Tanezumab pain only deepens for Pfizer and Lilly

Given the strength of negativity directed at tanezumab by both the FDA and an advisory committee this week, it is remarkable that the sellside did not instantly write off the Pfizer and Lilly pain project. Not that many still harbour hopes for the antibody, of course, but huge need for novel pain mechanisms means that some expectations linger. SVB Leerink, for example, lowered tanezumab’s chance of reaching the market from 65% to 35% after yesterday’s panel, estimating that at least two more years of work could be needed to satisfy the safety-conscious regulator. Many might wonder how even that lower figure makes sense, but then it is equally perplexing that Pfizer and Lilly have pushed on for this long, ploughing billions into development for almost 20 years. The FDA’s final verdict is now awaited, but anything other than a complete response letter would be a huge surprise. It is hard to see how the partners could justify any further investment in the project, thus the end of the road surely beckons. Regeneron’s plans for fasinumab are also awaited, but having seen the response to tanezumab few could blame this company for raising a white flag.