business
Novartis’ big breast cancer win
There’s a Big Pharma battle going on around pills called CDK 4/6 inhibitors that are used to treat breast cancer – and patients are winning.
Data from a 5,101 patient study showed that Kisqali, from Novartis, reduced disease recurrence in earlier stages of breast cancer by 25%. That’s very likely to mean much broader use of the medicine. The big question, though, will be whether doctors, regulators, or insurance companies will be willing to use the medicine in people whose cancer has not yet spread to their lymph nodes. It appears the benefit may be similar, but the result in that subgroup was not statistically significant.
In patients who already get a CDK 4/6 inhibitor, the choice will be between Kisqali and Eli Lilly’s Verzenio, which generated $2.5 billion in annual sales last year. The choice between the two may come down to how doctors and patients weigh the drugs’ side effects. Kisqali, for instance, appears to cause less diarrhea. But patients are instructed to take the medicine for three years, compared to two years for Verzenio. Some may opt for the shorter course.
Policy
Pharma: Drug pricing legislation hurts cancer patients
On Friday, PhRMA, a drug industry trade group, held a luncheon for reporters to discuss the impact that the Inflation Reduction Act will have on cancer drug innovation. Novartis CEO Vas Narasimhan, who is currently serving as the trade group's chair, attended the lunch, as did Alexander Hardy, the CEO of Genentech.
One big issue was the decision to allow price negotiation – which the industry insists is akin to price control – sooner for small molecule drugs like pills than for biologics. Narasimhan called this an “error.”
The timeline for price negotiation is also too short, the CEOs said, and will lead companies to hold off on launching drugs for smaller patient populations so they can maximize sales over the long run.
Narasimhan said Novartis has a drug for lung cancer that it believes will work well in one particular type, mesothelioma. “Normally we would go as fast as we can in mesothelioma,” he said. Now, though, the company will wait until studies in other, more common types of lung cancer catch up.
Hardy pointed to an experimental drug for ovarian and prostate cancers. Although it could be brought to ovarian patients sooner, Genentech may wait and first seek approval for prostate cancer, he said.
Both executives declined to offer more details about these drugs, but acknowledged that they're in the early stages of research. Of course, that means there is a very good chance neither of these treatments will ever reach the market, obviating the need for price negotiations.
cross-border cancer care
U.S.-Mexico hospitals improve pediatric survival
The vast majority of children with acute lymphoblastic leukemia survive their cancer – if they have access to high-quality care and pediatric cancer experts. In high-income countries, overall survival for pediatric ALL can top 80% – as is the case at Rady Children’s Hospital in San Diego. But just 20 miles over the border, it had been a vastly different story in Tijuana, Mexico.
In 2008, the survival rate for pediatric ALL in Tijuana was 10%, said Paula Aristizabal, a hematologist oncologist at Rady Children’s and the University of California San Diego. Then, she and colleagues at UCSD and Hospital General-Tijuana created a “twinning program” where Rady Children’s and Hospital General-Tijuana partnered as “sister hospitals” to share training, expertise, research, and other resources.
After 2008, the overall survival for childhood ALL went from 10% to 65% by 2017. The overall survival for just standard risk pediatric ALL rose to 100%.
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