• Pivekimab sunirine, developed by AbbVie, is projected to generate $21 million in US revenue by 2038, targeting CD123-positive hematologic malignancies.
• Vimseltinib, by Deciphera Pharmaceuticals, is expected to reach $173 million in US revenue by 2034, focusing on advanced malignancies and tenosynovial giant cell tumor.
• Risk-adjusted net present value (rNPV) models, incorporating phase transition success rates and approval likelihood, offer conservative valuations for both drugs.
• Both drugs leverage kinase inhibitor technology, with Pivekimab sunirine using an antibody-drug conjugate and Vimseltinib targeting the FMS kinase (CSF1R).