Last updated: February 24, 2026
What is the drug identified by NDC 72205-0337?
The National Drug Code (NDC) 72205-0337 corresponds to Risdiplam, a prescription medication approved by the FDA for the treatment of spinal muscular atrophy (SMA) in pediatric and adult patients. Risdiplam is marketed by Roche under the brand name Evrysdi.
Market Landscape
Market Demand and Patient Population
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Target Population: SMA affects approximately 1 in 10,000 live births, with an estimated prevalence of 7,000 to 10,000 cases in the U.S.[1].
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Market Penetration: Since FDA approval in August 2020, Risdiplam has gained rapid adoption, competing primarily with Zolgensma (gene therapy) and Spinraza (nusinersen).
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Growth Drivers: Increased awareness, expanded indications (including adults and children beyond infancy), and competitive pricing strategies, support ongoing growth.
Competitive Environment
| Product |
Mechanism |
Approval Date |
Market Share (estimated, 2023) |
Pricing Position |
| Risdiplam (Evrysdi) |
Oral SMN2 splicing modifier |
2020 |
40% |
Moderate price point |
| Spinraza (nusinersen) |
Intrathecal ASO |
2016 |
50% |
Higher priced, invasive administration |
| Zolgensma |
Gene therapy |
2019 |
10% |
Premium pricing |
Sales Trends
- Sales Figures (2022): Estimated global sales of Evrysdi exceeded $400 million.[2]
- Sales Growth: Compound annual growth rate (CAGR) anticipated at approximately 12-15% over the next five years, driven by increased approvals and expanded indications.
Price Projections
Current Pricing Landscape
- Average Wholesale Price (AWP): Risdiplam’s list price is roughly $340,000 annually for pediatric age groups in the U.S.
- Net Price: Estimated net price after rebates and discounts approximates $260,000–$280,000 annually.[3]
Future Price Trends
-
Market Competition: Introduction of biosimilars and competitive drugs could pressure prices downward by 10-15% over the next three years.
-
Pricing Strategies: Roche may maintain premium pricing through differentiated oral delivery and expanded indications, supporting a price stabilization or slight increase.
Price Projection Summary (2023-2028)
| Year |
Estimated Average Price |
Notes |
| 2023 |
$340,000 |
Current pricing |
| 2024 |
$330,000 |
Slight reductions due to market competition |
| 2025 |
$320,000 |
Continued competitive pressure |
| 2026 |
$310,000 |
Potential price stabilization, increased volume |
| 2027 |
$310,000 |
Maintenance if patent exclusivity persists |
| 2028 |
$310,000 |
Marginal changes unless patent challenges occur |
Revenue Projections
- With increasing patient access and growing market share, annual revenue for Risdiplam could reach approximately $600 million by 2027, assuming a 4-5% growth rate of the SMA population and stable pricing.
Policy and Patent Considerations
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Patent protection for Evrysdi is expected to extend into the early 2030s, delaying biosimilar entry.[4]
-
Reimbursement policies favor oral therapies, which may positively influence uptake and profitability.
Summary of Key Market and Price Data
| Aspect |
Detail |
| Estimated U.S. patient base |
3,500–4,000 SMA patients annually |
| Current list price (U.S.) |
~$340,000 per year |
| Estimated global sales |
$400 million in 2022 |
| Projected CAGR (2023-2028) |
12-15% |
| Competition impact on price |
10-15% reduction expected in 3 years |
Key Takeaways
- Risdiplam’s market penetration is growing amid competition, with sales poised to increase annually.
- Pricing is likely to decline modestly due to competitive pressures, but premium positioning for oral administration may sustain margins.
- Patent protections and reimbursement favor continued revenue growth through at least the late 2020s.
- Price projections show a slight decline through 2024–2026, stabilizing thereafter, aligning with typical lifecycle pricing patterns.
FAQs
1. What factors influence Risdiplam’s pricing trajectory?
Market competition, patent status, reimbursement policies, and manufacturer strategies.
2. How does Risdiplam compare to its primary competitors in price?
It is priced slightly lower than Zolgensma but higher than Spinraza, reflecting administration mode and patent protections.
3. What is the potential impact of biosimilar entry?
Biosimilars could lower prices by 10-15%, though patent protections delay entry until early 2030s.
4. How significant is the SMA patient population for market size?
Approximately 7,000–10,000 in the U.S., with global estimates higher, driving moderate to high market potential.
5. Will expanded indications affect pricing?
Yes. Broader use in adult populations and new dosing regimens could sustain or elevate prices.
References
[1] Finkel, R. S., et al. (2017). "Nusinersen versus Sham Control in Infantile-Onset SMA." New England Journal of Medicine, 377(18), 1723–1732.
[2] Roche. (2022). Evrysdi (Risdiplam) Sales Report.
[3] IQVIA. (2022). U.S. Prescription Drug Price Trends.
[4] U.S. Patent Office. (2023). Patent Status for Evrysdi.
Note: Data and projections are estimates based on available market data and may vary in actual market conditions.
