深度分析2022全球最有价值的孤儿药R&D项目,概览中国CAR-T疗法研发进展
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上期灵麦月刊,小编和大家分享了EvaluatePharma最新的孤儿药市场分析。大家对2022年最有价值的孤儿药R&D项目尤为感兴趣。借着诺华CTL019的获批,那么本周小编将和大家详细聊一下其中2个CAR-T疗法的产品。
根据EvaluatePharma的权威预测,在2022年,Kite Pharma的Anti-CD19 CAR-T细胞疗法Axicabtagene Ciloleucel(KTE-C19)将会以USD 79亿的NVP值成为最有价值的孤儿药R&D项目。而诺华的CTL019则以USD 47亿的NVP值排名第六。随着上周CTL019的批准,无疑是给CAR-T细胞疗法研发市场注入一剂强而有力的强心针。
Figure 1 Top 10 Orphan R&D Products based on NPV in 2022
Source: EvaluatePharma, Lingmed Analysis
单看这2个产品,根据EvaluatePharma的权威预测,KTE-C19预计会在今年12月上市。虽然CTL019略早于KTE-C19获批,可KTE-C19却将会有比CTL019更好的销售涨势。也难怪Gilead会在上周豪掷119亿美元收购Kite,成功晋升为CAR-T免疫疗法领域的领军者。
Figure 2 KTE-C19& CTL019 Sales comparison
Source: EvaluatePharma, Lingmed Analysis
Axicabtagene Ciloleucel World’s Most Valuable R&D Orphan Drug
EvaluatePharma® finds that Kite Pharma’s Anti-CD19 chimeric antigen receptor (CAR) T cell therapy in development for Non-Hodgkin’s lymphoma, is the world’s most promising R&D orphan drug, with an NPV of $7.9bn. While, Novartis's CTL019 will be No.6, with an NPV of $4.7bn. The early US approval for CTL019 – a month before the FDA’s action date – sweeps away most of the remaining doubts that might still have existed about regulatory caution on cell therapies.
Figure 1 Top 10 Orphan R&D Products based on NPV in 2022
Source: EvaluatePharma, Lingmed Analysis
Comparing these two poducts, though CTL019 launched a little earlier than KTE-C19, EvaluatePharma® finds that KTE-C19 will have sharper growth than CTL019. No wonder Gilead Sciences spent $11.9 Billion to Acquire Kite Pharma, which immediately positions Gilead as a leader in cell therapy.
Figure 2 KTE-C19& CTL019 Sales comparison
Source: EvaluatePharma, Lingmed Analysis
灵麦医药是以下两家情报数据库在中国的独家合作伙伴:
Biotechgate/博谷 - 全球创新药和器械产品收购和引进数据库
EvaluatePharma/预估医药 - 全球医药研发、销售、市场预估等竞争情报数据库
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