Doctors are coming around to Teva's Austedo as TD drugs get more play: analyst

In the brand-new tardive dyskinesia market, doctors initially preferred Neurocrine’s Ingrezza over Teva’s Austedo. But that edge is weakening, one analyst says. These days, doctors are viewing the two drugs as “more similar than different,” Leerink Partners analyst Ami Fadia wrote in a Monday note to clients. According to a survey conducted by the firm, physicians see the Teva drug snapping up 45% of peak market share, compared with Ingrezza’s 55%; that’s an improvement from the 65-35 split they predicted in September. “Physicians are starting to put Austedo on a more even competitive level with Ingrezza in TD,” he wrote. That’s one reason Fadia and his colleagues are now predicting Austedo will snap up an additional $100 million in 2019 and $200 million in 2023, a bump that brings 2023 sales to blockbuster territory at more than $1 billion.