SIGNIFICANT MARKET POTENTIAL FOR ARFOLITIXORIN

The already substantial market for colorectal cancer treatment is projected to expand further, and the need for improved treatments for metastatic disease is critically important. Current 5-FU-based chemotherapy will remain the first-line standard treatment of care for the foreseeable future, and the best opportunity to enhance patient prognosis therefore lies in optimizing this treatment – which is the purpose of arfolitixorin.

The global market for metastatic colorectal cancer treatment is projected to reach SEK 80 billion by 2032 ¹. The standard treatment – 5-FU-based chemotherapy in combination with folates (such as arfolitixorin) – is expected to remain the foundation of first-line treatment for the foreseeable future.
At the forefront of cancer drug research are numerous innovative drug candidates, yet these are primarily intended either as add-ons to 5-FU+folate regimens or for use in later lines of therapy. Arfolitixorin stands as one of the few innovations with the potential to significantly enhance the efficacy of first-line treatment.

Significant commercial potential in the U.S. market

A market analysis recently conducted by external consultant firm Back Bay Life Science Advisors confirms Isofol’s previous estimates and indicates that arfolitixorin has the potential to achieve blockbuster status 1 (more than SEK 10 billion) in metastatic colorectal cancer in the U.S. market alone.
The analysis is based on calculations of an addressable population between 60,000-70,000 patients 1 annually in the U.S., projecting a market penetration of 50-70%. Furthermore, the market analysis indicates a substantial medical need and high willingness to pay for an improved treatment concept in first-line therapy for metastatic colorectal cancer.

Further markets and indications may be added

Beyond the U.S. market potential, arfolitixorin offers additional leverage in other geographic regions as well as potential expansion of indications. Japan, Canada and Europe represent other significant markets beyond the United States. Arfolitixorin’s therapeutic applications could also be extended to additional indications within colorectal cancer, potentially as adjuvant or neoadjuvant treatment. Folate treatments are often employed in other cancer diseases and solid tumors where arfolitixorin may enhance therapeutic efficacy as a supplement to 5-FU-based chemotherapy. Pancreatic, breast, and head/neck cancers are notable therapy areas where arfolitixorin may contribute significant clinical value. If arfolitixorin proves efficacy in clinical studies, the drug candidate represents one of the few innovations in first line treatment and will have a crucial role to play.

Source: 1) Market research and analysis conducted by Back Bay Life Science Advisors on behalf of Isofol in 2024.