It’s been a busy year for Chronic Obstructive Pulmonary Disease (COPD), which is on track to become a $14Bn+ market by 2028 surpassing Cystic Fibrosis (CF) as the 3rd-largest within Respiratory—here’s what’s leading the charge:
➡️ Sanofi/Regeneron’s Dupixent: In September, Dupixent’s label expansion into COPD was approved, making it the first biologic (mAb) ever approved for the disease. Assuming a 30% uptake among eligible patients, the drug is expected to generate $3 billion+ in incremental sales, becoming a market-leading therapy in COPD.
➡️ Ohtuvayre (Verona Pharma): A landmark approval this past summer, Ohtuvayre is a selective PDE3 and PDE4 inhibitor that helps open airways and reduce inflammation. It's been a long road for the drug, but projections suggest it could be a $2Bn+ blockbuster.
➡️ Breztri/Trixeo (AstraZeneca): AstraZeneca’s triple-combination inhaler continues to perform well and is expected to reach around $2 billion in sales by 2028.
Additional label expansions could bring more options to COPD patients:
➡️ Nucala (GSK): Already approved for severe eosinophilic asthma, Nucala is in Phase 3 trials to expand its label to COPD. If approved, it would offer a targeted treatment for COPD patients with elevated eosinophil counts, addressing inflammation linked to exacerbations.
➡️ Tezspire (Amgen/AstraZeneca): Currently approved for asthma, Tezspire is in Phase 2 trials to explore its potential in COPD. Targeting thymic stromal lymphopoietin (TSLP), Tezspire could bring a unique MOA to COPD by addressing the upstream drivers of inflammation, potentially benefiting a broader subset of COPD patients.
Several more biologics are in the pipeline:
➡️ Tozorakimab (AstraZeneca): An IL-33-targeting mAb currently in Phase 3 trials, Tozorakimab aims to reduce COPD exacerbations by focusing on IL-33. This could provide more effective control of inflammation-driven exacerbations.
➡️ Astegolimab (Genentech/Roche): An IL-33 receptor ST2-targeting mAb currently in Phase 3 trials, Astegolimab is designed to inhibit inflammatory signaling in the lungs. It may offer a refined approach to managing exacerbations, with early trials showing promise in reducing frequency.
➡️ Itepekimab (Sanofi/Regeneron): An IL-33-targeting mAb currently in late-stage Phase 2 trials, Itepekimab has also shown promise in improving lung function and reducing exacerbations.
➡️ APG808 (Apogee Therapeutics): A Phase 1 IL-4Rα-targeting antibody administered subcutaneously, APG808 aims to control inflammation with less frequent dosing, which could enhance patient adherence. It has blockbuster potential.
With limited innovation over the past decade, the outlook is positive with lots of promising new options now on the horizon.
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