This is excellent. To put things into perspective:
In 2018 the FDA approved use of Tibsovo for R/R AML [0]. The drug is for a particular population (patients with IDH2 mutation, 12-20% of all patients have it). 38.9% of Tibsovo patients experienced a complete response [1]. The patients had all sort of profiles (from zero treatment to failed transplant) and so the 38.9 % outcome is actually less impressive than the Sheba 40% results with all patients having failed all prior lines of treatment. Tibsovo sales reached A$424m (€256m) in 2021/22 (and growing). [2]
I think this is a good benchmark and helps understand the potential of bisantrene in R/R AML. Possibly, Bisantrene could beat Tibsovo in sales, specially if it is offered in earlier lines of treatment. As a proven phase 2b asset I reckon it could be worth $1.5b+.
[0] https://go.drugbank.com/drugs/DB14568
[1] https://www.curetoday.com/view/fda-to-speed-up-review-of-tibsovo-for-idh1-mutant-mds
[2] https://servier.com/en/newsroom/servier-full-year-2021-22-results-confirm-the-transformation-trajectory-of-the-group/
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