Vabysmo’s Growth Pace Slows in Q3, Still on Track for Dominance in Eye Disease Market

Sales Performance:
Vabysmo's sales surged 59% year over year to 1.02 billion Swiss francs in Q3 2024, but the growth pace has slowed compared to previous quarters.

Market Competition:
The competition between Roche's Vabysmo and Regeneron's Eylea HD is intensifying in the vascular endothelial growth factor A (VEGF-A) therapy market for eye diseases.

Market Share Projections:
Analysts expect Vabysmo and Eylea HD to capture more than 60% of the sector by 2030, with Vabysmo sales projected to reach $7.7 billion and Eylea HD sales expected to hit $5.5 billion by 2030.

Product Attributes:
The fight for market share could increasingly center on the attributes of Vabysmo and Eylea HD, including dosing convenience and efficacy perceptions.

Regulatory Developments:
Roche won FDA approval for a prefilled syringe form of Vabysmo in July 2024, giving it an advantage over Regeneron's Eylea HD, which is only available in a single-dose vial.

Clinical Developments:
The European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion for the extension of Vabysmo's marketing authorization to include the treatment of visual impairment due to macular edema secondary to retinal vein occlusion (RVO).