Spherix Global Insights

November 04, 2021

Genentech’s Trailblazing Ocrevus Maintains Leading Position in the Progressive Multiple Sclerosis Space, But Emerging Bruton’s Tyrosine Kinase Inhibitors Could Threaten Its Long-Term Dominance

New patient-level data show that newer market entrants, such as BMS’ Zeposia and Novartis’ Kesimpta, are gaining traction in the US treatment algorithm  

EXTON, Pa., November 4, 2021/PRNewswire/ – Although the population of multiple sclerosis (MS) patients with progressive disease remains underserved, several recent approvals for relapsing MS (RMS), which includes active secondary progressive MS (SPMS), have improved neurologists’ ability to treat their active SPMS patients.

Spherix’s fourth annual audit included in their RealWorld Dynamix™: Progressive Forms of MS (US) service comprised the charts of 758 disease modifying therapy (DMT)-treated patients with active SPMS, not active SPMS, and primary progressive MS (PPMS), provided by 148 US neurologists. Insights garnered from the large-scale audit indicate that while Genentech’s Ocrevus continues to be the share leader among active SPMS patients, newer, high-efficacy DMTs are gaining traction in this space (including BMS’ second-gen S1P receptor modulator, Zeposia, and Novartis’ subcutaneous anti-CD20, Kesimpta).

Interestingly, the Spherix study also found that the majority of active SPMS patients were started on their current DMT after they transitioned from relapsing remitting MS (RRMS). With neurologists generally agreeing that they typically switch their patients from their current DMT when they transition to active SPMS, this time of transition appears to represent a dynamic point in the treatment journey.

Among PPMS patients, Ocrevus – the only drug indicated for this population – dominates across lines of therapy and is neurologists’ most preferred DMT. While prescribers’ expectations of Ocrevus’ efficacy in delaying disability progression plays a key role in their use of the drug, its approved status is also highly influential. Ocrevus users have high satisfaction with most PPMS patients’ response to the DMT and perceive it to have an extremely favorable risk/benefit profile – likely supporting continued use of this high-efficacy option.

In contrast to other PfMS subtypes, there are no DMTs currently approved to treat not active SPMS patients – a population which is typically older, on later lines of therapy, and considered to have greater disability. Trending data over the past four years show that patients are gradually using more high-efficacy oral agents and monoclonal antibody DMTs (most commonly Ocrevus, the current share leader), at the expense of platform injectable agents.

Neurologists increasingly believe that DMTs effective in reducing disability progression risk in PPMS would also be effective in not active SPMS – perceptions that are likely positively impacting use of Ocrevus. However, use of Zeposia and EMD Serono’s Mavenclad, while still limited, have grown over the past year.

Among the eight profiled late-phase emerging therapies, Sanofi Genzyme’s tolebrutinib – an oral brain penetrating Bruton’s tyrosine kinase (BTK) inhibitor – is unique as it is being studied in all PfMS subtypes. The drug is the only product being actively tested in not active SPMS, a patient segment that would be twice as likely as active SPMS patients to be started on tolebrutinib if their current DMT proved unsuccessful.

Genentech’s late-phase oral BTK inhibitor, fenebrutinib, being evaluated against their own Ocrevus in a Phase III PPMS trial, is also distinct. The head-to-head trial sets a high bar for efficacy while simultaneously providing the potential benefit of having comparative data with the market leader. However, neurologists would consider only one in seven of their PPMS patients very likely to switch to this drug if their current DMT was unsuccessful, likely a result of a lack of late-phase data for the asset thus far.

While Ocrevus will likely maintain its position as the leader in the PfMS arena, successful clinical developments and an FDA nod for these novel DMTs, especially in not active SPMS and PPMS, will provide patients with much needed alternatives.

About RealWorld Dynamix™
RealWorld Dynamix™ is an independent, data-driven service unveiling real patient management patterns through rigorous analysis of large-scale patient chart audits. Insights reveal the “why” behind treatment decisions, include year over year trending to quantify key aspects of market evolution, and integrate specialists’ attitudinal & demographic data to highlight differences between stated and actual treatment patterns.

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