, symptomatic recurrent VTE events occurred in 7.1% of patients treated with placebo and in 1.3% of patients treated with Xarelto, a significant 82% relative risk reduction. Eliquis is also being explored as an extension treatment in the AMPLIFY-EXT trial, while Pradaxa has not been tried yet as an extension treatment.
COMPANIES MENTIONED
Bristol-Myers Squibb, Pfizer
Bristol-Myers Squibb, Pfizer
