VABYSMO 판매 예측 및 시장 규모 분석(2034년)

Key Factors Driving VABYSMO Growth

1. Blockbuster Growth Momentum (Strong Commercial Traction)

• 2024 global sales: ~CHF 3.9B (~$4B)
• +68% YoY growth in 2024
• H1 2025 sales:
• CHF 2.07B (+18% YoY)

Implication:

• One of the fastest-growing ophthalmology drugs globally
• Already a multi-billion-dollar blockbuster within ~2-3 years of launch

2. First-in-Class Dual Mechanism (VEGF + Ang-2 Inhibition)

• Targets:
• VEGF (angiogenesis)
• Angiopoietin-2 (vascular instability)

Clinical advantage:

• Treats two key disease pathways simultaneously
• Leads to:
• Better vascular stability
• Improved retinal outcomes

3. Extended Dosing Intervals (Major Adoption Driver)

• Many patients can be treated:
• Every 3-4 months (Q12-Q16 weeks)

Impact:

• Strong physician preference
• Improved patient adherence
• Key driver of rapid market share gains

4. Rapid Market Share Capture from Competitors

• Evidence:
• Vabysmo is now one of the most prescribed drugs in nAMD
• Competitive impact:
• Directly contributing to decline of EYLEA sales

Implication:

• Not just market growth -> market share displacement
• Accelerates revenue ramp

5. Broad Label Across Major Retinal Diseases

Approved indications:

• Neovascular AMD (nAMD)
• Diabetic macular edema (DME)
• Retinal vein occlusion (RVO)

VABYSMO Recent Developments

• In September 2025, Roche announced new data from the AVONELLE-X and SALWEEN studies of VABYSMO (faricimab), presented at the 25th Euretina Congress in Paris, France. Data from the open-label AVONELLE-X study reinforce the efficacy, safety and durability of VABYSMO over four years in neovascular or "wet" age-related macular degeneration (nAMD), a leading cause of vision loss. In the single-arm SALWEEN study, VABYSMO showed clinically meaningful vision gains and retinal drying over one year in polypoidal choroidal vasculopathy (PCV), a vision-threatening subtype of nAMD that is especially common in Asia.

"VABYSMO Sales Forecast, and Market Size Analysis - 2034" report provides comprehensive insights of VABYSMO for approved indication like Diabetic macular oedema, Retinal oedema, and Wet age-related macular degeneration; as well as potential indication like Choroidal neovascularisation and Diabetic retinopathy in the 7MM. A detailed picture of VABYSMO's existing usage in approved and anticipated entry and performance in potential indications in the 7MM, i.e., the United States, EU4 (Germany, France, Italy, and Spain) and the United Kingdom, and Japan for the study period 2020 -2034 is provided in this report along with a detailed description of the VABYSMO for approved and potential indications. The VABYSMO market report provides insights about VABYSMO's sales forecast, mechanism of action (MoA), dosage and administration, as well as research and development including regulatory milestones, along with other developmental activities. Further, it also consists of historical and current VABYSMO performance, future market assessments inclusive of the VABYSMO market forecast analysis for approved and potential indications in the 7MM, SWOT, analysts' views, comprehensive overview of market competitors, and brief about other emerging therapies in respective indications. It also provides analysis of VABYSMO sales forecasts, along with factors driving its market.

