How Is Roche Doing In Crowded Multiple Sclerosis Drugs Market?

by Trefis Team
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Roche Holding’s (NASDAQ:RHHBY) Ocrevus is one of the drugs approved for the treatment of multiple sclerosis, while Biogen’s Tecfidera is the leader in the multiple sclerosis drugs market. Multiple sclerosis is a chronic disease that affects the central nervous system, especially the brain, spinal cord, and optic nerves. Roche’s top selling drug in this therapeutic area is Ocrevus, with sales of close to $2.4 billion. Ocrevus is protected from any biosimilar competition till 2029, and it could see strong sales growth in the near term. In this note we compare Roche’s Ocrevus to other drugs within the multiple sclerosis market. You can look at our interactive dashboard analysis ~ How Is Roche’s Ocrevus Doing In the Crowded Multiple Sclerosis Drugs Market? ~ for more details. In addition, look at our data for healthcare companies here.

Biogen’s Tecfidera Is The Top Selling Multiple Sclerosis Drug, Followed By Novartis’ Gilenya And Roche’s Ocrevus.

  • Biogen’s Tecfidera garnered sales of $4.3 billion in 2018; this compares with $2.9 billion in 2014 sales.
  • Novartis’ Gilenya also saw sales grow from $2.5 billion in 2014 to $3.3 billion in 2018.
  • Roche’s Ocrevus was launched in 2017, and the sales grew from <$1 billion in 2017 to $2.4 billion in 2018.
  • Other drugs in the multiple sclerosis market include: Teva’s Copaxone, Biogen’s Tysabri and Avonex, Sanofi’s Aubagio and Lemtrada, Merck KGaA’s Rebif, and Bayer’s Betaferon.

Roche’s Share In the Multiple Sclerosis Drugs Market Will Likely Increase To 21%

  • Combined sales of multiple sclerosis drugs above grew from $18.8 billion in 2014 to $21.4 billion in 2018.
  • Ocrevus is a relatively new drug, and it saw its share jump to 11% in 2018.
  • Ocrevus’ share could increase to over 21% in the coming years, given that some of the other blockbuster drugs are about to lose market exclusivity over the next few years.
  • Even if we ignore the market exclusivity, Ocrevus in a recent study had shown superior efficacy to 10 other treatments in reducing the risk of 12-week confirmed disability progression, and to 12 other therapies in reducing annualized relapse rate.

Ocrevus’ Patents Are Well Protected Till 2029 In The U.S. 

  • Ocrevus’ loss of exclusivity: 2029
  • Teva Copaxone’s loss of exclusivity: Lost in 2016
  • Biogen Tecfidera’s loss of exclusivity: 2020
  • Biogen Tysabri’s loss of exclusivity: 2020
  • Biogen Avonex’s loss of exclusivity: 2026
  • Sanofi Aubagio’s loss of exclusivity: Lost in 2017
  • Sanofi Lemtrada’s loss of exclusivity: 2027
  • Novartis Gilenya’s loss of exclusivity: 2019

Ocrevus Is Relatively A Small Drug For Roche, And It Accounts For Only 5% of The Company’s Total Sales

  • Roche’s total pharmaceutical sales increased from $41.5 billion in 2016 to $47.5 billion in 2018, and it is expected to be north of $49.0 billion in 2021.
  • Ocrevus sales grew sharply in 2018, and it resulted in 5% contribution to the company’s top line.
  • Looking forward, Ocrevus’ sales will likely grow at a faster pace than for the overall Roche, resulting in a higher contribution to the top line at around 9% by 2021.

 

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