Cosentyx revenue trends
In 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) Cosentyx generated revenues of $410 million, $490 million, and $556 million, respectively. Cosentyx (secukinumab) is an IL-17A inhibitor indicated for the treatment of psoriasis, psoriatic arthritis, and ankylosing spondylitis. Cosentyx is also used for the treatment of most hard-to-treat plaque psoriasis-palmoplantar psoriasis, nail psoriasis, and scalp psoriasis.
In January 2018, Novartis presented the results of the head-to-head Clarity trial, which demonstrated the superiority of Cosentyx compared to Johnson & Johnson’s (JNJ) Stelara in promoting clear skin in adults with moderate-to-severe plaque psoriasis.
Novartis conducted the Clarity trial to evaluate whether Cosentyx (secukinumab) 300 mg is superior to Stelara (ustekinumab) for the treatment of moderate-to-severe plaque psoriasis.
In the Clarity trial, 66.5% and 72.3% of patients receiving Cosentyx, respectively, achieved co-primary endpoints PASI 90 (90% clearance in Psoriasis Area and Severity Index) and IGA mod 2011 0/1 (Investigator’s Global Assessment) compared to 47.9% and 55.4% of patients receiving Stelara.
The trial met all its key secondary endpoints. At week four, 40.2% of patients on Cosentyx achieved PASI 75 compared to 16.3% of patients receiving Stelara. Also, at week 16, 76.6% of patients receiving Cosentyx achieved PASI 75 compared to 79.8% of patients on Stelara.
The growth in sales of Novartis’s Cosentyx could boost the Vanguard FTSE All-World ex-US ETF (VEU). Novartis makes up about ~0.92% of VEU’s total portfolio holdings.