Around May 25 Safety profile and 2 shots caught my attention. I think Tremfya is still strongest IL-23.
the real key to success is managed care access and we know how to contract - i've seen them and at launch, repeat at launch we will be on parity or preferred to every single competitor with CVS, Prime, Optum and Anthem. we don't even really need the reps after the first couple months
It will launch soon but in a really crowded market. Will be tough to even get to parity with the IL-17's. We have a great product but 3 other products are great too. Will be interesting to see how this plays in out in a a couple of years and who ends up on top!
The IL/23’s are safer based on clinical data. You got Tremfya, Ilumya, and soon Skyrizi. Crowded market is making job tougher especially if access not on your side.
It's still about Humira little brains. Go to any PBM and offer a sweetened Humira rebate and any product suddenly becomes preferred and their is absolutely nothing that Cosentyx, Taltz or Tremfya can do. Nothing. We will be preferred with about 80% of commercial lives at launch. We will be preferred with 100% of DOD and VA lives at launch. We will be preferred with Kaiser at launch. We will be preferred with most state managed medicaid plans at launch. We will be preferred with about half of state FFS medicaid plans. It will take about 6 months to get inside Humana's exchange lives, but we are already deep inside them. It's contacted little brains.
From what I've seen the safety data is the same- might even be a little better with Cosentyx since its the most human form. Taltz has some injection site reaction issues but isn't stopping anyone from writing it. It will be a dog fight even with good formulary access as the other products are same tier also on most plans. I agree Humira will help but it isn't going to block anyone out. Those companies also have big products (not as big as Humira...) and also package those drugs. Bottomline its a salesperson drug!
If you think Skyrizi will bail out Abbv, you’re dreaming! Rick is lying his ass off and the Street isn’t buying it! Peak performance will be around $2B and Rick is claiming $4-5B another laughable LIE. I agree Skyrizi has better psoriasis clearance compared to Humira, Stelara and Tremfya based on the ultimma 1&2 studies.You also need CHMP recommendation first before market entry. If you want to gauge your job security just watch the stock price. It’s going nowhere and there will be mass layoffs of 30% + after 2020. Bottom line, Humira loss will NEVER be offset by this weak flawed pipeline. You’re also competing with your OWN product Humira. Boehringer gets royalties on sales too. Jump ship soon or go down hard. You smug reps are in for a rude awakening.
Wow, you are totally clueless. 100% DOD and VA? 80% commercial? 6 months to penetrate Humana? Have a seat on the titanic deck chair and enjoy the view.
It also failed the proof of concept Ankylosing Spondylitis study, which is a negative impact on profile. What 3 other products are “great?
IL-23 don’t work well in joints well known so of course it failed in AS. Tremfya already having problems in derm in patients being switched from humira typical complaint is “joints start to hurt”. Our product will be same and I think may even hurt our launch. Cosentyx, Taltz, and the not yet released UCB IL-17 A and F product are better in PSO because of PSA coverage. I agree with you we are looking at peak sales around 2 billion max if everything works out perfect. Very crowded market with Tremfya, Taltz, Cosentyx being great products too. Our product is great too just not 4-5 billion great.
Agree. $2B is a high side estimate and that peak won’t happen until 2024 Realistically $1.5B is achievable with competitive market. Where did Rick get $4-5B from?
Ricky don't lose that number It's the only one you own You might use it if you feel better When you get home
