pharmaceutical benefit managers
PBMs want to push FTC chief off insulin lawsuit
Claiming bias, UnitedHealth Group and CVS Health have filed motions to excise FTC Chair Lina Khan and two other Democratic commissioners from the agency's insulin price lawsuit against major pharmaceutical benefit managers. This marks the latest attempt by PBMs to aggressively undermine Khan's crackdown on the industry, STAT's Bob Herman writes.
The groups' attorneys claim Khan, Rebecca Kelly Slaughter, and Alvaro Bedoya "have made repeated incorrect prejudgments" and "public condemnations" that "would lead any neutral observer to believe that their minds are … irrevocably closed to contrary views of PBMs and their conduct." A motion from Optum Rx, meanwhile, says that Khan and her coworkers have made "disparaging remarks" about PBMs that equate to "blatant bias."
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rare disease
Barth drug shows why randomized trials don't work in ultra-rare disease
Later today, an FDA advisory committee will review a Barth syndrome treatment made by Stealth BioTherapeutics. The ultra-rare genetic disorder affects just about 200 boys worldwide, causing severe heart and muscle issues. Stealth's drug, elamipretide hydrochloride, aims to bolster mitochondria function — and though a small randomized trial involving 12 patients did not show notable results, long-term data show improvements in muscle strength, heart function, and endurance during a six-minute walk test.
Ultragenyx CEO Emil Kakkis opines that "there is no way this trial could have succeeded." The size of the study — and the patient population itself — is simply too small, he says, so the FDA advisers should seriously consider the long-term follow-up data.
"In ultra-rare diseases without an adequate, approved, and available therapy, a 'totality of evidence' approach needs to be taken," he writes.
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Cancer
A crack of light for Pfizer
From STAT's Matthew Herper: In other Pfizer news, the company said this morning that the combination of its drugs Talzenna and Xtandi extended survival in men with metastatic castration-resistant prostate cancer compared to Xtandi alone.
The effect held true both in the limited group in which Talzenna is approved — patients whose cancer has gene mutations that lead to issues with homologous recombination repair (HRR) — and in an "all comers" group that included tumors that don't test positive for HRR.
The new data could lead to a broader approval for Talzenna. Currently, Pfizer markets the drug for the treatment of prostate cancer only for patients whose tumors have HRR mutations. Pfizer did not provide more detail on the new data.
The more limited approval by the FDA in 2023 was viewed as a disappointment at the time, and Pfizer listed it as one reason for lowering its earnings expectations later that year. Right now, Talzenna, a type of drug called a PARP inhibitor, is not a big seller, with sales of only $32 million in the second quarter of 2024. Pfizer acquired the medicine, originally developed by BioMarin, when it bought Medivation for $14 billion in 2016.
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