EvaluatePharma recently released the “EP Vantage 2019 Preview” report, which uses the net present value method (NPV) to evaluate the market potential of new drugs in the world.
Regarding the net present value, you can simply understand “how much is the value of a new drug asset at a certain stage of development.”
According to the list, Vertex’s “triple therapy” for cystic fibrosis is listed as the world’s most valuable advanced treatment option with a net present value of $14.4 billion, far ahead of other projects.
In fact, shortly after the announcement of the list (November 28), Vertex Pharmaceuticals has announced that two Phase III studies have investigated the combination of VX-659, tezacaftor and Kalydeco (ivacaftor) in the treatment of patients with cystic fibrosis. Effectiveness and security. The results showed that triple therapy reached the primary endpoint of a significant improvement in the lungs.
It was found that the total net present value of the 20 new drugs under research was as high as 110.4 billion US dollars, of which 4 projects were selected by the new base, namely CD19 CAR-T therapy JCAR017, ozanimod for treating multiple sclerosis (MS), and Bluebird’s joint development of the BCMA CAR-T therapy bb2121 and the upcoming Luspatercept application have a cumulative net present value of more than $20 billion.
It is worth mentioning that there are only a handful of large pharmaceutical giants entering the net present value TOP20 project, only GlaxoSmithKline (GSK) CD19, BCMA Antibody Conjugates Project (GSK2857916) and Pfizer’s Rituxan Biosimilar Drug Project (PF) -05280586).
Of the 20 finalists, 7 were for cancer indications, and the included indications included Alzheimer’s disease, NASH, hemophilia A, and rheumatoid arthritis.Vantage_2019_Preview