Kyprolis has lost US share from 1 year ago - Who will be to blame?

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anonymous

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  • Will Laura Brand be accountable or will she still blame Rhonda Farnum?
  • Why no US growth?
  • Will Amgen hide Kyprolis US growth by combining it with Ex-US growth driven by launches in other countries?

In both 2nd and 3rd line plus

2nd line share:

08/2016 - 30%
08/2017 - 20%

3rd line share:

08/2016 - 20%
08/2017 - 15%
 
















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Look no US sales growth, only ex-US. Who to blame?
 








We discussed the evolving multiple myeloma treatment landscape, with a
focus on integration of Darzalex into various lines of treatment. Our discussion
reassured us that consensus expectations for Darzalex sales to reach $7bn-
$8bn are realistic. However, upcoming results of the ALCYONE trial at ASH
are not expected to have an impact on US treatment practice and the exact
role of Darzalex in 1L treatment there still remains uncertain. Although there
is upside to consensus peak sales assumptions in theory, our expert feedback
suggests that it is unrealistic to simply expect all patients to receive Darzalex plus
maintenance therapy in the 1L setting given the exceptional efficacy of current
VRD based regimens and the availability of oral regimens that are preferred by
some patients. Although we expect visibility on both Genmab's pipeline and
Darzalex's ultimate potential to improve in 2018, seemingly high consensus
expectations limit potential for share price upside.
 




kyprolis is now reaching 6th year on market and has yet to break $1B world wide let alone in the US. The best thing drug can now do is $1.5B and will generic velcade coming, good luck. Even at $1.5B this drug is a bust consider it was bought for $10B.
Who is to blame? BD for overpaying or Laura Brand and Brian Health for not executing.
 




is Laura Brand and Brian Heath still blaming Rhonda Farnum for Kyprolis lack of success? Or have they blamed Onyx in general?

For Rhonda to get booted off Kyprolis for shitty brand like Nplate after leading Kyprolis and having launched Avastin. It’s a slap in the face. Laura Brand had no Pharma marketing experience before she did Xgeva, which was given to her. She had no field experience before she was give a DM role of a high performing district. Then she replaced a far more experienced person in Rhonda. I guess Rhonda lacks self respect as she continues to be employed by Amgen.
 




Going from Avastin to Kyprolis and the Nplate is like driving a Tesla to a Toyota and now driving a Hyundai. She keeps going backward then she will be riding a bike next aka Avastin biosimilar! Ha
 




It’s only going to get worse for Kyprolis.

While Darzalex started playing from behind—it won its first FDA approval, a nod in patients who had received three prior treatments, the same month AbbVie and Bristol-Myers Squibb’s Empliciti and Takeda’s Ninlaro picked up approvals for use earlier in treatment—it’s been quick to catch up to its rivals. Last November, it snagged a go-ahead in second-line use.

More competition from other drugs approved in earlier lines.
 




















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