Last updated: February 13, 2026
What is the current market position of NDC 72888-0024?
NDC 72888-0024 is marketed as Atezolizumab (Tecentriq), a PD-L1 inhibitor used in oncology. It primarily targets extensive-stage small cell lung cancer (ES-SCLC), non-small cell lung cancer (NSCLC), urothelial carcinoma, and other tumor types. Since its approval in 2016, it has secured a significant share within the immuno-oncology segment.
Market data indicates that Tecentriq's sales reached approximately $3.9 billion in 2022, reflecting strong demand in the oncology segment. The drug's revenue grew at a compound annual growth rate (CAGR) of approximately 8% from 2019 to 2022. Its revenue distribution is roughly split among lung cancer (around 55%), bladder cancer (about 25%), and other indications (remaining 20%).
What is the competitive landscape for Tecentriq?
Tecentriq competes against other PD-1/PD-L1 inhibitors:
- Pembrolizumab (Keytruda): Dominates with over $22 billion global sales in 2022. Its wide approval range and extensive indication breadth give it a leading market position.
- Nivolumab (Opdivo): Recorded $8.9 billion in revenue in 2022. It holds substantial market share, especially in head and neck and melanoma indications.
- Avelumab (Bavencio) and Durvalumab (Imfinzi): Smaller but growing segments.
Tecentriq's differentiators include its approval for specific NSCLC subpopulations and bladder cancers, but it faces intense competition from Keytruda's broader label.
How are current pricing strategies structured?
Pricing varies by indication and regional market. In the US, the wholesale acquisition cost (WAC) is approximately $12,500 per 1200 mg vial for Tecentriq. Treatment regimens typically involve monthly dosing, with costs over $100,000 annually per patient. Pharmaceutical companies employ significant discounts, rebates, and value-based agreements to improve access.
Internationally, prices are lower, averaging 30-50% of US prices depending on healthcare systems and negotiated prices.
What are the key factors influencing future price projections?
- Patent protection and exclusivity: Tecentriq's US composition of matter patent expires in 2030, with data exclusivity until 2031. Patent expiry could facilitate biosimilar entry, affecting prices.
- Regulatory approvals: Expanded indications and accelerated approvals can extend revenue streams, potentially enabling pricing power.
- Market penetration: Increased adoption in first-line therapies and combination regimens could boost demand, impacting prices.
- Competitive pressures: As biosimilar or generic PD-L1/PD-1 options emerge, prices are likely to decline.
- Reimbursement policies: Health system budgets and formulary decisions may lead to price negotiations and discounts.
What are the future price projection estimates?
Based on historical trends and competitive forecasts:
| Year |
Average Wholesale Price (AWP) per 1200 mg vial |
Comments |
| 2023 |
$12,500 |
Current US pricing retains high premium levels. |
| 2025 |
$11,000 – $12,000 |
Slight decrease anticipated due to competitive pressures. |
| 2030 |
$8,000 – $10,000 |
Potential biosimilar competition may reduce prices further. |
| 2035 |
$6,000 – $8,000 |
Biosimilar market penetration could drive prices down significantly. |
Prices could decline by approximately 20-40% post-patent expiry, depending on biosimilar uptake and reimbursement policies.
What are the key investment considerations?
- Technological growth in immunotherapies suggests that Tecentriq's revenues will stabilize or grow modestly through expanded indications and combination therapies before patent expiration.
- Patent expiration around 2030 presents downside risks; biosimilar entry could cut pricing by 50% or more.
- Price negotiations and value-based agreements could influence actual revenues, especially outside the US.
Key Takeaways
- NDC 72888-0024, marketed as Tecentriq, is a leading PD-L1 inhibitor with annual revenues approaching $4 billion.
- The drug faces competition from Keytruda and Opdivo, with market share contingent on approval breadth and clinical data.
- US prices stand at roughly $12,500 per vial, with international prices lower.
- Pricing is projected to decline gradually over the next decade due to patent expiration and biosimilar competition.
- Market growth depends on expanded indications, combination regimens, and reimbursement dynamics.
FAQs
1. When does Tecentriq face patent expiry?
Patent protection in the US is set to expire in 2030, with data exclusivity until 2031. Biosimilar entry is expected thereafter.
2. How does Tecentriq's price compare to similar drugs?
Per vial, Tecentriq's US prices are comparable to other PD-L1 inhibitors like Keytruda but slightly lower than Nivolumab in some indications.
3. What is the likelihood of biosimilar entry affecting prices?
High, post-2030, as biosimilar development progresses. Biosimilars have the potential to reduce prices by 50% or more.
4. Are there approved combination therapies involving Tecentriq?
Yes. It is combined with chemotherapy agents for lung and bladder cancers, which may influence market demand and pricing strategies.
5. What regions are most impacted by pricing trends?
The US maintains the highest prices; Europe and other markets often negotiate discounts and are more sensitive to biosimilar competition.
Citations:
[1] IQVIA, 2022 Prescription Data.
[2] US FDA, Tecentriq approval and patent information, 2016-2022.
[3] Pharma Intelligence, 2022 Oncology Market Review.
[4] Bloomberg Intelligence, Immuno-oncology Market Forecasts, 2022.
