Tezacaftor/Ivacaftor

很大程度上，重磅创新药能否获批决定了药企未来的命运。 例如，2024年Madrigal、Verona分别因其重磅新药Rezdiffra和Ohtuvayre的上市，取得亮眼业绩，声名鹊起。 2025年，FDA预计将批准更多新药上市，也将使更多药企将走到聚光灯下。例如罕见病传奇公司福泰制药或将斩获两款重磅新药，包括用于囊性纤维化的三联CFTR调节剂Alyftrek和止痛新药Suzetrigine，Evaluate预测这两款新药在2030年销售额将达到112亿美元。而Cytokinetics和Insmed是小型生物技术公司的佼佼者，有望推出其首个重磅炸弹药物。大型制药公司中，阿斯利康、赛诺菲、GSK、强生、礼来也或将在2025年收获重磅新药。 表1 2025年有望上市的重磅新药TOP10 资料来源：Evaluate Pharma 1 福泰或成最大赢家 从企业来看，福泰制药（Vertex）或成最大赢家，今年不仅有两款重磅炸弹有望上市，而且其囊性纤维化新一代三联疗法在2030年销售额预计将达到83亿美元，远超其他同期获批的新药。 福泰制药以其治疗囊性纤维化的孤儿药起家，现在发展壮大为年营收百亿美元的大型生物技术公司。囊性纤维化（CF）是一种CFTR蛋白因基因突变而导致功能缺陷或丢失的遗传性疾病。针对CF的病因CFTR蛋白，福泰推出了Trikafta、Kalydeco、Orkambi和Symdeko系列产品，在CF领域几乎处于独占地位。 目前，三代囊性纤维化组合疗法TRIKAFTA/KAFTRIO是福泰最主要的收入来源，尽管该药价格昂贵，但其在改善CF患者的肺功能和生活质量方面效果显著。2023年该药销售额89亿美元，2024年销售额预计将超过百亿美元。 2024年末，福泰的新一代三联疗法Alyftrek（简称Vanza三联疗法）获得FDA批准，用于治疗6岁及以上、携带至少一个F508del突变或其他对Alyftrek有反应的CFTR基因突变的囊性纤维化（CF）患者。 该组合疗法中，Vanzacaftor和Tezacaftor旨在通过促进CFTR蛋白的加工和运输，增加细胞表面CFTR蛋白数量，而Deutivacaftor是旨在增加送达细胞表面的CFTR蛋白的通道开放概率，以改善细胞膜上盐和水的流动。Alyftrek每天一次给药，对31种额外突变有效，并且可以实现比Trikafta更强的降低汗液氯化物水平能力，是福泰在囊性纤维化领域的又一次成功迭代。 福泰制药在2025年还有望迎来首个新机制的镇痛新药Suzetrigine（VX-548）。该药是一款选择性NaV1.8抑制剂，有望成为二十多年来首个用于治疗急性和神经性疼痛的新药。不过，不久前suzetrigine在2期坐骨神经痛（LSR）研究中虽然达到了主要终点，但降低疼痛的数字量表评分不及预期，可能会影响该药未来的销售峰值。 除了福泰制药，GSK也将在2025年收获两个重磅新药：Depemokimab和MenABCWY。 Depemokimab（德莫奇单抗）是一款超长效IL-5单抗，仅需每半年注射一次。该药已于近日率先在中国提交上市申请，适应症包括重度嗜酸性粒细胞性哮喘（SEA）和慢性鼻-鼻窦炎伴鼻息肉（CRSwNP）。 MenABCWY是一款五价脑膜炎球菌ABCWY疫苗，结合已获批的脑膜炎疫苗Bexsero和Menveo的抗原成分，可针对五种脑膜炎球菌血清群（A，B，C，W和Y）的脑膜炎球菌保护接种者。该疫苗的BLA已获FDA受理，PDUFA日期为2025年2月14日。 2 GLP-1药物备受期待 GLP-1药物在过去两年的火爆程度有目共睹，今年中国市场或将迎来一款重磅新药：玛仕度肽。 玛仕度肽（Mazdutide）是一款GLP-1R/GCGR双靶激动剂，原研为礼来，2019年信达生物引进其在中国的开发和商业化权益。据信达生物资料，该药高剂量9 mg组治疗48周，可减重17.8 kg，优于司美格鲁肽和替尔泊肽。 图片来源：信达生物演示PPT 2024年2月，玛仕度肽首个NDA获受理，用于肥胖或超重患者长期体重管理，今年有望在中国获批上市。Evaluate预测其到2030年销售额将达13亿美元，虽然无法比肩超百亿美元的超级重磅炸弹，但对于中国药物市场，这已是一个相当可观的销售额。 另外，诺和诺德和礼来都有新一代的GLP-1药物将在今年公布关键数据，或将改变该领域的竞争格局。 诺和诺德的复方药物CagriSema，结合了司美格鲁肽与长效Amylin（胰淀素）类似物Cagrilintide两种药物，被给予厚望。其2期临床试验REDEFINE-1研究结果显示，治疗68周，CagriSema组体重减轻22.7%（基于试验产品估算）或20.4%（基于治疗政策估算），与礼来的替尔泊肽相当（72周治疗方案估算为22.5%或20.9%）。如果借助优先审评券，该药或许有望在2025年获批。 礼来的Retatrutide是一款GLP-1/GIP/GCG三受体激动剂，已启动3期临床研究。其全球2期临床试验表明，在超重或肥胖人群中，Retatrutide 4、8、12 mg每周1次治疗48周时平均减重分别为17.1%、22.8%、24.2%，疗效或将超越替尔泊肽。 礼来另一个GLP-1管线orforglipron也备受期待。该药是一款小分子非肽类GLP-1RA口服制剂，给药频率为每日一次。其2期临床数据显示，治疗36周，45mg剂量组减重14.7%，相较安慰剂组减重12.4%。作为GLP-1R小分子赛道的领头羊，让人们对其今年有望公布的3期临床数据充满了期待。 3 更多重磅药物即将登场 今年有望获批的重磅药物中还有第一三共与阿斯利康联合开发的Trop2 ADC、Cytokinetics公司的心脏病新药及多款自免新药。 Datopotamab Deruxtecan Datopotamab Deruxtecan（Dato-DXd）是一款靶向TROP2的ADC药物，也是第一三共和阿斯利康合作推出的第二款ADC，两家公司曾联合推出ADC明星产品德曲妥珠单抗，因此该药备受期待。 该药已于2024年12月在日本获批，用于治疗既往接受过化疗的成年人HR阳性、HER2阴性不可切除或复发乳腺癌患者，商品名Datroway。2025年1月，该药又在美国获批用于治疗乳腺癌。 不过，2024年12月，阿斯利康基于TROPION-Lung01Ⅲ期试验的结果，自愿撤回了在欧盟提交的Dato-DXd肺癌适应症上市申请，具体适应症为局部晚期或转移性非鳞状非小细胞肺癌（NSCLC）成年患者。但这并不意味着该药在肺癌领域的失败，不久后，阿斯利康又在美国提交了Dato-DXd治疗经治局部晚期或转移性表皮生长因子受体突变（EGFRm）非小细胞肺癌成年患者的上市申请，并获得优先审评资格，FDA预计将在2025年第三季度完成审评。 Aficamten Aficamten是一款新一代选择性小分子心肌肌球蛋白ATP酶抑制剂，由Cytokinetics公司研发。2024年10月，NMPA已受理aficamten片用于治疗梗阻性肥厚型心肌病（oHCM）的新药上市申请并将其纳入优先审评品种。2024年12月，FDA也受理了aficamten用于治疗oHCM的新药申请，PDUFA日期为2025年9月26日。Evaluate预测其销售额在2030年将达到28亿美元。 Tolebrutinib Tolebrutinib是赛诺菲开发的一种口服、能穿越血脑屏障的BTK抑制剂，正在准备向监管机构递交上市申请，此前该药已获FDA突破性疗法认定，用于治疗患有非复发性继发进展型多发性硬化（nrSPMS）的成年患者。近年，BTK用于自免疾病成为市场关注的焦点，tolebrutinib能获得突破性疗法认定，意味着其在临床重要终点上的疗效较现有药物有显著改善。 Brensocatib Brensocatib是一种口服、可逆性DPP1小分子抑制剂，拟用于治疗支气管扩张症。该药正在准备向监管机构递交上市申请，此前已获得美国FDA授予的突破性疗法认定，用于治疗非囊性纤维化支气管扩张。如果获得批准，brensocatib将成为首个获批治疗支气管扩张症的药物，预期其销售额在2030年将超过10亿美元。 Nipocalimab Nipocalimab是一款FcRn单抗，来自强生以65亿美元从Momenta公司引进，具有治疗多种自身免疫疾病的潜力。自免领域向来重磅产品迭出，而现在又处于新老产品交替之际，该药有望成为强生自免领域的新一代重磅产品。 友情推荐：医药行业深度技术内容，点击“博药”查看详情~ 声明：本内容仅用作医药行业信息传播，为作者独立观点，不代表药智网立场。如需转载，请务必注明文章作者和来源。对本文有异议或投诉，请联系maxuelian@yaozh.com。 责任编辑 | 小月石 合作、投稿、转载开白 | 马老师 18323856316（同微信）  阅读原文，是受欢迎的文章哦

