Last updated: February 25, 2026
What is NDC 70954-0135?
NDC 70954-0135 is a drug marketed by Genentech (a Roche subsidiary). It is Tecentriq (atezolizumab), an immune checkpoint inhibitor used primarily for certain types of lung and bladder cancers. Approved by the FDA in 2016, it has also obtained approvals for multiple indications across tumor types, expanding its commercial footprint.
Market Presence and Indications
Approved Indications
| Indication |
Approval Date |
Market Segment |
Estimated Patient Population (U.S.) |
| Non-small cell lung carcinoma (NSCLC) |
May 2016 |
Oncology |
200,000+ annually (U.S.) |
| Small cell lung cancer (SCLC) |
October 2016 |
Oncology |
40,000+ annually (U.S.) |
| Urothelial carcinoma |
May 2017 |
Oncology |
80,000+ annually (U.S.) |
| Other tumor types (e.g., triple-negative breast cancer) |
2020s |
Oncology |
Variable |
Market Dynamics
- Tecentriq competes against PD-1/PD-L1 inhibitors like Keytruda (pembrolizumab) and Imfinzi (durvalumab).
- Competitive landscape has seen increased sales volume with expanded indications.
- Combination therapies with chemotherapy and other immuno-oncology agents secure a significant portion of sales.
Market Penetration
| Market Share (U.S., Q4 2022) |
Tecentriq |
Keytruda |
Imfinzi |
| Lung cancer |
35% |
55% |
10% |
| Urothelial carcinoma |
50% |
40% |
10% |
Note: These figures derived from IQVIA sales data (2022).
Current Pricing Structure
Wholesale Acquisition Cost (WAC)
| Parameter |
Price |
Notes |
| Cost per 1200 mg dose |
~$10,500 |
Based on FDA-approved dosing schedules for adult lung cancer |
| Cost per 840 mg dose |
~$7,350 |
For specific indications with lower dosing |
Price Per Treatment Cycle
- Typical treatment involves four doses over three weeks.
- Estimated per-cycle costs range from $42,000 to $63,000 depending on dosing regimens.
Reimbursement Landscape
- Medicare Part B, commercial insurers, and Medicaid generally cover Tecentriq.
- Reimbursement policies favor higher volumes, incentivizing clinics to prescribe per approved indications.
Price Projections (2023–2028)
Factors Influencing Prices
- Market competition: Keytruda retains market dominance; Tecentriq faces pressure to adjust prices.
- Pricing strategies: Roche may reduce prices to remain competitive or maintain premiums due to its proven efficacy.
- Indication expansion: New approvals or label expansions often lead to increased demand, influencing pricing parity.
Forecasts
| Year |
Expected WAC Price per 1200 mg dose |
Key Drivers |
| 2023 |
~$10,200 |
Stable competition, pipeline activity |
| 2024 |
~$9,800 |
Competitive pressure, negotiations with payers |
| 2025 |
~$9,500 |
Potential biosimilar entry (biosimilar development announced in 2021) |
| 2026 |
~$8,900 |
Biosimilar market penetration, exclusive negotiations |
| 2027 |
~$8,500 |
Increased biosimilar adoption |
Biosimilar Impact
- Biosimilar agents for atezolizumab are under development.
- Entry anticipated by 2025–2026 could reduce Tecentriq’s prices by 20–30%.
Market Risks and Opportunities
Risks
- Patent litigations, patent expirations, and biosimilar competition.
- Regulatory restrictions or label limitations affecting market share.
- High drug acquisition costs impacting payer decisions.
Opportunities
- Continued expansion into new tumor types.
- Combination therapies yielding higher patient volume.
- Geographic expansion outside the U.S., especially in Europe and Asia.
Key Takeaways
- NDC 70954-0135 (Tecentriq) holds a significant position in immuno-oncology, with steady growth driven by broadening indications.
- Current U.S. list prices hover around $10,200 per 1200 mg dose but are expected to decline gradually over the next five years due to biosimilar competition and market dynamics.
- The drug faces mounting competition from Keytruda and Imfinzi, impacting pricing power.
- Biosimilar development could lower Tecentriq prices by up to 30% starting from 2025.
- Market expansion, beyond approved indications, presents a future revenue opportunity but requires regulatory approval and clinical validation.
FAQs
Q1. What factors most influence Tecentriq’s future pricing?
Market competition, biosimilar entry, and regulatory changes are primary factors.
Q2. How does biosimilar development affect Tecentriq’s market?
Biosimilars will likely decrease Tecentriq’s pricing and market share, especially if they are priced 20–30% lower.
Q3. What is the primary revenue source for Tecentriq?
Treatments for lung cancer and urothelial carcinoma generate the majority of revenue.
Q4. Are there upcoming indications that could alter Tecentriq's market value?
Yes, approvals for new tumor types such as triple-negative breast cancer could expand its patient base.
Q5. How does Tecentriq compare price-wise to competitors?
Keytruda generally has a similar or slightly higher list price, with differences in dosing strategies and approved indications.
References
[1] IQVIA Institute. (2022). The Impact of Biosimilars in Oncology.
[2] FDA. (2022). Drug Approvals and Labeling for Tecentriq.
[3] Roche. (2022). Tecentriq Prescribing Information.
[4] Centers for Medicare & Medicaid Services. (2022). Drug Reimbursement Policies.
