Replies to post #148076 on Biotech Values

[biomaven0]

Zytiga loses US patent protection in Feb 2014

I'd be very surprised if that is correct, although it is what is listed in the Orange Book. I'm assuming it doesn't include the Hatch-Waxman extension.

This useful list indicates 2019Q4:

http://www.medcohealth.com/art/corporate/anticipatedfirsttime_generics.pdf

Peter

[hirogen]

I think the key is whether it is effective in Zytiga treated patients, and whether insurances will cover for Zytiga treated patients. If they do, it will broaden patient population for Ztandi.

Could you please expand on your thoughts here? I wouldn't consider Zytiga an entrenched drug and Xtandi has additional benefits of more patient friendly administration, no prednisone requirement, and less physician monitoring of things like liver function. Also there isn't any clinical data yet on impact of sequencing. What would be potential reasons for insurers to be more restrictive than the label?

[pcrutch]

I've already heard from a few sources that folks at JNJ; they are thrilled with the pricing. Imagine it will definitely throttle MDVN sales.

[mcbio]

Xtandi/Zytiga - potential competition

http://biotechstrategyblog.com/2012/09/esmo-2012-odm-201-a-new-generation-antiandrogen-for-advanced-prostate-cancer.html/