Roche/PTC edge clos­er to dis­rupt­ing mar­ket for SMA ri­vals Bio­gen and No­var­tis with more pos­i­tive da­ta

Roche and part­ner PTC Ther­a­peu­tics have bro­ken out de­tailed pos­i­tive da­ta back­ing their spinal mus­cu­lar at­ro­phy ther­a­py, which is ex­pect­ed to have a good shot at eclips­ing Spin­raza’s mar­ket lead­er­ship.

The FDA is set to make its de­ci­sion on the ther­a­py, ris­diplam, by May 24. If ap­proved — the drug is ex­pect­ed to gen­er­ate be­tween $2 bil­lion and $3 bil­lion in peak sales — and com­pete with Bio­gen’s first-to-mar­ket Spin­raza and No­var­tis’ most-ex­pen­sive-drug-in-the-world Zol­gens­ma.

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Vice President

Alexandria Real Estate Equities

San Francisco, CA, USA