[Newsmp] The gap between treatments for spinal muscular atrophy (SMA) is narrowing.
Newsmp tallied the quarterly reports of three companies with SMA treatments Biogen, Novartis, and Roche, and found the semi-annual sales gap between three drugs, Spinraza (Biogen), Zolgensma (Novartis), and Evrysdi (Roche), has significantly decreased.
The fluctuation started in Evrysdi. Its sales, which were only KRW 83.2 billion in the first quarter last year, expanded to KRW 380 billion in the second quarter. (Based on the exchange rate on the 10th)
On the other hand, the first SMA treatment, Spinraza, saw its quarterly sales plunge by more than KRW 100 billion in a year with the release of Zolgensma and Evrysdi.
Among them, Zolgensma has consistently maintained quarterly sales of KRW 400 billion, and quarterly sales of all three items are forming around KRW 400 to 500 billion.
The quarterly sales gap between Spinraza and Zolgensma decreased from about KRW 24 billion in the second quarter of last year to about KRW 7 billion in the second quarter, and from KRW 160 billion to KRW 115 billion for Zolgensma and Evrysdi during the same period.
The semi-annual sales volume of Spinraza fell 11.4% year-on-year to about KRW1.2 trillion, greatly reducing the gap with Zolgensma, which rose 17.0% to KRW 970 billion, from about KRW 500 billion to KRW 200 billion.
During the same period, Evrysdi recorded a three-digit growth rate, expanding to about KRW 700 billion, narrowing the gap with Zolgensma to within KRW 300 billion.