VABYSMO Drug Summary

VABYSMO is an FDA-approved (2022) bispecific monoclonal antibody developed by Genentech/Roche, administered as an intravitreal injection (6 mg/0.05 mL), that uniquely inhibits both vascular endothelial growth factor A (VEGF-A) and angiopoietin-2 (Ang-2) pathways to address retinal vascular diseases by reducing neovascularization, vascular leakage, inflammation, and endothelial dysfunction more comprehensively than VEGF-only agents like aflibercept. Indicated for neovascular (wet) age-related macular degeneration (nAMD), diabetic macular edema (DME), and macular edema following retinal vein occlusion (RVO), it supports extended dosing intervals up to every 16-20 weeks after loading (e.g., TENAYA/LUCERNE, YOSEMITE/RHINE, BALATON/COMINO trials showed noninferior BCVA gains vs. aflibercept with anatomic improvements and fewer injections). Its engineered Fc design minimizes systemic exposure and immunogenicity, with common ocular AEs (e.g., vitreous floaters, conjunctival hemorrhage) similar to anti-VEGF peers, but potential risks include endophthalmitis, retinal detachment, and thromboembolic events requiring monitoring. The report provides VABYSMO's sales, growth barriers and drivers, post usage and approvals in multiple indications.

Scope of the VABYSMO Market Report

The report provides insights into:

• A comprehensive product overview including the VABYSMO MoA, description, dosage and administration, research and development activities in approved indications like Diabetic macular oedema, Retinal oedema, and Wet age-related macular degeneration; as well as potential indication like Choroidal neovascularisation and Diabetic retinopathy.
• Elaborated details on VABYSMO regulatory milestones and other development activities have been provided in VABYSMO market report.
• The report also highlights VABYSMO's cost estimates and regional variations, reported and estimated sales performance, research and development activities in approved and potential indications across the United States, Europe, and Japan.
• The VABYSMO market report also covers the patents information, generic entry and impact on cost cut.
• The VABYSMO market report contains current and forecasted VABYSMO sales for approved and potential indications till 2034.
• Comprehensive coverage of the late-stage emerging therapies for respective indications.
• The VABYSMO market report also features the SWOT analysis with analyst views for VABYSMO in approved and potential indications.

Methodology:

The VABYSMO market report is built using data and information sourced primarily from internal databases, primary and secondary research and in-house analysis by DelveInsight's team of industry experts. Information and data from the secondary sources have been obtained from various printable and nonprintable sources like search engines, news websites, global regulatory authorities websites, trade journals, white papers, magazines, books, trade associations, industry associations, industry portals and access to available databases.

VABYSMO Analytical Perspective by DelveInsight

• In-depth VABYSMO Market Assessment

This VABYSMO sales market forecast report provides a detailed market assessment of VABYSMO for approved indication like Diabetic macular oedema, Retinal oedema, and Wet age-related macular degeneration; as well as potential indication like Choroidal neovascularisation and Diabetic retinopathy in the seven major markets, i.e., the United States, EU4 (Germany, France, Italy, and Spain) and the United Kingdom, and Japan. This segment of the report provides current and forecasted VABYSMO sales data uptil 2034.

• VABYSMO Clinical Assessment

The VABYSMO market report provides the clinical trials information of VABYSMO for approved and potential indications covering trial interventions, trial conditions, trial status, start and completion dates.

VABYSMO Competitive Landscape

The report provides Insights on competitors and marketed products within the domain, along with a summary of emerging products and their respective launch dates, posing significant competition in the market.

VABYSMO Market Potential & Revenue Forecast

• Projected market size for the VABYSMO and its key indications
• Estimated VABYSMO sales potential (VABYSMO peak sales forecasts)
• VABYSMO Pricing strategies and reimbursement landscape

VABYSMO Competitive Intelligence

• Number of competing drugs in development (pipeline analysis)
• VABYSMO Market positioning compared to existing treatments
• VABYSMO Strengths & weaknesses relative to competitors

VABYSMO Regulatory & Commercial Milestones

• VABYSMO Key regulatory approvals & expected launch timelines
• Commercial partnerships, licensing deals, and M&A activity

VABYSMO Clinical Differentiation

• VABYSMO Efficacy & safety advantages over existing drugs
• VABYSMO Unique selling points

