- Spectrum Pharma presented 9/8/11 at the Stifel Nicolaus Healthcare conference - click here for full webcast calendar and links to all my notes.
- See more pipeline and partnership details on the SPPI stock research page.
- Keep reading below for my notes from the webcast
- Substitute presenter was head of IR/BD. "CEO had to travel to europe for certain business activities" [I'm sure that tidbit has set the Yahoo Message Board all aflutter]
- Fusilev..how can you compete with generics that are cheaper? Our confidence comes from the ex-US experience, the drug does $180m in presence of generic competition, sold by major companies without great promotional efforts
- Zevalin - I wish the sales chart was as neat and clean as fusliev
- Pivotal trial for PTCL expect enrollment complete by year end 2011, start rolling NDA 1h2012, complete by ye2012, on market 2013 (if data positive)
- PTCL - There are 2 approved drugs already. Not that much difference in efficacy among the 3. All have high 20s- low 30s % response rate, difference for belinostat is in safety profile
- Cancer of Unknown Primary (CUP) - phase 2 data sometime this year
- NSCLC - early stage trial ongoing
- Drug is well tolerated, think could be added to chemo regimens
- Data by mid2012, file 2h2012
- nothing approved in post-operative bladder cancer setting
- We had lots of partnering interest and went with AGN. They are located down the street, and making a strong push in urology. We retain 50/50 copromote in US
- how to grow fusilev? "Thank you for phrasing it that way, most people think we can't even sustain sales." 3 generics are available and are the racemic mixture (50% active, 50% inactive...other half is an considered impurity by FDA...at the time of original leucovorin development, technology to purify the active isomer at commercial scale did not exist). Generic shortage in the market has never been a complete "outage." The only advantage generic has is price...that is not how doctors make decisions, they are not incented to look for lower priced drug
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