RSV treatment market to surge past $9B by 2029
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Given the recent approval of two vaccines for respiratory syncytial virus (RSV) as well as other treatments in pipelines, the market for these therapies is expected to reach more than $9B in 2029 from ~$1B today.
An assessment from GlobalData finds that GSK (NYSE:GSK) is set to particularly benefit thanks to its RSV vaccine Arexvy, which was just approved in May in the US and in June in the EU. The consulting and analytics firm sees the UK-based pharma generating ~$2.5B in sales from its shot in 2029.
Pfizer (NYSE:PFE) also has Abrysvo for RSV, which was approved by the US FDA a matter of weeks after Arexvy was. It should be approved by the European Medicines Agency shortly after an advisory panel recommended it earlier this month. GlobalData sees the shot eventually bringing in $1.7B in 2029.
Both shots are indicated for adults 60 and older to prevent lower respiratory tract disease caused by RSV. They will be given starting in the fall in advance of the RSV season.
However, Arexvy and Abrysvo aren't the only RSV treatments set to hit the market. AstraZeneca's (NASDAQ:AZN) Beyfortus (nirsevimab) was approved earlier this month by the FDA to prevent RSV in babies and infants up to two years old. It won EU approval late last year.
GlobalData sees Beyfortus achieving $1.27B by 2029.
Moderna (NASDAQ:MRNA) is developing an mRNA-based RSV vaccine, mRNA-1345. The candidate is pending approval in the US, EU and several other countries for older individuals. It is also in phase 1 for pediatric use. The shot is likely to be approved for the first group in 2024.
GlobalData projects sales of the jab of $2.4B in 2029.
"With the leading four RSV treatments all indicated prophylactically and eager to establish themselves before the start of the fall season, the RSV market is poised to become a major pharmaceutical battleground over the next seven years," GlobalData Drugs Intelligence Analyst Jasper Morley wrote.
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Pfizer's Vaccine-Plus-Treatment Strategy For RSV