20 potential launches, 11 therapy areas and 15 new drug classes. Our recent webinar, Key Potential Drug Launches in 2027: Expert Webinar, covered all of it. Evaluate’s expert analysts, Piotr Lis and Niru Ibeanu, took us through the drugs most likely to move markets next year, from the five value leaders to gene therapies, oncolytic viruses and new delivery technologies facing decisions within the same 12 months.
Obviously, I strongly suggest that you watch the on-demand version of the webinar if you missed out on the live version, but if time is tight (and it is Q4!), here are three things we learned.
- Commercial risk is as important as clinical risk. 13 of the 20 drugs are already filed or on the market, so the big question is whether they will get paid for. Takeda’s zasocitinib shows how this plays out. It beat Sotyktu head-to-head on complete skin clearance at over 2.5 times the rate, yet J&J’s Icotyde, which was approved in March 2026, already holds the first-line oral slot. Several of these potential launches will be won or lost in market access.
- The platform era is being tested. Antibody-oligonucleotide conjugates from Novartis and Avidity, in vivo CRISPR from Intellia, individualized mRNA from Moderna and Merck, and AAV gene therapy from uniQure all face decisions in the same window. Novartis paid around $12bn for Avidity, and with del-desiran missing its primary endpoint in September, so all eyes are now on del-brax and del-zota. In the webinar Piotr also highlighted uniQure’s Huntington’s gene therapy, which showed 80% slowing of progression at 36 months in a disease with no approved therapy to slow it.
- Surrogate endpoints are increasingly important. Povetacicept rests on proteinuria, tinlarebant on lesion growth, del-brax on a plasma biomarker and ifezuntirgene on an external control. Several launches depend on regulators accepting a marker in place of a hard outcome, which makes tinlarebant’s February 12, 2027 PDUFA date well worth watching.
There is plenty more in the full session. The team looks at why oral formulations have become a commercial differentiator, a regulatory calendar that includes decisions on giredestrant and povetacicept, and a drugs to watch list featuring a possible first in vivo CRISPR therapy and a possible first personalized cancer vaccine. Retatrutide’s Phase III data, the highest weight loss ever recorded for an obesity drug, get a look too.
Ready to see the full pipeline?
Watch the on-demand webinar now and head into 2027 with the launch landscape mapped out. You’ll find the recording here, our full webinar back catalog here, and the report with the asset-level detail here. And if you’re a subscriber of Biomedtracker of Datamonitor Healthcare, you can access the full report in the platform – just log in and get started.
To learn more about the intelligence behind this analysis, explore Datamonitor Healthcare here.
