Last updated: February 25, 2026
What Is NDC 64980-0666?
NDC 64980-0666 corresponds to Aflibercept injection (Eylea). It is primarily indicated for treatment of wet age-related macular degeneration (AMD), diabetic macular edema (DME), and other ocular conditions. It is marketed by Regeneron Pharmaceuticals. As a biologic agent, it competes with similar anti-VEGF therapies such as ranibizumab and brolucizumab.
Market Size and Key Drivers
Current Market Overview
- Global ophthalmic drug market exceeded USD 6 billion in 2022, with anti-VEGF agents accounting for approximately 45% of sales.
- U.S. sales of Eylea (NDC 64980-0666) reached an estimated USD 2.5 billion in 2022, representing over 80% of Regeneron’s ophthalmic revenue.
- The market is driven by aging populations, increasing prevalence of AMD, DME, and other retinal diseases.
Competitive Landscape
| Product |
Annual Sales (USD billion) |
Market Share |
Key Competitors |
| Eylea (aflibercept) |
2.5 |
~45% |
Lucentis (ranibizumab), Brolucizumab (Beovu) |
| Lucentis (ranibizumab) |
1.9 |
~35% |
Eylea, Brolucizumab |
| Brolucizumab (Beovu) |
0.4 |
~10% |
Eylea, Lucentis |
Regulatory and Market Access Considerations
- Pricing is impacted by Medicare reimbursement policies and negotiations with PBMs.
- The average wholesale price (AWP) in the U.S. is approximately USD 2,100 per dose, but actual net prices vary due to discounts and rebates.
- Patent exclusivity extends through at least 2030, with biosimilar competition anticipated post-patent expiry.
Price Projection Assumptions
Factors Influencing Future Pricing
- Market Share Trends: Growth of brolucizumab and biosimilars could erode Eylea’s market share.
- Rebate and Discount Dynamics: Increasing rebate pressure could lower net prices.
- Regulatory Changes: Policies favoring biosimilars could lead to price reductions.
- Manufacturing and Distribution Costs: Stable for biologics but could increase with supply chain disruptions.
Price Projection Scenarios
| Scenario |
2023 Price (USD) |
2025 Price (USD) |
2027 Price (USD) |
Rationale |
| Conservative (No significant biosimilar entry) |
2,100 |
2,050 |
2,000 |
Slight decline due to rebate pressure, stable market share |
| Moderate (Biosimilar entry impacts market) |
2,100 |
1,900 |
1,700 |
Biosimilar competition reduces prices |
| Aggressive (Price erosion post-patent expiry) |
2,100 |
1,750 |
1,500 |
Full biosimilar market penetration; discounting |
Revenue Impact
Assuming approximately 1 million annual units sold at current prices, a 10% decline in net price over two years would decrease gross revenue by approximately USD 250 million, impacting overall product profitability.
Market Penetration and Future Potential
- Indications Expansion: Exploring new indications, including neovascular glaucoma, could increase total addressable market.
- Geographical Expansion: Growth in Europe and Asia could add USD 500 million to USD 1 billion in annual sales by 2030.
- Biosimilar Competition: Entry anticipated post-2030, potentially reducing Eylea’s price and market share by 20-30% over five years.
Key Takeaways
- NDC 64980-0666 (Eylea) remains a dominant anti-VEGF therapy in ophthalmology, with USD 2.5 billion in U.S. sales (2022).
- The market growth is driven by aging populations and increased prevalence of retinal diseases.
- Price projections suggest slight declines, with variations based on biosimilar competition and reimbursement policies.
- Long-term profitability depends on maintaining market share, expanding indications, and navigating biosimilar entry.
FAQs
Q1: What factors could delay biosimilar competition for Eylea?
A1: Patent extensions, legal disputes, and regulatory delays could prolong exclusivity.
Q2: How will reimbursement policies affect future pricing?
A2: Policies favoring biosimilars and increased rebate demands will likely put downward pressure on net prices.
Q3: Are there recent approvals for biosimilars targeting Eylea?
A3: As of 2023, biosimilars for aflibercept are in late-stage development but not yet approved.
Q4: What are the main drivers of demand growth?
A4: Aging populations, rising prevalence of AMD and DME, and expanding indications.
Q5: How does pricing in the U.S. compare to other markets?
A5: U.S. prices are higher, with average wholesale prices around USD 2,100, versus approximately EUR 1,800 in Europe, due to different reimbursement and pricing controls.
References
[1] MarketWatch. (2023). Ophthalmic drugs market size.
[2] IQVIA. (2022). U.S. prescription sales data.
[3] Regeneron Pharmaceuticals. (2023). Annual report.
[4] FDA. (2022). Biosimilar approvals.
[5] Statista. (2023). Ophthalmic medicine sales.
