- AZN held 2q2011 earnings conference call 7/28/11 - click here for transcript.
- AZN (via MedImmune) is partnered with Ligand for MEDI-528, in phase 2 development for asthma (see details on LGND page)
- On its 7/28/11 updated pipeline disclosure, MEDI-528 is still listed as in phase 2. There is no estimated regulatory filing date yet. This program was not discussed on the conference call.
- AZN is partnered with NKTR for NKTR-118, a drug candidate for opioid-induced constipation (OIC), and as such directly competes with the OIC program ADL5945 from Adolor (see details on ADL5945 page)
- Quotes from the CC re NKTR-118:
- "NKTR-118 is designed to block opioid receptors in the GI system and thus alleviate OIC without counteracting the analgesic effect of opioids in the brain. The Phase III KODIAC program started enrolling in March. It consists of two efficacy studies of 630 patients each which compared two doses of NKTR-118 and placebo. A 52-week long term safety study assigns patients to open-label treatment of either NKTR-118 versus traditional treatment chosen by the physician. KODIAC also includes one 4-week study of patients with cancer-related pain"
- "Building on results from Phase II, KODIAC will aim to establish a substantially improved lower GI function by increasing the frequency of spontaneous bowel movements in patients with OIC while simultaneously preserving opioid-mediated analgesia. The first regulatory filing of NKTR-118 is being plant for 2013."
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Michael Matson - Mizuho Securities: "Just wondering on the NEXTERONE product that you acquired. Can you maybe comment on to what degree that contributed to revenue in the quarter? Then just, I guess the more important part of the question would be, how big is that market opportunity currently?" Robert L. Parkinson, Jr. - Chairman and CEO: "Yeah, I mean, the contribution was – we just [launched] the product. There was virtually no contribution to the results in Q2, nor an outlook for that product. The initial reception is very good and I don't know if we'd quantified when we did the deal, Mary Kay, what we think in the long-term projections. Is this immaterial?" Mary Kay Ladone - Corporate VP, IR: "Yeah. I mean, given the fact that it's a premix form, we are out with price premium on the product, which will help expand the current market potential, as well as we're looking at additional geographies to launch in. We peg the market opportunity at about $150 million to $200 million globally"
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