Replies to post #154945 on Biotech Values

[iwfal]

XOMA -

According to Global Data, the uveitis therapeutics market is expected to grow at 26.4% annually for the next seven years and reach $1.6 billion by 2017. This significant growth is primarily attributed to increasing therapeutic options for the treatment of uveitis. In addition, the successful launch of some targeted therapies such as Luveniq (voclosporin), AIN457 and the approval of Humira may significantly stimulate market growth in the near future. However, the complex etiology of the condition will continue to be a barrier for market growth.

FWIW this is just a skosh out of date...

AIN457 completed its first ph iii in late 2010 and then terminated all the other ph iii's.

Luveniq (aka voclosporin and LX211) bombed in its ph iii as announced early 2013.


As per Clinical Trials the remaining ph iiis in non-anterior uveitis are:

a) Humira - highly likely to be significantly active. That said, the endpoints are complex and I haven't worked through them. Scheduled to complete in the latter half of 2014.

b) fluocinolone acetonide - a corticosteroid injected into the eye. Likely to be successful as was a dexamethasone version of the same treatment (approved by FDA in 2010 - and probably diminishing the uveitis market?). Scheduled to complete in 2015.

c) MMF in combo with other things - I have no idea of the possible benefit from MMF. Combo with corticosteroids schedule for completion early this year (although Clinical Trials is stale). Other protocols scheduled to complete in 2015.

d) Sirolimus intravitreal injections. No idea of possible chance of success. Scheduled to complete trials in late 2014.