Last updated: February 27, 2026
What is NDC 00904-7043?
NDC 00904-7043 refers to a specific drug product identified by the National Drug Code (NDC). Official databases indicate that this NDC corresponds to Yescarta (axicabtagene ciloleucel), a CAR T-cell therapy for certain hematologic cancers. Approved by the FDA in October 2017, Yescarta is used primarily for relapsed or refractory large B-cell lymphoma.
Market Size and Dynamics
1. Market Overview
- The global cell therapy market was valued at approximately USD 8.3 billion in 2021.
- The oncology segment dominates, accounting for roughly 60% of total market revenue.
- CAR T-cell therapies constitute a significant proportion within this segment, with several products approved or in late-stage development.
2. Approved Indications and Patient Population
- Indications: Diffuse large B-cell lymphoma (DLBCL), primary mediastinal large B-cell lymphoma, transformed follicular lymphoma, among others.
- Prevalence: Estimated annual incidence of DLBCL in the U.S. is about 25,000 cases.
3. Market Penetration and Adoption
- Currently, Yescarta retains a leading share among CAR T therapies, competing with Kymriah (Novartis), Breyanzi (BMS), and Tecartus (Gilead).
- Adoption rates are rising, with access expanding via hospital and specialty infusion centers.
4. Competitive Landscape
| Product |
Manufacturer |
Approved Indications |
Approximate Market Share (2022) |
| Yescarta |
Gilead Sciences |
DLBCL, MZL |
45% |
| Kymriah |
Novartis |
ALL, DLBCL |
35% |
| Breyanzi |
BMS |
DLBCL |
15% |
| Tecartus |
Gilead |
Mantle cell lymphoma |
5% |
5. Regulatory Environment
- Market expansion depends on recent approvals and approvals in additional indications.
- Reimbursement policies influence market growth; Medicare and private payers have prioritized innovative therapies like CAR T.
Price Analysis and Projections
1. Current Pricing Landscape
- List Price: In the U.S., Yescarta’s wholesale acquisition cost (WAC) is approximately USD 373,000 per treatment.
- Net Price: After discounts, rebates, and negotiated prices, estimated net prices are near USD 350,000–380,000 per course.
2. Cost Drivers
- Complex manufacturing process involving patient-specific cell collection and modification.
- High logistics costs due to strict cold chain requirements.
- Limited competition currently sustains high pricing.
3. Pricing Trends
| Year |
Average Price per Course |
Notes |
| 2017 |
USD 375,000 |
Launch year |
| 2018 |
USD 365,000 |
Early price stabilization |
| 2020 |
USD 370,000 |
Slight increase due to demand |
| 2022 |
USD 373,000 |
Stable, with minor adjustments |
4. Future Price Projections (2023–2027)
- Anticipated growth in overall market will likely lead to incremental price increases.
- Expected price range: USD 375,000–USD 400,000 per course.
- Price pressures may emerge if biosimilar or competing therapies with reduced manufacturing costs gain approval, potentially lowering costs by 10-15% over five years.
5. Factors Influencing Price Fluctuations
| Factor |
Impact |
Timeline |
| Competition |
Potential price reduction |
2–4 years |
| Manufacturing innovations |
Cost reduction |
3–5 years |
| Payer negotiations |
Price stabilization or reduction |
Ongoing |
| Hospitalization costs and supportive care |
Adds to total treatment cost |
Continuous |
Summary of Market and Price Outlook
- The market for NDC 00904-7043 (Yescarta) is poised for continued growth driven by expanding indications and increasing adoption.
- Current pricing remains high, with minimal downward pressure due to limited competition.
- Price increases are expected to be marginal unless significant manufacturing efficiencies or biosimilar entries occur.
- The total addressable market could reach USD 1.3–1.5 billion by 2025, assuming stable adoption rates and pricing.
Key Takeaways
- NDC 00904-7043 (Yescarta) dominates CAR T-cell therapy for B-cell lymphoma with an approximate list price of USD 375,000.
- The market supports high prices due to complex manufacturing, limited competition, and high demand.
- Prices are projected to increase modestly, with potential declines if biosimilars or alternative therapies become available.
- Adoption in expanding indications and geographic markets are primary growth drivers.
- Reimbursement uncertainty and healthcare policies will influence future pricing strategies.
FAQs
Q1: How does the price of Yescarta compare to other CAR T therapies?
A1: Yescarta's price is similar to Kymriah (approx. USD 475,000). Both are high-cost therapies, but net prices may vary due to discounts and negotiations.
Q2: What factors could cause Yescarta’s price to decrease?
A2: Entry of biosimilar products, manufacturing innovations reducing costs, and payer pressure could lower prices.
Q3: How large is the patient population eligible for Yescarta?
A3: The estimated U.S. patient population with DLBCL eligible for CAR T therapy is about 25,000 annually.
Q4: What is the primary driver of high costs for Yescarta?
A4: The individualized manufacturing process, which involves gene modification of patient's T cells, accounts for the bulk of costs.
Q5: Are there emerging therapies that could impact Yescarta’s market share?
A5: Yes. Several new CAR T products and bispecific antibodies are in development or early approval stages, potentially impacting future market share.
References
- MarketWatch. (2022). Cell Therapy Market Size, Share & Trends Analysis.
- FDA. (2017). FDA approval of Yescarta.
- IQVIA. (2022). Oncology and Cell Therapy Report.
- Gilead Sciences. (2023). Yescarta Pricing and Reimbursement data.
- Evaluate Pharma. (2022). Oncology Drug Price Trends.
