What To Expect
The presentations will likely focus on “the Ph3 primary endpoint (reduction in seizure frequency) as well as secondary endpoints,” Goldman Sachs’ Salveen Richter said in a report. He
GW Pharma is unlikely to present drug-drug interaction (DDI) data related to concomitant anti-epileptics including clobazam, Richter mentioned.
“At AES, we expect to see key secondary endpoint data for the first time, including a responder analysis and safety,” the analyst said. He added that while in the past the EMA (European Medicines Agency) had focused on a 50 percent responder rate, it may accept a 40–50 percent range.
The U.S. market contributes 77 percent to the peak sales estimate of $1.6 billion in 2025. “In our view, the breadth of data to date from the three positive Ph3 top-line reports and the EAP support approval,” Richter commented.
“Data to date supports Epidiolex activity, irrespective of concomitant clobizam use,” the analyst added.
At last check, GW Pharma was
|Oct 2016||Leerink Swann||Assumes||Outperform|
|Sep 2016||Morgan Stanley||Maintains||Overweight|
|Sep 2016||Cantor Fitzgerald||Maintains||Buy|
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