Tibsovo Approval Makes Agios’ Second AML Approval In A Year; Priced At $26k For 30 Days
Tibsovo is the second targeted therapy approved for a mutation-specific subset of relapsed/refractory AML patients. Agios discovered and jointly markets the first, Idhifa, with Celgene.
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Rezlidhia, which was only recently licensed by Rigal from Novo Nordisk-owned Forma Therapeutics, should challenge the market dominance of Servier's Tibsovo in the IDH-1 inhibitor subset of acute myeloid leukemia patients.
Agios’ cellular metabolism expertise first delivered cancer drugs but sees greater opportunity in genetically defined diseases. CEO Jackie Fouse talked to Scrip about the business strategy.
Strong top-line efficacy in pyruvate kinase deficiency patients who don’t receive regular transfusions looks approvable, analysts say, but Agios will await data in regularly transfused patients.