17. Nubeqa

Nubeqa
(Bayer)

Active ingredient: darolutamide
Disease: prostate cancer
Peak sales estimate: €480 million to €1 billion
Approved: July 30, 2019
Companies: Bayer and partner Orion

The scoop: Pfizer and Astellas’ Xtandi and Johnson & Johnson’s Erleada may have big head starts in the prostate cancer market, but Bayer and partner Orion have a new entry—and they're looking to carve out a share. Analysts however are split on how that efficacy data stands against Xtandi and Erleada in their separate trials. Cross-trial comparisons are problematic, but analysts and potentially doctors often turn to them in the absence of head-to-head studies. To Bernstein analysts, Nubeqa’s data is in line with that of peers, while Jefferies analysts pointed to Nubeqa's higher hazard ratio as evidence of what they called “inferior efficacy,” which they said makes it “tough to see significant market penetration” for the drug. — Ben Adams

17. Nubeqa

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