Idursulfase beta

Baird rates Denali Therapeutics (DNLI) Outperform with a $31 target, predicting FDA approval for tividenofusp alfa by late 2025/early 2026. DNL310, targeting Hunter syndrome, may capture significant market share from Elaprase. Denali's Alzheimer’s and Parkinson’s programs are seen as promising long-term opportunities.

The global mucopolysaccharidosis treatment market, valued at USD 2,669.1 million in 2024, is projected to grow at a CAGR of 5.9% to USD 5,014.5 million by 2035. Growth is driven by advancements in biotechnology, enhanced diagnostic methods, increased awareness, and the availability of enzyme replacement therapy. Clinical trials for innovative treatments are expanding, despite high costs and lack of reimbursement policies limiting market growth.

The global mucopolysaccharidosis (MPS) treatment market, valued at USD 2,669.1 million in 2024, is projected to grow at a CAGR of 5.9% to USD 5,014.5 million by 2035. Growth drivers include advancements in biotechnology, enhanced diagnostic methods, increased awareness of rare diseases, and the availability of enzyme replacement therapy (ERT). Clinical trials and new drug approvals, such as Lysogene's LYS-SAF302 and JCR Pharmaceuticals' JR-141, are pivotal. Despite high treatment costs and reimbursement challenges, the market is set to expand, with ERT remaining the preferred treatment.