Sales of Approved Kinase Drugs
# | Drug | Company | Approval Date | $ millions (2005) | $ millions (2006) | ‘05 – ‘06 growth |
| 1 | Gleevec* | Novartis | 2001 | $2,200 | $2,600 | 18% |
| 2 | Avastin | Genentech | 2004 | $1,133 | $1,746 | 54% |
| 3 | Herceptin | Genentech | 1998 | $764 | $1,234 | 62% |
| 4 | Erbitux | ImClone/BMS | 2004 | $698 | $1,100 | 58% |
| 5 | Tarceva* | OSI/DNA | 2004 | $311 | $650 | 109% |
| 6 | Lucentis | Genentech | 2006 | - | $380 | |
7 | Iressa* | AstraZ | 2003 | $273 | $237 | - 13% |
| 8 | Sutent* | Pfizer | 2006 | - | $219 | |
9 | Nexavar* | Onyx/Bayer | 2006 | - | $165 | |
10 | Macugen | OSI/DNA | 2004 | $180 | $103 | - 43% |
| 11 | Vectibix | Amgen | 2006 | - | $39 | |
12 | Sprycel* | BMS | 2006 | - | $25 | |
Total | $5,559 | $8,498 | 53% | |||
| New Kinase Drug Introductions in 2007 | ||||||
Tykerb* | GSK | 2007 | Arxxant* | Lilly | 2007 | |
Torisel* | Wyeth | 2007 | Tasignia* | Novartis | 2007 | |
With the release of OSI's 4Q and year-end financial statements, the sales results for all 12 kinase-targeting drugs are finally available for the year 2006.
And what a year it was.
Kinase-modulating therapies (KDs, or kinase drugs) generated $8.5B in revenue in 2006, with 53% growth over 2005. Both figures are especially impressive given the fact that five of the drugs have been on the market only since December, 2005, with ex-US approvals for these and others still growing.
A subset of these drugs with anti-angiogenesis effects totaled $4.6B, with 80% year over year growth. Drugs specifically targeting VEGF as cancer therapies totaled $2.1B, representing an 88% growth rate.
A quick glance at the 4th quarter indicates $2.5B in KD sales, equating to an annualized $10B. Assuming a simple organic growth rate of 20%, we're looking at $12B in sales, prior to expanded approvals and new product introductions.
New KD introductions could include, at a minimum, Tykerb (GSK), Torisel (WYE), Arxxant (Lilly), and potentially Tasignia (NVS). (Tykerb and Tasignia could cannibalize some existing sales.)
All told, we might see KDs contributing nearing $15B in annual sales in '07, with greater growth still to come.
