Fitzhughlaw
Oct 23, 2:45 AM
$IBRX Here's a good comparison of Anktiva vs. J&J's Inlexzo, including Inlexzo's infusion regimen. https://everyone.org/explore/compare? With J&J being a behemoth, it can devote a lot of money resources to an established sales and distribution network already in place. Note this excerpt from last week's Seeking Alpha article: "We can also consider the fact that at >
$65K for a single implant, Inlexzo may be even more expensive than Anktiva, and ponder over study data that seems to make the case for Anktiva the most effective NMIBC treatment, while noting that Inlexzo was approved based on an 82% CR rate; however, with only 51% of patients maintaining their CR more than 12 months." I'm not sure how much this quarter's sales will mean to the institutions, because the jury is still out whether to embrace the bear case, i.e., just how much better Anktiva is when combined with BCG, as opposed to BCG alone.
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