Drug Overview
The Prezista franchise comprises the standalone protease inhibitor (PI) Prezista (darunavir; Johnson & Johnson), as well as the fixed-dose combination of Prezista and Tybost (cobicistat; Gilead), which is branded as Prezcobix in the US and Rezolsta in the EU. Prezista is a once-daily, boosted PI for the treatment of HIV-1 infection in the US, Japan, and five major EU markets (France, Germany, Italy, Spain, and the UK). Tybost is a boosting agent to be used in combination with PIs as part of treatment regimens for HIV-1 infection. PIs block the activity of the HIV-1 protease enzyme, which inhibits cleavage of the Gag-Pol polyprotein precursor. This results in the production of an immature, non-infectious virus.
While Prezista and Prezcobix are expected to continue to absorb patient share from rival PIs, the author expects sales of the franchise to decline due to physician preference for the plethora of novel integrase strand transfer inhibitor-based regimens in the early lines of therapy, as well as the imminent threat of generic erosion. Indeed, the availability of generic atazanavir, and of generic darunavir from June 2019, are expected to trigger a substantial decline in revenues from the Prezista franchise as payers seek to capitalize on the savings offered by cheaper generics.
Analyst Outlook
While Prezista (darunavir; Johnson & Johnson) and Prezcobix ([darunavir + cobicistat]; Johnson & Johnson/Gilead) are expected to continue to absorb patient share from rival protease inhibitors (PIs), the author expects sales of the franchise to decline due to physician preference for the plethora of novel integrase strand transfer inhibitor (INSTI)-based regimens in the early lines of therapy, as well as the imminent threat of generic erosion. Indeed, the availability of generic atazanavir, and of generic darunavir from June 2019, are expected to trigger a substantial decline in revenues from the Prezista franchise as payers seek to capitalize on the savings offered by cheaper generics.
The Prezista franchise comprises the standalone protease inhibitor (PI) Prezista (darunavir; Johnson & Johnson), as well as the fixed-dose combination of Prezista and Tybost (cobicistat; Gilead), which is branded as Prezcobix in the US and Rezolsta in the EU. Prezista is a once-daily, boosted PI for the treatment of HIV-1 infection in the US, Japan, and five major EU markets (France, Germany, Italy, Spain, and the UK). Tybost is a boosting agent to be used in combination with PIs as part of treatment regimens for HIV-1 infection. PIs block the activity of the HIV-1 protease enzyme, which inhibits cleavage of the Gag-Pol polyprotein precursor. This results in the production of an immature, non-infectious virus.
While Prezista and Prezcobix are expected to continue to absorb patient share from rival PIs, the author expects sales of the franchise to decline due to physician preference for the plethora of novel integrase strand transfer inhibitor-based regimens in the early lines of therapy, as well as the imminent threat of generic erosion. Indeed, the availability of generic atazanavir, and of generic darunavir from June 2019, are expected to trigger a substantial decline in revenues from the Prezista franchise as payers seek to capitalize on the savings offered by cheaper generics.
Analyst Outlook
While Prezista (darunavir; Johnson & Johnson) and Prezcobix ([darunavir + cobicistat]; Johnson & Johnson/Gilead) are expected to continue to absorb patient share from rival protease inhibitors (PIs), the author expects sales of the franchise to decline due to physician preference for the plethora of novel integrase strand transfer inhibitor (INSTI)-based regimens in the early lines of therapy, as well as the imminent threat of generic erosion. Indeed, the availability of generic atazanavir, and of generic darunavir from June 2019, are expected to trigger a substantial decline in revenues from the Prezista franchise as payers seek to capitalize on the savings offered by cheaper generics.
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OVERVIEW
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