J&J aquisition, ARGN destroys MDVN's Xtandi in trials
In an interview the inventor, Dr Charles Sawyers noted that ARN-509 is "more potent" than Xtandi and "might produce a higher percentage of responders or a longer duration of response." Also, ARN-509 will allow J&J to compete in earlier stages of prostate cancer with a drug that does not require the use of steroids, which has been a problem for Zytiga in treating pre-chemotherapy patients.
Competition over pricing might also arise. At a cost of $7,450 a month, Xtandi is considerably more expensive than Zytiga, which costs around $5,500 per month. This aggressive premium pricing strategy opens the door to competitors, such as ARN-509, who may offer equally effective, but less expensive drugs.
Johnson & Johnson's Zytiga, which competes with Xtandi for particular mCRPC subindications, has already posed a major threat to other non-chemo drugs in the space. But Xtandi may be able to steal a significant portion of Zytiga's pre-chemo mCRPC patient population from Zytiga, given positive results for the Phase III PREVAIL study and additional "saturation" into the market.