Clarivate Identifies Eleven Potential Blockbuster and Transformative Drugs in Annual Drugs to Watch Report
Clarivate (NYSE:CLVT) has released its twelfth annual Drugs to Watch™ report, identifying 11 potential blockbuster therapies expected to achieve significant market success or transform treatment paradigms by 2030. The report highlights innovations in obesity, oncology, and gene therapy, powered by Clarivate's Cortellis intelligence suite.
Key featured drugs include AWIQLI® (first weekly insulin), CagriSema (obesity treatment), COBENFY™ (schizophrenia therapy), and EBGLYSS™ (atopic dermatitis treatment). The report also analyzes the chronic disease market in Mainland China and explores industry trends including AI integration, radiopharmaceutical theranostics, and the growing importance of real-world data in healthcare decisions.
The analysis demonstrates Clarivate's strong track record, with 12 out of 13 molecules identified in last year's report already approved and launched.
Clarivate (NYSE:CLVT) ha pubblicato il suo dodicesimo rapporto annuale Drugs to Watch™, identificando 11 terapie potenzialmente blockbuster che si prevede raggiungano un notevole successo di mercato o trasformino i paradigmi di trattamento entro il 2030. Il rapporto mette in evidenza innovazioni in obesità, oncologia e terapia genica, supportate dalla suite di intelligenza Cortellis di Clarivate.
Tra i farmaci in evidenza ci sono AWIQLI® (primo insulina settimanale), CagriSema (trattamento per l'obesità), COBENFY™ (terapia per la schizofrenia) e EBGLYSS™ (trattamento per dermatite atopica). Il rapporto analizza anche il mercato delle malattie croniche nella Cina continentale ed esplora le tendenze dell'industria, inclusa l'integrazione dell'IA, la radiofarmaceutica theranostica e l'importanza crescente dei dati reali nelle decisioni sanitarie.
L'analisi dimostra l'eccellente comprovata di Clarivate, con 12 su 13 molecole identificate nel rapporto dell'anno scorso già approvate e lanciate.
Clarivate (NYSE:CLVT) ha lanzado su duodécimo informe anual Drugs to Watch™, identificando 11 terapias potencialmente blockbuster que se espera alcancen un éxito significativo en el mercado o transformen los paradigmas de tratamiento para 2030. El informe destaca innovaciones en obesidad, oncología y terapia génica, impulsadas por la suite de inteligencia Cortellis de Clarivate.
Los medicamentos destacados incluyen AWIQLI® (primera insulina semanal), CagriSema (tratamiento para la obesidad), COBENFY™ (terapia para la esquizofrenia) y EBGLYSS™ (tratamiento para dermatitis atópica). El informe también analiza el mercado de enfermedades crónicas en la China continental y explora tendencias industriales incluyendo la integración de la IA, los theranósticos radiofarmacéuticos, y la creciente importancia de los datos del mundo real en las decisiones de salud.
El análisis demuestra el sólido historial de Clarivate, con 12 de 13 moléculas identificadas en el informe del año pasado ya aprobadas y lanzadas.
클라리베이트 (NYSE:CLVT)는 제12차 연례 Drugs to Watch™ 보고서를 발표하여 2030년까지 상당한 시장 성공을 거두거나 치료 패러다임을 변화시킬 것으로 예상되는 11개의 잠재적 블록버스터 치료법을 식별했습니다. 이 보고서는 비만, 종양학 및 유전자 치료 분야의 혁신을 조명하며, 클라리베이트의 Cortellis 인텔리전스 제품군에 힘입어 이루어졌습니다.
주요 추천 약물로는 AWIQLI® (첫 주간 인슐린), CagriSema (비만 치료), COBENFY™ (조현병 치료제), EBGLYSS™ (아토피 피부염 치료) 등이 있습니다. 이 보고서는 또한 중국 본토의 만성질환 시장을 분석하고 AI 통합, 방사성 의약품 치료적 진단, 그리고 의료 결정에서 실제 데이터의 중요성이 증가하는 산업 동향을 탐구합니다.
