FDA and EMA Approvals Shift $1.2bn Adcetris Market Share, Talzenna Sales Surge 81.5%
FDA approved Opdivo for first-line stage III–IV Hodgkin lymphoma and EMA OKayed its combination with Adcetris, prompting a projected 2.9% sales decline from Adcetris’s $1.2bn 2024 revenue. Pfizer’s Q4 oncology roster excelled, with Talzenna revenue jumping 81.5% to $49m alongside strong Padcev and Lorbrena growth.
1. Approvals Expand Opdivo’s Role in Hodgkin Lymphoma
On March 20, the FDA granted first-line approval for Opdivo plus AVD in stage III–IV Hodgkin lymphoma patients aged 12 and older. In parallel, the EMA authorized Opdivo in combination with Adcetris for relapsed or refractory patients aged 5–30, marking the first anti–PD-1 immunotherapy approved for first-line HL treatment.
2. Sales Forecasts Signal Adcetris Decline, Opdivo Growth
Analyst consensus forecasts indicate Adcetris’s $1.2 billion 2024 sales will contract by 2.9% as Opdivo’s expanded label drives its global sales to $361 million by 2028 at a 5.81% CAGR. European Opdivo sales are expected to grow at a 10.53% CAGR through 2028, reshaping the HL antibody therapy market.
3. Strong Q4 Oncology Results Bolster Pfizer Outlook
In Q4, Pfizer’s oncology portfolio showed strength, with Talzenna revenue climbing 81.5% year-over-year to $49 million. Padcev and Lorbrena also posted robust gains, underpinning optimism for Pfizer’s 2026 outlook and its broader cancer franchise.