Generic name: lenalidomide
2015 sales: $5.80 billion
2022 sales: $13.44 billion
Current indications: multiple myeloma; myelodysplastic syndromes; mantle cell lymphoma
Revlimid has been on the market for a decade, and it's been the powerhouse behind Celgene's growth since its launch. Already a megablockbuster, the drug is the linchpin of a hematology franchise that Celgene expects to exceed $15 billion in annual sales by 2020, with Revlimid sales forecast to more than double by 2022.
The drug's compound annual growth through 2022 is expected to come in part from new indications, such as newly diagnosed multiple myeloma and non-Hodgkin lymphoma (NHL). A potential rival in newly diagnosed multiple myeloma—Amgen's Kyprolis—suffered a setback in September after flunking its first trial in this setting, setting up Revlimid to remain part of a go-to regimen for first-line use.
But not all of Celgene’s extension efforts for Revlimid have panned out. Hopes of a $1 billion expansion into maintenance therapy for a subtype of NHL—and diffuse large B-cell lymphoma—were undermined after Revlimid failed the phase 3 REMARC trial, but the drug remains in testing for another form of the disease called follicular lymphoma. The company remains confident about Revlimid's role in lymphoma, with Hematology and Oncology President Michael Pehl saying that lymphoma "will be a major growth driver by 2020 and beyond."
With plenty of clinical trials looking at Revlimid's use as a backbone of combination therapies, as well as patent protection in place out to 2022 in Europe and 2027 in the U.S., the drug should have plenty of years of growth in the tank—unless it ends up on the losing side of a patent challenge. Celgene has already settled patent litigation with India's Natco Pharma, agreeing to a deal that will allow the rollout of a volume-limited authorized generic from 2022.