Based on data from the VIEW 1 extension study in which patients suffering from wet age-related macular degeneration (or wet AMD) were treated with regular and fixed dosage regimen of Eylea, Regeneron (REGN) has proved that initial vision gains of patients due to anti vascular endothelial growth factor (or anti-VEGF) therapy can be maintained over a longer period.
This is in direct contrast to conclusions derived from trials that evaluated the efficacy of multiple anti-VEGF agents that were administered as flexible dosages and for intermittent periods. In the latter trials, including the Comparison of AMD Treatment Trial (or CATT) study, patients were unable to maintain the initial visual acuity gains that they had experienced during early periods of treatment with a monthly dosage of the anti-VEGF therapy.
To learn more about benefits of regular dosing with Eylea, please read Regeneron Continues to Explore Eylea in Multiple New Indications.
If this data creates physician awareness and prevents under-treatment with anti-VEGF agents and especially with Eylea in wet AMD patients, it may boost Regeneron stock and the SPDR S&P 500 ETF (SPY). Regeneron makes up ~6.9% of SPY’s total portfolio holdings.
The chart above shows the preservation of visual acuity gains in patients treated with a fixed and frequent dosage of Eylea over longer periods, which are typically timeframes greater than two years.
To expand Eylea’s label, Regeneron is currently studying the drug in combination with nesvacumab, an antibody to angiopoietin 2, in two Phase 2 trials in wet AMD and diabetic macular edema (or DME) indications. After assessing the primary endpoint in these two trials at the end of 36 weeks, Regeneron expects top-line data from the two Phase 2 trials in 4Q17.
In the next article, we’ll discuss commercial growth prospects for Eylea in greater detail.