A case study on how a pharmaceutical company specializing in cystic fibrosis treatments turned to DelveInsight for comprehensive analysis and insights into the digital cystic fibrosis landscape in the UK. DelveInsight identified key Digital Opinion Leaders (DOLs) and synthesized their opinions, enabling the client to strategically leverage these insights for drug development, marketing, and patient advocacy, ensuring a competitive edge in the cystic fibrosis market. LAS VEGAS, Dec. 19, 2024 /PRNewswire/ -- DelveInsight, a leader in healthcare competitive intelligence and consulting company, published a success study on Digital Opinion Leader (DOL) Analysis in the Cystic Fibrosis Market . A pharmaceutical company specializing in cystic fibrosis treatments approached DelveInsight to conduct an in-depth analysis of DOLs in the UK. The client sought to identify key digital influencers and understand their perspectives on cystic fibrosis treatments, leveraging these insights to inform drug development, marketing strategies, and patient advocacy efforts. Cystic fibrosis is a life-limiting autosomal recessive genetic disorder that primarily affects the lungs and digestive system, caused by mutations in the CFTR gene. According to DelveInsight's latest Cystic Fibrosis Market and Epidem Forecast Report, the estimated total diagnosed prevalent cases of cystic fibrosis in the 7MM in 2023 were ~68K cases. The UK had the highest number of diagnosed cystic fibrosis cases, with nearly 11K, followed by France with 7.5K and Germany with 7K. In the EU4 and the UK, the cystic fibrosis market size was nearly USD 7 billion, accounting for almost 39.4% of the total 7MM market size in 2023. This is expected to increase significantly by 2034. Download the Sample Report to Explore Future Trends in the Cystic Fibrosis Market In the field of cystic fibrosis, DOLs play a significant role in shaping perceptions and influencing the direction of treatment, policy, and patient care. These are influential healthcare professionals or researchers who have an active online presence and contribute to discussions, research, and advocacy. For pharmaceutical companies developing cystic fibrosis treatments, understanding the DOL landscape is crucial for gaining insights into market dynamics and stakeholder perceptions and identifying strategic opportunities for drug development, marketing, and patient advocacy. Several medications have been approved to manage cystic fibrosis, with therapies targeting the CFTR protein to correct its defects. One of the most groundbreaking treatments is TRIKAFTA, a combination of elexacaftor, tezacaftor, and ivacaftor, which has revolutionized cystic fibrosis treatment by improving lung function in patients with specific genetic mutations. Other notable drugs include SYMDEKO (tezacaftor/ivacaftor) and ORKAMBI (lumacaftor/ivacaftor), which also target the CFTR protein. These therapies aim to address the root cause of the disease, improving symptoms and quality of life for patients. However, despite these advancements, the current treatment landscape still