Anemia Advantage For GSK's Blood Cancer Therapy Could Influence Market Share Despite Incyte's Jakafi Comparison
Portfolio Pulse from Vandana Singh
The FDA has approved GSK's Ojjaara for intermediate or high-risk myelofibrosis in adults with anemia. William Blair notes that despite Ojjaara failing to beat Incyte's Jakafi in head-to-head trials, its lower transfusion burden could pressure Jakafi's market dominance. William Blair estimates a gradual decrease in Jakafi's market share, lowering its peak sales by $125 million to $150 million.

September 18, 2023 | 5:59 pm
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NEGATIVE IMPACT
Incyte's Jakafi could face pressure from GSK's Ojjaara, potentially leading to a decrease in market share and peak sales.
The approval of GSK's Ojjaara could pressure Incyte's Jakafi's market dominance, potentially leading to a decrease in market share and peak sales.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Bristol-Myers Squibb's Inrebic is one of the four JAK inhibitors approved for myelofibrosis, but the article does not provide any specific impact on BMY.
The article mentions Bristol-Myers Squibb's Inrebic as one of the four JAK inhibitors approved for myelofibrosis, but does not provide any specific impact on BMY.
CONFIDENCE 90
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
GSK's Ojjaara has been approved by the FDA, which could potentially increase GSK's market share.
The FDA approval of Ojjaara could potentially increase GSK's market share in the treatment of myelofibrosis.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100