Novartis’ Cosentyx and Eli Lilly’s Taltz Bring Disruption to the Psoriasis Market as IL-17 Share Increases Dramatically

While AbbVie’s Humira and Amgen’s Enbrel have borne the brunt of the IL-17 assault, Janssen’s Stelara has been buffered thus far. However, future projections indicate a flattening of the brand and further penetration of the IL-17 class, according to a new report by Spherix Global Insights

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EXTON, Pa., June 21, 2017 /PRNewswire/ — Spherix Global Insights recently released the results of an on-going, independent survey of US dermatologists (n=103) regarding evolving practice patterns in the management of psoriasis (PsO). The survey was fielded the first week of June.

Compared to the same quarter last year, IL-17 share in the biologic market has doubled, fueled by the introduction of Taltz and the steady acceleration of Cosentyx. Even with a competitive pricing play, Valeant’s Siliq is failing to make any significant market impact, making the race between Cosentyx and Taltz even more pronounced. Though the two agents are largely undifferentiated, Taltz has been steadily gaining in share and 40% of the surveyed dermatologists rate Taltz better than Cosentyx on “efficacy in skin clearance,” while only 11% view Cosentyx as superior. However, Cosentyx still leads in IL-17 share and has a higher user base than Taltz. Both agents are expected to enjoy significant share gains in the next six months albeit facing a fierce battle for the biggest slice of the IL-17 pie.

So, what does this mean for other biologics in PsO? According to the report, Humira has seen a 16% offset to share over the past year and Enbrel has given up more than 20%. Although future projections show this erosion curve to continue, actual offsets may come at a slower pace, particularly for Humira, which is extremely well-entrenched as a first line biologic, as well as the preferred biologic for certain PsO patient types. Furthermore, AbbVie dominates when it comes to perceptions about manufacturer support for patients, providers, and the dermatology community.

Janssen’s Stelara has carved out a solid position as the leading alternative mechanism biologic; however, the IL-17s are expected to catch up in the next six months, essentially flattening Stelara’s growth. Indeed, among those expecting to increase their use of IL-17s, close to a third expect a corresponding decrease in the use of Stelara.

Lastly, Celgene’s Otezla has maintained a solid position as a psoriasis treatment and dermatologists do project gains in patients with mild and moderate disease. However, only half of the current Otezla patients are classified as “well-managed” compared to 71% of biologic-treated patients. Furthermore, dermatologists identified multiple barriers to increased use of Otezla, including market access challenges, issues with GI tolerability, and sustained efficacy. Until additional oral small molecule products enter the psoriasis market, Otezla has the corner on a market very much in demand by patients.

The next wave of this study, RealTime Dynamix™, will field in August and further drivers behind the evolution of this market will be explored next month in RealWorld Dynamix™: Psoriasis, a large scale syndicated chart analysis of over 1,000 biologic/apremilast treated patients that have recently switched brands.

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About Spherix Global Insights
Spherix Global Insights is a business intelligence and market research company, specializing in renal, autoimmune, neurologic and rare disease markets. Our aim is to apply our commercial experience and unique relationships within core specialty markets to translate data into insight, enabling our clients to make smarter business decisions.

For more information contact:
Lynn Price, Immunology Franchise Head
Email: [email protected]
www.spherixglobalinsights.com

2017-06-21T13:04:25+00:00