2017 cancer sales: $4.02 billion
2024 cancer sales: $13.73 billion
Rank change: +2
Perhaps no company has pushed more aggressively into oncology in recent years than AstraZeneca, and that push is set to bump the British drugmaker up on the list by two spots, Evaluate predicts—more than any other drugmaker in the top 10.
One drug that’ll help lead the charge? Imfinzi, AZ’s entrant in the PD-1/PD-L1 class of immuno-oncology products. The drug earlier this year won a blockbuster nod in previously treated, stage 3 lung cancer, a sizable market that analysts think it’ll have to itself for years to come.
Just how much Imfinzi will be able to pitch in on AZ’s top line remains to be seen, though. Its future hinges on an ongoing trial in the all-important first-line lung cancer arena, where it so far hasn’t been able to show success.
AstraZeneca’s got plenty more going for it in oncology department, though—and it’s been quick to remind investors who are hyperfocused on I-O. For one, it boasts PARP inhibitor Lynparza, which brought in $269 million through the first six months of the year and is riding high on a new breast cancer approval.
Then there’s Tagrisso, a targeted lung cancer drug whose sales grew by 89% year-over-year in H1 to hit $760 million. It’s bolstered by a new indication in first-line EGFR-mutated lung cancer, where it this year became the new standard of care.
AZ is also counting on big things from Calquence, an October approval last year that’s expected to challenge Johnson & Johnson and AbbVie juggernaut Imbruvica in blood cancers.