Gotistobart is a monoclonal antibody commercialized by BioNTech, with a leading Phase II program in Adenoid Cystic Carcinoma (ACC). According to Globaldata, it is involved in 5 clinical trials, which are ongoing. GlobalData uses proprietary data and analytics to provide a complete picture of Gotistobart’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
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The revenue for Gotistobart is expected to reach an annual total of $202 mn by 2038 globally 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.
Gotistobart Overview
ONC-392 is under development for the treatment of metastatic solid tumors like malignant melanoma, renal cell carcinoma, hepatocellular carcinoma, pancreatic cancer, triple negative breast cancer, non-small cell lung cancer, head and neck carcinoma, gastric carcinoma, ovarian carcinoma, cervical cancer, colorectal cancer, sarcoma, peritoneal cancer, fallopian tube cancer, adenoid cystic carcinoma, esophageal cancer, anal canal cancer, metastatic castration-resistant prostate cancer (mCRPC) and unspecified indication. The drug candidate is a monoclonal antibody. It is administered through intravenous route. It acts by targeting cytotoxic T-lymphocyte-associated protein 4 (CTLA-4).
It was also under development for the treatment of Merkel cell carcinoma.
BioNTech Overview
BioNTech is a biotechnology company that develops immunotherapies for cancer and infectious diseases. The company’s primary activities involve harnessing the immune system to address diseases with unmet medical needs, utilizing a multi-technology innovation engine, GMP manufacturing, translational drug discovery, clinical development, commercial capabilities, computational medicine, data science, and artificial intelligence (AI) and machine learning (ML). BioNTech‘s product portfolio includes investigational mRNA vaccines, protein-based therapeutics, cell therapies, and small molecules. Its first marketed product is Comirnaty. The company’s products are designed to address the needs of cancer patients and combat infectious diseases. BioNTech collaborates with multiple global pharmaceutical companies, including Duality Biologics, Fosun Pharma, Genentech, Genevant, Genmab, OncoC4, Regeneron, and Pfizer. While the company operates globally, it aims to contribute to equitable access to medicine as part of its product strategy. BioNTech is headquartered in Mainz, Rhineland-Palatinate, Germany.
The company reported revenues of (Euro) EUR3,819 million for the fiscal year ended December 2023 (FY2023), a decrease of 77.9% over FY2022. In FY2023, the company’s operating margin was 18.1%, compared to an operating margin of 73% in FY2022. In FY2023, the company recorded a net margin of 24.4%, compared to a net margin of 54.5% in FY2022.
The company reported revenues of EUR128.7 million for the second quarter ended June 2024, a decrease of 31.4% over the previous quarter.
For a complete picture of Gotistobart’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.
