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AstraZeneca's Symbicort the first of many new
combination drugs to come
AstraZeneca has received FDA approval for
its combination asthma drug Symbicort, which will now enter a fiercely
competitive market, to face not only GlaxoSmithKline's blockbuster Advair but
also new combination drugs, which are expected to steal market share from 2010.
However, as Datamonitor's Lisette Oversteegen explains, Symbicort's SMART
approach could be key to overcoming these challenges.
The FDA has approved Symbicort (budesonide/formoterol) for the maintenance
treatment of asthma in patients aged 12 and older. Symbicort has been on the
market in Europe since 2000 – although available in a different device - where
it was also approved for a pediatric and a chronic obstructive pulmonary disease
(COPD) indication.
Symbicort is a fixed dose combination product containing an inhaled
corticosteroid (ICS) and a long-acting beta2-agonist (LABA). The appeal of such
a fixed ICS/LABA combination lies in its safety (the certainty that the LABA is
always prescribed with an ICS), high patient compliance and simplified disease
management. The fact that the leading drug class in the asthma/COPD market in
2005 was the ICS/LABA combination class clearly highlights a shift to such
treatment regimens.
The only other fixed dose ICS/LABA combination product on the US market is
GlaxoSmithKline's Advair (fluticasone/salmeterol), which is marketed as Seretide
in Europe. This drug is approved for the maintenance treatment of asthma in
patients aged four years and older and patients with COPD. It achieved sales of
$3.4 billion in the US in 2005, showing that the ICS/LABA combination class is a
profitable market to be in.
Early approval
AstraZeneca filed a new drug application for Symbicort in September 2005 and
expected the process to take the average 18 months. The early approval within 10
months clearly took the company by surprise; its manufacturing facilities are
not yet ready to supply the US market. This explains why Symbicort will not
enter the market until mid-2007.
AstraZeneca had initially planned to launch Symbicort in the US using the dry
powder Turbuhaler device, but development using this device was discontinued in
2001. Although AstraZeneca has successfully developed an alternative delivery
device using metered-dose inhaler technology, the delay means that Advair, which
was launched in the US in 2001, will have had a total of more than six years of
market exclusivity by the time Symbicort reaches the American market.
The situation is going to be even more competitive in the future: there are
several novel ICS/LABA combination products set to enter the US market in the
coming years. The first, and most important, will be Super Advair, which is
expected to be launched in the first half of 2010. Super Advair, while based on
two completely new drugs, can be viewed as a once-daily reformulation of Advair.
Timing of its approval will be crucial for GSK as Advair's US patent expires in
May 2010. By switching as many patients as possible to Super Advair before the
entry of generics (and assuming it offers significant advantages over Advair),
GSK could retain most of its Advair/Super Advair sales.
Other contenders
The possible launch of Altana and Sanofi-Aventis' Alvesco Combo (ciclesonide/formoterol),
expected in the first half of 2011, will take further share from the ICS/LABA
combination drugs. Indeed, this product appears to have the best competitive
profile. Ciclesonide provides important safety advantages over existing
corticosteroid treatments, especially in patients requiring high-dose ICS.
However, the future of this product is uncertain since Alvesco (ciclesonide) is
still not authorized in the US.
European regulators only approved a maximum dose of 160mcg once-daily for
Alvesco; Altana failed to gain approval for the higher and possibly more
efficacious 320mcg dose. A US approval of the low dose of 160mcg once-daily for
Alvesco would not spell the end of development of a fixed-dose combination
product: lower doses of ciclesonide could still sensibly be used in a
combination product given that the LABA has a synergistic effect. However, it
would undermine the marketing concept of Alvesco being a safer steroid.
In contrast, approval at the 320mcg dose would give the ciclesonide franchise a
vital boost by building sales momentum in the inhaled corticosteroid monotherapy
market ahead of a possible launch of a combination product. Alvesco Combo's US
sales could reach $550 million in 2015.
Other ICS/LABA combinations in development include SkyePharma/Kos
Pharmaceuticals' fluticasone/formoterol and Schering-Plough/Novartis' mometasone/formoterol,
which are estimated to be launched in mid and late 2010, respectively.
The SMART approach
Meanwhile, AstraZeneca is focusing its marketing efforts on Symbicort's
adaptability for adjustable maintenance dosing, a treatment concept known as
Symbicort maintenance and reliever therapy, or SMART. With the SMART approach,
Symbicort is used to provide a stable dose therapy, like Advair, with the
additional feature of a patient-controlled increase of the dose during worsening
of symptoms. This will do away with the need for short-acting bronchodilators,
such as salbutamol, as rescue therapy.
AstraZeneca originally submitted a regulatory application in Europe for
Symbicort SMART dosing in November 2003 but withdrew it in November 2004 as a
result of discussions during the mutual recognition process. On the basis of
additional data from further ongoing studies known as COSMOS and SMILE, an EU
mutual recognition variation procedure for SMART started again in September
2005.
If AstraZeneca decides to file Symbicort's SMART indication in the US as well,
this treatment concept would be a key differentiating factor from Advair.
Although there was debate among key opinion leaders interviewed by Datamonitor
about whether this type of treatment is appropriate for all patient groups, the
overall tenor was positive. It will be important for AstraZeneca to convince
patients and doctors that SMART offers an advance in treatment strategy by
allowing patients to increase their maintenance drug dose earlier and therefore
reduce the number of exacerbations and hospitalizations.
Despite several delays and the danger of being pressurized by other novel ICS/LABA
combination treatments from 2010 onwards, Symbicort could yet challenge Advair's
US market leadership thanks to its key differentiating factor, the SMART
concept. This will give AstraZeneca an advantage that may turn out to be the
determining factor for Symbicort's success in the US, leading to predicted sales
of $1.9 billion in 2015.
Related research:
Commercial Insight: Asthma/COPD - ICS/LABA combinations continue to dominate
priced $15,200
Monoclonal Antibodies in Asthma: The choice between life and breath? priced
$1,900
Commercial Insight: Asthma and COPD - Get SMART priced $15,200
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