Even snel berekend op basis van analistenrapport Jefferies
Upcoming filgotinib data could demonstrate differentiated profile:
FINCH-2
data evaluating filgotinib in rheumatoid arthritis (RA) patients post-biologics is expected
imminently (
preview here
), and is the first of three Phase III filgotinib studies in RA. Safety
will be a focus, notably thrombotic events for which we remain optimistic filgotinib could
be best-in-class. We think filgotinib's high JAK1 selectivity could be differentiating, since it:
(1) does not increase platelets, thus potentially less DVT risk; and, (2) does not decrease
haemoglobin or lymphocyte levels, so potentially less risk of anaemia and infections. Since
filgotinib is likely to be the fourth JAKi to market, a clean safety profile could help drive use.
For efficacy by the ACR20 primary endpoint we view placebo-adjusted 20-25% for low dose
and 25-30% for high dose to be positive.
NU echte resultaten:
Score placebo adjusted Filgo (100 mg, 12 weken, ACR20) = 26,4
Score placebo adjusted Filgo(200 mg, 12 weken ACR20) = 34,9
Score placebo adjusted Filgo (100 mg, 24 weken, ACR20) = 20,4
Score placebo adjusted Filgo (100 mg, 24 weken, ACR20) = 34,9 (gelijk gebleven!)