Rückschlag für Novartis bei der Prävention von Herzerkrankungen – doch in einem anderen Gebiet gibt es Hoffnung
Der Pharmakonzern Novartis benötigt Ersatz für seinen bisherigen Umsatzrenner Entresto. Dieser könnte allerdings eher aus einem anderen Therapiebereich als der Herzmedizin kommen.
Novartis's recent setback in heart disease prevention efforts could be offset by hope in the treatment of multiple sclerosis (MS). The Swiss pharmaceutical giant initially reeled in losses as its Entresto drug failed to perform well in a major clinical study aimed at reducing lipoprotein(a) levels, which can lead to heart complications.
Despite this, analysts believe Novartis may be able to weather the setback, as the company stands to gain from an oral therapy for MS, known as Remibrutinib. This new drug, also in late-stage trials, has shown promising results in two studies and could generate $3-5 billion annually for Novartis, potentially more than its own heart disease medication Entresto, which generated $7.7 billion last year.
Remibrutinib is in oral form, preferred by many patients over injected treatments. The oral MS market currently accounts for only about 30% of the total $20 billion market, but experts predict it could rise to up to 55% with the introduction of new oral therapies. In contrast, Roche, another company developing a new MS drug (Fenebrutinib), has received more cautious assessments due to safety concerns.
While Fenebrutinib has shown high efficacy, there are worries about its safety profile. However, Bloomberg analysts predict 54% of them recommend buying Roche shares, compared to 36% for Novartis shares, indicating a potential higher market potential for Roche.
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