Q2 2024 Sales of 15 Immunology Medicines

Dupixent’s Leadership in Immunology

Dupixent led the medicines compared here in Q2 2024, with €3.303 billion in worldwide sales, up 28.9% year over year as reported and 29.2% at constant exchange rates. Sanofi attributed growth to demand across its approved indications. US approval for COPD remained a potential future catalyst at the time of the earnings report. Update: on September 27, 2024, the FDA approved Dupixent as add-on maintenance treatment for adults with inadequately controlled COPD and an eosinophilic phenotype. [Source] [Source]

AbbVie’s Strong Performers: Rinvoq and Skyrizi

AbbVie's Rinvoq achieved $1.430 billion in worldwide sales in Q2 2024, up 55.8% year over year as reported, or 59.2% on an operational basis. After the quarter, on July 12, 2024, AbbVie announced applications to the FDA and EMA for Rinvoq to treat adults with giant cell arteritis. [Source] [Source]

Skyrizi, also by AbbVie, expanded its indications on June 18, 2024, when the FDA approved it for adults with moderately to severely active ulcerative colitis (UC). It became the first IL-23 specific inhibitor approved in the US for both moderate to severe UC and Crohn's disease. On May 31, 2024, the EMA's Committee for Medicinal Products for Human Use (CHMP) had recommended approval for adults with moderately to severely active UC following inadequate response, loss of response or intolerance to conventional or biologic therapy. The CHMP opinion was a recommendation to the European Commission. Both the FDA approval and CHMP opinion drew on the Phase 3 INSPIRE and COMMAND studies. [Source] [Source]

Rinvoq and Skyrizi helped AbbVie maintain immunology sales as Humira faced US biosimilar competition. AbbVie's Q2 2024 immunology revenue increased 2.3% as reported to $6.971 billion. Humira generated $2.814 billion, down 29.8% year over year, while Skyrizi grew 44.8% to $2.727 billion. These results describe Humira's performance in that quarter; they do not establish a general rate of post-exclusivity decline for biologic medicines. [Source]

Johnson & Johnson: Stelara and Tremfya Drive Revenue and Growth

Stelara, a key revenue driver for J&J, brought in $2.885 billion worldwide in Q2 2024, up 3.1% as reported. At the time, J&J expected US biosimilar competition from early 2025. Stelara is a biologic, so biosimilar competition is the relevant distinction. [Source] [Source]

J&J's Tremfya grew 28.3% as reported to $906 million worldwide in Q2 2024. In May 2024, J&J reported pooled Phase 3 GALAXI 2 and 3 results in adults with moderately to severely active Crohn's disease: at week 48, endoscopic remission occurred in 37.2% and 33.2% of patients receiving the two Tremfya maintenance regimens, versus 24.7% with Stelara. Both comparisons were statistically significant. The results supported Tremfya's development in Crohn's disease; clinical remission alone was not significantly superior to Stelara in that pooled analysis. [Source] [Source]

Xolair: Genentech’s Pioneer in Treating Food Allergies

Xolair, first approved in the US for asthma in 2003, received FDA approval on February 16, 2024, for IgE-mediated food allergy in adults and children aged one year and older. The antibody binds IgE and reduces allergic reactions, including anaphylaxis, following accidental exposure to one or more foods. It became the first FDA-approved medication to reduce reactions to multiple foods after accidental exposure. Patients must continue avoiding their allergens; Xolair is not an emergency treatment for allergic reactions. [Source]

Sales comparison and sources

Comparison basis: the table covers the 15 medicines discussed here, ordered by their reported revenue measures. It is not an exhaustive ranking of every immune-mediated disease treatment. Multiple sclerosis medicines such as Ocrevus (about $1.88 billion) and Kesimpta ($799 million) are not included. Figures cover companies' Q2 2024 reporting periods; Takeda's fiscal Q1 covers April–June. For Enbrel, Amgen's $909 million and Pfizer's $179 million cover separate territories, but Pfizer's international reporting quarter ended May 26, 2024, so the $1.088 billion sum is not an exact April–June worldwide total. Pfizer reporting period · Takeda reporting period

Currency conversion: non-USD figures use arithmetic averages of 63 available ECB daily exchange rates from April 2 to June 28, 2024: USD/EUR 1.076717, USD/JPY 0.006418900, USD/CHF 1.105681 and USD/GBP 1.262274. Cross-rates are calculated daily before averaging. Translated amounts are estimates; they are not company-reported USD sales or constant-currency growth measures. ECB daily rates

Alliance treatment: Dupixent uses Sanofi's product sales once; Regeneron's share of collaboration profits is not added. Xolair combines Roche's U.S. product sales with Novartis's ex-U.S. sales; Novartis's U.S. profit share is excluded. Orencia and Simponi show BMS- and J&J-reported revenue respectively, rather than unverified sums with their partners. These differently scoped figures should not be summed into a worldwide market-size estimate. Novartis Xolair accounting · BMS partner accounting

Sales sources: company quarterly product tables, with Roche's quarterly appendix used for Actemra and Xolair. Sanofi · J&J · AbbVie · Novartis · Takeda · Roche

Additional sales sources: Amgen · Pfizer · BMS · Lilly · GSK