Agreed that traction will be hard earned for Prolia
I recall that Dew has pointed out that Reclast/Zometa will be going generic in the not too distant future, which will likely substantially reduce Prolia's uptake. Note also that the bisphosphonates are demonstrating a cancer prevention benefit from long-term use. Perhaps Prolia will do so as well, but the bisphosphonates have been around for years, making an analysis of long-terms benefits (and risks) an easier task.
For example:
ASCO GI: Bone Drugs Cut CRC Risk
SAN FRANCISCO -- Postmenopausal women taking oral bisphosphonates for osteoporosis had almost a 50% reduction in the risk of colorectal cancer, according to data from a large cohort study.
The case-control study, conducted among over 1,800 Israeli women, found that the magnitude of the risk reduction increased with length of time women were on antiresorptive therapy -- topping out at almost 80% with more than three years of bisphosphonate use, Gad Rennert, MD, of Carmel Medical Center in Haifa, and colleagues reported here at the Gastrointestinal Cancers Symposium...........
Prolia/Xgeva (denosumab) notes from AMGN’s 1Q11 CC:
• Worldwide 1Q11 sales were $27M for Prolia and $42M for Xgeva. (Did anyone here expect Xgeva to outsell Prolia despite the later approval? I certainly didn’t.)
• 20% of Prolia and 33% of Xgeva use is in the first-line setting.
• Prolia scripts increased by 50% in Mar 2011 vs Feb 2011.
• 2/3 of Prolia prescriptions come from GP’s and 1/3 from specialists.
• 50% of Xgeva use is in breast cancer and most of the rest is in prostate cancer.
• Among the prostate use of Xgeva, 75% is in oncology clinics and 25% in urology clinics.
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