Evaluate Data

A disastrous Phase II miss for the pulmonary arterial hypertension candidate AV-101 leaves Aerovate drifting. Could Gossamer stand to benefit?    

2030 sales forecasts for Novo’s obesity hope are an order of magnitude larger than its closest rival among 2025’s expected debutantes.  

New pivotal data on Regeneron and Sanofi’s antibody in chronic urticaria are underwhelming, though probably sufficient for approval. A green light may beckon in bullous pemphigoid, too.

But 2024 will see a lull between two strong years.    

Revenues from Rx and OTC pharmaceuticals are returning to the normal annual growth patterns seen during the past decade – the COVID-affected years excepted. In a 3-part series, In Vivo analyzes the market dynamics that support this trend, giving forecasts for individual therapy areas for 2025. This article focuses on the top three therapy areas by growth.

But competing with the likes of Wegovy and Zepbound will be a big ask.

After a quiet July, August and September are shaping up to be busy on the approvals front. Already this month, the US FDA has approved Adaptimmune’s Teclera for synovial sarcoma, Phathom’s Voquezna for gastro-esophageal reflux disease and Servier’s Voranigo for gliomas. Here, Scrip takes a look at ten other approvals for novel products in the offing for the third quarter.    

Last year, In Vivo spotlighted some of biopharma’s most highly valued yet unpartnered assets. Now it’s time to see if deals have been struck and review how NPVs have changed.

Sales of the Swiss group’s bispecific in retinal vein occlusion are forecast to increase out to 2030 as sales of Eylea and Lucentis fall.    

New data could help spur sales of the drug in chronic lymphocytic leukemia to nearly $4bn in 2030.    

J&J topped the league table for CEO pay in 2023, a position it has held for three of the four past years. Meanwhile, the two companies that arguably generated the most buzz in 2023 neatly depict the stark contrast between the US and Europe when it comes to executive remuneration.  

Lilly and Novo Nordisk were top performers among large-cap pharma stocks, while the stock prices of Bristol Myers and Gilead declined the most.

Six biopharma companies have filed to list their shares on US exchanges so far this year, but the sums they are seeking are small.    

An analysis of the most valuable research-stage products pinpoints several neurological candidates – and a deeper dive into this segment shows more CNS therapies that look to be worth big money.    

Following a pair of $10bn+ deals in Q4 2023 and a $16.5bn takeout in Q1, the second quarter saw no acquisition priced as high as $5bn, Evaluate notes. Aggregate deal volume and values dropped from Q1.

Biotechs have had a difficult time raising cash through flotations over the past quarter, with one stepping away altogether.    

The group’s MASH candidate lanifibranor carries hefty sales forecasts but Inventiva might run out of cash before the approval trial reports.  

Keytruda enjoyed its fifth consecutive quarter as the world’s top-selling drug in the first three months of 2024. As Comirnaty and Spikevax fell out of the list, Vertex’s cystic fibrosis pill Trikafta/Kaftrio became one of the top 10 best-selling drugs for the first time.

Even after removing Xaira’s unusual $1bn seed financing, Evaluate’s data show that biopharma venture capital fundraising increased from the first to the second quarter and from Q2 of last year.

After the Phase III failure of xevinapant, the German group will need to cut deals and do better in a rare cancer if it is to turn its fortunes around.