Last updated: February 14, 2026
Market Analysis and Price Projections for NDC 64380-0187
What is the Drug and Its Indication?
NDC 64380-0187 corresponds to Retevmo (selpercatinib), approved by the FDA in May 2020. It is indicated for adult patients with metastatic RET fusion-positive non-small cell lung cancer (NSCLC), RET-mutant medullary thyroid carcinoma (MTC), and RET fusion-positive thyroid cancers.
Market Size and Epidemiology
- Target Population: Estimated at 10,000 to 15,000 patients globally for RET fusion-positive NSCLC and thyroid cancers.
- Market Penetration:
- Initial uptake was limited due to competition with existing RET inhibitors and limited testing.
- Increasing molecular testing and clinician familiarity elevate growth prospects.
Competitive Landscape
| Drug Name |
Approval Year |
Targets |
Market Share (2022) |
Notes |
| Selpercatinib (Revetmo) |
2020 |
RET fusions/mutations |
50% (estimated) |
First RET-specific agent |
| Pralsetinib (Gavreto) |
2020 |
RET fusions/mutations |
45% (estimated) |
Close competitor |
| Cabozantinib |
2016 |
Multiple targets, RET off-label |
5% |
Off-label use, less targeted |
Market growth is driven by increased molecular diagnostics, expanding indications, and clinician adoption.
Price Structure and Reimbursements
- Current Wholesale Acquisition Cost (WAC):
- Approximately $14,560 per month, based on Medicare and private insurer reports.
- Average Selling Price (ASP):
- Estimated at 20-25% higher than WAC.
- Reimbursement Landscape:
- Reimbursement varies with payer mix; Medicare covers most cases for approved indications.
- Patient copays can range from $0 to $5,000 annually depending on insurance plan.
Price Trends and Projections
| Year |
Estimated WAC Price per Month |
Remarks |
| 2023 |
$14,560 |
Current listing price |
| 2024 |
$14,000 - $15,000 (adjusted for inflation and supply chain factors) |
Slight adjustments expected |
| 2025 |
$13,500 - $14,800 |
Potential price reductions with increased competition and generic biosimilar entry |
Market Growth Factors
- Expansion of molecular testing increases eligible patient pool.
- Broader approvals for additional RET fusion-positive cancers.
- Competitive pricing may occur as generic biosimilar versions eventually enter the market (anticipated 2027–2029).
- U.S. market expected to grow at a CAGR of 8-10% from 2023–2028.
Risks to Price and Market Share
- Emergence of second-generation RET inhibitors with better efficacy or safety.
- Price competition from biosimilars or generics.
- Changes in reimbursement policies affecting net revenue.
- Limited penetration in regions with low testing infrastructure.
Key Takeaways
- NDC 64380-0187 (Revetmo) is a targeted oral RET inhibitor approved for select cancers.
- The U.S. market price is approximately $14,560/month, with potential slight fluctuations.
- Market size is expanding due to increased testing and broader indications, with an estimated CAGR of 8-10%.
- Competition from Pralsetinib influences market share; biosimilars may impact pricing from 2027 onward.
- Reimbursement policies and healthcare provider adoption are pivotal to future revenue.
FAQs
1. How does the pricing of NDC 64380-0187 compare to similar targeted therapies?
Revetmo's current WAC is comparable to other targeted oncology drugs approved in the same timeframe, with prices typically ranging from $14,000 to $22,000 monthly depending on indication and payer negotiations.
2. What factors could drive further price increases?
Exclusive patent rights and market penetration limitations can sustain prices. However, price increases are typically restrained by payer negotiations and competitive pressures.
3. When are biosimilars or generics expected to enter the market?
Biosimilars for certain targeted therapies may enter between 2027 and 2029, pending patent expiry and regulatory approval.
4. What is the size of the global target patient population?
Estimates suggest 10,000-15,000 patients globally with RET-positive NSCLC and thyroid cancers, with U.S. patients comprising roughly 40-50% of this number.
5. How does molecular testing impact the drug’s market?
Increased use of molecular panels for lung and thyroid cancers enhances detection of RET alterations, expanding the eligible patient pool and supporting higher drug utilization.
References
[1] U.S. Food and Drug Administration. (2020). FDA approves first targeted therapy for RET fusion-positive lung cancer.
[2] SSR Health. (2022). Drug Pricing Data and Trends.
[3] IQVIA. (2022). Oncology Market Trend Reports.
[4] EvaluatePharma. (2022). Global Oncology Market Forecasts.
[5] Centers for Medicare & Medicaid Services. (2022). Reimbursement policies for oral oncology drugs.
