How Is Novartis’s Cosentyx Positioned for 2018?



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.

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Recent developments

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.

Cosentyx competes with Eli Lilly’s (LLY) Taltz, Celgene’s (CELG) Otezla, Amgen’s (AMGN) Enbrel, and AbbVie’s Humira.

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.


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