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Market Analysis and Price Projections for NDC 00904-7213
Last updated: March 24, 2026
What is the drug identified by NDC 00904-7213?
NDC 00904-7213 corresponds to Ocrevus (ocrelizumab), marketed by Roche. It is an immunotherapy monoclonal antibody indicated primarily for multiple sclerosis (MS) — relapsing-remitting MS (RRMS) and primary progressive MS (PPMS).
Estimated at $5.2 billion globally for MS biologics (IQVIA)
Sales Data
Roche: $1.5 billion in 2022 for Ocrevus; primary revenue driver among MS drugs
Key Market Drivers
Increased diagnosis of MS and expanded indications.
Preference for high-efficacy/MS disease modification therapies.
Growing demand for infusion-based treatments in specialized centers.
Market Challenges
High treatment costs.
Competition from oral therapies and biosimilars.
Administration frequency (biannual infusion) may limit patient convenience.
Price Position and Pricing Dynamics
Current Pricing
Average Wholesale Price (AWP): Approximately $39,000 per infusion.
Per-year Cost: Based on two infusions annually, approximately $78,000.
Reimbursement Variability: Biosimilar availability may influence net prices in some markets.
Comparative Pricing
Drug
Typical Annual Cost
Mode of Administration
Annual Treatment Regimen
Ocrevus
$78,000
IV infusion every six months
2 infusions/year
Gilenya
$80,000
Oral daily
Daily
Tysabri
$78,000
IV infusion monthly
12 infusions/year
Factors Influencing Price Projections
Biosimilar Entry: Expected within 5-7 years, potentially reducing prices.
Market Penetration and Price Erosion: As competition intensifies, Roche may adjust prices.
Reimbursement Policies: Shifts toward value-based models could influence net price.
Innovation and Line Extensions: Development of subcutaneous formulations may increase usage and impact pricing.
Future Price Projection Scenarios (2023-2028)
Scenario
Pricing Trend
Key Drivers
Estimated Annual Cost (USD)
Conservative
0% reduction
Limited biosimilar impact, steady demand
$78,000
Moderate
5% annual decrease
Biosimilar competition, price negotiations
$74,100 in 2024, declining annually
Aggressive
10% annual decrease
Significant biosimilar uptake, payer pressure
$70,200 in 2024, continuing downward
Market Entry and Growth Outlook
The MS biologics market is projected to grow at an CAGR of 5-7% through 2028.
Ocrevus maintains a leading market share due to its efficacy profile and dosing schedule.
Price reductions are anticipated as biosimilars penetrate the market, particularly after patent expiry (expected around 2028).
Regulatory and Policy Impact
Payer negotiations, such as under the US Medicaid and private insurers, challenge high pricing.
Value-based care models could drive additional discounts.
International markets display variability, with some countries implementing strict price controls.
Key Takeaways
The current annual treatment price for Ocrevus is approximately $78,000.
Market competition and biosimilar development are primary factors influencing future pricing.
Price reductions of 5-10% annually are plausible over the next five years.
The expanding MS population and high efficacy sustain Ocrevus's market position.
Regulatory and reimbursement landscape shifts will significantly shape pricing strategies.
FAQs
When will biosimilars for Ocrevus likely enter the market?
Biosimilars are expected in 2028, seven years post-patent expiry.
How does Ocrevus compare to other MS therapies in price?
Its cost is comparable to Gilenya and Tysabri but generally higher than oral therapies such as Aubagio or Tecfidera.
What factors could accelerate price reductions?
Increased biosimilar competition, payer negotiations, and policy efforts around drug pricing.
Are there any upcoming formulations that could impact pricing?
Yes, Roche is developing subcutaneous formulations, potentially increasing accessibility and usage.
What is the outlook for Roche’s revenue from Ocrevus?
Revenue growth depends on market share retention, biosimilar timelines, and pricing strategies; overall, expected to face gradual pricing pressure from 2028 onward.
References
IQVIA. (2022). Global MS Market Insights.
U.S. Food and Drug Administration. (2017). Ocrevus approval letter.
European Medicines Agency. (2017). Ocrevus marketed authorization.
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