Autogene cevumeran is a mrna vaccine commercialized by Roche, with a leading Phase II program in Triple-Negative Breast Cancer (TNBC). According to Globaldata, it is involved in 8 clinical trials, of which 1 was completed, 6 are ongoing, and 1 is planned. GlobalData uses proprietary data and analytics to provide a complete picture of Autogene cevumeran’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
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The revenue for Autogene cevumeran is expected to reach an annual total of $93 mn by 2038 in the US based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.
Autogene cevumeran Overview
Autogene cevumeran is under development for the treatment of pancreatic ductal adenocarcinoma, previously untreated advanced melanoma, locally advanced or metastatic solid tumors such as non-small cell lung cancer, colorectal cancer, head and neck cancer squamous cell carcinoma, transitional cell carcinoma (urothelial cell carcinoma) including urethral cancer, ureters cancer, triple-negative breast cancer, bladder cancer, muscle invasive bladder cancer, renal pelvis, renal cell carcinoma, melanoma, oral cavity cancer, oropharyngeal, hypopharyngeal and laryngeal cancer. The drug candidate is administered by intravenous route. It is a personalized cancer vaccine. It is developed based on iNeST (patient specific cancer antigen immune therapy) platform technology.
It was also under development for Merkel cell carcinoma, anal cancer, cervical cancer, hepatocellular cancer, MSI-H and MSI-low tumors and squamous cell carcinoma of skin.
Roche Overview
Roche is a holding company that is involved in the business of offering oncology, immunology, infectious diseases, ophthalmology and neuroscience research services. The company is headquartered in Basel, Basel-Stadt, Switzerland.
The company reported revenues of (Swiss Francs) CHF58,716 million for the fiscal year ended December 2023 (FY2023), a decrease of 7.2% over FY2022. In FY2023, the company’s operating margin was 25.8%, compared to an operating margin of 27.5% in FY2022. In FY2023, the company recorded a net margin of 19.6%, compared to a net margin of 19.6% in FY2022.
For a complete picture of Autogene cevumeran’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.
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GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.
To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.
The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.
