12 Tweets 47 reads Nov 23, 2021
#lauruslabs
First ever injectable long acting treatment Cabotegravir has got approval from NICE in UK.
This can cause shift in treatment & prophylaxis of HIV and current oral ARV APIs can lose market share in coming years.
nice.org.uk
Recent study published on New England Journal of Medicine has found that Cabotegravir injection(2 monthly) is superior to current ART regimen in pre exposure prophylaxis of HIV in high risk individuals.
nejm.org
Cabenuva annually costs €9824 ($11068).Since it is a 2 monthly injection, only 6 doses are needed annually.
Current treatment regimen in US (Biktarvy) costs $42,000 annually. Comparing to this, Cabotegravir+Rilpivirine is a cheaper.
Biktarvy is the most prescribed regimen in US with a market share of 41%.
Annual cost of Biktarvy regimen is $42,624. (3552 x 12 = 42,624)
Annual cost for Truvada, another commonly used antiretroviral drug in US is $20,400 (1700 x 12)
This high price is because middle & high income countries are not included in voluntary licensing agreements and they must pay high prices to orginator companies for patented drugs.
Comparing to the current treatment regimen of daily oral intake throughout the lifetime, Cabotegravir+Rilpivirine is only needed to be taken 6 times a year, which provides greater comfort to the patient and reduces social stigma associated with taking ARTs daily.
This helps the patient to adhere to the treatment and reduces suboptimal adherance to ARTs. Unlike current oral therapy injectables also has no gastrointestinal side effects. These factors may compel the ART clinics to shift to newer regimen apart from cheapiness in cost in US.
Injectable Cabenuva has high potential on Pre exposure prophylaxis(PrEP) of HIV infection in high risk individuals (health care workers in HIV management, sex workers,etc). Latest study shown it's superior efficacy over current oral therapy.
Also patients only need to take Inj once in every 2 months unlike current daily dose. In US only less than 25% of target population (high risk individuals) is currently taking PrEP. With this 2 monthly option,more people will opt for it.Viiv expects to make € 2 billion by 2026.
As of now, Laurus labs doesn't develop Cabotegravir API and doesn't have expertise on sterile Injectables.
Revenue from ARV API can drop for Laurus with the shift in the treatment.

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