Novartis’s Fabhalta Hits In Glomerulopathy But How Hard?

So far, Novartis has only reported that its Phase III trial has succeeded and investors face a wait to find out just how good the drug is.  

Kidney

Last week, Novartis AG’s complement factor B inhibitor iptacopan scored an approval in paroxysmal nocturnal hemoglobinuria (PNH) under the name Fabhalta. Today it posted a different type of success, a clinical one, in the Phase III APPEAR-C3G in C3 glomerulopathy (C3G).

Key Takeaways
  • Full C3G data and filings could come next year
  • Fabhalta needs to show Phase III results at least as strong as its Phase II data
  • Apellis’s Empaveli is not far

The hit suggests that Novartis may have, as it hopes, a pipeline in a product – Fabhalta had a late-stage hit in another kidney disorder, IgA nephropathy (IgAN), in October

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