Inavolisib is a small molecule commercialized by F. Hoffmann-La Roche, with a leading Phase III program in Human Epidermal Growth Factor Receptor 2 Negative Breast Cancer (HER2- Breast Cancer). According to Globaldata, it is involved in 18 clinical trials, of which 1 was completed, 16 are ongoing, and 1 is planned. GlobalData uses proprietary data and analytics to provide a complete picture of Inavolisib’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
The revenue for Inavolisib is expected to reach an annual total of $257 mn by 2033 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.
Inavolisib (GDC-0077) is under development for the treatment of solid tumors like triple-negative breast cancer, metastatic colorectal cancer, PIK3CA-mutant hormone receptor positive, metastatic HER2 positive breast cancer and HER2 negative breast cancer, epithelial ovarian cancer, fallopian tube cancer, peritoneal tumor, triple-negative breast cancer, recurrent head and neck cancer squamous cell carcinoma. It is administered through oral route in the form of film coated tablet. It acts by targeting phosphatidylinositol 3 kinase (PI3K) alpha.
F. Hoffmann-La Roche Overview
F. Hoffmann-La Roche (Roche) is a biotechnology company that develops drugs and diagnostics to treat major diseases. It provides medicines for the treatment of cancer, other auto-immune diseases, central nervous system disorders, ophthalmological disorders, infectious diseases, and respiratory diseases. The company also offers in vitro diagnostics, tissue-based cancer diagnostics, and diabetes management solutions. Roche conducts research to identify novel methods to prevent, diagnose, and treat diseases. The company offers its products and services to hospitals, healthcare professionals, commercial laboratories, researchers, and pharmacists. Together with its subsidiaries and partners, the company has operations in various countries. Roche is headquartered in Basel, Switzerland.
The company reported revenues of (Swiss Francs) CHF63,281 million for the fiscal year ended December 2022 (FY2022), an increase of 0.8% over FY2021. In FY2022, the company’s operating margin was 27.6%, compared to an operating margin of 28.9% in FY2021. In FY2022, the company recorded a net margin of 19.6%, compared to a net margin of 22.2% in FY2021.
For a complete picture of Inavolisib’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.