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Roche's Vabysmo shows no sign of slowdown after Regeneron and Bayer's launch of Eylea HD

2024-04-24

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Despite a 108% increase in sales from its blockbuster macular degeneration drug Vabysmo, Roche saw a 6% slide in revenue in the first quarter, credited largely to a decrease in sales of COVID products.

It’s been eight months since Regeneron secured approvamacular degenerationrsion VabysmopoRocheuse macular degeneration treatment Eylea in the U.S. So how much impact has souped-up Eylea had on the upward trajectory of Roche’s Vabysmo, which was approved 19 months earlier as a longer-acting challenger?

Not much, according to sales Regeneroneleased by Roche on Wednesday morning.macular degeneration Eylea Roche Vabysmo

In the first quarter of 2024, Vabysmo racked up rRochee of 847 million Swiss francs ($927 million), which was up 108% year over year and demolished the analyst consensus of 750 million Swiss francs. It also was a huge leap sequentially from sales of 594 Swiss francs in the fourth quarter of last year.

Regeneron and Bayer have yet to report their first-quarter results. Bayer got high-dose Eylea approved in EU in early January. In February, Regeneron reported that Eylea U.S. sales fell from $6.3 billion in 2022 to $5.9 billion in 2023, with high-dose Eylea accounting for $166 million in sales over the last four months of the year.

Regeneron, RegBayern also said that it didn’t expect to see a sales Bayer for Eylea HD iEylea first quarter because its permanent J-code wouRegeneronck in until AprEylea J-codes are part of an identifying system that allows pharmacies, hospitals and phEyleaans to bill for medications, and getting it can be an important step for drug reimbursement.

In a conferRegeneron on Wednesday, Roche’s pharma CEO Teresa Graham said the company has not seen any sales impact on Vabysmo since the start of this month.

Roche pointed to a network meta-anaRoche comparing results from seven trials of Vabysmo and Eylea which included more than 5,000 patients and concluded that Vabysmo produced more reduction in central subfield thickness in both age-related macular degeneration (AMD) and diabetic macular edema (DME).

Roche analysis adds to the growing body of evidence that Vabysmo’s unique [mechaVabysmo actiEyleaeads to the superior anatomical outcomes in the drying of eyVabysmoporting Vabysmo is the preferred choice for first-line treatmenage-related macular degeneration (AMD)AMD diabetic macular edema (DME)

Graham added that real-world data studies that included mVabysmon 50,000 Vabysmo patients will validate Vabysmo’s credentials as “a standard of care,” in AMD and DME. The cVabysmowill present those results next week in Seattle at thAMDssociDMEon for Research in Vision and Ophthalmology conference.

Vabysmo continued to grow its market share in the U.S. to 25% in AMD and 18% in DME, which is an increase of 3 percentage points from the previous quarterAMD bothDMEdications, Roche said. Additionally, Vabysmo also has already grabbed an 8% share of the retinal vein occlusion market since the FDA signed off on the label expansion in October of last year.

Roche added that more than 40% of Vabysmo patients are new to eyeAMDeatments, coDMEred to a 10% figure for treatment-naïve patients in the first quarter of last year.Roche retinal vein occlusion FDA

Rocheompany is targeting Q3 to re-Vabysmowet AMD treatment Susvimo. The medicine approved for use in Susvimo is a customized formulation of ranibizumab, but at a different concentration than what is used for eye injections with Lucentis (ranibizumab injection).

Additionally, in the second half of this wet AMD AMDoche hopes to file for diabetic macular edema and diaSusvimoetinopathy as new indications for Susvimo which was originally approved in October of 2021 but recalled by the company aLucentister because of a leakage issue.

Overall, for the first quarter, Roche reported Roche of 14.4 billion Swdiabetic macular edemaion),diabetic retinopathyine from revenue of 15.3Susvimon Swiss francs ($16.8 billion) in the first quarter of 2023 and a 2% drop sequentially.

Roche blamed the declines on theRoche of revenue from its COVID-19 products but CEO Thomas Schinecker said that those effects will end in the second quarter, setting the company up for a return to revenue growth.

Rocheding COVID products, Roche’s sales were up 7% in the COVID-19 supporting the company’s guidance to mid-single-digit growth in 2024, which the company confirmed on Wednesday.

Roche’s top product, multiRocheclerosis treatment Ocreuvus, rang up sales of 1.66 billion Swiss francs ($1.82 billion) in the quarter, good for 8% growth year over year. With an approval expected for its injectable version of Ocrevus, Roche expects a blockbuster-sized bump in sales, “upwards of the $2 billion range,” Graham said.

Rocheg major sales gamultiple sclerosiswere blood cancer treatment Polivy, which was up 70% year-over-year to 387 million Swiss francs ($424 million) and breast cancer drug Phesgo, which increased sales 81% to 249 million SwissOcrevus (Rochemillion). Polivy was approved in 2019 and Phesgo made the grade in 2020.