Genmab — November 2014
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så tid er din største fjende når du er short
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The Committee recommended ofatumumab plus chlorambucil as a cost-effective use of NHS resources for untreated chronic lymphocytic leukaemia in people who are ineligible for fludarabine-based therapy, only if bendamustine is not suitable and the company provides ofatumumab with the discount agreed in the PAS.
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The Committee concluded that COMPLEMENT 1 showed that ofatumumab plus chlorambucil was more clinically effective than chlorambucil alone, as evidenced by statistically significantly longer progression-free survival and higher overall response rates.
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De statistikker jeg har set svarer UK medicinalmarkedet til ca. 3-5% af det globale medicinalsalg.
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Så kan arzerra tage størstedelen af det marked vil de selv med en rabat kunne give et OK salg. Estimerer vi Rituxan sælger for 2 mia. $ alene i CLL worldwide bør UK udgøre knap 80 mia. $
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Da NICE er meget strikse, så ligger der vel en ret god signalværdi i dette for hele Europa, så med en evt kommende godkendelse med Ofatumumab plus Fludarabine, så dækker man pludselig størstedelen af first line - og holder man prisen nede samt får Novartis på banen, så begynder det måske at ligne et mere seriøst angreb på markedsandele. Tillige har vi så Idelalisib + Ofatumumab i 2. linie - hvis data som forventet er gode.
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