Vantage Data Points

Launch figures show a tale of two Car-Ts

It is widely acknowledged that the launches of the first Car-T therapies, Gilead's Yescarta and Novartis's Kymriah, have disappointed. But a look at their most recent sales figures show just how much better Gilead's product, originated at Kite Pharma, has done. What is more, Yescarta's $264m of sales in 2018, match sellside forecasts made back in 2016, when hype over Car-T was growing – which is surprising given the exuberance typical of sellside analysis. Meanwhile, Kymriah revenues have fallen well short of initial expectations, something that has not been helped by manufacturing issues. The bottom line is that both therapies have a long way to go to achieve blockbuster status, let alone become profitable.

Dropping the Bace

The last of the clinical-stage beta-secretase (Bace) inhibitors in Alzheimer's disease is dead. Biogen and its partner Eisai's decision to discontinue ongoing studies of elenbecestat signals the end for this once-popular mechanism of action. Below is a summary of all the other Bace inhibitor projects that have fallen by the wayside in the past few years. 

Biopharma's least novel indications

Oncology is by far the most popular segment for novel drug development. But what about the less active areas of biopharma? The analysis below shows the number of NMEs, both marketed and clinical-stage, for each EvaluatePharma indication group, excluding those in oncology. A closer look at those indications less well served by novel therapeutics reveals a mix of classes either with a well-established generic market, or where effective targets remain elusive to the biopharma world. For our analysis of cancer's novel projects see: Oncology's haves and have-nots, July 22, 2019.

Source: EvaluatePharma Vision; data from July 2019.

Biopharma's biggest sellers – looking forward

The list of biopharma's most lucrative drugs includes some surprisingly old products that are still going strong (Biopharma's biggest sellers – the oldies that just keep giving, August 14, 2019). A look forward to the biggest drugs of the next few years reveals that some of those golden oldies are still in the top ranks. Humira and Revlimid, both over 10 years old, still feature and are forecast to sell $140bn and $70bn respectively, according to EvaluatePharma consensus.

Source: EvaluatePharma

Datapoint: Cell and gene therapy trials

The above graphic shows the number of gene and cell therapy trials for all products in clinical development or filed for approval, as listed in clinicaltrials.gov.

 

For a larger/zoomable version of the image click here 

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