FIVE DRUG LAUNCHES IN 2023 THAT HAS POTENTIAL TO BECOME BLOCKBUSTERS
Peak revenues are collected from different sources
SRP-9001
Patients with Duchenne muscular dystrophy will have a mutation in the DMD gene and cannot produce protein independently. SRP-9001 is a gene therapy aimed at delivering the microdystrophin-encoding gene into muscle. The AAVrh74 Viral Vector has a high affinity for muscle; the MHCK7 promoter helps in aiming specific skeletal and cardiac muscles, followed by SRP-9001 dystrophin transgene helps in assembling dystrophin-associated protein complexes.
Sarepta is collaborating with several external partners, including Aldevron (plasmid production), Catalent (Vector production), and PPD (Analytical testing), to meet the demand for SRP-9001.
The company is aiming to achieve peak-year sales of $4 billion.
Iptacopan
Iptacopan is a complement factor B inhibitor, preventing intravascular and extravascular hemolysis in paroxysmal nocturnal hemoglobinuria (PNH) patients. Novartis can potentially position the product as the first-line oral therapy for PNH as the drug showed improved hemoglobin in patients previously treated with SoC and in a first-line setting.
Analysts at Jefferies estimated that the peak revenues could hit $3.6 billion once the drug is approved for all indications, including PNH, atypical hemolytic uraemic syndrome (aHUS), rare kidney diseases C3 glomerulopathy (C3G) and idiopathic membranous nephropathy (IMN).
Aprocitentan
Aprocitentan is a dual ETA/ETB receptor antagonist which showed efficacy in patients with resistant hypertension.
Idrosia, in collaboration with J&J, is developing the aprocitentan. Idrosia will receive royalties based on the revenues generated, from 20% on annual sales up to $500 million to 35% if the revenues exceed $2.5 billion.
Repotrectinib
BMS has received access to repotrectinib; the ROS1/NTRK inhibitor is expected to achieve FDA approval in the second half of 2023.
BMS aims to achieve $1.1 billion in revenues in the first-line setting and $400 million in the second-line setting. With the acquisition, BMS is aiming to challenge Roche's Rozyltrek.
Lebrikizumab
Lebrikizumab is the interleukin 13 inhibitor in development for atopic dermatitis and acts by preventing the formation of IL-13Rα1/IL-4Rα heterodimer complex and subsequent signaling.
The peak revenues were estimated to be $1.5 billion. Lebrikizumab was expected to show superior efficacy versus Dupixent on itching, a key symptom in patients with atopic dermatitis.
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