GSK’s oncology portfolio is key to growth prospects, as they are expected to offset headwinds currently faced in HIV and the Advair business.
Zejula provided additional data in maintenance treatment of ovarian cancer that could present share gain opportunities from Lynparza. GSK will look to expand Zejula into additional oncology indications.
Belantamab mafodotin could be the first to market within the BCMA class of drugs in multiple myeloma, and will provide additional details at ASH in early December along with other BCMA treatments.
Celgene: Will Revlimid's Patent Protection Hold Up?
- Celgene trades at a discount because its key drug, Revlimid, faces potential generic competition prior to the expiration of its patents in 2023.
- Investors and analysts have studied the patents and see a potential path to generic entry between 2020 and 2023. The case/settlement will likely hinge on dosing patents.
- Separately, Otezla continues to perform well for Celgene and has a number of catalysts for the remainder of the year that could drive further upside.
- Other tidbits include continued advancement of CAR-T programs, fedratinib NDA submission in 2018, and ozanimod filing in 1Q19.
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