Opdivo declines below $2 trillion… the only cancer immunotherapy which experiences negative growth
Kymriah • Yescarta advance with slight growth
Keytruda (MSD) dominates the cancer immunotherapy market and already exceeds the gap with Opdivo (BMS) by double.
When Newsmp analyzed the global big pharma’s quarterly reports, Keytruda made 30% growth in the second quarter with $4.2 trillion in sales.
On the contrary, Opdivo, which initiated the cancer immunotherapy market with an identical PD-1 inhibitor, shows negative growth.
With the summit in the third quarter of last year, Opdivo indicated negative growth and withdrew from $2 trillion in the second quarter.
As a result, the gap between Keytruda and Opdivo widened more than $2 trillion. The semi-annual sales of Opdivo had no difference with Keytruda’s second quarter.
Keytruda outweighed Opdivo in the cancer immunotherapy market until they felt bittersweet in the first monotherapy clinic of lung cancer three years ago. Still, the growth waned, and Keytruda took over Opdivo’s position.
In the PD-L1 inhibitor field, Tecentriq (Roche) is leading the market. The quarterly sales nearly doubled in a year to $800 billion.
Although the growth rates of Imfinzi (Astra Zeneca) and Tecentriq are about the same (45.6%), the sales gap expanded from $80 billion in the first quarter to $260 billion in the second quarter.
Yervoy (BMS) maintains its quarterly sales of about $400 billion with fluctuations.
Meanwhile, the CAR-t treatments are growing steadily, but their quarterly sales reached only $100 billion as unexpected.
Yescarta (Gilead) magnified its sales to $180 billion with 30% growth, and Kymriah (Novartis) is narrowing the gap with Yescarta by achieving 100% growth ($140 billion).