Opthea’s Phase 3 trials are testing sozinibercept in combination with Eylea and Lucentis, with the aim of proving that treatment efficacy is improved, potentially not just using monthly dosing but also 8 week dosing.
Sozinibercept’s mechanism of action means it is able to be used in combination with any anti-VEGF-A, so not only with Eylea or Lucentis, but also with Avastin and any of these newly-approved biosimilars. If sozinibercept is approved, Opthea is hoping to achieve a broad label to reflect this.
Both Novartis (Lucentis, ranibizumab) and Regeneron (Eylea, aflibercept) now face rapidly declining revenues from their drugs due to biosimilar competition. If these companies want to remain dominant in this space, they will need a product with differentiation.
Acquiring sozinibercept to be used exclusively with their own anti-VEGF-A drug would be one way of achieving that.
In other words, I see this as good news for Opthea.
Ann: Opthea to Host Key Opinion Leader Event on April 3, 2024, page-54
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