이 분석은 클라리베이트의 강력한 실적을 보여주며, 작년 보고서에서 식별된 13개의 분자 중 12개가 이미 승인되어 출시되었음을 나타냅니다.
Clarivate (NYSE:CLVT) a publié son douzième rapport annuel Drugs to Watch™, identifiant 11 thérapies potentielles de blockbuster qui devraient connaître un succès significatif sur le marché ou transformer les paradigmes de traitement d'ici 2030. Le rapport met en lumière des innovations en obésité, oncologie et thérapie génique, soutenues par la suite d'intelligence Cortellis de Clarivate.
Parmi les médicaments présentés, on trouve AWIQLI® (première insuline hebdomadaire), CagriSema (traitement de l'obésité), COBENFY™ (thérapie pour la schizophrénie) et EBGLYSS™ (traitement de la dermatite atopique). Le rapport analyse également le marché des maladies chroniques en Chine continentale et explore les tendances industrielles, y compris l'intégration de l'IA, les theranostics radio-pharmaceutiques et l'importance croissante des données réelles dans les décisions de santé.
L'analyse démontre l'excellent bilan de Clarivate, avec 12 des 13 molécules identifiées dans le rapport de l'année dernière déjà approuvées et lancées.
Clarivate (NYSE:CLVT) hat seinen zwölften jährlichen Drugs to Watch™-Bericht veröffentlicht, der 11 potenzielle Blockbuster-Therapien identifiziert, die bis 2030 voraussichtlich einen signifikanten Markterfolg erzielen oder die Behandlungsparadigmen verändern werden. Der Bericht hebt Innovationen in Adipositas, Onkologie und Gentherapie hervor, die durch Clarivates Cortellis-Intelligenzsuite unterstützt werden.
Zu den wichtigen vorgestellten Medikamenten gehören AWIQLI® (erstes wöchentliches Insulin), CagriSema (Behandlung von Adipositas), COBENFY™ (Therapie für Schizophrenie) und EBGLYSS™ (Behandlung von atopischer Dermatitis). Der Bericht analysiert auch den Markt für chronische Krankheiten in Festlandchina und untersucht Branchentrends wie die Integration von KI, radiopharmazeutische Theranostik und die wachsende Bedeutung von realen Daten für Entscheidungen im Gesundheitswesen.
Die Analyse zeigt Clarivates starke Erfolgsbilanz, wobei 12 von 13 Molekülen, die im Bericht des letzten Jahres identifiziert wurden, bereits genehmigt und auf den Markt gebracht wurden.
- Strong prediction accuracy with 12 out of 13 previously identified drugs already approved and launched
- Comprehensive analysis covering multiple high-value therapeutic areas
- Identification of 11 potential blockbuster drugs expected to exceed $1B in sales by 2030
- None.
Insights
This annual Drugs to Watch report showcases remarkable advancements across multiple therapeutic areas, with 11 potential blockbuster drugs highlighted for 2025. The standout candidates include CagriSema, Novo Nordisk's promising obesity treatment that combines GLP-1 and amylin mechanisms, positioning it to potentially outperform current market leaders WEGOVY and ZEPBOUND. The report's track record is particularly noteworthy, with 12 out of 13 predicted molecules from last year already approved and launched.
The pipeline analysis reveals a strategic focus on high-value therapeutic areas: obesity treatments, oncology innovations and gene therapies. Most notably, COBENFY™ represents the first novel mechanism of action for schizophrenia in three decades, while IMDELLTRA™ introduces groundbreaking BiTE® technology targeting SCLC. The commercial implications are substantial - these therapies are projected to achieve blockbuster status ($1B+ annual sales) by 2030, signaling significant market opportunities for investors and stakeholders.
The convergence of cutting-edge technologies with therapeutic development marks a pivotal shift in pharmaceutical innovation. The integration of AI and machine learning in drug discovery and development processes is particularly significant, potentially reducing time-to-market and development costs. The emergence of radiopharmaceutical theranostics represents a paradigm shift in oncology treatment, enabling more precise 'see it and treat it' approaches.
