Bristol Myers’ schizophrenia drug Cobenfy stumbles as adjunctive treatment, denting blockbuster plan
Title
Bristol Myers Squibb’s Schizophrenia Drug Cobenfy Falls Short as Add-on Therapy, Dampening Blockbuster Prospects
Keywords
- Cobenfy
- Bristol Myers Squibb
- schizophrenia
- adjunctive treatment
- antipsychotics
- Phase 3 trial
- clinical trial failure
- PANSS score
- blockbuster drug
- risperidone
- drug approval
Key Facts
- Primary Endpoint Not Achieved:
Cobenfy (xanomeline and trospium chloride) failed to demonstrate a statistically significant improvement over placebo as an adjunctive treatment to atypical antipsychotics in adults with inadequately controlled schizophrenia at the primary six-week endpoint in Phase 3 trials. The change in PANSS score was not significant (P = 0.11)135.
- Numerical Improvement but Not Significant:
While Cobenfy plus an atypical antipsychotic showed a numerical reduction in symptom severity compared to placebo plus antipsychotic, the improvement did not reach statistical significance required for regulatory and clinical impact1235.
- Subgroup Analysis Offers Limited Hope:
A post-hoc analysis indicated a notable difference in response in patients taking non-risperidone background antipsychotics, hinting at potential benefit in specific subgroups. However, further studies would be needed to support any new approvals based on these findings15.
- Safety Profile Consistent:
Cobenfy’s safety and tolerability profile as an adjunct was consistent with previous findings when used as monotherapy, suggesting no new safety concerns emerged in the adjunctive setting15.
- FDA Approval as Monotherapy Remains:
Cobenfy was previously approved by the FDA in 2024 as the first-in-class muscarinic agonist for adults with schizophrenia, based on monotherapy trials showing statistically significant reductions in symptoms4.
- Future Uncertain for Blockbuster Aspirations:
The failure in adjunctive therapy dents expectations for Cobenfy to become a blockbuster, as the latest results undermine the case for wider use alongside existing antipsychotics235.
- Historical Challenge:
Developing effective adjunctive therapies for schizophrenia remains challenging, with complex trial designs and the difficulty of showing added benefit over established antipsychotics5.
Sources:
1. https://news.bms.com/news/details/2025/Bristol-Myers-Squibb-Announces-Topline-Results-from-Phase-3-ARISE-Trial-Evaluating-Cobenfy-xanomeline-and-trospium-chloride-as-an-Adjunctive-Treatment-to-Atypical-Antipsychotics-in-Adults-with-Schizophrenia/default.aspx
2. https://www.biospace.com/drug-development/strike-2-bms-stumbles-again-as-cobenfy-disappoints-in-schizophrenia
3. https://www.biopharmadive.com/news/cobenfy-bristol-myers-trial-failure-schizophrenia-adjuvant-wall-street/746073/
4. https://news.bms.com/news/details/2024/U.S.-Food-and-Drug-Administration-Approves-Bristol-Myers-Squibbs-COBENFY-xanomeline-and-trospium-chloride-a-First-In-Class-Muscarinic-Agonist-for-the-Treatment-of-Schizophrenia-in-Adults/default.aspx
5. https://medcitynews.com/2025/04/bristol-myers-squibb-schizophrenia-drug-cobenfy-antipsychotic-adjunct-bmy/