LLY - Eli Lilly's Jaypirca to lead BTK inhibitor market for leukemia
2024-01-18 13:25:54 ET
Eli Lilly’s ( NYSE: LLY ) new cancer therapy, Jaypirca (pirtobrutinib), is expected to dominate the market for BTK inhibitors for chronic lymphocytic leukemia (CLL) in seven major markets, data and analytics firm GlobalData said Friday.
BTK inhibitors are a group of drugs designed to target Bruton’s tyrosine kinase (BTK), a compound linked to most blood cancers.
According to GlobalData Jaypirca, which LLY added with its $8B acquisition of LOXO Oncology in 2019, will claim nearly 60% of the market share with about $3B in sales by 2032 in the U.S., France, Germany, Italy, Spain, the U.K., and Japan.
In January last year, Lilly ( LLY ) received the FDA’s first accelerated nod for the therapy as a late-line option for mantle cell lymphoma (MCL), a rare blood cancer.
The loss of exclusivity for Imbruvica, a first-generation BTK inhibitor developed by AbbVie ( NYSE: ABBV ) and Johnson & Johnson ( NYSE: JNJ ), is expected to affect its sales, GlobalData said.
Imbruvica, which will be subject to Medicare price negotiations in 2026, has been the market-leading BTK inhibitor since 2013. AbbVie ( ABBV ) and JNJ ( JNJ ) are bracing for generics against Imbruvica in 2028 when its market exclusivity ends.
“In addition to the success of Imbruvica, second-generation BTK inhibitors are taking a significant share of the BTK inhibitor market because of their superiority to first-generation BTK inhibitor drugs,” Biswajit Podder, Oncology and Hematology Analyst at GlobalData said.
Astra’s ( NASDAQ: AZN ) and BeiGene’s ( BGNE ) second-generation BTK inhibitors, Calquence (acalabrutinib) and Brukinsa (zanubrutinib) are expected to take the second and third places, respectively, according to GlobalData.
Calquence and Brukinsa are projected to generate $1B and $774M in sales, leading to a market share of ~22% and ~16% in the overall BTK inhibitor therapy market in 2032, respectively.
Additionally, Podder highlighted Tirabrutinib (Velexbru), a second-generation BTK inhibitor developed by Ono Pharmaceutical and Gilead Sciences ( GILD ).
With 16 Phase 1–3 trials underway, “if Jaypirca gets approval for other indications like diffuse large B-cell lymphoma, follicular lymphoma, and marginal zone B-cell lymphoma, it will strengthen its market position,” Podder added.
The GlobalData report comes weeks after the FDA granted the second FDA-accelerated approval for Jaypirca in December as a late-line option for CLL, or small
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Eli Lilly’s Jaypirca to lead BTK inhibitor market for leukemia