Infinity Gears Up For Duvelisib Filing, But Differentiation Still A Challenge
Duvelisib is on track for parallel filings for CLL and iNHL in 2016, but the company still has work to do in differentiating the PI3 kinase inhibitor, which it says could come through additional studies beyond pivotal trials.
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In a deal worth more than $800 million, AbbVie injects a vote of confidence into Infinity’s late-stage PI3K inhibitor program, but leaves the biotech the freedom to conduct other partnerships.
Infinity presented positive efficacy data on its oral PI3 kinase inhibitor IPI-145 in CLL and lymphoma at ASCO, but other drug makers also released strong data on potential competitors that are further ahead in clinical development, sparking a stock sell off.
Part 2: High costs are built into the rare disease business model. Participants at a roundtable discussion led by Scrip at the J.P. Morgan Healthcare Conference talked about how much they are feeling the pressure on pricing.