Market Snapshot: Gilead’s Biktarvy and ViiV’s two-drug regimens are expected to dominate the HIV market over the next few years as market exclusivity losses loom, but drugs with new mechanisms of action, and longer-acting products, might influence market dynamics.
The market value for HIV treatments is expected to increase over the first half of this decade, but then decline during the second half of the decade because of increasing competition from generic versions of key products. In 2018, just under 40 million people were infected with HIV worldwide.
Up to 2026, the continued growth of Gilead Sciences, Inc.’s blockbuster Biktarvy (emtricitabine/tenofovir alafenamide fumarate and bictegravir) and
More BCMA-directed therapies are in development, as well as ones targeting GPRC5D and FcRH5, along with CELMoDs. The question is how to bring those into therapy and pay for them.
KOLs told Scrip about how they are incorporating new immunotherapies into treatment and combining existing agents, but some new drug classes have struggled to take root.
Multi-product players may be able to use bundled rebates for preferred formulary status and biosimilars offer a new competitive dynamic, but there is hope for novel therapies.
Remission rates with existing therapies leave much room for improvement, so a variety of treatments are needed – leaving major players attempting to carve unique paths in a crowded market.
Lilly's first Phase III triplet win opens the door to a label expansion in BTK-pretreated CLL, with analysts suggesting Jaypica could attain blockbuster status. However, the window to capitalize may be brief as next-generation BTK degraders close in with head-to-head trials.
Mounjaro, Eliquis, and Darzalex buck the Q1 trend to make gains
