Belumosudil

The National Reimbursement Drug List (NRDL) faces budget pressure and competition, with 445 drugs passing formal review in 2024. Oncology, immunology, neurology, and rare diseases see strategic positioning and comparator choices as key. Contract renewals and re-negotiations are under pressure, emphasizing clear messaging and data preparation for NRDL success.

Sanofi reports 15.7% Q3 sales growth, driven by vaccine sales and strong business performance, raising 2024 EPS guidance. Dupixent sales up 23.8%, with full-year target confirmed at €13 billion. Pharma launches grew 67.1%, led by ALTUVIIIO, Nexviazyme, and Rezurock. Vaccines sales increased 25.5%, boosted by flu sales and Beyfortus. Opella sales rose 7.9%, supported by Qunol acquisition. R&D expenses grew 12.7%, while SG&A expenses grew 6.4%. Business EPS at €2.86, up 12.2% reported and 17.6% at CER. Four regulatory approvals and four positive phase 3 data readouts achieved. Negotiations underway to transfer a controlling stake of Opella to CD&R. 2024 business EPS guidance upgraded to low single-digit growth at CER.

Discussion on posttransplant follow-up, chronic GVHD monitoring, ruxolitinib efficacy, treatment choices for steroid-refractory GVHD, and the role of ECP in managing GVHD, emphasizing collaboration between transplant centers and referring physicians.

Graft versus Host Disease Market to grow at 9.9% CAGR (2020-2034), driven by branded therapies, strong pipeline, and increased awareness. Market size in the US was $1 billion in 2023, expected to grow at 7.4% CAGR (2024-2034). Emerging therapies like Axatilimab and CSL964 to transform market. Key companies include Equillium, Biocon, Takeda, and CSL Behring.

The graft versus host disease market is growing due to the adoption of branded therapies like JAKAFI, IMBRUVICA, ORENCIA, and REZUROCK, a strong pipeline with over 10 new drugs expected to launch, and increased awareness of GvHD management. Innovative treatments and ongoing research aim to address unmet needs in this complex condition.