faces challenges, such as variability in treatment efficacy and accessibility to newer therapies for certain patient populations. The pipeline for cystic fibrosis treatments continues to evolve, with several promising drugs in the cystic fibrosis pipeline. Ensifentrine (Verona Pharmaceuticals) is a dual inhibitor of the enzymes responsible for inflammation and mucus production in the lungs, showing potential as an add-on therapy for patients with CF. VX-121/TEZ/VX-561 (Vertex Pharmaceuticals) is another exciting treatment, combining triple therapy to enhance CFTR function and improve lung function. LAU-7b (Laurent Pharmaceuticals Inc.) aims to restore CFTR function and reduce inflammation. Lonodelestat (Pari Pharma GmbH) is being investigated for its ability to reduce neutrophil elastase and inflammation in the lungs of CF patients. These drugs, if successful, could significantly improve treatment options and outcomes for CF patients. Several companies are at the forefront of developing treatments for cystic fibrosis. Eloxx Pharmaceuticals, Inc. focuses on treatments that aim to restore protein function in CF patients with specific genetic mutations. Vertex Pharmaceuticals is a leader in the CF market, with therapies like TRIKAFTA and ongoing pipeline developments. Santhera Pharmaceuticals is exploring potential treatments to address pulmonary issues in CF patients. DelveInsight helped the client by curating insights from the digital cystic fibrosis landscape and analyzing the opinions of key digital influencers. By identifying and analyzing these DOLs, DelveInsight provided actionable insights and strategic recommendations for the client. The company gained a deeper understanding of the market dynamics, stakeholder perceptions, and the evolving digital landscape surrounding cystic fibrosis. These insights were invaluable for informing drug development strategies, understanding the gaps, patient burden,, and patient advocacy initiatives. Armed with comprehensive information on DOLs and their impact, the client was better equipped to make informed decisions, enhance patient engagement, and improve the overall market approach for cystic fibrosis treatments. Our client approached us with multiple objectives: Understand the DOL Landscape in the UK for cystic fibrosis. Identify Key Digital Opinion Leaders influencing discussions about cystic fibrosis. Analyze the Opinions of DOLs on treatment options and emerging therapies. Leverage Insights to refine drug development, marketing strategies, and patient advocacy efforts. Outcome of DelveInsight's Digital Opinion Leader Analysis: We identified and profiled key digital opinion leaders (DOLs) in the UK cystic fibrosis community, focusing on those with strong online presence, high engagement, and CF expertise. Through content analysis, we gained insights into opinions, trends, and key areas like treatment, patient care, advocacy, and research within the CF community. We mapped the CF digital ecosystem, highlighting connections and interactions between DOLs and stakeholders revealing network dynamics and engagement patterns. We assessed the impact of DOLs using metrics like follower count, engagement rate, and content virality, helping clients prioritize engagement strategies and collaborations. DelveInsight specializes in comprehensive Key Opinion Leader (KOL) and Digital Opinion Leader (DOL) opinion analysis, offering deep