How Much Money Will These 5 Pharma Companies' Pipelines Generate in 5 Years

Published: Jul 19, 2017

How Much Money Will These 5 Pharma Companies' Pipelines Generate in 5 Years July 18, 2017
By Mark Terry, Breaking News Staff

Market research company EvaluatePharma recently published a report that, among other things, projects the state of the pharmaceutical industry in five years. Part of that evaluation was to look at the pipelines of top pharma companies and analyze their potential value creation between now and 2022. Keith Speights, writing for The Motley Fool, provides an overview.

1. Roche

Two of Roche ’s leading candidates are emicizumab and lampalizumab. Emicizumab is currently being studied in several Phase III trials for hemophilia A. Lampalizumab is also in several Phase III trials for geographic atrophy associated with age-related macular degeneration. If approved, EvaluatePharma projects emicizumab at $1.6 billion in sales in 2022, and $900 million for lampalizumab.

Roche has over 35 programs in late-stage trials that it plans to submit for regulatory approval in the next couple years. Some are for expanded indications for Kadcyla, Perjeta, and Tecentriq, as well as others.

Roche is currently trading for $243.40.

2. AstraZeneca

Between now and 2022, EvaluatePharma projects that AstraZeneca could rake in cumulative sales of $21 billion. Top of the list is Imfinzi, which the FDA recently granted accelerated approval for second-line treatment of advanced bladder cancer. It’s also being studied for other cancer indications and in combo therapies. Projects for that drug alone could create total sales exceeding $41 billion over the next five years.

Another hot prospect is tremelimumab, which EvaluatePharma projects could hit blockbuster sales by 2022.

AstraZeneca is currently trading for $33.56.

3. AbbVie

EvaluatePharma projects its pipeline could have sales of $20.4 billion from now to 2022. It has three top picks: elagolix, Rova-T, and ABT-494.

Elagolix is in Phase III trials for endometriosis and uterine fibroids. In 2022, EvaluatePharma projects it will rake in $1.5 billion.

Rova-T is also in Phase III trials as a first-line treatment for small-cell lung cancer. In 2022, it’s projected to make $1.5 billion.

ABT-494 (upadacitinib) is being studied for several autoimmune disorders, and has the potential to create $1.2 billion in sales in 2022.

Speights also notes that AbbVie’s risankizumab for autoimmune diseases and veliparib for cancer look promising.

AbbVie is currently trading at $72.12.

4. Gilead Sciences

Over the next five-year period, EvaluatePharma projects Gilead ’s pipeline as having cumulative sales of $19.1 billion. At the top of this list is bictegravir/F/TAF combination therapy for HIV. The combination therapy was submitted to the FDA in June and is expected to be submitted to the European Medicines Agency (EMA) in the next couple months. If approved, the combo could bring in $4.3 billion in 2022.

In addition, the company’s sofosbuvir/velpatasvir/voxilaprevir combo for hepatitis C is expected to hit $1.4 billion in 2022, and its autoimmune therapy filgotinib might make $227 million in 2022.

Gilead is currently trading for $71.20.

5. Johnson & Johnson

EvaluatePharma projects the company’s pipeline will create $14.9 billion in total sales in the next five years. Two pipeline products show the most promise: guselkumab for psoriasis and apalutamide for prostate cancer. Guselkumab, if approved, is projected to bring in $1.6 billion in 2022, and apalutamide is projected at over $1.6 billion in 2022.

Speights writes, “Several of J&J’s pipeline candidates are evaluating already-approved drugs for additional indications. Darzalex, which first won approval as a third-line treatment for multiple myeloma in 2016, could be one of the biggest winners. Assuming the drug gains approval for additional indications, Darzalex could be one of the top-selling drugs in the world in 2022, with estimated sales that year of $5.8 billion.”

Johnson & Johnson is currently trading for $132.31.

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