AstraZeneca’s benralizumab may struggle to reach market peak with lack of efficacy differentiation, steroid-sparing parameters in severe eosinophilic asthma
AstraZeneca’s (LON:AZN) benralizumab will likely have a dosing advantage over competitors in severe eosinophilic asthma, but may struggle to reach optimal market expectations, experts said. Convincing some physicians that it offers a superior efficacy profile for the majority of patients will be the major challenge, experts said.
Experts noted switching from stable therapies may be unlikely since existing data does not present any explicit efficacy or steroid-sparing improvements over other therapies, like analysts have suggested, but some usage may be defined by individual physician preference.
Analysts were confident in seeing differentiation between benralizumab and other anti-IL5s, given the potential for bimonthly dosing, a superior clinical profile and potential for oral steroid dose reductions. Benralizumab would be the third anti-IL5 therapy to hit the market if approved, yet analysts predict peak sales of USD 1.3bn in 2023 or 900m in 2022, which are greater than competitors. According to BioPharm Insight data, asthma-specific forecasts for GlaxoSmithKline (LON:GSK) Nucala (mepolizumab) and TevaPharmaceuticals’ (NYSE:TEVA) Cinqair (reslizumab) are USD 551m in 2027 and 300m in 2022.