Broader Indications For Tarceva As Astellas Scales Back In The U.S.
This article was originally published in The Pink Sheet Daily
The Japanese pharma is consolidating its U.S. operations, including the shuttering of OSI, where Tarceva initially was developed, as the cancer drug gains another indication with a companion diagnostic.
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Astellas Pharma US expects oncology will account for 40% of sales in three years, becoming its top business segment – significant growth for a company that just four years ago had no commercial presence in oncology. The plans rely heavily on Xtandi, suggesting it might be time to ramp up business development activity.
In stark contrast with the first generation of EGFR inhibitors, Clovis’ CO-1386 has rash rates that are on par with placebo. But the drug must contend with high rates of excess blood sugar as well as QTc prolongation. AstraZeneca’s AZD9291 has its own safety issues, but coming efficacy results should carry the class.
Astellas’ geographic and indication expansion strategy for Xtandi matches patent losses in Japan.