[Newsmp] The market for high-priced drugs like immunotherapies and CAR-T cell therapies remains powerful.
Evrysdi (Roche) is gaining momentum in the SMA treatment market, as Spinraza (Biogen) and Zolgensma (Novartis) face a downward trend.
Newsmp gathered the sales data of pharmaceuticals, such as checkpoint inhibitor immunotherapy, CAR-T cell therapies, and SMA treatments, by analyzing the first-quarter reports of leading global pharmaceutical companies.
The immune checkpoint inhibitor market continues to grow, with a focus on the four major PD-(L)1 inhibitors.
In particular, Keytruda, the market leader, achieved over 20% growth compared to the same period last year in the first quarter, expanding its quarterly sales to approximately KRW 7.7 trillion.
This indicates that the quarterly sales volume of Keytruda (MSD) is greater than the combined sales revenue of other immune checkpoint inhibitors.
Opdivo (BMSㆍOno) also experienced a growth of 14.5% compared to the previous year, reaching sales of approximately KRW 2.9 trillion in the first quarter. Despite approaching the KRW 3 trillion mark, the gap between Opdivo and Keytruda continued to widen.
Tecentriq (Roche) also recorded double-digit growth with sales amounting to KRW 1.4 trillion, while Imfinzi (AstraZeneca) experienced a significant surge of 50.3% in sales, surpassing KRW 1 trillion and expanding to a scale of KRW 1.2 trillion.
In contrast, Tyvyt (Lilly) saw a decrease of nearly 30% in sales compared to the same period last year, while Yervoy (BMS), a CTLA-4 inhibitor, fluctuated around the KRW 700 billion mark in sales.
CAR-T cell therapies, although smaller in scale compared to immune checkpoint inhibitors, are exhibiting steady growth.
Yescarta (Gilead Sciences), the largest product in the CAR-T cell therapy market, experienced growth of over 70% compared to the same period last year, approaching the KRW 500 billion mark, while Abecma (BMS) also exceeded KRW 150 billion in sales, recording a growth rate of nearly 80%.
Tecartus (Gilead Sciences) achieved a growth rate surpassing 40% as it climbed to the KRW 100 billion mark, while Breyanzi (BMS), although still below the KRW 100 billion mark, also saw growth of over 30%.
Kymriah (Novartis) remained stagnant at the KRW 180 billion mark, only growing at 6.3% in the first quarter.
In the SMA treatment market, where three products with different administration routes compete, the market dominance of the leading contenders has diminished, but Evrysdi (Roche), as a latecomer, is making impressive progress on its own.
In the first quarter, Evrysdi surpassed the KRW 500 billion mark with a growth rate of 60.6%, widening the gap with Zolgensma (Novartis) and closely approaching Spinraza (Biogen).
Zolgensma experienced a negative growth of 14.9% compared to the same period last year, barely maintaining the KRW 400 billion mark, while Spinraza also witnessed a decline of 6.2% and fell below the KRW 600 billion mark.
