Monalizumab is a monoclonal antibody commercialized by AstraZeneca, with a leading Phase III program in Non-Small Cell Lung Cancer. According to Globaldata, it is involved in 17 clinical trials, of which 6 were completed, 6 are ongoing, 2 are planned, and 3 were terminated. GlobalData uses proprietary data and analytics to provide a complete picture of Monalizumab’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
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The revenue for Monalizumab is expected to reach an annual total of $25 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.
Monalizumab Overview
Monalizumab (NN-8765, IPH-2201) is under development for the treatment of HER2-positive breast cancer, solid cancers including non-small cell lung cancer, small-cell lung cancer and coronavirus disease 2019 caused by the severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2). The drug candidate is administered through intravenous and subcutaneous route. It is a first-in-class humanized IgG4 antibody that targets killer cell lectin-like receptor subfamily C member 1 (KLRC1, NKG2A). It was under development for the treatment of squamous cell carcinoma of the oral cavity, gastro-esophageal junction carcinoma and rheumatoid arthritis, high grade ovarian cancer, endometrial cancer, fallopian tube cancer, cervical cancer, esophageal and peritoneal cancer, hematological cancers like relapsed/refractory chronic lymphocytic leukemia (CLL), recurrent squamous cell carcinoma of the head and neck (oral cavity, oropharynx, hypopharynx, or larynx) colorectal cancer.
AstraZeneca Overview
AstraZeneca is a biopharmaceutical company, which is focused on discovery, production and commercialization of a range of prescription drugs. It develops products related to therapy areas such as respiratory, cardiovascular, renal and metabolic diseases, cancer, autoimmune, infection and neurological diseases. The company’s product portfolio includes biologics, prescription pharmaceuticals and vaccines. AstraZeneca sells its products through wholly-owned local marketing companies, distributors and local representative offices. The company markets its products to primary care and specialty care physicians. The company operates in Europe, the Americas, Asia, Africa and Australasia. AstraZeneca is headquartered in Cambridge, Cambridgeshire, the UK.
The company reported revenues of (US Dollars) US$45,811 million for the fiscal year ended December 2023 (FY2023), an increase of 3.3% over FY2022. In FY2023, the company’s operating margin was 17.9%, compared to an operating margin of 8.5% in FY2022. In FY2023, the company recorded a net margin of 13%, compared to a net margin of 7.4% in FY2022.
The company reported revenues of US$12,938 million for the second quarter ended June 2024, an increase of 2% over the previous quarter.
For a complete picture of Monalizumab’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.
