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Revolution pancreatic cancer drug should quickly become a blockbuster, analysts say
BioPharma Dive • • business
Key Points:
- Revolution Medicines' pancreatic cancer drug, Rasonque, is priced at $39,800 for a 30-day supply, significantly higher than analyst expectations and more than double the price of Merck’s Keytruda, signaling potential blockbuster sales.
- Analysts at Evercore ISI project Rasonque could generate $2.4 billion in sales next year and reach $15.1 billion by 2034 for pancreatic cancer alone, with peak annual revenue possibly hitting $20.8 billion if approved for other cancers.
- The FDA granted rapid approval for Rasonque, allowing its use as a first-line treatment or after one systemic therapy for metastatic pancreatic adenocarcinoma, giving doctors flexibility in prescribing.
- Revolution Medicines has launched patient support programs and is investing heavily in the drug’s rollout, with ongoing Phase 3 trials aiming to secure front-line treatment approval.
- Rasonque is considered a major scientific breakthrough for targeting a previously undruggable cancer type, with the FDA describing its clinical results as “unprecedented.”