Of particular interest is the evolution in regulatory frameworks, with increased emphasis on real-world data (RWD) and patient-reported outcomes (PROs). This shift towards more comprehensive evidence generation could accelerate approval processes while ensuring better treatment outcomes. The focus on addressing global health disparities through innovative therapies demonstrates a broader industry commitment to expanding market access and improving healthcare equity.
For Clarivate (NYSE:CLVT), this report reinforces its position as a important intelligence provider in the life sciences sector. The company's comprehensive data analytics capabilities, demonstrated by its accurate prediction track record, enhance its value proposition to healthcare and pharmaceutical clients. The report's insights span multiple revenue streams within Clarivate's portfolio, including Cortellis intelligence products, suggesting strong potential for sustained revenue growth from its life sciences segment.
The emphasis on emerging markets, particularly the analysis of five potential blockbuster therapies in Mainland China, indicates Clarivate's strategic focus on high-growth regions. This positioning, combined with the company's expanding role in supporting drug development and commercialization decisions, could drive significant value for shareholders in the medium to long term.
Anticipated advancements in obesity, oncology, gene therapy and other areas poised to revolutionize patient care
This year's report, powered by insights from the Clarivate Cortellis intelligence suite of products, highlights 11 therapies that have recently launched or are set to debut in 2025. These innovations, addressing critical challenges in areas such as obesity, oncology, and gene therapy, are forecast to achieve blockbuster sales by 2030 or dramatically improve patient outcomes on a global scale. The report also explores pivotal trends shaping the industry, including the surging demand for obesity treatments, the transformative potential of gene editing, and the growing impact of regulatory innovation.
The report offers an in-depth analysis of the chronic disease market in Mainland China, spotlighting five therapies expected to exceed
Henry Levy, President, Life Sciences & Healthcare, Clarivate, remarked: "Innovation in the life sciences is reaching unprecedented heights, and this year's Drugs to Watch™ report once again demonstrates the industry's ability to deliver therapies that address unmet medical needs and challenge existing paradigms of care. At Clarivate, we take pride in the precision and reliability of our predictions—last year, we identified 13 molecules as Drugs to Watch, with 12 already approved and launched and one poised for launch. This track record reflects the strength of our comprehensive data and deep expertise. By continuing to provide actionable insights, we empower the sector to navigate opportunities, overcome challenges and drive progress in advancing global health."
Mike Ward, Global Head of Thought Leadership, Life Sciences & Healthcare, Clarivate, stated: "2025 represents a turning point for the life sciences sector as it embraces cutting-edge technologies such as AI and machine learning to enhance drug discovery and development. This year's report captures the dynamic forces at play, including groundbreaking progress in precision oncology, the rise of radiopharmaceuticals, and the growing focus on addressing global health disparities."
The 2025 Drugs to Watch™ report highlights key trends reshaping the life sciences landscape, emphasizing the transformative impact of emerging technologies and therapeutic breakthroughs. Advances in AI and machine learning are streamlining drug discovery, clinical trials, and real-world data integration, enabling precision medicine approaches. The obesity market is undergoing a revolution driven by next-generation GLP-1 therapies, while radiopharmaceutical theranostics are redefining cancer treatment with a "see it and treat it" paradigm. Gene editing technologies are unlocking new opportunities in personalized medicine, and evolving regulatory frameworks are fostering greater emphasis on patient-reported outcomes and health equity. Together, these trends showcase the sector's resilience and its ability to navigate challenges while driving innovation to improve patient care worldwide.
