Last updated: March 9, 2026
What Is NDC 72603-0139?
NDC 72603-0139 corresponds to the biologic drug Secukinumab (brand name: Cosentyx). It is a monoclonal antibody used for the treatment of moderate to severe plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and other autoimmune disorders.
Market Overview
Market Size and Revenue
The global autoimmune disease therapeutics market, including psoriasis and psoriatic arthritis treatments, was valued at approximately $31 billion in 2022. The biologics segment accounts for over 70% of this market, driven by increasing prevalence and treatment adoption.
Key Competitors
- Humira (Adalimumab)
- Stelara (Ustekinumab)
- Cosentyx (Secukinumab)
- Taltz (Ixekizumab)
Secukinumab’s market share has grown steadily, with worldwide sales reaching $2.7 billion in 2022[1].
Market Drivers
- Rising prevalence of psoriasis and psoriatic arthritis.
- Adoption of biologics over traditional therapies.
- Expanded indications approved by FDA and EMA.
- Growing penetration in emerging markets.
Regulatory and Patent Status
- Approved in the US (2015), EU (2015), and Japan (2016).
- No significant patent expirations until 2025+, allowing continued market dominance.
- Patent challenges could emerge, but current exclusivity protects sales.
Price Point
In the US, average list price (ASP) per dose for Cosentyx is approximately $6,000–$7,000. Actual reimbursed price varies due to discounts and insurance negotiations.
Price Projections (2023-2028)
Factors Affecting Price Trends
- Market Competition: Entry of biosimilars could decrease prices.
- Regulatory Changes: Price control policies in different regions.
- Manufacturing Costs: Continued improvements could lower prices.
- Reimbursement Policies: Payer strategies aim to reduce costs.
Price Outlook
| Year |
Estimated Average Price per Dose |
Rationale |
| 2023 |
$6,200 |
Stable prices due to patent exclusivity and high demand. |
| 2024 |
$6,200 |
No biosimilar competition yet; pricing pressure limited. |
| 2025 |
$5,800 |
Potential biosimilar entry in Europe; US delays. |
| 2026 |
$5,400 |
Increased biosimilar market share may influence pricing. |
| 2027 |
$5,000 |
Continued biosimilar penetration; price competition intensifies. |
| 2028 |
$4,800 |
Further biosimilar adoption; prices decline further. |
Impact of Biosimilar Entry
Biosimilars likely to enter markets in Europe around 2025, leading to a 20–25% reduction in pricing. US biosimilar approval and market uptake may lag due to patent cases and regulatory hurdles.
Revenue Projections
Assuming stable volume growth of 4-5% annually and current market capture:
| Year |
Estimated Global Revenue |
Notes |
| 2023 |
$2.7 billion |
Base sales with high market share. |
| 2025 |
$3.0 billion |
Growth continues; biosimilars emerging. |
| 2028 |
$3.2 billion |
Market saturation and price erosion balanced by volume gains. |
Strategic Considerations
- Pricing: Expect gradual erosion due to biosimilar competition.
- Market Penetration: Focus on emerging markets to sustain revenue.
- Regulatory Pathways: Faster approval of biosimilars could accelerate price declines.
- Portfolio Expansion: Securing additional indications helps stabilize revenue amid price pressure.
Key Takeaways
- Cosentyx maintains a dominant position through patent protection until at least 2025.
- Biosimilar competition will influence prices, especially from 2025 onward.
- US prices are higher than European counterparts, primarily due to different reimbursement policies.
- Long-term revenue growth depends on expanding indications and global market penetration.
- Monitoring regulatory developments in biosimilars is critical for accurate forecasting.
FAQs
1. When can biosimilars for Secukinumab expect to enter the US market?
Potential biosimilar approval could occur post-2025, contingent on patent litigation outcomes.
2. How do biosimilars impact drug pricing?
Biosimilars typically reduce biologic prices by 20–30% after entry, affecting revenue and market share.
3. Are there additional indications for NDC 72603-0139?
Yes. Beyond psoriasis and psoriatic arthritis, Secukinumab has approval for ankylosing spondylitis and juvenile idiopathic arthritis.
4. What regions will see the most price declines?
European markets are likely to experience earlier and more significant biosimilar-driven price reductions than the US.
5. How does insurance reimbursement affect the net price?
Rebates and discounts negotiated with payers significantly lower the list price from the net paid amount.
References
[1] IQVIA. (2022). Global Autoimmune Disease Therapeutics Market Report.
