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ROCHE, GLAXOSMITHKLINE - Exciting Data on TDM1 - Will Keep Competition at Bay
MP Advisors, Sep 2011
At ESMO (European Society of Medical Oncology), ROG announced important PhII data (TDM4450g) on T-DM1 (Trastuzumab Emtasine) in early stage previously untreated patients with Metastatic breast cancer. T-DM1 increased the progression free survival by FIVE months compared to Herceptin + docetaxel (14.2 m vs. 9.2 m- Table 1). The safety data as well, is very convincing as T-DM1 cut Grade 3 or more adverse effects by almost 50% (46.4% vs. 89.4%). With T-DM1 and pertuzumab arrows in its quiver, Roche is well poised to sustain its breast cancer franchise beyond Herceptin patent expiry (2016), and will be able to grow the same. Addition of Pertuzumab and T-DM1 to its breast cancer franchise will expand the sales upto 1.5 times from current levels. The preliminary data from EMILIA study expected in 1H 2012 will be the major threat to Tykerb in second-line Metastatic breast cancer settings after trastuzumab.
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