HansGarrincha schreef op 7 februari 2019 13:51:
seekingalpha.com/article/4238879-gile...FilgotinibOnce again, GILD disappointed investors on the conference call by providing no information about how to think of a US filing for RA, where the limiting factor is the MANTA study on reproductive safety in men. The company did appear to say that filings in the rest of the world can occur before MANTA results are known. Filgotinib is being shared with the drug's initial inventor, Galapagos (GLPG); I estimate that GLPG will share about 30% of profits once filgotinib is launched globally.
Filgotinib, which is an oral drug, will compete directly with other JAK inhibitors, but it looks to be 4th to the US and EU market assuming that AbbVie's (ABBV) upadacitinib is approved timely. It will also compete indirectly with Roche's Actemra, so the incoming CEO should have a good plan on maximizing profits from this drug.
This is very much a "stay tuned" situation in terms of quantifying this late-stage pipeline drug's value to GILD.