Friday, April 19, 2019

Immunomedics and Janssen collaborate for marketing of BALVERSA



Janssen has just received approval for their erdafitinib molecule (BALVERSA) for the treatment of metastatic urothelial carcinoma.  Meanwhile, Immunomedics sacituzumab govetecan (IMMU-132) is targeting the same type of cancer and has been showing promise in the clinic:
https://www.onclive.com/conference-coverage/gu-2019/sacituzumab-govitecan-active-in-advanced-urothelial-carcinoma

http://bit.ly/2Uv4C1o

However, the approval of IMMU-132 has been held up by the FDA:
https://bit.ly/2UNZjPx

So in the meantime, Immunomedics is partnering with Jannsen to promote their product with the agreement that the partnership will end upon the approval of IMMU-132 where they will become a competitor.

Is this a great opportunity for Immunomedics to salvage some of the US marketing machinery that they were building for the IMMU-132 rollout?  Or is this going to undercut their marketshare by promoting a competitor?
What do you think?

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