Eli Lilly’s Taltz likely to match Novartis’ Cosentyx in psoriatic arthritis treatment paradigm, slight edge debated – experts

14 Sep 2016

Eli Lilly’s (NYSE:LLY) Taltz (ixekizumab) for psoriatic arthritis (PsA) is likely to see treatment paradigm positioning comparable to Novartis’ (VTX:NOVN) anti-IL-17 Cosentyx (secukinumab), experts agreed.

Yet early data with Taltz and real world experience with Cosentyx has spurred some optimism for Taltz to narrowly edge out Cosentyx if approved, experts said, whilst others remain cautiously optimistic until Taltz’s full Phase III data reads out.

Taltz and Cosentyx also appear to have comparable efficacy to commonly used anti-TNFs like AbbVie’s (NYSE:ABBV) Humira (adalimumab), experts agreed, adding the anti-IL-17s are likely to continue to be relegated to second-line treatment except perhaps in very severe cases.

Taltz was approved for treatment in plaque psoriasis (PsO) in March 2016. One positive Phase III trial in PsA -- Spirit-P1 (NCT01695239) -- read out in April 2015 comparing Taltz to placebo and Humira, while its second trial -- Spirit-P2 (NCT02349295) – evaluating Taltz vs placebo is expected to report in 2H16. Taltz global sales are expected to reach USD 1.51bn in 2022 for all indications according to BioPharm Insight data. Other drugs used as standard of care for PsA include Humira, which generated 2015 global sales of 14bn, and Cosentyx, which hit USD 261m in 2015 with peak sales estimates reaching USD 5.7bn in 2024, BPI data states.

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