The immunotherapy market

Analysts estimate the value of the cancer immunotherapy market to achieve soon $35bn pa. To date, only three multinationals have succeeded in launching an immunotherapy on the market—Bristol-Myers Squibb with Opdivo, MSD with Keytruda and Roche, which launched Tecentriq in May. These drugs have produced a remarkable revenue. In the first 6 months of the year, Opdivo’s sales totaled up to $1.54bn, while Keytruda—which has been on the market for a shorter time—yielded about $563m. Tecentriq is selling quite well too, having already generated $77m in revenues in 4 months. MSD recently hit a major target at the ESMO congress in announcing the results from Keynote-024, a trial investigating the use of Keytruda vs chemotherapy in patients with NSCLC (non-small cell lung cancer). Keytruda reduced the risk of disease progression or death by 50% and the risk of death by 40% among patients expressing PD-L1 levels of 50% or greater. At the same congress, Roche announced encouraging data from Tecentriq, originally developed as a prostate cancer treatment, but apparently effective in lung cancer as well. Lung cancer treatments represent a niche of the oncological market whose value is already estimated between $10bn and $15bn.
(Source Neue Zürcher Zeitung)