GlaxoSmithKline - Relovair - Crosses the safety hurdle, while needs more data on the efficacy front
GSK and Theravance jointly announced their completion of pivotal studies of once daily Relovair and their intention to file Relovair globally for COPD (100/25 mcg dose) and in Europe for Asthma indications by mid-2012. The announced data shows that on efficacy, Relovair is better than its individual components and comparable to Seretide/Advair (24 hr mean FEV1) while there are no safety concerns. We believe the non-pivotal study comparing Relovair to Advair in Asthma (n=500 patients, 24 weeks) was relatively smaller and shorter for the clinical implications of the compliance benefit to be reflected in patient benefit/outcome. Based on GSK’s confidence on regulatory filing, it seems there are unlikely to be any safety concerns (except fatal pneumonia reported with higher dose regimen-200/25 mcg). Company is planning to conduct OUTCOME study with 16000 patients to prospectively evaluate the effect of Relovair compared with placebo on survival in COPD patients with a history of or at risk from CV disease.
COMPANIES MENTIONED
GlaxoSmithKline
GlaxoSmithKline