globaldataEli Lilly’s drug Taltz (ixekizumab), which was recently approved by the FDA for the treatment of adults with moderate-to-severe plaque psoriasis, is set to generate sales in excess of $1 billion in the US and Europe by 2022 owing to its high clinical efficacy and good safety profile, according to an analyst with research and consulting firm GlobalData.

As explored in GlobalData’s recent report on the psoriasis market, the last 6 years have seen an influx of novel plaque psoriasis treatments outside mainstay anti-tumour necrosis factor (anti-TNF) therapies. Indeed, Novartis’ Cosentyx, the first-to market interleukin-17A (IL-17A) inhibitor launched in 2015, has shown superior efficacy compared with other approved biologics, most notably the anti-TNF therapy Enbrel.

Alexandra Annis, MSc, GlobalData’s analyst covering immunology, states: “Taltz has a shared mechanism of action with Cosentyx, and GlobalData anticipates it could be used ahead of a TNF inhibitor in biologic- and/or TNF-naïve patients in the psoriasis space. Although it will be competing with Cosentyx, which has a significant first-to-market advantage, Taltz offers more convenient dosing.”

“The recommended dosing for Taltz is an initial 160 mg subcutaneous (SC) injection followed by an 80 mg SC injection once every 2 weeks for 12 weeks, then 80 mg every 4 weeks. In comparison, 300 mg of SC Cosentyx is administered once a week, followed by 300 mg every 4 weeks. In this way, Taltz will hold an edge in the anti-IL-17A market for psoriasis,” she added.

In terms of competition, GlobalData believes Taltz may face within the anti-IL17 class, Valeant’s brodalumab may pose a threat, which is in preregistration in the US and Europe for plaque psoriasis.

Annis concludes: “Although the drug has garnered safety concerns recently surrounding increased suicidal tendencies, brodalumab demonstrated clear superiority over Stelara in two head-to-head clinical trials, AMAGINE-2 and AMAGINE-3, and established itself as one of the most effective psoriasis drugs developed to date. Despite the competition, GlobalData anticipates Taltz will become a blockbuster therapy due to its exceptionally high clinical efficacy.”