BRISTOL MYERS SQUIBB

Cancer trials face a 95% failure rate despite advancements like CAR T-cell therapies. Nuclear isotopes, used for imaging and therapy, show promise in targeting cancer cells while sparing healthy tissues. Actinium-225 and Lutetium-177 are particularly promising, with challenges including supply, delivery precision, and patient-specific dosing. AI could optimize isotope production, delivery, and personalized treatment plans, though data limitations and high costs remain significant hurdles.

The 21st IMS annual meeting in Rio de Janeiro discussed MRD testing, high-risk disease, CEPHEUS trial, and off-the-shelf CAR T-cell therapy. Topics included MRD testing's impact, defining high-risk myeloma, and the potential of allogeneic CAR T-cell therapy. CEPHEUS trial showed improved MRD negativity and PFS with daratumumab in myeloma treatment.

The schizophrenia market in 7MM is projected to grow at a 7.4% CAGR, from $8.4b in 2021 to $17b in 2031, driven by 11 late-stage pipeline products. These therapies are expected to capture 33.4% of the market share in 2031, with Cobenfy projected to be the top-selling drug by 2031, with $2.2b in sales. However, patent expirations of LAIs may slow growth, though new therapies will help counterbalance this.

The schizophrenia market in 7MM is expected to grow at a CAGR of 7.4% from $8.4bn in 2021 to $17bn in 2031, driven by 11 late-stage pipeline products. These new products, with higher annual cost of therapy, will capture 33.4% of global sales in 2031. Cobenfy, approved in 2024, could become the top-selling drug with $2.2 billion sales in 2031. The US dominates the market due to a large patient population and high drug costs. Challenges include generic erosion of antipsychotic LAIs, but pipeline therapies will fuel market growth.

Small cell lung cancer, a fast-growing and aggressive subtype, accounts for 10-15% of lung cancer cases globally. It has limited-stage and extensive-stage classifications, with poor prognosis due to early metastasis. Primary cause is long-term tobacco exposure, leading to rapid tumor growth. First-line therapies include platinum-based chemotherapy with radiotherapy for limited-stage, and platinum-based chemotherapy plus immunotherapy for extensive-stage. Immune checkpoint inhibitors and antibody-drug conjugates are advancing treatment, offering hope for relapsed and refractory cases.

The enzyme inhibitor market is projected to grow from US$2.8 Bn in 2023 to US$5.9 Bn by 2034, driven by applications in disease management, particularly cardiovascular diseases, oncology, and autoimmune disorders. Key drivers include advancements in monoclonal antibodies, RNA-based inhibitors, and oncology therapies. Major players like Merck & Co., Novartis AG, and Pfizer Inc. are investing in R&D and strategic partnerships to meet healthcare demands.

The global Acute Myeloid Leukemia Therapeutics Market is projected to grow at a CAGR of 13.4% during 2024-2032, driven by advances in targeted therapies and immunotherapies.

CAR T cell therapy for autoimmune diseases, including lupus, is advancing with positive Phase 1 trial results showing potential to reset immune systems, reduce disease activity, and improve quality of life.

2024 saw significant clinical successes and failures in biopharma, with Vertex, BMS, and Alnylam achieving notable wins, while AbbVie, Sage Therapeutics, Pfizer, and Gilead faced setbacks in neurological and other indications. Despite high failure rates in drug trials, particularly in CNS diseases, some companies advanced new treatments, while others faced challenges in their pipelines.

Real-world analysis of ide-cel in r/r MM with CNS involvement showed 70% had no CNS relapse post-treatment, with median PFS of 10.5 months and OS of 12.9 months. CAR T-cell therapy demonstrated efficacy and feasibility in this rare form of MM.