Replies to post #126310 on Biotech Values

[dav1234]

Pfizer's Game-Changing, Blockbuster Drug
Tofacitinib could see peak sales of $2.6 billion, says Credit Suisse.



Credit Suisse

After reviewing recently posted American College of Rheumatology 2011 meeting abstracts, our impression of Pfizer's tofacitinib remains unchanged.

This is a game-changing drug that has demonstrated efficacy comparable to anti-tumor necrosis factors (TNFs), with only modest blemishes on safety.

Our peak-sales estimate of $2.6 billion are likely conservative in light of the current size of the rheumatoid arthritis (RA) market at $22 billion and dosing advantage as an oral agent versus existing biologics (injectables) market.

http://online.barrons.com/article/SB50001424052702304715104576559050270949390.html?mod=BOL_article_snippet_popview

[jq1234]

Tofacitinib (CP-690,550), An Oral Janus Kinase Inhibitor, or Adalimumab Versus Placebo in Patients with Rheumatoid Arthritis on Background Methotrexate: A Phase 3 Study

[Tofactinib vs Adalimumab data in ACR abstract look good.]

Background/Purpose: Tofacitinib (CP-690,550) is a novel, oral Janus kinase inhibitor being investigated as a targeted immunomodulator in rheumatoid arthritis (RA). This 12-month (Mo) study (NCT00853385) compared the efficacy and safety of tofacitinib and an active comparator, adalimumab (ADA), vs placebo (PBO) in pts with active RA with inadequate response to methotrexate (MTX).



http://acr.confex.com/acr/2011/webprogram/Paper19572.html