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Bayer Sees Significant, But Smaller, Asundexian Opportunity

BMS Still Confident In Competing Asset Milvexian

 
• By Mandy Jackson

Scrip spoke with Bayer’s head of pharma R&D Christian Rommel at the J.P. Morgan Healthcare Conference about the road ahead for Factor XIa inhibitor asundexian after its atrial fibrillation setback.

Heart activity on monitor in intensive care unit
Bayer sees significant opportunity for asundexian in stroke despite AF miss • Source: Shutterstock

At the J.P. Morgan Healthcare Conference in 2023, Bayer AG forecast that four commercial and late-stage products would generate peak revenues totaling €12bn, including €5bn alone from Factor XIa inhibitor asundexian for atrial fibrillation (AF) and stroke and €1bn for neurokinin-1,3 (NK-1,3) receptor antagonist elinzanetant for vasomotor symptoms in women going through menopause. A year later, the company has positive Phase III results for elinzanetant, but after suffering a setback for asundexian.

Bayer reported positive results for two Phase III clinical trials of elinzanetant on opening day of J.P. Morgan 2024 in San Francisco, helping to offset some of the disappointment from the big loss at the end of November when it announced the Phase III OCEANIC-AF trial of asundexian in AF was stopped for lack of efficacy. (Also see "Bayer Buffeted By OCEANIC Setback" - Scrip, 20 November, 2023

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