Most drugmakers don't have the clout to get Congress fighting for their compounds, but apparently Amgen's
It has been a long year for Amgen and its two anemia-treating compounds, Epogen and Aranesp. First, a Danish study came out showing Aranesp did not improve quality of life or reduce the risk of blood transfusions for those with noncancer-related anemia. This put a serious dent in Amgen's plans to expand the use of Aranesp, and sales of the drug fell 10% year over year in the second quarter.
Shortly thereafter, the FDA slapped a stronger black box safety warning on Amgen's two anemia compounds as well as Johnson and Johnson's
Amgen has argued that the CMMS reimbursement rules are unduly strict and don't follow clinical practice guidelines from leading doctors groups such as the American Society of Hematology. The CMMS and Amgen have been going back and forth on reimbursement rules for the ESAs for years.
Together, Aranesp and Epogen accounted for 44% of Amgen's sales in the latest quarter, but times have been tough for Amgen's top two compounds. In Europe, no fewer than three new competing agents will be muscling these drugs for market share by the end of next year, including Shire's
Amgen will get another chance to argue its case to the FDA about the risks and benefits of its ESA drugs next week during an FDA advisory committee meeting. The agency will take the recommendations from this meeting into consideration in developing new treatment guidelines for the ESAs, so Amgen could be in for one more kick in the tail this year.
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