J&J’s Imaavy Approval Is The Starting Line For Pipeline-In-A-Product Strategy

The company’s FcRn inhibitor nipocalimab was approved by the US FDA for generalized myasthenia gravis (gMG), where it will join a competitive market.

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Key Takeaways
  • The FcRn inhibitor Imaavy (nipocalimab) was approved by the FDA for generalized myasthenia gravis, where it will compete against two similar drugs.
  • J&J has $5bn dollar-plus expectations for Imaavy but it expects to generate mega-blockbuster sales through indication expansion in nearly a dozen indications.
  • Argenx has a lead position in gMG, where it markets Vyvgart and generated €2.2bn last year.

Johnson & Johnson’s Imaavy (nipocalimab) was approved by the US Food and Drug Administration for generalized myasthenia gravis (gMG), but the approval is the first of many the company hopes...

In gMG, Imaavy will enter a competitive market, which includes two FcRn inhibitors, Argenx’s Vyvgart (efgartigimod) and UCB’s Rystiggo (rozanolixizumab), in addition to other treatments like AstraZeneca’s complement inhibitors Soliris...

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