Ionis Pharmaceuticals’ (NASDAQ:IONS) inotersen garners continued physician enthusiasm for its overall safety profile even with a patient death in the Phase III familial amyloid polyneuropathy (FAP) trial, despite negative market reaction to the news. Experts also downplayed analyst and investor concerns the drug would play second fiddle to its potential future competitor, Alnylam’s (NASAQ:ALNY) Phase III candidate patisiran, due to safety concerns and a likely patient monitoring program.
Some analysts noted that inotersen would likely have a niche role compared to patisiran, should both reach the market, due to the aforementioned concerns. However, experts noted that the drug’s safety was not in question after the initiation of a patient monitoring program. Patisiran also comes with a number of inconvenient patient factors, such as the requirement to be in a physician’s office for intravenous (IV) drug administration, they said, unlike inotersen which is administered subcutaneously.