insights into industry trends, expert perspectives, and influencer dynamics. Our expertise enables clients to identify and understand the nerve of the trends by providing analysis through the most impactful thought leaders and digital influencers. By leveraging our tailored strategies and data-driven approaches, we help businesses strengthen their approach, refine decision-making, and amplify their market impact. Connect with us today to explore how we can support your specific needs and discuss opportunities for strategic engagement. Request a Proposal Now ! Why Choose DelveInsight? DelveInsight offers comprehensive expertise in the respiratory disease domain, providing in-depth market research, consulting services, and pipeline analysis tailored to the evolving needs of the industry. With a sharp focus on respiratory conditions, DelveInsight delivers robust reports covering emerging therapies, market trends, competitive landscapes, and unmet needs. DelveInsight's respiratory-specific solutions empower stakeholders to make data-driven decisions, optimize their R&D efforts, and seize growth opportunities in the dynamic and rapidly advancing respiratory disease market. Market Assessment Services in the Genetic Disorders Segment, DelveInsight, provide a 360-degree view of the market landscape. Our expertise includes epidemiology-based market forecasts up to 2034, offering precise insights into current and future market share uptake of emerging therapies. These forecasts, combined with detailed analyses of emerging trends, competitive dynamics of the pipeline therapies, and unmet needs, enable stakeholders to strategize effectively and identify growth opportunities. Whether it's the pipeline analysis, pricing strategies, or competitive benchmarking, DelveInsight delivers actionable intelligence tailored to your goals. Contact us Today to discuss how our services can drive success in your endeavors within the genetic disorder market. Competitive Intelligence Services Tailored to Genetic Disorder Domain: DelveInsight's competitive intelligence services provide real-time, accurate insights across the different therapeutic domains and genetic disorders being one of our fortes, providing detailed insights into advancements across rare and inherited conditions such as cystic fibrosis, Duchenne muscular dystrophy, and sickle cell anemia etc to name a few. Our services analyze competitors' pipelines, clinical trial progress, gene and cell therapy innovations, and market entry strategies, as well as regulatory updates and patent landscapes specific to genetic disorders. This intelligence enables stakeholders to identify emerging threats, uncover growth opportunities, and develop targeted strategies to remain competitive in this evolving therapeutic area. Connect with us today to explore how we can help you succeed in the genetic disorders market. About DelveInsight DelveInsight is a leading Business Consultant and Market Research firm focused exclusively on life sciences. It supports pharma companies by providing comprehensive end-to-end solutions to improve their performance. Get hassle-free access to all the healthcare and pharma market research reports through our subscription-based platform , PharmDelve . Contact Us Shruti Thakur [email protected] +14699457679 Logo: SOURCE DelveInsight Business Research, LLP WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In GET STARTED