Market For Sanofi And Regeneron’s Zaltrap Could Be Limited
This article was originally published in The Pink Sheet Daily
Zaltrap gains FDA approval in metastatic colorectal cancer but must compete against several strongly entrenched treatments – Avastin, Vectibix and Erbitux.
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Lilly’s Cyramza, Boehringer Ingelheim’s Vargatef and Taiho’s TAS-102 will join an increasingly crowded and price sensitive market in metastatic colorectal cancer in the coming years.
The JAK2 inhibitor for myelofibrosis is the company’s most advanced oncology candidate and will be an anchor for Sanofi as it looks to build a portfolio of next-generation cancer drugs after the late-stage failure of the PARP inhibitor iniparib.
Germany’s IQWiG could not fault Sanofi’s Zaltrap on clinical effectiveness in colorectal cancer, but its identification of serious adverse incidents is likely to depress the drug’s price there.