Last updated: February 25, 2026
What is NDC 59651-0889?
NDC 59651-0889 is marketed as Atezolizumab (brand name: Tecentriq). It is an immune checkpoint inhibitor used in oncology treatments, specifically for metastatic non-small cell lung cancer (NSCLC), urothelial carcinoma, triple-negative breast cancer, and other tumor types.
Current Market Landscape
Market Size and Growth
- The global oncology drug market was valued at approximately USD 150 billion in 2021.
- It is projected to grow at a CAGR of 8.4% through 2028, driven by an increase in cancer prevalence and immune-oncology therapies.
- Tecentriq's U.S. sales hit USD 2.1 billion in 2022, representing a significant share of the PD-L1 inhibitor segment.
Competitive Position
| Drug |
Approval Year |
Indications |
Pricing (per 1200 mg dose) |
Market Share (2022) |
| Tecentriq |
2016 |
NSCLC, breast, bladder |
USD 14,000 |
25% |
| Keytruda |
2014 |
Multiple cancers |
USD 13,600 |
45% |
| Imfinzi |
2017 |
Lung, bladder |
USD 12,800 |
15% |
- Tecentriq faces competition from Merck’s Keytruda and AstraZeneca’s Imfinzi.
- It has a growing pipeline, with additional indications under review.
Market Drivers
- Rising cancer incidence rates.
- Increased adoption of immunotherapy.
- Expanded approvals for earlier lines of treatment.
- Reimbursement policies favoring immune checkpoint inhibitors.
Regulatory Developments
- FDA approvals: 2016 (NSCLC), 2019 (Triple-negative breast cancer), extended indications through supplemental new drug applications (sNDA).
- Pricing and reimbursement strategies primarily depend on insurance coverage, patient access programs, and negotiations with payers.
Price Projections
Current Pricing
- Listed price per 1200 mg dose: approximately USD 14,000.
- Wholesale Acquisition Cost (WAC) in the U.S.: USD 14,000 per dose.
- Actual transaction prices may be lower due to discounts, rebates, and negotiated payer agreements.
Near-term Price Trends
- No significant price reductions are scheduled for 2023-2025; prices tend to stabilize amid patent protections and limited biosimilar competition.
- The pipeline of biosimilars for PD-L1 inhibitors remains limited due to regulatory and manufacturing complexities.
- The Biden administration’s cost-effectiveness initiatives could influence future pricing negotiations, potentially leading to modest discounts.
Long-term Price Outlook (2026-2030)
| Forecast Year |
Estimated Price per Dose |
Assumptions |
| 2026 |
USD 13,500 - USD 14,000 |
Stable prices, limited biosimilar penetration, high demand for approved indications. |
| 2028 |
USD 12,500 - USD 13,500 |
Slight erosion due to biosimilar entry in select regions, increased generic competition. |
| 2030 |
USD 11,500 - USD 12,500 |
Greater biosimilar market penetration, payer pressure, and policy influences drive prices downward. |
Potential Price Impact Factors
- Development of biosimilars could reduce prices by 20-30% over the next 5 years.
- Expanded indications and increased competition may further pressure prices.
- Policy environment targeting drug affordability could trigger negotiations that lower list prices.
Summary of Key Market Risks
- Biosimilar entry may delay or reduce revenue growth.
- Changes in reimbursement policies or regulatory landscapes.
- Rapid development of alternative therapies or combination regimens.
Summary of Opportunities
- Expansion into new indications.
- Strategic alliances to enhance market penetration.
- Long-term pricing stability in established tumor types.
Key Takeaways
- NDC 59651-0889 (Atezolizumab) remains a leading immune checkpoint inhibitor in oncology, with a broad and expanding treatment footprint.
- The current list price is approximately USD 14,000 per 1200 mg dose, with limited room for short-term reductions.
- Market growth is driven by rising cancer rates and growing immunotherapy adoption.
- Biosimilar competition could impact pricing from 2026 onward, with estimates suggesting a 20-30% reduction.
- Pricing stability is likely in the near term, but policy and competitive pressures might influence long-term projections.
FAQs
1. What are the primary indications for NDC 59651-0889?
Atezolizumab is approved for metastatic NSCLC, urothelial carcinoma, triple-negative breast cancer, small cell lung cancer, and other solid tumors.
2. How does the price of Tecentriq compare to competitors?
It is comparable to Keytruda, with both priced around USD 13,600–14,000 per dose, but market share favors Keytruda.
3. What factors could lead to price reductions?
Biosimilar entry, increased competition, policy reforms, and payer negotiations.
4. What is the outlook for biosimilar competition?
Limited biosอื่นilar development for PD-L1 inhibitors currently; potential growth in the next 3–5 years.
5. How does the current market environment affect investment in Tecentriq?
Stable demand supports current pricing; advancements in indications and pipeline expansion offer growth prospects, while biosimilar risks pose potential downside.
Citations
[1] Grandview Research. (2022). Oncology Drug Market Size, Share & Trends.
[2] IQVIA. (2022). Global Oncology Market Data.
[3] FDA. (2016). Tecentriq Approval Details.
[4] EvaluatePharma. (2022). Oncology Market Trends and Projections.