VABYSMO Market Report Highlights

• In the coming years, the VABYSMO market scenario is set to change due to strong adoption, increased prescriptions and broader uptake in multiple immunological indications; which would expand the size of the market.
• The VABYSMO companies are developing therapies that focus on novel approaches to treat/improve the disease condition, assess challenges, and seek opportunities that could influence VABYSMO's dominance.
• Other emerging products for Diabetic macular oedema, Retinal oedema, and Wet age-related macular degeneration; as well as potential indication like Choroidal neovascularisation and Diabetic retinopathy are expected to give tough market competition to VABYSMO and launch of late-stage emerging therapies in the near future will significantly impact the market.
• A detailed description of regulatory milestones, and developmental activities, provide the current development scenario of VABYSMO in approved and potential indications.
• Analyse VABYSMO cost, pricing trends and market positioning to support strategic decision-making in the immunology landscape.
• Our in-depth analysis of the forecasted VABYSMO sales data uptil 2034 will support the clients in decision-making process regarding their therapeutic portfolio by identifying the overall scenario of VABYSMO in approved and potential indications.

Key Questions:

• What is the class of therapy, route of administration and mechanism of action of VABYSMO? How strong is VABYSMO's clinical and commercial performance?
• What is VABYSMO's clinical trial status in each individual indications such as Diabetic macular oedema, Retinal oedema, and Wet age-related macular degeneration; as well as potential indication like Choroidal neovascularisation and Diabetic retinopathy and study completion date?
• What are the key collaborations, mergers and acquisitions, licensing and other activities related to the VABYSMO Manufacturers?
• What are the key designations that have been granted to VABYSMO for approved and potential indications? How are they going to impact VABYSMO's penetration in various geographies?
• What is the current and forecasted VABYSMO market scenario for approved and potential indications? What are the key assumptions behind the forecast?
• What are the current and forecasted sales of VABYSMO in the seven major countries, including the United States, Europe (Germany, France, Italy, Spain) and the United Kingdom, and Japan?
• What are the other emerging products available and how are these giving competition to VABYSMO for approved and potential indications?
• Which are the late-stage emerging therapies under development for the treatment of approved and potential indications?
• How cost-effective is VABYSMO? What is the duration of therapy and what are the geographical variations in cost per patient?

Table of Contents

1. Report Introduction

2. VABYSMO Overview in approved indications like Diabetic macular oedema, Retinal oedema, and Wet age-related macular degeneration; as well as potential indication like Choroidal neovascularisation and Diabetic retinopathy

• 2.1. Product Detail
• 2.2. VABYSMO Clinical Development
  • 2.2.1. VABYSMO Clinical studies
  • 2.2.2. VABYSMO Clinical trials information
  • 2.2.3. Safety and efficacy
• 2.3. Other Developmental Activities
• 2.4. Product Profile

3. VABYSMO Competitive Landscape (Marketed Therapies)

4. Competitive Landscape (Late-stage Emerging VABYSMO Therapies)

5. VABYSMO Market Assessment

• 5.1. VABYSMO Market Outlook in approved and potential indications
• 5.2. 7MM Analysis
  • 5.2.1. VABYSMO Market Size in the 7MM for approved and potential indications
• 5.3. Country-wise Market Analysis
  • 5.3.1. VABYSMO Market Size in the United States for approved and potential indications
  • 5.3.2. VABYSMO Market Size in Germany for approved and potential indications
  • 5.3.3. VABYSMO Market Size in France for approved and potential indications
  • 5.3.4. VABYSMO Market Size in Italy for approved and potential indications
  • 5.3.5. VABYSMO Market Size in Spain for approved and potential indications
  • 5.3.6. VABYSMO Market Size in the United Kingdom for approved and potential indications
  • 5.3.7. VABYSMO Market Size in Japan for approved and potential indications

6. VABYSMO SWOT Analysis

7. Analysts' Views

8. Appendix

• 8.1. Bibliography
• 8.2. Report Methodology

9. DelveInsight Capabilities

10. Disclaimer

11. About DelveInsight

12. Report Purchase Options