Swiss pharma giant Roche (ROG: SIX) and US biotech Regeneron (Nasdaq: REGN) are on the cusp of transforming the vascular endothelial growth factor A (VEGF-A) therapy market with their revolutionary treatments, Vabysmo (faricimab), and Eylea HD (aflibercept).
These two ground-breaking drugs are forecast to capture over 60% of the market by 2030, setting a new standard in retinal disease therapies and challenging current industry leaders, according to pharma analytics company GlobalData.
Developed by Roche, Vabysmo was launched in 2022 with a unique bi-specific monoclonal antibody approach, targeting both VEGF-A and angiopoietin 2 (Ang-2). This dual mechanism significantly curtails cell division and angiogenesis, making it a vital treatment for neovascular (wet) age-related macular degeneration (wAMD) and diabetic macular edema (DME). The drug’s usability was extended further with its 2023 approval for treating retinal vein occlusion (RVO).
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