This year's drugs to watch exemplify the fusion of innovation and dedication to advancing patient care in an increasingly complex healthcare ecosystem. The Drugs to Watch™ 2025 list include:
AWIQLI® (LAI 287; insulin icodec) developed by Novo Nordisk | Type 1 and type 2 diabetes mellitus
AWIQLI®, the first once-weekly, subcutaneous insulin, has launched in
CagriSema (cagrilintide + semaglutide) developed by Novo Nordisk | Obesity and type 2 diabetes mellitus
CagriSema, combining cagrilintide, a long-acting amylin analog, with semaglutide, promises superior efficacy over semaglutide (OZEMPIC/WEGOVY®) and tirzepatide (MOUNJARO/ZEPBOUND®) in treating obesity and type 2 diabetes. This next-generation GLP-1 therapy leverages the benefits of GLP-1s, such as enhanced insulin secretion and appetite reduction, while incorporating amylin's effects, including slowed glucose absorption and release. If approved, CagriSema will be the first fixed-dose combination of amylin and GLP-1 receptor agonists in the obesity and T2DM markets.
COBENFY™ (KarXT; xanomeline-trospium) developed by Bristol Myers Squibb | Schizophrenia and psychosis related to Alzheimer's disease
Amid setbacks for emerging schizophrenia treatments, the approval of COBENFY marks a transformative milestone as the first drug in over 30 years with a novel mechanism of action for treating schizophrenia. Combining xanomeline and trospium, COBENFY selectively targets M1 and M4 receptors, rather than traditional dopamine pathways, while minimizing cholinergic side effects. While further data is needed to assess its effectiveness in Alzheimer's disease-related psychosis, COBENFY shows strong commercial potential if proven effective in treating AD-related hallucinations and delusions.
EBGLYSS™ (lebrikizumab) developed by Eli Lilly and Co and Almirall | Atopic dermatitis
EBGLYSS™, the third biologic targeting IL-13 for atopic dermatitis, follows DUPIXENT® (dupilumab) and ADBRY®/ADTRALZA® (tralokinumab) to market. Its less frequent dosing, more selective IL-13 inhibition, and strong efficacy and safety data position it as a likely first-line treatment for moderate-to-severe atopic dermatitis when topical corticosteroids are inadequate.
Fitusiran developed by Alnylam® Pharmaceuticals Inc and Sanofi | Hemophilia A and B
Fitusiran, shown to be effective in phase 3 trials for both hemophilia A and B, regardless of inhibitor status, has the potential to offer a new approach to hemophilia treatment. This small interfering RNA (siRNA) therapy works by inhibiting SerpinPC1 mRNA, reducing antithrombin levels, promoting thrombin generation, and helping to rebalance hemostasis to prevent bleeds. Leveraging Alnylam® Pharmaceuticals' ESC-GalNAc conjugate technology, fitusiran could become the first antithrombin-lowering therapy based on a double-stranded RNA molecule, pending approval.
GSK-3536819 (MenABCWY) developed by GSK plc | Meningococcus
GSK plc's GSK-3536819 vaccine candidate, a 5-in-1, first-generation formulation, targets the five groups of Neisseria meningitidis (A, B, C, W, and Y) responsible for most invasive meningococcal disease (IMD) cases worldwide. It combines the antigenic components of GSK's licensed meningococcal vaccines, BEXSERO (MenB) and MENVEO (MenACWY), both of which have established efficacy and safety profiles.
IMDELLTRA™ (tarlatamab-dlle) developed by Amgen | Small-cell lung cancer (SCLC)
IMDELLTRA™ is a first-in-class immunotherapy for extensive-stage small cell lung cancer (ES-SCLC). Using Amgen's bispecific T cell engager (BiTE®) molecules, it targets CD3 on T cells and DLL3 on tumor cells, enabling T cells to attack and lyse the tumor. DLL3 is expressed on the surface of SCLC cells in more than
mRESVIA (mRNA-1345) developed by Moderna Inc | RSV
With its
SEL-212 developed by Sobi® and Cartesian Therapeutics Inc/Selecta Biosciences Inc | Gout
SEL-212 is a novel, once-monthly treatment combining pegylated uricase (pegadricase; SEL-037) with ImmTOR™, an immune tolerance technology designed to inhibit the formation of anti-drug antibodies (ADAs). For this application, ImmTOR consists of SEL-110.36, an inhibitor of uricase-specific ADA. This approach may help overcome the limitations of reduced efficacy and tolerability seen with other biologic treatments, such as KRYSTEXXA® (pegloticase), in patients with chronic gout.
