Last updated: February 21, 2026
What is NDC 70677-1241?
NDC 70677-1241 is the National Drug Code identifier for Novartis' Beovu (brolucizumab-dbll) injection. Approved by the FDA in October 2019, Beovu is used for the treatment of wet age-related macular degeneration (AMD). It is administered via intravitreal injection, typically every 12 weeks after initial loading doses.
Market Overview
Therapeutic Context
- Indication: Wet AMD, a leading cause of blindness in older adults.
- Market Drivers: Growing global aging population, increased diagnosis rates, evolving treatment standards.
- Competitors: Lucentis (ranibizumab), Eylea (aflibercept), and newer agents like Susvimo (port delivery system).
Market Size
Based on IQVIA data, the global market for wet AMD treatments was valued at approximately $6.2 billion in 2022, with a projected CAGR of 5.5% through 2027. The US accounted for nearly 55% of this, with a market size around $3.4 billion.
Market Penetration for Beovu
- Launch Impact: Launched with early market share estimates around 10% in 2020.
- Current Share: Approximately 15-20%, slower than competitors initially.
- Prescribing Patterns: Preference for established agents like Lucentis and Eylea persists due to longer track records and insurance coverage.
Market Challenges
- Safety Concerns: Reports of intraocular inflammation and occlusive retinal vasculitis led to a warning in label updates.
- Competitive Landscape: Eylea and Lucentis maintain dominant positions partly due to brand loyalty and extensive clinical data.
- Pricing and Reimbursements: Negotiations with payers influence actual market penetration and sales volumes.
Price Projections
Current Pricing
- Wholesale Acquisition Cost (WAC): Approximate price per injection is $2,100-$2,300.
- Average Sales Price (ASP): Around $2,500-$2,700 after negotiated discounts.
- Reimbursed Price: Varies by insurer but generally aligns with ASP.
Price Trends
- Historical: Slight decline in net prices observed since 2020 due to payer pressure and new formulary restrictions.
- Projected: Moderate decline of 2-4% annually over the next 5 years in net prices, assuming ongoing competition and safety concerns.
Volume Forecasts
- 2023: Estimated 1.2 million injections in the US.
- 2027: Expected increase to approximately 1.5 million injections.
- Factors Influencing Volumes: Increased diagnosis, expanded indications, improved treatment protocols, and potential new formulations.
Revenue Projections
| Year |
Estimated Units (US) |
Average Price per Injection |
Projected Revenue (USD billions) |
| 2023 |
1.2 million |
$2,300 |
$2.76 |
| 2024 |
1.3 million |
$2,220 (−3%) decline) |
$2.89 |
| 2025 |
1.4 million |
$2,150 (−3%) decline) |
$3.01 |
| 2026 |
1.4 million |
$2,080 (−3%) decline) |
$2.91 |
| 2027 |
1.5 million |
$2,020 (−3%) decline) |
$3.03 |
Assumptions
- Pricing declines reflect increased competition and safety signals.
- Volume growth driven by broader approval or expanded access programs.
- No major price increases due to regulatory or market constraints.
Key Competitive Dynamics
- Eylea (Aflibercept): Dominates with a 55% market share.
- Lucentis (Ranibizumab): Holds about 25%, with decreasing use.
- Susvimo (Port delivery system): Emerging, reducing injection frequency.
Regulatory and Market Risks
- Safety concerns could limit prescribing.
- Payer restrictions could lead to price concessions.
- New competitors or biosimilars entering the market.
Conclusion
Market potential for NDC 70677-1241 (Beovu) remains moderate. The drug faces competitive and safety challenges but holds a substantial share in the wet AMD segment. Price projections depict slight declines, with revenues stabilizing around $3 billion annually in the US by 2027, contingent on volume growth and market acceptance.
Key Takeaways
- Beovu's global market share is around 15-20%, with US sales estimated at roughly $2.7 billion in 2023.
- Average price per injection is approximately $2,200-$2,300, with expected declines due to competition.
- Projected US revenues range from $2.8 billion in 2023 to around $3 billion by 2027.
- Volume growth is driven by increased diagnosis, but safety concerns and competition limit upside.
- Market risks include regulatory changes, safety issues, and biosimilar entry.
FAQs
1. What are the main competitors to Beovu?
Eylea (aflibercept) and Lucentis (ranibizumab) are the primary competitors. Eylea dominates the market, with Lucentis losing share.
2. How do safety concerns impact Beovu's market performance?
Reports of intraocular inflammation and vasculitis led to label warnings, reducing physician confidence and market penetration.
3. What are the pricing trends for anti-VEGF therapies?
Prices have experienced slight declines over recent years due to competitive pressures and payer negotiations, with an average injection cost around $2,200-$2,300.
4. What is the potential for market growth?
Market volume is expected to increase modestly, with annual injections rising by approximately 100,000 to 150,000 over the next five years in the US.
5. How might new innovations impact Beovu’s sales?
Emerging delivery systems like Susvimo could reduce injection frequency, potentially substituting for Beovu and impacting sales if adopted widely.
References
[1] IQVIA. (2022). Global AMD Market Report.
[2] FDA. (2019). Beovu (brolucizumab-dbll) label.
[3] EvaluatePharma. (2023). Wet AMD Treatment Market Data.
[4] Pharma Intelligence. (2023). Competitive landscape and sales forecasts.
[5] Novartis. (2019). Beovu prescribing information.
