Here is an interesting report created by RBC Capital Markets, entitled Biosimilars - A Wall Street Perspective that discusses the evolution of biosimilars and offers an opinion as to how the market will evolve. One of the more interesting aspects is a discussion of modifications that can be made to innovator biologics to fend off challenges from biosimilars - including such technologies:
- Pegylation - reduce injections
- Ultra potent antibodies and ligand traps - less injections, subQ dosing, safety
- Bispecific antibodies and antibody fragments - potency, dual activity
- Antibody/drug conjugates (ADCs) - potency
- Glycoengineering - potency
- Fc engineering - potency, half-life modifications, novel functions
I post frequently here about some of the ADCs advancing through the clinic - the two most advanced being brentuximab vedotin (Seattle Genetics) and T-DM1 (Genetech/Immunogen). Both drugs are in late stages phase III and are expecting approval. There are at least another 34 programs identified publicly -- 22 of which are in phase I or II. We can expect to see a continuing cavalcade when the first two are approved and shown to be successful.
Here's a copy of the report: Download Wall Street report on biosimilars
Posted by Bruce Lehr June 29th 2011.