In Paul Ashton's latest blog he again refers to the huge market for biologic sustained release delivery, in addition to PSDV bedrock Uveitis drug Medidur . In Lori Freedman's presentation in California this week, she properly puts sustained release in very understandable terms by referring to it as "fewer pokes in the eye", a process that you'd certainly like to limit. The promise of the industry's blockbuster new drugs will be exponentially greater with a reliable, bioerodible, sustained release platform..The market for sustained release to handle biopharma's new drugs is so vast, it's mind boggling. Regeneron is a company not bashful about becoming an industry leader. Their protein and antibody pipeline, like Roche's DESPERATELY needs a platform to assist in the delivery of these new drugs:
A number of important conclusions can be drawn from the Eylea success story. Given how the remit of payers and regulators has developed in recent years, perhaps the most pertinent of these is the value story that Regeneron has successfully narrated for Eylea. This has been critical in ensuring that the product has gained rapid market share, not only at the expense of Roche’s gold-standard treatment Lucentis, but also at the expense of off-label Avastin – used prominently in the US market at a significantly cheaper cost.
Furthermore, the success of Eylea provides a timely reminder of the commercial value of biologics; Regeneron’s product has not only rapidly assumed blockbuster status, but lack of a defined entry point for traditional generic competition should notably enhance the lifecycle of the franchise.
Key to increasing the probability of this occurring will be Regeneron’s efforts to combine Eylea with other biologic products, thus mirroring the strategy that Roche has recently implemented with its HER2 breast cancer franchise (where the launches of Kadcyla and Perjeta will support – and ultimately supersede – Herceptin usage). A few weeks ago, Regeneron confirmed that it would acquire full rights for two preclinical monoclonal antibodies (MAb) developed under its partnership with Sanofi – a move described as strategically very important for the Eylea franchise by a number of analysts.