Innovative Therapeutics in Oncology and Neuroscience
18 8 Late-Stage FIC / BIC Assets to Support Near to Mid-Term Growth
VYVGART
(efgartigimod alfa-fcab)
Injection for Intravenous Use
400 mg/20 mL vial
Indication
Incidence /
Prevalence
FIC / BIC
Limited No Tx
CIDP
50K*
AUGTYRO
(repotrectinib)
ROS1+ NSCLC
22K
2L+ CC
110K
tivdak
2L+ HNSCC
71K
2L + NSCLC
KRAZATI
1L NSCLC
43K1
2L+ CRC
Bemarituzumab
FGFR2b+ GC
126K
2L NSCLC
740K
TTFields
1L PC
125K
✓
1L NSCLC BM
13K
*XACDURO
ABC2
330K2
Key Differentiation
Lack of innovative treatment options that are effective, well-tolerated,
and convenient
Opportunity to roughly double the ROS1 market based on longer duration
of response, higher response rate and better safety profile
First and only US-approved ADC for r/m cervical cancer
Broad clinical program including POC in 1L r/m CC and 2L+ HNSCC
Preferred 2L+ SoC for patients with KRASG12C
Early efficacy in combination with I/O substantially exceeding SoC
Potential first-to-market KRAS inhibitor in CRC in China
No targeted therapies approved for patients with FGFR2b+ GC
Novel, non-invasive treatment option without added systemic toxicity
KarXT
Schizophrenia
ADP
>8mn*
~4mn*
First FDA approved pathogen-targeted therapy to treat ABC, the #1
WHO priority pathogen, in HABP & VABP
Novel MOA with differentiated efficacy and safety profile
No currently approved treatments for ADP
Abbreviations: First-in-class (FIC), best-in-class (BIC), treatment (TX), proof of concept (POC), chronic inflammatory demyelinating polyneuropathy (CIDP), non-small cell lung cancer (NSCLC), cervical cancer (CC), head and neck squamous cell
carcinoma (HNSCC), neurotrophic tropomyosin receptor kinase (NTRK), recurrent or metastatic (r/m), antibody-drug conjugate (ADC), standard of care (SoC), gastric cancer (GC), colorectal cancer (CRC), pancreatic cancer (PC), brain metastases
(BM), hospital-acquired bacterial pneumonia (HABP), ventilator-associated bacterial pneumonia (VABP), acinetobacter baumannii-calcoaceticus complex (ABC), Alzheimer's disease psychosis (ADP).
Source: China patient numbers are from Zai Lab market research.
10 Notes: * Prevalence. Prevalence/incidence in China does not consider diagnosis/treatment rate, urban rate, lines of therapy, etc. The trademarks and registered trademarks within are the property of their respective owners. (1) including KRAS G12C-
mutated NSCLC, CRC and pancreatic cancer; (2) hospital-acquired and ventilator-associated bacterial pneumonia caused by Acinetobacter baumannii-calcoaceticus complex; rights including Asia Pacific region.
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