Brilinta approval in US - Future treatment paradigm in ACS to evolve with experience and upcoming clinical data from Effient studies
Yesterday, the long awaited approval for Brilinta in ACS in the US finally came in. The approval comes with a black box warning of increased bleeding and restriction of concomitant Aspirin dosage to < 100mg. We forecast 50% market share for Brilinta in ACS, which should translate into ww peak sales of $2.5b. Genericization of Plavix in 2012, twice daily dosing and restriction of concomitant aspirin dosage to <100mg will be potential deterrents to an initial robust uptake of Brilinta. As physician gain experience with the use of Brilinta and Effient, they will tailor the usage of anti-platelet agents that best fits depending on the patient demographics, history, age, and coexisting risk factors.
COMPANIES MENTIONED
ASTRAZENECA, BRISTOL-MYERS SQUIBB, ELI-LILY
ASTRAZENECA, BRISTOL-MYERS SQUIBB, ELI-LILY