Inavolisib is a small molecule commercialized by Roche, with a leading Pre-Registration program in Human Epidermal Growth Factor Receptor 2 Negative Breast Cancer (HER2- Breast Cancer). According to Globaldata, it is involved in 19 clinical trials, of which 3 were completed, and 16 are ongoing. 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.
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The revenue for Inavolisib is expected to reach an annual total of $622 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 Overview
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 breast cancer, metastatic HER2 positive breast cancer and HER2 negative breast cancer, epithelial ovarian cancer, fallopian tube cancer, peritoneal tumor and 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.
Roche Overview
Roche is a holding company that is involved in the business of offering oncology, immunology, infectious diseases, ophthalmology and neuroscience research services. The company is headquartered in Basel, Basel-Stadt, Switzerland.
The company reported revenues of (Swiss Francs) CHF58,716 million for the fiscal year ended December 2023 (FY2023), a decrease of 7.2% over FY2022. In FY2023, the company’s operating margin was 25.8%, compared to an operating margin of 27.5% in FY2022. In FY2023, the company recorded a net margin of 19.6%, compared to a net margin of 19.6% in FY2022.
For a complete picture of Inavolisib’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.