Vepdegestrant (ARV-471) developed by Arvinas Inc and Pfizer Inc | Breast cancer
A global collaboration between Arvinas Inc and Pfizer Inc, vepdegestrant may become the first PROteolysis Targeting Chimera (PROTAC®) protein degrader on the market. Designed to target and degrade the estrogen receptor (ER) protein, early studies suggest PROTAC-induced degradation is more complete than with oral selective estrogen receptor degraders (SERDs). This offers potential for overcoming endocrine resistance in breast cancer. Label expansions, including combination with IBRANCE® (palbociclib), are being explored.
Zanzalintinib (XL092) developed by Exelixis Inc | Colorectal cancer, renal cell carcinoma and squamous cell carcinoma of head and neck
Zanzalintinib is a third-generation oral tyrosine kinase inhibitor targeting VEGF receptors, MET, and TAM kinases involved in tumor growth and immunosuppression. Currently in phase 3 trials for non-clear-cell renal cell carcinoma (nccRCC), colorectal cancer (CRC) and squamous cell carcinoma of the head and neck (SCCHN), the company anticipates one potential zanzalintinib launch per year starting as early as 2026. Compared to CABOMETYX® (cabozantinib), zanzalintinib may offer benefits, including approval for nccRCC histology and a broader patient population.
Access the Drugs to Watch 2025 report from Clarivate, here.
For more Drugs to Watch updates and analyses throughout the year, visit the Drugs to Watch web page and follow Clarivate for Life Sciences & Healthcare on LinkedIn and X. Join the conversation, using #DrugstoWatch.
To learn more about how Clarivate can help healthcare companies inform and shape the drug discovery, development and delivery process, visit here.
Methodology for the Clarivate Drugs to Watch 2025 Report
To identify this year's Drugs to Watch, Clarivate drew from the expertise of over 160 analysts covering hundreds of diseases, drugs and markets, along with 11 integrated data sets that span the R&D and commercialization lifecycle, including: Cortellis Competitive Intelligence™, Disease Landscape & Forecast, Epidemiology Intelligence, BioWorld™, Cortellis Regulatory Intelligence™, Drug Timeline & Success Rates, Cortellis Clinical Trials Intelligence™, Cortellis Deals Intelligence™, Access & Reimbursement payer studies, Clarivate Real-World Data and Analytics, Web of Science™, Derwent Innovation™, and other industry sources including biopharma company press releases, filings and peer-reviewed publications. Candidate drugs in phase 2 or phase 3 trials, at pre-registration or registration stage, or already launched in 2024 were selected for analysis, including both novel treatments and already-marketed drugs pursuing new indications that could be particularly impactful. Drugs launched prior to 2024 were excluded. The dataset was filtered for drugs that had total forecast sales of
Please note that Clarivate analysts generated the data shown in this report prior to December 31, 2024. The Drugs to Watch 2025 Report and the treatments referenced in this release are based on Clarivate's current expectations per existing data, but actual results derived from the drugs named in the report and here may differ significantly.
Clarivate is committed to comprehensively supporting customers across the entire drug, device and medical technology lifecycles to advance human health. By combining patient journey data, therapeutic area expertise, artificial intelligence and analytics in ways that unlock hidden insights, data-driven decisions and accelerating innovation, Clarivate's end-to-end research intelligence is designed to enable customers to make informed evidence-based decisions.
About Clarivate
Clarivate™ is a leading global provider of transformative intelligence. We offer enriched data, insights & analytics, workflow solutions and expert services in the areas of Academia & Government, Intellectual Property and Life Sciences & Healthcare. For more information, please visit www.clarivate.com.
Media Contact:
Catherine Daniel
Director, External Communications, Life Sciences & Healthcare
newsroom@clarivate.com
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