Biotech Values

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GSK/THRX/TBPH Triple combo ICS/LABA/LAMA:

From Leerink Respiratory panel last week:

Triple combination (LAMA/LABA/ICS) appealing for the ~20-25% of COPD patients with severe disease. The pulmonologists on our panel noted that these patients have typically been seen by several physicians and are currently on many different drugs. As such, one combined therapy in a single device with three different agents would have appeal. One of the panelists who was impressed with GSK's new Ellipta device, which delivers all of the novel GSK / THRX (OP)/ TBPH products, remarked that it is the best device in the last 15-20 years in his view.