根据临床三期研究显示,这一药物能够明显降低患者对紧急救助的需求。研究人员介绍,相对于对照组依那普利(一种ACE拮抗剂),LCZ696将患者因心脏病发所的死亡风险降低了约20%。而这一点也是分析人士和厂商衡量一种心脏病药物年销售额时的重要参考标准。此外,实验组患者的急诊室救助率降低了30%,总住院率降低了16%。同时患者在家进行几种治疗的比例也有明显降低。尽管LCZ696治疗的患者和接受依那普利治疗的患者疗程时间基本相同,但是在这一治疗过程中实验组患者接受集中治疗和接受静脉注射增进心跳药物的比例更低。这一点无疑对患者和医院来说都是个好消息。
LCZ696的有效成分主要是缬沙坦和AHU-377,这两种成分都能够直接阻断一种名为脑啡肽酶的血管紧张肽受体。这也是诺华公司心脏病研发部门继serelaxin研发失败后的又一力作。可以说公司上下都对其寄予厚望。公司将这一药物的研发分为两个部分,其一是在美国心脏学会进行的关于促进心衰患者心脏正常收缩和舒张的研究;其二是研究这一药物对心肌的紧张和松弛的研究。
市场普遍认为这一药物一旦能够上市将使诺华公司在心衰患者群体中建立明显优势,公司预计LCZ696的年销售额峰值可能达到50亿美元之多。
详细英文报道:
Novartis execs all the way up to CEO Joe Jimenez have already expressed just how delighted they are in the Phase III efficacy data that's been emerging about the heart failure drug LCZ696. This afternoon, their enthusiasm in the would-be "multiblockbuster" was supported by the addition of some promising pharmacoeconomic data--particularly in cutting the need for acute care.
Investigators have already noted a 20% reduction in the risk of dying--the key measure behind a full slate of upbeat peak sales estimates. The pharma giant's ($NVS) biggest challenge now is living up to some heady expectations. And today we learned that there was also a 30% dro in ER visits, a 16% overall slide in hospitalizations as well as a significant reduction in the need for intense therapy at home when compared to patients taking the ACE inhibitor enalapril.
When hospitalized, Novartis reported, "LCZ696 and enalapril patients remained under care for approximately the same time, but those on LCZ696 had 18% fewer stays in intensive care and were 31% less likely to need IV drugs to help their heart pump. Patients' reports of how well they felt and doctors' assessments of disease severity were also significantly better with LCZ696 than enalapril."
Add it all up, says David Epstein, division head of Novartis Pharmaceuticals, and there's a growing body of evidence that this drug can "reduce or slow the decline in their heart function, potentially altering the progression of their disease." The new numbers are being reviewed at the annual meeting of the American Heart Association (AHA).
Novartis needs all the upbeat pharmacoeconomic data that it can get on this drug. The company has to put significant clinical distance between its new treatment and the cheap generic enalapril. Analysts estimate that Novartis could charge $7 a day for LCZ696--more than many people's copay for a month's worth of generics.
Designed to be taken twice a day by a massive group of patients suffering from chronic heart failure, the treatment is a dual-acting angiotensin receptor-neprilysin inhibitor, taking a one-two punch with valsartan and AHU-377. AHU-377 blocks a mechanism of action that threatens two peptides responsible for lowering blood pressure while valsartan improves vasodilation, spurring the body to excrete sodium and water.
LCZ696 has been living up to its rep as the next big thing in Novartis's cardiovascular pipeline--a big factor in getting over the profound disappointment caused by the failure of serelaxin with regulators.
"I've done many trials, and you just don't get things that look like this," says principal investigator John McMurray, a professor at the University of Glasgow. "Every single measure we looked at, we did something good."
The clinical work for this drug is being divided into two basic segments, says McMurray. This first part covered at the AHA involves prompting the heart to contract and empty more normally for heart failure patients. The next step, to be covered in an upcoming trial, will examine its ability to complete another essential task for the heart muscle: relaxation and filling.
An initial approval for this drug would open up a huge and growing market in the heart failure field. But further success has the potential to make this drug a player in the lives of 75% to 80% of the entire patient population, says the investigator, one reason why Novartis execs are estimating peak sales at $5 billion or more.
Investigators had to compare their new drug with a standard of care for patients. But by extrapolating data from enalapril, they found a "really impressive 32%-34% reduction in cardio mortality and a 45%-50% reduction in hospitalizations."
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