Following the ruling that Acorda’s patents for Ampyra are invalid,
Rahael Maladwala, Pharma Analyst at GlobalData, a leading data and analytics company, offers his view on the impact this will have on the company’s portfolio positioning:
“Ampyra, approved for the treatment of multiple sclerosis (MS), has been the lead asset in Acorda’s portfolio for the last few years, pulling in sales of $542m in 2017. However, a federal appeals court has decided the patent is no longer valid and the drug is likely to face immediate challenges against cheaper generic versions. This is likely to see the company change strategy and reposition Inbrija, a levodopa therapy for Parkinson’s patients, as the lead compound in their portfolio.
‘‘Inbrija is an inhalable levodopa therapy, primarily aimed at early stage Parkinson’s patients. According to Key Opinion Leaders (KOLs) interviewed for GlobalData’s latest report, ‘Parkinson’s Disease: Global Drug Forecast and Market Analysis to 2026’, the drug is one of the most promising in the pipeline, backed after excellent results from a couple of Phase III trials and is forecast to generate sales of over $600m by 2026.
“With the federal appeals going against Acorda, there is more pressure on the launch of Inbrija. However, this has experienced a delay as more information on CMC controls is required, originally expected to be approved in September 2018, the company now expects to hear back early next year. In order to minimize the impact of generic erosion of Ampyra on overall revenue, Acorda will want a quick uptake of Inbrija, and while good KOL opinion will play a role in this, the company will have to think up a strong marketing strategy to ensure full market penetration. One approach could be to offer discounts and rebates with the drug, which would inevitably gain favor with pharmacy benefit managers, but on the other hand, a lower price would lower sales potential. Whatever Acorda decide is the best approach, they must take into account the variety of factors that affect their bottom line including the generic erosion of Ampyra andthe speed of uptake for Inbrija and the sales potential of Inbrija.”
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