Weekly Top News – IBD – September 2, 2019

September 2, 2019

filgotinib (GLPG0634) / Gilead
Filgotinib clinical trial estimate: Data from P2b/3 SELECTION1 trial (NCT02914522) for ulcerative colitis in Q2 2020 (Credit Suisse) – Aug 29, 2019 – A subscription to Thomson ONE is required to gain full access to report 67836161; Page no: 1; REPORT TITLE: “VIDEO – US biotech week in review (8/16)”; AUTHOR: Research Department; DATE: 08/16/2019

 

Otezla (apremilast) / Amgen
Bristol-Myers Squibb announces agreement between Celgene and Amgen to divest Otezla for $13.4 billion (Businesswire) – Aug 26, 2019 – “Bristol-Myers Squibb Company…announced today that Celgene Corporation…has entered into an agreement with Amgen…under which Amgen would acquire the global rights to OTEZLA® (apremilast) for $13.4 billion in cash….The closing of the acquisition covered by the agreement with Amgen is contingent on Bristol-Myers Squibb and Celgene entering into a consent decree with the Federal Trade Commission (FTC)…’establishing OTEZLA as an important medicine for patients with psoriasis, psoriatic arthritis and Behçet’s Disease’…Bristol-Myers Squibb now expects the pending merger with Celgene to close by the end of 2019.”

 

Rinvoq (upadacitinib) / AbbVie
Rinvoq sales projection: $5B (previously $3B) peak (SVB Leerink) – Aug 30, 2019 – A subscription to Thomson ONE is required to gain full access to report 67838026; Page no: 1; REPORT TITLE: “Upa gets class, but not product thrombosis labelling; P/T $91”; AUTHOR: Porges, Geoffrey, et al; DATE: 08/18/2019

 

Rinvoq (upadacitinib) / AbbVie
Rinvoq US sales projection: $60M in Q3 2019 and $232M in FY2019 (UBS) – Aug 30, 2019 – A subscription to Thomson ONE is required to gain full access to report 67834016; Page no: 1; REPORT TITLE: “AbbVie Inc- First read: AbbVie “Weekly Skyrizi tracker” (Neutral) Jacob”; AUTHOR: Jacob, Navin, et al; DATE: 08/16/2019

 

Xifaxan (rifaximin) / Alfa Wassermann, Bausch Health, Norgine
Xifaxan sales projection: $1.3B in 2019 (Barclays) – Aug 31, 2019 – A subscription to Thomson ONE is required to gain full access to report 67590552; Page no: 1; REPORT TITLE: “Bausch Health Companies Inc – Bausch Health Companies: Fundamentals continue to strengthen; Stay OW”; AUTHOR: Prasad, Balaji, et al; DATE: 07/08/2019

 

AEVI-002 / Sanofi, Aevi Genomic, Kyowa Hakko Kirin
AEVI-002: Initial data from P1 trial (NCT03169894) for crohn’s disease in H2 2019 (Aevi Genomic Medicine) – Aug 27, 2019 – Corporate Presentation  
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Xifaxan (rifaximin) / Alfa Wassermann, Bausch Health, Norgine
Xifaxan sales projection: $1,338M in 2019 (BTIG) – Aug 31, 2019 – A subscription to Thomson ONE is required to gain full access to report 66633408; Page no: 1; REPORT TITLE: “Bausch Health Companies – Xifaxan beat offsets more weakness in ortho derm; Will Duobrii be a meaningful contributor in 2H19?”; AUTHOR: Chiang, Timothy, et al; DATE: 08/07/2019

 

Kappaproct (cobitolimod) / InDex
InDex Pharmaceuticals meets primary endpoint in the phase IIb study CONDUCT with cobitolimod in ulcerative colitis (BioSpace) – Aug 27, 2019 – P2, N=213; CONDUCT (NCT03178669); Sponsor: InDex; “The study met the primary endpoint of clinical remission, demonstrating a superior efficacy of 15% (delta) in patients receiving the highest dose of cobitolimod compared to placebo. Cobitolimod was well tolerated at all dose levels and no differences in the safety profile were observed compared to placebo.”

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