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Why Vivus's Qnexa Might Not Avoid the Obesity Drug Graveyard

By Jim Edwards | Sep 14, 2009

Many have tried. None have succeeded. And now Vivus – a young Arthur of Pharmalot, if you will — believes it can pull the sword from the stone. On paper, it has a good case. My colleague Trista Morrison makes that case cogently here.

Put simply, Qnexa has twice blown through the FDA’s required “5 percent better than placebo” weight-loss standard. And if this press release is to be believed, there are no significant safety problems.

What could possibly go wrong? Three things:

  1. History: The history of diet drugs is simple to understand. They either don’t work, are dangerous, or are effective but so unpleasant that — like GlaxoSmithKline’s Alli – few can stand to use them. So on the track record alone, if you think Qnexa is  $10 billion-a-year drug, you’re betting against history.
  2. Qnexa is a speed-based antidepressant: This drug is literally a mixture of the amphetamine phentermine and the epilepsy/antidepressant drug topiramate (Topamax). And while Vivus’s testing has not turned up any major side effect signals, the Qnexa proposition essentially asks doctors to prescribe the drug to patients who are neither depressed nor epileptic nor fatigued. Is it likely that widespread use of such a mixture will lead to zero worrying side-effect signals?
  3. Qnexa is too effective: Remember, to succeed it is not good enough to simply be effective. Wyeth’s infamous Fen-Phen was effective. Cocaine and cigarettes are effective. It’s just that extended use of these products results in death. In Vivus’s most recent test, patients lost up to 13.2 percent of their body weight. That’s fine if you weigh more than 250 pounds, as the patients in the test did. But it’s ruinously unhealthy if you weigh around 120 pounds or less. Thus, the FDA may ban it for patients who aren’t fantastically heavy — and that could restrict its revenues.

We’ll see. $10 billion in sales are on the line, if the bulls are to be believed.

Image by Flickr user Qole Pejorian, CC.

Jim Edwards, a former managing editor of Adweek, has covered drug marketing at Brandweek for four years, and is a former Knight-Bagehot fellow at Columbia University's business and journalism schools. Follow him on Twitter or send him an email.

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  •  
    1

    Trista Morrison

    09/14/09 | Report as spam

    RE: Why Vivus's Qnexa Might Not Avoid the Obesity Drug Graveyard

    Well played.

    As clean as the data look thus far, I think point #2 above is the biggest potential stumbling block.

  •  
    2

    Rafi Allos

    09/15/09 | Report as spam

    RE: Why Vivus's Qnexa Might Not Avoid the Obesity Drug Graveyard

    While I agree that some healthy skepticism is always required and has been missing from some of the very bullish Articles written in the wake of Vivus's most recent announcement of Qnexa data, I feel I must disagree with some of the points made in your article.

    Firstly, topiramate is an anti-eleptic that has also been approved for a number of small/niche indicaitons in various countries. It is not an anti-depressant (buproprion, which is a component in both of Orexigen's drugs, Contrave and Empatic, is an anti-depressant). Topiramate does in fact have depressive effects in a certain sense but this is not from a mental health perspective because instead from a sympathetic nervous system perspective. It therefore anatagonises some of phentermine's stimulatory effects on the SNS (i.e. dry mouth sensation, slight increase in blood pressure).

    Furthermore, it is very important to note that even full dose Qnexa is a combination of phentermine and topiramate at doses much lower than the highest doeses approved of either of the constitutent drugs. Vivus, according to the results conference, are hoping to get all 3 dose levels of Qnexa approved to give doctors maximum presciption flexibility and furthermore, management indicated that the mid-dose would be used in most patients with high-dose only be used in non-responsive patients.

    Secondly, it is fundamentally incorrect to extrapolate the results in obese and morbidly obese patients to people who weigh 120 pounds. The more excess fat that a person carries the greater and the more rapid weight loss will be on an energy restricted diet. Qnexa's primary mechanism is a reduction in calorie intake as a result of decreased appetite and increased satiety and is effective because it helps obese and overweight patients to consume an energy restricted diet.

    If approved, regulatory agencies will likely approve it only for patients who are overweight and have another co-morbidity such as diabetes or hypertension and for patients who are obese. As a prescription-only drug it will therefore only be legitimately available to patients who satisfy that criteria and who obtain a prescription from a doctor. It does not therefore need to be "banned" from patients who weigh less but will simply never be submitted for approval for those who are mildly overweight but healthy. The fact that the drug might be sold on the internet without a prescription to people who do not fall within the patient criteria is a different matter...

    As I said at the beginning of my post I do feel some skepticism is warranted, especially in the obesity drug development field. However, in my opinion that skepticism should centre around the potential commercialisation problems of a drug, albeit a patented combination, that combines two generic agents and any potential central side effects. The latter should be assessed by combing through the release of data by Vivus as more detail is put forward rather than speculation based on the constitutent agents that is shaky.

    Disclosure: I hold shares in Vivus and Orexigen

  •  
    3

    BNET's Jim Edwards

    09/15/09 | Report as spam

    RE: Why Vivus's Qnexa Might Not Avoid the Obesity Drug Graveyard

    Obviously docs should not be prescribing Qnexa for 120lb women, but we all know that drugs have a tendency to leak off label. And how many of us have had a 117lb friend insist that she just needs to lose another 12lbs?

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