Xtandi’s growth trends
According to Pfizer’s (PFE) fourth-quarter earnings conference call, Xtandi is a pillar of the company’s oncology business. In 2018, Pfizer managed to earn $1.0 billion combined from alliance revenues on the sale of Xtandi in the US market and royalty income on the drug’s ex-US sales.
To learn more about Xtandi’s revenue performances in the fourth quarter and 2018, read Pfizer: Ibrance and Xtandi Are Key Oncology Assets.
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Pfizer has been focused on increasing the uptake of Xtandi by urologists, mainly in mCRPC (metastatic castration-resistant prostate cancer) indications. At the end of 2018, almost 30% of the drug’s new prescriptions were written by urologists.
On July 13, Pfizer and Astellas Pharma issued a press release announcing the FDA’s approval of Xtandi in non-mCRPC indications based on the Phase 3 PROSPER trial’s results. According to Pfizer’s fourth-quarter earnings conference call, at the end of 2018, Xtandi’s market share in non-mCRPC indications was four times greater than that of its competitor Johnson & Johnson’s (JNJ) Erleada and similar to the combined market share of Erleada and chemotherapy.
According to Pfizer’s fourth-quarter earnings conference call, the company is focusing on the growth opportunity for Xtandi in hormone-positive prostate cancer indications, and it expects to see benefits related to longer therapy durations in this patient population.
On February 11, Pfizer and Astellas Pharma issued a press release announcing positive results from the Phase 3 ARCHES trial evaluating a combination regimen of Xtandi and androgen deprivation therapy in metastatic hormone-sensitive prostate cancer indications. Pfizer expects to expand Xtandi’s label in this indication and target 38,000 new patients annually.
According to Pfizer’s fourth-quarter earnings conference call, Pfizer and Astellas Pharma are expecting data readouts from the Phase 3 EMBARK trial evaluating Xtandi in non-metastatic hormone-positive prostate cancer indications in 2020. If it’s approved by the FDA, the drug is expected to target 30,000 new patients annually in this indication.
According to Pfizer’s fourth-quarter earnings conference call, it expects its launch of the generic version of competitor drug Zytiga to have a minimal impact on Xtandi’s adoption due to differences in the drugs’ approved indications and their dosing frequencies.
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