Roche: No Major M&A Needed To Offset Biosimilar Threat
Rather than buying its way out of trouble, Roche is backing its new products, notably the multiple sclerosis drug Ocrevus, the PD-L1 inhibitor Tecentriq and the lung cancer treatment Alecensa to offset the battering from biosimilar competition to some of its big-selling cancer therapies.
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Top-line results from Roche's Phase III IMmotion151 study indicates the first-line use of a Tecentriq-Avastin combination has a significant effect on patients with advanced renal cancer who are PD-L1 expressers, but further details from the study will only become available in 2018.
The actual data on the clinically meaningful effect on PFS of the triple combination of Tecentriq, Avastin and chemotherapy on previously untreated advanced NSCLC patients in the IMpower150 study have now been presented at a scientific meeting, and suggest that Roche could be a significant competitor in the large NSCLC market in the not too distant future.
Samsung Bioepis is poised to grab the leading position in the trastuzumab biosimilar market in Europe as its biosimilar Ontruzant gets the European Commission's approval ahead of the competition.