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Weekly Top News – IBD – November 18, 2019

November 18, 2019

etrolizumab (RG7413) / Roche
Etrolizumab: Data from P3 COTTONWOOD trial (NCT02118584) for advanced ulcerative colitis in 2020 (Roche) – Nov 13, 2019 – ASN/ACR 2019 
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filgotinib (GLPG0634) / Gilead
Filgotinib: Launch in UK, Germany and Benelux for ulcerative colitis in 2021 (Galapagos) – Nov 15, 2019 – Annual R&D Update 
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Xifaxan (rifaximin) / Alfa Wassermann, Bausch Health, Norgine
Xifaxan clinical trial estimate: Interim data from P2 trial (NCT03515044) for overt hepatic encephalopathy in Q4 2019 (Cowen & Co) – Nov 18, 2019 – A subscription to Thomson ONE is required to gain full access to report 68320235; Page no: 2; REPORT TITLE: “Bausch Health Companies Inc- Model update: Thesis unchanged – Reiterate (1)”; AUTHOR: Cacciatore, Ken, et al; DATE: 11/11/2019

 

Xeljanz (tofacitinib) / Pfizer
EMA cautions on Pfizer’s Xeljanz (SeekingAlpha) – Nov 15, 2019 – “Citing data from an ongoing study…the European Medicines Agency recommends that Pfizer’s…rheumatoid arthritis med Xeljanz (tofacitinib) be used with caution in all patients at high risk of blood clots. Combined results from multiple sources showed that the risk of blood clots in deep veins and lungs was higher in patients taking Xeljanz, especially the 10 mg twice-daily dose, and those being treated for an extended period.”

 

Skyrizi (risankizumab) / AbbVie, Boehringer Ingelheim
Skyrizi US sales projection: $167M (consensus: $98M) in Q4 2019 (UBS) – Nov 13, 2019 – A subscription to Thomson ONE is required to gain full access to report 68304392; Page no: 1; REPORT TITLE: “US Pharmaceuticals “Drug launches – weekly tracker” Jacob”; AUTHOR: Jacob, Navin, et al; DATE: 11/08/2019

 

Xifaxan (rifaximin) / Alfa Wassermann, Bausch Health, Norgine
Xifaxan: Newly added patent in Orange Book (Orange Book) – Nov 14, 2019 – Expiry on February 26, 2029 
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Skyrizi (risankizumab) / AbbVie, Boehringer Ingelheim
Skyrizi sales projection: $134M in Q4 2019 (Credit Suisse) – Nov 13, 2019 – A subscription to Thomson ONE is required to gain full access to report 68256114; Page no: 10; REPORT TITLE: “Credit Suisse India daily: Top stories and ideas”; AUTHOR: Gupta, Ashish, et al; DATE: 11/04/2019

 

Skyrizi (risankizumab) / AbbVie, Boehringer Ingelheim
Skyrizi sales projection: $250M in CY2019 and $2-3B peak (Jefferies) – Nov 16, 2019 – A subscription to Thomson ONE is required to gain full access to report 68296514; Page no: 1; REPORT TITLE: “Sun Pharmaceutical Industries Ltd – 2Q20: In- line quarter as strong India offset US weakness”; AUTHOR: Nahar, Piyush, et al; DATE: 11/07/2019

 

filgotinib (GLPG0634) / Gilead
Filgotinib sales projection: $1.7B by 2023 (Credit Suisse) – Nov 14, 2019 – A subscription to Thomson ONE is required to gain full access to report 68234984; Page no: 32; REPORT TITLE: “Last Edition – US: Thursday, October 31, 2019”; AUTHOR: Product Marketing, Credit Suisse G, et al; DATE: 10/31/2019

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