J&J, AZ/Daiichi Sankyo cancer therapies lead Clarivate's annual rundown of notable new meds

17 Jan 2024
www.fiercepharma.com
Drug ApprovalVaccine
Clarivate’s annual list of 15 Drugs to Watch includes four cancer medicines, two gene therapies and two RSV vaccines.
Clarivater therapies have topped Clarivate Analytics’ Drugscancertch in 2024, an annual report that identifies potential blockbusters and other medicines that could “transform treatment paradigms."
Clarcancerpredicts Johnson & JohnClarivate Analyticsreatment Akeega and Daiichi Sankyo and AstraZeneca’s datopotamab deruxtecan will generate $2.7 billion in sales each in 2029. On the list of 15 transformative medicines, these are the only ones expected to exceed $2 billion in sales by 2029.
Clarivate’s report,Johnson & Johnson12th year, highlights druAkeegat havDaiichi Sankyon appAstraZenecae edatopotamabbderuxtecan in 2024. Its sales estimates cover the G7 countries—U.S., U.K., Japan, France, Italy, Germany and Spain.
Clarivatehe only company with more than one drug on the list. Clarivate also spotlighted J&J's Talvey, a first-in-class bispecific antibody to treat multiple myeloma. The analysts forecast Talvey’s sales will reach $850 million in 2029.
J&J only other cancer drug on the list is Astellas’ zolbetuximab, which was slapped with J&JompTalveyesponse letter from the FDA last week because ofmultiple myelomaufacturing issues. The monoclonal antibody is still on track to become the first approved therapy to treat one of the hottest targets in oncology—tumors that are claudin positive. Clarivate predicts sales for the stomach cancer drug will reach $1.1 billion by 2029.
As for gene thecancer, Vertex and CRISPR’s Casgevy azolbetuximabbio’s Lyfgenia “have the potential to be transformative for aFDAtient population with debilitating, life-altering disease that have limited symptomatic and no curative treatments currently available,” Clarivate wrote.tumorsClarivatestomach cancer
Casgevy and Lyfgenia are approved in the U.S. to treat sickle cell disease, while Casgevy this week picked up an expanded FDA nod in transfusion-dependent beta thalassemia.
Casgevyte esLyfgeniaCasgevy’s sales will reach $1.3 bilsickle cell diseaserganizatCasgevy not include a sales estimate forFDAuebird'stransfusion-dependent beta thalassemia
Clarivateable launches on the list are the RSV vaccines Abrysvo from Pfizer and Arexvy from GSK. Both vaccines are based on the RSV F protein, “which was a ground-breaking discovery,” the Clarivate team wrote.
Meanwhile, the analysts estimate two drugs RSV vaccineseAbrysvoillionPfizerles in 2029. One GSKBayer and Regeneron’s high-dose ERSV F proteins playing catch up with Roche’s Vabysmo, which Clarivateted to Clarivate’s 2022 Drugs to Watch list.
The other big seller identified on this year’s list is Sanofi and Sobi’s hemophilia A drug AltuBayer, whiRegeneronproved in FebEylea of last year and is distinguisheRocheits extended half-life, which is three to four times longer than rival therapies.
Also identified by Clarivate as medicines to watch are Sanofiitas’ Tarpeyhemophiliary immunAltuviiio A nephropathy (IgAN) therapy which was approved last month; Eli Lilly’s Omvoh, an ulcerative colitis treatment which won an FDA nod in October; and Verona’s COPD hopeful ensifentrine, which has been shown to improve both lung function and symptoms.
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