- Novartis A.G. and worldwide collaborators published results of their Phase I clinical trial of the ALK inhibitor Ceritinib (LDK378) in the New England Journal of Medicine on March 27.
- Ceritinib is 20X more potent than Crizotinib, more selective, has a similar side-effect profile and offers a second chance when Crizotinib resistance develops.
- Two follow-up Phase II clinical trials are fully enrolled and in progress and two more Phase III trials are currently enrolling.
- In 2013, Crizotinib did $282m in sales and should do $1.2bn in 2017. Huge potential exists if Novartis’ Ceritinib can get 1st line indication against NSCLC and worldwide rights.