It is not the end of the road for Eli Lilly's product as the FDA requested more data on appropriate doses and safety concerns across treatment arms. Short-term effect is that it now benefits Pfizer's Xeljans which will have the monopoly for treatment of RA. However this does not necessarily guarantee a safe passage for Pfizer as they may also encounter safety and efficacy issues.
We know that MSB's product for RA has no safety issues as per Phase 2 trials results and hence it has a huge advantage over competing treatments. It could well be that MPC treatments is the way to go and this will be a blockbuster if it is ultimately approved for commercialisation.
FDA rejects Lilly RA drug, page-5
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