CAR T-Cell Therapy for Non-Hodgkin Lymphoma Market to Grow at 7% CAGR Through 2036, Reaching USD 3.2 Billion in 2025

Industry
โดย DelveInsight·Read original
Summary · why it matters

The CAR T-cell therapy market for non-Hodgkin lymphoma is projected to grow at a compound annual growth rate of approximately 7% through 2036, according to a new report from DelveInsight. The market reached USD 3.2 billion across the seven major markets in 2025, with the United States accounting for roughly 59% of that total. Key drivers include rising incidence of relapsed or refractory NHL, growing investment in cell and gene therapy, and a robust pipeline of emerging therapies such as Zamtocabtagene autoleucel from Miltenyi Biomedicine, Rapcabtagene autoleucel from Novartis, and WU-CART-007 from Wugen. The report also highlights recent regulatory milestones, including full FDA approval of TECARTUS for relapsed or refractory mantle cell lymphoma and the approval of BREYANZI as the first CAR T-cell therapy for marginal zone lymphoma in the United States.

Impact on stocks 1

Biotech & Genomic Medicine · 1 stocks
Novartis AG
NOVN
▲ PositiveDemandrelevance

Mentioned as having a CAR T-cell therapy (Rapcabtagene autoleucel) in the pipeline, benefiting from market growth.

Theme Impact 1

Off-coverage companies 2

Allotera Therapeutics (formerly Wugen)Private▲ Positive
Demandrelevance

Mentioned as having a CAR T-cell therapy (WU-CART-007) in the pipeline, benefiting from market growth.

Miltenyi BiomedicinePrivate▲ Positive
Demandrelevance

Mentioned as having a CAR T-cell therapy (Zamtocabtagene autoleucel) in the pipeline, benefiting from market growth.

Related news

impact 4

J&J Reaches $5.5 Billion Talc Settlement as Stock Climbs 18% in Three Months

Johnson & Johnson has agreed to a $5.5 billion settlement covering nearly all of its remaining talc litigation, a deal that requires participation by plaintiff firms representing at least 95% of the remaining claims before it becomes effective, with a first payment of up to $3 billion expected in 2027 and additional payments beginning in 2028. The agreement addresses roughly 76,000 lawsuits alleging that the company's talc-based baby powders contained asbestos and caused ovarian cancer. The news comes as JNJ stock has risen 18.3% in the past three months and 30.6% this year, against a 10.9% gain for the industry, supported by a raised 2026 outlook and Innovative Medicine segment sales up 6.2% on an organic basis in the first half of 2026 despite the loss of exclusivity of Stelara. That segment has now posted five consecutive quarters of sales above $15 billion, while J&J's newer cancer drugs Carvykti, Tecvayli, Talvey and Rybrevant/Lazcluze combined for $2.6 billion in first-half sales. MedTech grew more slowly, with second-quarter sales up 4.5% year over year to $8.93 billion, or 3.6% operationally, as Abiomed sales fell 2% and cardiovascular operational growth reached just 3.1%. J&J still targets around $100 billion in 2026 revenues, with $49.4 billion already booked in the first half, and the Zacks Consensus Estimate for 2026 earnings per share has edged up from $11.59 to $11.61 over the past 30 days.
Zacks Investment Research·17hRead more →
impact 4

Novartis Shares Plunge 10% as Del-desiran Fails Late-Stage Trial

Novartis shares fell about 10% after the company said its experimental drug del-desiran failed to meet its primary goal in a late-stage trial for myotonic dystrophy type 1, marking its third clinical setback in a week. The earlier failures involved the cardiovascular drug pelacarsen and a pause of eight trials of the cell therapy rap-cel following three patient deaths. The decline erased roughly 24 billion Swiss francs, or about $29.6 billion, in market value and put Novartis on pace for one of its worst trading days in company history. Barclays had estimated peak annual sales of about $3.1 billion for del-desiran and assigned the drug a 60% probability of success after positive mid-stage results, and the failure raises questions about the $12 billion Avidity acquisition that brought the drug into Novartis' pipeline. Management reaffirmed its full-year financial guidance and maintained its target for 5% to 6% compound annual sales growth from 2025 through 2030, while the company reported successful late-stage results for remibrutinib in multiple sclerosis and expects more data later this year.
2

GSK Buys Chimagen Trispecific T Cell-Engager for Multiple Myeloma

GSK agreed to acquire Chimagen's trispecific T cell-engager candidate for multiple myeloma, a drug asset the parties describe as a potential best in class trispecific T cell therapy. The deal expands GSK's blood cancer research portfolio and complements recent moves such as the Nuvalent acquisition that brought in Jideytro. Separately, GSK plans to close its German vaccine manufacturing site and consolidate production in Canada, with associated job reductions and supply chain changes. The key test will be whether GSK hits its stated timeline to move the trispecific T cell-engager into phase I trials in 2027, while advancing Jideytro's first line FDA submission planned for 2026. GSK is a £74.8b pharmaceuticals group that develops vaccines, specialty treatments and general medicines across major markets.
Simply Wall St·2dRead more →