Replies to post #177583 on Biotech Values

[DewDiligence]

Thanks. This makes it even more clear that we need a Cheat Sheet for contemporary asthma/COPD drugs. Normally, I would volunteer to do it, but I'm rather backed up right now :- (

[DewDiligence]

GSK/THRX start phase-3 trial of triple-agent (ICF/LABA/LAMA) regimen for COPD:

http://finance.yahoo.com/news/gsk-theravance-announce-initiation-phase-062410644.html

The IMPACT study will enroll approximately 10,000 patients and assess whether the combination of FF (fluticasone furoate, an ICS), UMEC (umeclidinium, a LAMA) and VI (vilanterol, a LABA), all delivered in GSK's Ellipta inhaler, can reduce the annual rate of moderate and severe exacerbations compared with two approved once daily COPD treatments, Relvar/Breo Ellipta (FF/VI), which is an ICS/LABA combination, and Anoro Ellipta (UMEC/VI), which is a LAMA/LABA combination.

I.e., the triple-agent regimen has to be superior to GSK’s approved 2-agent products consisting of a LABA and either a LAMA or an ICS.