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Replies to #42031 on Biotech Values
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DewDiligence

02/13/07 11:59 AM

#42032 RE: quantumdot #42031

Re: Arixtra

>Given the growing body of superior head to head trial results [of Arixtra] against Lovenox why is it having such a hard time gaining share?<

That’s a great question. Empirical evidence says Arixtra is the better drug (#msg-10569101, #msg-10588533) but docs are overwhelmingly sticking with the tried and true Lovenox.

My answer is that Arixtra lost a great deal of momentum when it was divested from SNY as a condition of the Aventis merger and ended up with GSK:
http://www.ftc.gov/opa/2004/07/sanofiaventis.htm

GSK has never given Arixtra the backing it deserves, IMO.
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DewDiligence

02/13/07 12:46 PM

#42034 RE: quantumdot #42031

By the way, SNY is not resting on its Lovenox laurels. These are the disclosed thrombosis products in SNY’s pipeline:

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Biotinylated idraparinux (SSR126517) is a neutralizable selective inhibitor of coagulation factor Xa. SSR126517 is a long-acting synthetic pentasaccharide, with the addition of biotin hook allows quick and efficient neutralization following the infusion of avidin [i.e. it’s reversible]. This unique profile provides SSR126517 potentially with a competitive advantage over current oral anticoagulants. The clinical development program was designed to bridge clinical results obtained with idraparinux. In Deep Vein Thrombosis, a bioequipotency study, EQUINOX, was initiated in 2006. Another study was also initiated in pulmonary embolism, CASSIOPEA. A Phase III trial to demonstrate the efficacy of biotinylated idraparinux in the prevention of stroke in Atrial Fibrillation patients is scheduled to start in H2 2007.

SR123781 is a synthetic short-acting hexadecasaccharide which exhibit highly potent indirect factor Xa and factor IIa inhibition properties. SR123781 is currently being studied in two phase IIb studies: the DRIVE trial in patients undergoing total hip replacement surgery, and the SHINE study in patients with non-ST elevated acute coronary syndrome. Results of both studies are expected in H2 2007.

AVE5026 is a ultra low molecular weight heparin with a high ratio of anti- factor Xa activity to anti-factor IIa activity, as compared to low-molecular- weight heparins. This once-a-day antithrombotic agent is being developed primarily in the prevention of venous thromboembolic events in cancer patients. Phase IIb results are expected in H2 2007.

Otamixaban (XRP0673) is a synthetic, short-acting, direct and selective factor Xa inhibitor displaying a quick onset/offset (short initial half-life) designed for use in acute coronary syndrome patients undergoing invasive treatment. The primary targeted indication is the treatment of acute coronary syndrome. SEPIA-PCI, a phase IIa study showed a good safety profile with predictable and dose proportional anticoagulant activity. SEPIA-ACS, a phase IIb study, is being initiated.
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