Biosimilars Market Report
Will Taltz remain a $4B immunology blockbuster with only 3 biosimilars?
New Biosimilar Spotlight: Sept 28, 2026
💉 The Product:
➖ Taltz (Ixekizumab) by Eli Lilly is a humanized IL-17A antagonist, effective against autoimmune inflammation
➖ Indicated for moderate to severe plaque psoriasis, psoriatic arthritis, ankylosing spondylitis & non-radiographic axial spondyloarthritis
➖ FDA Approval: Mar 2016, EMA: Apr 2016
➖ In Autoinjector & PFS formats. Citrate-free formulation launched in May 2022 for patient experience upgrade
🎯 The Opportunity:
➖ FY’25 Rev: $3.56B (+9% YoY) | Peak Sales Projected: $3.7B – $4B
➖ LOE: US – 2030, EU – 2031
A blockbuster immunology biologic with thin biosimilar field.
📌 Biosimilar Landscape: Thin & Established Players Only
1️⃣ Alvotech (AVT28): Early Stage. EU Rights with ADVANZ PHARMA. US Partner undisclosed. Watch this space given Teva Pharmaceuticals’ existing Adalimumab partnership with Alvotech for Simlandi that holds top 3 US market share position.
2️⃣ Celltrion Inc (CT-P52): Clinical Stage. Ph 1 start in Sep 2025 but announced in Jan 2026.
3️⃣ Samsung Bioepis (SB35): Clinical Stage. Ph 1 start in Aug 2026.
📢 Celltrion’s Phase 1 initiation months ahead of its public announcement is exactly the kind of signal that Ounsh Ventures’ biosimilar platform picks up to deliver competitive assessments and pipeline intelligence.
💡 Strategic Take:
➖ With 2030 LOE and only 3 biosimilar players in Early to Clinical stages, the window for Taltz biosimilar opportunity is still open, but is narrowing.
➖ If only 3 players enter, this will become one of those ‘low competition + sustained profitability + durable presence’ type of biosimilar.
➖ Samsung Bioepis and Alvotech’s Ixekizumab programs remain open for US partnerships; A potential entry/expansion point for players with strong PBM relationships looking to add a low-competition biosimilar to their portfolio.
Do you think more players will prioritize Taltz biosimilars❓
📩 Get in touch for strategic analysis
Market Report by: Ashwinder Singh Chowdhary
Website: https://www.ounsh.com/
Linkedin: https://www.linkedin.com/company/ounsh/
