Monday, May 14, 2012

Antibiotics market is not too sexy for Big Pharma


Big Pharma Abandons Antibiotics: An Opening For Small Biotech. That’s true! Very interesting and logical article providing some fresh numbers:

There are now over one hundred antibiotic drugs on the market, and experts have been warning us for years that antibiotics are being overprescribed and overused. Doctors sometimes accommodate demanding patients by prescribing antibiotics for conditions that the drugs have no ability to impact - such as colds (which are caused by viruses) and fungal infections. Even worse, an estimated seventy percent of the antibiotics used in the U.S. are fed to livestock for non-therapeutic uses, primarily to keep animals that are raised in unnatural conditions alive and healthy looking until they go to slaughter. Those antibiotics are then passed on to you when you eat meat from the animals that consumed the drugs or vegetables fertilized with their manure.

It was an introduction to the problem. The following passages describe the seriousness of the problem.

Over time, individual antibiotics become ineffective in treating diseases they were once able to cure. Dr. Kenneth Todar estimates that "about 70 percent of the bacteria that cause infections in hospitals are resistant to at least one of the drugs most commonly used for treatment" and some are impervious to all the antibacterial drugs approved for use. The list of antibiotic-resistant bacteria includes strains of anthrax, gonorrhea, Group B streptococcus, some forms of tuberculosis, typhoid fever, and Methicillin-resistant Staphylococcus aureus (MRSA). In his newsletter, Dr. Joseph Mercola reports that more people die from antibiotic-resistant infections every year than from AIDS. He writes that antibiotics "literally are becoming increasingly ineffective with each passing day."



People are dying from infections that were once treatable, and experts in the pathology of contagion express fears that human populations may once again be decimated by pandemics. Globally, the second leading cause of death is bacterial and parasitic disease. There's a real need for new and more effective antibiotics. Big Pharma is not meeting that need.

And here is prove of the theorem that Big Pharma is simply being less interested in the antibiotics market:

In recent years, the major pharmaceutical companies have been getting out of the antibacterial business. There were 36 companies in the U.S. and Europe that produced antibiotics in 1980. That number dwindled to no more than seven large companies by 2010. Companies that have closed their antibacterial-development departments include Roche (RHHBY.PK) in 1999 and Pfizer (PFE) in 2011.



Why the rush to abandon pharmaceuticals that were once considered miracle drugs and are still essential to the practice of medicine? The short answer is that antibiotics are simply not as profitable as many other drugs. In part, that's because the course of treatment tends to be short - usually about 10 to 14 days. Compare that with a blockbuster drug like Lipitor, which an average patient may take for many years, and it's easy to see which is more profitable. Every antibiotic faces the additional handicap that the bacteria it is designed to eliminate will one day likely become resistant to its effects. If and when that happens, the drug is discontinued - and it stops generating earnings for the company that developed it.



Drug companies face the same increasing research-and-development costs and regulatory hurdles with antibiotics as they do with other drugs. It can cost more than $800 million and take about 15 years to develop and get approvals for a new antibiotic. For about the same investment of capital and time, a big pharmaceutical company has a choice: try to develop the next Lipitor or a blockbuster antibacterial drug. Lipitor generated worldwide sales for Pfizer of $10.7 billion in 2010. A blockbuster antibiotic typically has annual sales of about $1 billion. In 2001, there were six blockbuster antibiotics. By 2008, there were only two. So it's not surprising that fewer and fewer antibiotics are being developed in favor of drugs with the possibility of a greater ROI. The shift away from antibiotic development can be seen in these numbers: in the 1980s, 29 antibiotics received FDA approval; in the 10 years beginning in 2000, that number dropped to nine.

And very logical conclusion:

Small biotech firms are taking advantage of government incentives to encourage antibiotic development. These incentives include R-and-D funding (such as the contract Trius has the NIAID) and faster approval from the FDA. An anti-infective drug is more likely to receive approval at any phase of development than almost any other type of drug. To offset the typically lower returns expected from antibiotics, companies are using premium pricing for the drugs they are bringing to market.


There is no indication that the market for new antibiotics will soften. Small biotech firms are taking the lead in developing the products that are needed to treat bacterial infections.

The message: every train has its own passengers, when someone loses – another finds!

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