Last updated: March 13, 2026
What is the drug associated with NDC 65862-0185?
NDC 65862-0185 is associated with Camzyos (mavacamten), a prescription medication developed by Bristol-Myers Squibb. It is approved for the treatment of symptomatic obstructive hypertrophic cardiomyopathy (HCM).
How does the market for Camzyos shape up?
Market Size and Patient Population
- Target Population: Approximately 600,000 adults in the U.S. diagnosed with hypertrophic cardiomyopathy; about 70% are symptomatic with obstructive forms.
- Treatment Uptake: Initial estimates suggest about 20,000-30,000 eligible patients could receive Camzyos annually, based on disease prevalence and treatment initiation rates.
Competition Landscape
| Drug Name |
Mechanism |
Market Share (Projected) |
Approval Year |
Key Competitors |
| Camzyos (mavacamten) |
Cardiac myosin inhibitor |
100% (initially) |
2022 |
None (first-in-class) |
| Sarconeos |
Myosin inhibitor (under development) |
Limited |
N/A |
N/A |
Currently, Camzyos is the only approved drug targeting the underlying contractile dysfunction in obstructive HCM, giving it a substantial first-mover advantage.
What are the current pricing trends?
List Price and Reimbursement Data
- List Price (2023): $95,000 per year per patient.
- Average Wholesale Price (AWP): Approximately $86,000.
- Net Price (after discounts): Estimated between $45,000 and $65,000, factoring in rebates, payer negotiations, and patient assistance programs.
Specialty Pharmacy and Payer Dynamics
- Coverage: Majority of commercial insurers and Medicare Part D plans provide coverage; prior authorization commonly required.
- Reimbursement: Reimbursed via specialty pharmacy channels with capitation and prior authorization controls.
Comparison with Competitors
| Parameter |
Camzyos (Mavacamten) |
Typical Cardiomyopathy Drugs |
| List Price |
$95,000/year |
Varies, generally $20,000-$60,000/year |
| Rebate Rate |
Up to 40% |
10-30% |
| Payment Modality |
Reimbursed through payers and PBMs |
Similar |
Pricing Trends
- Adoption is initially driven by high-cost coverage policies, though discounts and rebates influence net pricing.
- Reimbursement pressures may lead to price adjustments within the next 1-3 years.
What are the key market risks?
- Reimbursement Constraints: Formulary restrictions could limit uptake.
- Market Penetration: Slow initial adoption due to the disease's rarity and treatment complexity.
- Pricing Pressure: Cost-containment efforts by payers could limit revenue growth.
- Emerging Competitors: Potential pipeline drugs targeting HCM could challenge Camzyos's market dominance.
Price projections over the next five years:
| Year |
Estimated List Price |
Expected Net Price |
Key Factors |
| 2023 |
$95,000 |
$55,000 |
Established payer coverage, initial uptake |
| 2024 |
$93,000 |
$50,000 |
Slight price compression expected, increased competition |
| 2025 |
$90,000 |
$45,000 |
Market stabilization, potential price adjustments |
| 2026 |
$88,000 |
$43,000 |
Further payer bargaining, growth in patient volume |
| 2027 |
$85,000 |
$40,000 |
Payer-driven price reductions, expanded access initiatives |
Conclusion
Camzyos holds a strong first-mover position in treating obstructive HCM, supported by high unmet need. Its initial high list price is offset by rebates and discounts, resulting in a lower net revenue per patient. Over five years, projected list prices decline modestly due to payer pressures, with net prices decreasing more significantly.
Key Takeaways
- NDC 65862-0185 corresponds to Camzyos (mavacamten), a selective myosin inhibitor approved in 2022 for obstructive HCM.
- The market size is approximately 20,000–30,000 U.S. patients annually; uptake depends heavily on payer acceptance.
- Initial list pricing is $95,000/year, with net prices around $55,000 after rebates.
- Competitive pressures and reimbursement policies are likely to moderate pricing over time.
- Price projections suggest a gradual decrease in both list and net prices over the next five years.
FAQs
1. Is Camzyos the only approved drug for obstructive hypertrophic cardiomyopathy?
Yes, it is the first drug approved specifically targeting the underlying contractile dysfunction in obstructive HCM.
2. How does the high list price affect market access?
Reimbursement and prior authorization requirements can delay or limit access; rebates and discounts are used to mitigate coverage barriers.
3. What is the potential for off-label use?
Limited, due to the specific indication and regulatory approval for obstructive HCM; off-label use is unlikely without clinical trial data.
4. Are there any pipeline drugs that threaten Camzyos’s market share?
While preclinical and early-phase drugs targeting similar pathways exist, none are currently approved or near approval.
5. How does the pricing of Camzyos compare internationally?
International prices vary significantly, often lower than U.S. prices, reflecting different reimbursement systems and healthcare policies.
References
[1] Bristol-Myers Squibb. (2022). FDA approves mavacamten for symptomatic obstructive hypertrophic cardiomyopathy. FDA, official release.
[2] IQVIA. (2023). Prescription Drug Market Data.
[3] CMS. (2023). Medicare Part D reimbursement policies.
[4] PhRMA. (2023). Drug Pricing and Negotiation Reports.
[5] Zei, M., et al. (2022). Market analysis for novel cardiomyology drugs. Journal of Cardiology Advances.
