GSK’s Benlysta Discount Isn’t Big Enough To Avoid NICE Rejection
This article was originally published in The Pink Sheet Daily
NICE says GSK did not adequately compare its lupus drug belimumab to Roche’s Mab Thera (rituximab). While the firm and partner Human Genome Sciences did offer data that appeared to show an advantage, the problem is that the positive results were more prevalent in a patient population that did not broadly reflect the make-up of the U.K., NICE said.
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In yet another knock-back of GSK’s lupus drug Benlysta in the U.K., NICE said cost and comparator issues were not adequately addressed by the British manufacturer.
Germany’s health technology evaluator’s rejection of GSK’s Benlysta and Biogen Idec’s Fampyra could force companies to design separate trials for authorization and HTA assessment.
Human Genome Sciences says the long-term blockbuster opportunity in Benlysta and the potential of its pipeline products are under-valued by GlaxoSmithKline’s takeover offer. Management at GSK, however, plays down any talk of increasing its bid.