Exelixis’ Cometriq faces uphill uptake battle, likely to find second-line RCC niche

19 Oct 2015

Exelixis' (NASDAQ:EXEL) Cometriq (cabozantinib) faces uptake challenges due to competition with existing drugs and investigational immunotherapy, but may find a niche in smaller patient subsets, said experts.

While most RCC patients may receive Bristol-Myers Squibb's (NYSE:BMY) Opdivo (nivolumab) as a second line drug because of its OS advantage, certain patients with high volume disease or those with underlying diseases that make them unable to receive immunotherapies will benefit from Cometriq. Additionally, experts pointed to existing physician preference with Pfizer's (NYSE:PFE) Inlyta (axitinib), another VEGF TKI approved for use after first line failure in the advanced RCC space. Novartis' (VTX:NOVN) Afinitor (everolimus), a mechanistic target of rapamycin (mTor) inhibitor and the comparator for Cometriq in the Phase III METEOR trial, is also approved in the same indication.

 
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