Pharma Update
Evrysdi: Becoming a global SMA market leader
>11,000 patients treated worldwide
USDm
600
500
400
300
200
100
0
Worldwide SMA sales*
Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1
16 16 17 17 18 18 19 19 20 20 21 21 22 22 23
-Evrysdi
Spinraza
Zolgensma
Roche
Evrysdi
•risdiplam
60mg
Evrysdi performance update
•
Significant population of untreated adults remain in key markets
• >40% of patients in the US are not on any DMT
•
Nearly half of Evrysdi new patients starts are treatment naïve
• Patients continue to switch to Evrysdi for the following reasons:
•
tolerability concerns and lack/loss of efficacy (Spinraza) and hope of
additional benefit (Zolgensma)1
⚫ EU label expansion for infants under 2 months achieved in August
Outlook
•
Continued global market share gains driven by switch and naïve
• Access driving growth; Evrysdi approved in >100 countries globally
Further potential to grow our SMA franchise:
Ph II/III combination trial with anti-latent myostatin mAb (GYM329) ongoing
*Evaluate pharma; 1. Chiriboga et al, CureSMA 2023; SMA-spinal muscular atrophy; DMT-disease modifying therapy; Evrysdi in collaboration with PTC Therapeutics and SMA Foundation
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