2017 cancer sales: $11.65 billion
2024 cancer sales: $18.55 billion
Rank change: None
When it comes to Celgene’s cancer portfolio—and its overall portfolio, for that matter—Revlimid is king. The megablockbuster generated $8.2 billion in sales last year, and it’s on track to surpass that number in 2018, with $7.14 billion collected through the first nine months of the year.
Of course, not everything for the drug has come up roses as of late. In December, the Big Biotech said it had fallen short in a non-Hodgkin lymphoma trial, missing out on the $500 million in annual sales by 2022 that a new indication could have brought. And investors are already looking ahead to what biosimilars will do to Revlimid’s sales.
Celgene, though, is looking to its up-and-comers to fill the void—and in the meantime, newer cancer players are chipping in. Last summer, the New Jersey drugmaker and partner Agios snagged an FDA OK for Idhifa, a relapsed/refractory acute myeloid leukemia (AML) drug for patients with an IDH2 mutation. That group represents between 8% and 19% of all AML patients, and Idhifa is the first oral targeted inhibitor that treats the patient pool. Celgene expects $500 million in the setting. Vidaza, which brought in $458 million through the year’s first nine months, also plays in the AML space.
Pomalyst is another blockbuster on Celgene’s roster, and it competes in the multiple myeloma arena alongside big brother Revlimid. Through the first nine months of the year, the product had already churned out $1.47 billion in sales. Celgene has CAR-T therapies working their way through the clinic in the myeloma field, too, and those could eventually back up Pomalyst.