uploads/2018/01/Kyprolis.png

Kyprolis Could Boost Amgen’s Revenue Growth in 2018

By

Updated

Recent approval

In December 2017, Amgen (AMGN) presented the new results from the Phase 3 ASPIRE trial, which demonstrated positive overall survival in patients treated with Kyprolis, lenalidomide, and dexamethasone combination therapy. The trial compared this therapy to lenalidomide and dexamethasone alone therapy in individuals with relapsed or refractory multiple myeloma.

The chart above represents the revenue curve of Kyprolis from 2Q16 to 3Q17. Notably, in 1Q17, 2Q17, and 3Q17, Kyprolis generated revenues of $190.0 million, $211.0 million, and $207.0 million, respectively.

Article continues below advertisement

ASPIRE trial outcomes

In the Phase 3 ASPIRE trial, Kyprolis, lenalidomide, and dexamethasone combination therapy reduced the risk of death by 21.0% compared to lenalidomide and dexamethasone alone. 

Patients receiving Kyprolis, lenalidomide, and dexamethasone combination therapy showed median overall survival (or OS) of 48.3 months compared to 40.4 months for patients on lenalidomide and dexamethasone combination therapy.

The concluding analysis of ASPIRE trial also showed subgroup analysis of previous lines of therapy, previous Velcade exposure at first relapse, and previous transplant at first relapse. 

Among these patients, Kyprolis, lenalidomide, and dexamethasone combination therapy demonstrated an 18%–29% decrease in the risk of death versus lenalidomide and dexamethasone combination therapy alone.

Among patients who have received one previous line of therapy, Kyprolis, lenalidomide, and dexamethasone combination therapy demonstrated median overall survival of 47.3 months compared to 42.3 months for patients on lenalidomide and dexamethasone therapy alone. 

Also, patients who previously underwent two or more lines of therapy demonstrated median OS of 48.8 months with Kyprolis, lenalidomide, and dexamethasone combination therapy compared to OS of 42.3 months with lenalidomide and dexamethasone combination therapy alone.

In the marketplace, Kyprolis competes with Celgene’s (CELG) Pomalyst, Takeda Pharmaceuticals’ (TKPYY) Velcade and Ninlaro, Bristol-Myers Squibb’s Empliciti, and Johnson & Johnson’s (JNJ) Darzalex. Pomalyst, Empliciti, and Darzalex generated revenues of $417.0 million, $60.0 million, and $317.0 million, respectively, in 3Q17. 

Amgen comprises ~0.60% of the Vanguard S&P 500 ETF’s (VOO) portfolio.

Advertisement

More From Market Realist