AstraZeneca

AstraZeneca terminated OUD drug AZD4041 development due to drug-drug interaction with antifungal itraconazole. Despite challenges, non-opioid medications are under development, but efficacy data is lacking. Opioid agonist therapies are expected to drive $1.75 billion in sales by 2033, reflecting patient preference and lack of alternatives. KOLs view OUD as a relapsing-remitting disorder, naturally inclined towards opioid use, making non-opioid treatments only adjunctive. The market lacks effective non-opioid therapies, but a strong profile could disrupt the OUD market.

Study finds states with higher economic vulnerability and minoritized populations have fewer gynecological cancer trials per 100,000 persons, highlighting the need for efforts to address these disparities.

The global antibody drug conjugate market is projected to grow from USD 7.72 billion to USD 23.3 billion by 2035, driven by advancements in antibody engineering and clinical trial successes. Over 280 ADCs are approved or in clinical studies, with 250+ in early development. Key segments include breast cancer, solid tumors, and HER-2 antigen. North America leads in market share, while Asia-Pacific shows higher growth potential.

Vivo, developed by OmniScience, won the CNS Summit Innovation Showcase for its ability to streamline clinical trial data accessibility and support actionable insights. The platform's genAI capabilities enable teams to make informed decisions, reducing trial timelines and increasing success rates.

AstraZeneca's CAPItello-281 phase 3 trial showed significant improvements in radiographic progression-free survival (rPFS) with Truqap (capivasertib) combined with Zytiga (abiraterone) and ADT in PTEN-deficient de novo metastatic hormone-sensitive prostate cancer patients, compared to Zytiga and ADT alone. The trial, involving over 1,000 patients, marks the first AKT inhibitor combination to demonstrate benefit in this specific form of prostate cancer, with ongoing assessment for overall survival.

BridgeBio’s Attruby, an oral drug for transthyretin amyloid cardiomyopathy (ATTR-CM), has been approved by the FDA, priced at $18,759.12 for a 28-day supply. It significantly improves survival and reduces heart disease-related hospitalizations but lacks a mortality benefit. BridgeBio partners with Bayer for European marketing and AstraZeneca’s Alexion for Japan. Analysts predict limited uptake due to Pfizer’s established Vyndaqel, but potential for $2.5 billion in global sales by 2035.

AstraZeneca plans $3.5bn US investment by 2026 for R&D centre in Cambridge, MA, and biologics facility in Maryland, aiming to boost cell therapy and specialty manufacturing capacities, and create over 1,000 skilled jobs. This aligns with AZ's goal to reach $80bn revenue by 2030, driven by growth in oncology, biopharmaceuticals, and rare diseases, plus 20 new medicine launches.

DelveInsight's 'Crohn's Disease Pipeline Insight, 2024' report details 70+ companies developing 80+ therapies, including AstraZeneca, Immunic, Suzhou Connect Biopharmaceuticals, Pfizer, and Bristol-Myers Squibb. Key therapies like MORF 057, OTL-104, TP-317, AZD 7798, IMU 856, CBP-307, PF-06651600, Deucravacitinib, E6011, Guselkumab, Mirikizumab, Filgotinib, RHB-104, Ozanimod, and Brazikumab are expected to impact the market. The report covers clinical trials, regulatory approvals, market dynamics, and therapeutic assessments by route of administration and molecule type.

DelveInsight's report on Crohn’s Disease Market Insights, Epidemiology, and Market Forecast-2034 details the market size, emerging therapies, and key companies like Takeda Pharmaceutical, Janssen Pharmaceuticals, UCB, Biogen, AbbVie, AstraZeneca, Tillotts Pharma, Gilead Sciences, Galapagos NV, Boehringer Ingelheim, Celgene (Bristol Myers Squibb), Eli Lilly and Company, RedHill Biopharma, Arena Pharmaceuticals, Mesoblast, and others. The market size in 7MM was ~USD 9,000 million in 2023, expected to increase by 2034, with key therapies like ENTYVIO, STELARA, VELSIPITY, Zeposia, LY-3074828, RHB-104, and others expected to launch. Positive results for mirikizumab and TREMFYA were reported in 2024, and Dong-A-ST's Imuldosa received FDA approval as a biosimilar to Stelara.

Top global pharma companies excel in R&D, pipeline management, and capital allocation, leveraging AI, personalized medicine, and supply chain resilience. Leaders like Roche and Novo Nordisk face challenges in valuation, access vs. profitability, and innovation pipeline management, emphasizing the need for balanced strategies and portfolio diversification.