Less than a year after its initial FDA approval in plaque psoriasis, UCB’s (EBR: UCB) Bimzelx has added three new treatment indications, reinforcing its potential as a cornerstone drug in inflammatory diseases. In September, U.S. regulators greenlit Bimzelx for active psoriatic arthritis (PsA), non-radiographic axial spondyloarthritis (nr-axSpA), and ankylosing spondylitis (AS), making it the first IL-17A/F inhibitor approved for all three conditions.
With these latest approvals, Visible Alpha consensus shows peak global sales of €6.4 billion for Bimzelx by 2033. Furthermore, UCB has expanded Bimzelx’s potential uses; in April, the FDA accepted an application for hidradenitis suppurativa (HS), with a decision expected soon.
Bimzelx’s journey has not been without challenges. An FDA decision was initially delayed in 2021 due to manufacturing issues. However, European regulators approved the drug in 2022, and it has since received approvals across all four of its indicated treatments in Europe, including hidradenitis suppurativa.
According to Visible Alpha consensus, UCB is forecast to generate €5.8 billion in revenue for 2024, with Bimzelx contributing an estimated €548 million. UCB’s growth trajectory is also supported by recent launches of two new treatments for generalized myasthenia gravis; Rystiggo and Zilbrysq, which are expected to bolster future sales. By 2025, Bimzelx is anticipated to achieve blockbuster status, generating €1.3 billion in sales and accounting for an estimated 18.8% of UCB’s total revenue, up from 9.4% in 2024. By 2033, that figure could soar to 60% as Bimzelx cements its place as a core revenue driver.