2025年第二季度展望报告

April2025 Contents About the Author............................................................................................................................................3Executive Summary.......................................................................................................................................3Disclaimer........................................................................................................................................................3Outcomes of Biomedtracker’s Large Impact Drug Catalysts from theEarly 2025Outlook Report...4Drugs................................................................................................................................................................6VesiGel for Bladder Cancer.....................................................................................................................................6Pixclara for Brain Cancer-Imaging........................................................................................................................7Reproxalap for Dry Eye (Ophthalmology)..............................................................................................................8EB-101 for Epidermolysis Bullosa...........................................................................................................................9Rinvoq for Giant Cell Arteritis................................................................................................................................10Sebetralstat for Hereditary Angioedema (HAE)..................................................................................................11SL-1009 for Metabolic-General...........................................................................................................................12Nipocalimab for Myasthenia Gravis (MG)............................................................................................................13STS101 for Migraine and Other Headaches.......................................................................................................14NVK-002 for Myopic Macular Degeneration (MMD)/Pathological Myopia (Ophthalmology).......................15Dovbleron for Non-Small Cell Lung Cancer (NSCLC).......................................................................................16Defactinib for Ovarian Cancer...............................................................................................................................17Clesrovimab for Respiratory Syncytial Virus (RSV) Prevention........................................................................18Deals...............................................................................................................................................................19 About the Author Biomedtrackeris an independent research service that offers proprietary clinical assessments and patient-basedrevenue forecasts of developmental drugs within a comprehensive and intuitive drug information database. Clientsfrom the pharmaceutical, biotech, and investment industries rely on Biomedtracker for its insight on the likelihood ofapproval, commercial potential, and future data and regulatory catalysts for drugs within the competitive landscape ofevery important disease and indication. Over the last severalyears, Biomedtracker has become the leader inproviding objective information alongside evidence based clinical assessments and investment research on pipelinedrugs worldwide. For more information on getting direct access to Biomedtracker, please emailBiomedSupport@sagientresearch.com. Executive Summary In this report, we cover catalysts from15drugs and deals expected to occur inQ22025. For each drug, the likelihoodof Phase/PDUFA review success and overall Likelihood of Approval (LOA) given their particular phase, drug class,and disease group are provided. These data points were provided using a combination of Pharmapremia,Norstella’sdrug development benchmarking product utilizing Biomedtracker’s LOA data to assist in informed decisions aboutdrug pipeline prioritization, partnerships, and acquisitions, and drug approval data from Biomedtracker. The results ofthe catalysts highlighted in ourEarly2025Outlook Reportcan be found on Page4. At the end of this report, we haveincluded a list of Large Impact catalysts throughQ22025. The catalyst list is also provided in Excel by downloadingthe supplemental material at the top of this page. Like our report? Have any questions or feedback? Please let usknow ataskanalyst@sagientresearch.com. Disclaimer This report is published by Sagient Research (the Publisher). This report contains information from reputable sourcesand although reasonable efforts have been made to publish accurate information, you assume soleresponsibility forthe selection, suitability and use of this report and acknowledge that the Publisher makes no warranties (eitherexpress or implied) as to, nor a