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P. 185
Special Report
Blockbuster Contenders: Drugs to watch in 2025
hich new market entrants blockbuster Type-2 and obesity drugs,
should be on the industry’s Ozempic/Wegovy (semaglutide). Other PATRICIA VAN ARNUM
Wradar in 2025? What new top contenders by the large biotech/ Editorial Director, DCAT
products, recently or expected to launch pharma companies, either developed
in 2025, show blockbuster potential? singularly or in partnership, include: (pegadricase with proprietary tech-
A look at the leading contenders. Bristol-Myers Squibb’s Cobenfy nology) (see Figure 1).
(xanomeline-trospium) for treating
Potential blockbusters in the making schizophrenia and psychosis related The competitive positions and pro-
Each year brings the promise of to Alzheimer’s disease; jected sales of these drugs are outlined
new market entrants, so what is on tap Amgen’s Imdelltra (tarlatamab-dlle) below.
for 2025? Clarivate, a business intelli- for treating extensive small-cell
gence fi rm, in its ‘2025 Drugs To Watch lung cancer; Novo Nordisk’s Awiqli (basal insulin
report’, identifi es 11 new-to-market Sanofi ’s and Alnylam Pharma- icodec)
therapeutics and drugs poised to launch ceuticals’ fi tusiran for treating Novo Nordisk’s Awiqli (basal
in 2025 or newly-launched that are hemophilia A and B; insulin icodec) for treating Type-1 and
projected to achieve blockbuster/near GSK’s Neisseria meningitidis Type-2 diabetes mellitus, the fi rst once-
blockbuster status (defi ned as sales of (A, B, C, W, and Y) vaccine, GSK- weekly, subcutaneous insulin, offers
$1-bn or more) by 2030. 3536819; and potential advantages over daily basal
Pfi zer’s/Arvinas’ vepdegestrant for insulin by reducing frequency of injec-
The analysis includes candidates in treating a certain form of advanced tions for the long-acting insulin from
Phase II or Phase III trials, at pre-regis- breast cancer (see Figure 1). daily to weekly injections. Projected
tration or registration stage, or already sales in 2030 in G7 markets (Canada,
launched early in 2024, including both Rounding out the top 11 drugs to France, Germany, Italy, Japan, the UK,
novel treatments and drugs launched watch in 2025 were contenders from and the US) are $4.70-bn, according to
for new indications that could be parti- mid-sized to smaller companies: Clarivate estimates.
cularly impactful to the industry. The Moderna’s mRESVIA (respiratory
dataset was then fi ltered for drugs syncytial virus vaccine); The drug has already launched in
that had total forecast sales of $1-bn Exelixis’ zanzalintinib for treating Australia, Canada, the European Union
or more in 2030. Expert analysts then chronic gout; and (EU), Mainland China and Japan,
added recently launched and soon-to- Sobi’s and Cartesian Therapeutics’/ but approval and launch in the US
launch therapeutics set to signifi cantly Selecta Biosciences’ SEL-212 have been delayed due to the company
transform treatment paradigms, even
if they are not forecast to be block-
busters within fi ve years. Drugs Amgen Bristol-Myers Squibb Eli Lilly and Exelixis
Cobenfy
Imdelltra
Company/Amirall
launched prior to 2024 were excluded (tarlatamab-dlle) (xanomeline Ebglyss (lebrikizumab) zanzalintinib
from the analysis. trospium)
On top of the list of the 11 drugs GSK Moderna Novo Nordisk
noted by Clarivate as potential block- GSK-3536819 mResvia Nova Nordisk Awiqli CagriSema
busters, based on projected sales in 2030, (Neisseria meningitidis, (respiratory syncytial virus (basal insulin icodec) (cagrilintide &
ABCWY vaccine
vaccine)
semaglutide)
is Eli Lilly and Company’s and Amirall’s
Ebglyss (lebrikizumab) for treating
atopic dermatitis (eczema). Novo Nor- Sanofi /Alnylam Sobi/Cartesian
disk placed with two projected block- Pharmaceuticals Therapeutics Pfi zer/Arvinas
vepdegestrant
SEL-212
busters: Awiqli (basal insulin icodec) fi tusiran (pegadricase)
for treating diabetes and CagriSema
(cagrilintide and semaglutide), a combi- Fig. 1: Potential Blockbusters in 2030:2025 Drugs to Watch*
nation therapy and follow-on to its Source: Clarivate, 2025 Drugs to Watch report (Jan 2025)
Chemical Weekly March 11, 2025 185
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