In a phase 3 head-to-head trial, denosumab worked better than Novartis'
Amgen held back most of the data so that it can present it at a scientific meeting, but the company did say that the drug produced a few cases of osteonecrosis of the jaw (ONJ). The side effect, which causes the jaw to deteriorate, has been seen in patients taking Zometa. The best-case scenario was that denosumab wouldn't have the side effect, but, given the better efficacy, an apparently equivalent side-effect profile is an acceptable outcome.
We'll get a better idea of what the FDA thinks of denosumab for osteoporosis in August when the agency holds an advisory panel meeting, but the chances for approval seem pretty good considering the data.
The prospects for marketing success for denosumab as an osteoporosis treatment, on the other hand, are a little less clear. There are a lot of drugs available to treat osteoporosis -- including Roche and GlaxoSmithKline's
But yesterday's cancer data should easily push denosumab into blockbuster status, assuming the other trials Amgen is running in cancer patients turn out similar results.
With slumping sales of its anemia drugs, Amgen really needs denosumab to hit a home run. It's not there yet, but yesterday's news helped it get a little closer to going over the fence.
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