Idiopathic Membranous Nephropathy Market Forecast to Approach USD 1 Billion by 2036

Industry
โดย GlobeNewswire·Read original
Summary · why it matters

The idiopathic membranous nephropathy market across the seven major markets is forecast to approach USD 1 billion by 2036, up from approximately USD 130 million in 2025, according to a new report from ResearchAndMarkets.com. The United States represented about 60% of the market in 2025 with a value of roughly USD 85 million, while nearly 89,000 prevalent cases were estimated across the seven major markets that year. The anticipated launch of targeted therapies, including B-cell-directed treatments, melanocortin receptor agonists, and Bruton's tyrosine kinase inhibitors, is expected to drive growth alongside improved biomarker-based diagnosis and higher treatment rates. Key pipeline candidates include Cerium Pharmaceuticals' SNP-ACTH Gel, Hoffmann-La Roche's obinutuzumab, and Vertex Pharmaceuticals' povetacicept, which recently received Fast Track and Priority Medicines designations. Despite rituximab's current leading role, no therapy is specifically approved for idiopathic membranous nephropathy, leaving significant unmet needs related to relapse, treatment resistance, and disease progression.

Impact on stocks 2

Biotech & Genomic Medicine · 1 stocks
Vertex Pharmaceuticals Inc
VRTX
▲ PositiveTechnologyrelevance

Vertex's povetacicept received Fast Track and Priority Medicines designations, a key pipeline candidate for IMN.

Health Care · 1 stocks
Roche Holding AG
ROP
▲ PositiveTechnologyrelevance

Roche's obinutuzumab is a key pipeline candidate for IMN, expected to drive market growth.

Theme Impact 2

Off-coverage companies 1

Cerium PharmaceuticalsPrivate▲ Positive
Technologyrelevance

Cerium's SNP-ACTH Gel is a key pipeline candidate for IMN, expected to drive market growth.

Related news

5impact 4

Ultragenyx Wins FDA Approval for FAYUVI, First Sanfilippo Type A Treatment

Ultragenyx Pharmaceutical received full U.S. FDA approval in September 2026 for FAYUVI, also known as UX111, the first-ever treatment for pediatric patients with Sanfilippo syndrome Type A, a previously untreated ultra-rare and fatal neurodegenerative disease. The approval came with a Priority Review Voucher and expands Ultragenyx's commercial gene therapy portfolio and U.S. manufacturing footprint. The FAYUVI clearance follows the accelerated FDA approval of GENGLYCOS, also known as DTX401, for GSDIa in August 2026, giving the company two new gene therapies approved within weeks, each generating its own Priority Review Voucher. Ultragenyx's investment narrative projects $1.2 billion in revenue and $43.8 million in earnings by 2029, with a $27.00 fair value estimate implying 86% upside to the current price. The company's biggest immediate risk remains high cash burn and potential dilution if launches underperform or costs do not come down, with adoption, reimbursement and scaling of the new therapies shaping whether it can move closer to its 2027 profitability goal.
Simply Wall St·1hRead more →
3

Ascendis Pharma Regains TransCon Metabolic Rights After Novo Nordisk Split

Ascendis Pharma has regained exclusive rights to TransCon technology-based products in metabolic and cardiovascular diseases after ending its collaboration with Novo Nordisk. The company plans to advance its own programs in obesity and type 2 diabetes using its TransCon platform, with management highlighting once-monthly TransCon Semaglutide as a planned program within its expanded metabolic disease pipeline. Control of once-monthly TransCon Semaglutide and other metabolic projects shifts Ascendis from a partner model with Novo Nordisk to running these programs itself, concentrating both the potential upside and the development and commercialization costs inside one balance sheet. The regained rights and the once-monthly TransCon Semaglutide plans are only one part of the Ascendis story, and the company's existing rare endocrine portfolio still centers on YORVIPATH, SKYTROFA, and TransCon CNP or YUVIWEL. Key proof points now sit in the clinic and on the cash line, including formal trial initiation for once-monthly TransCon Semaglutide in obesity and type 2 diabetes, plus any updated R&D and share repurchase commentary at events such as the September 15, 2026 Morgan Stanley conference.
Simply Wall St·5hRead more →

BioMarin Reports Positive Phase 3 VOXZOGO Hypochondroplasia Data and Files sNDA

BioMarin Pharmaceutical reported positive Phase 3 CANOPY-HCH-3 results for VOXZOGO in children with hypochondroplasia and submitted a supplemental FDA application to expand the drug's use, while also adding Bristol Myers Squibb research leader Robert Plenge, M.D., Ph.D., to its Board and Science and Technology Committee. The late-stage data cover an indication with no approved treatments, and the company said the combination of the results and the board appointment underscores its focus on deepening its rare disease franchise and scientific oversight. BioMarin's narrative projects $5.0 billion revenue and $1.3 billion earnings by 2029, requiring 14.0% yearly revenue growth and about a $1.2 billion earnings increase from $73.0 million today, with a $91.42 fair value cited, a 43% upside to its current price. More pessimistic analysts warn that heavy reliance on a few rare disease drugs and uncertainty around future indications could leave BioMarin short of pre-news expectations of about US$4.7 billion in revenue and roughly US$509.5 million in earnings by 2029.
Simply Wall St·7hRead more →