The myasthenia gravis (MG) market across the seven major markets (7MM*) is forecast to grow at a compound annual growth rate (CAGR) of 11.1% from $4.5 billion in 2024 to $13.0 billion in 2034, according to GlobalData, a leading intelligence and productivity platform.
GlobalData’s report, “Myasthenia Gravis – Opportunity Assessment and Forecast – Update,” reveals that growth will primarily be driven by an increase in diagnosed prevalence; the approval of Vyvgart and Vyvgart hytrulo across all MG subtypes; and the introduction of six late-stage pipeline products: telitacicept, Descartes-08, cemdisiran monotherapy, pozelimab + cemdisiran combination therapy, cladribine capsules, and gefurulimab.
Of the six late-stage pipeline agents, four of them — telitacicept, Descartes-08, pozelimab + cemdisiran combination therapy, and cladribine capsules — are anticipated to be used across patients with multiple antibody statuses. There are also two pipeline agents targeting the currently underserved seronegative/LRP4 antibody-positive MG population.
Jos Opdenakker, Neurology Analyst at GlobalData, comments: “This signals a shift in the treatment paradigm toward more targeted therapies. As a result, the treatment landscape for disease-modifying therapies (DMTs) is expected to become highly competitive. This is further compounded by approvals in 2025 and 2026 for Johnson and Johnson’s Imaavy (nipocalimab) and Amgen’s Uplizna (inebilizumab) for both AChR-positive and MuSK-positive patients. Despite this, there is still a significant unmet need for effective treatments targeting the seronegative MG population.”
Opdenakker adds: “The approval of Vyvgart across all MG subtypes has somewhat assuaged any concerns over the lack of treatments for seronegative MG patients, but its cost remains prohibitive, and clinicians tend to favour corticosteroids, immunosuppressants, and acetylcholinesterase inhibitors, before trying antibody therapies. Therefore, more affordable, effective therapies for seronegative MG patients are still needed.”
GlobalData forecasts that late-stage pipeline products for MG to drive combined sales of approximately $2.6 billion in the 7MM by 2034. The most promising pipeline product is expected to be the monotherapy of Regeneron Pharmaceuticals’ cemdisiran, for which a New Drug Application (NDA) has been submitted for priority review, with a target date of November 2026. Cemdisiran is being pursued for the treatment of AChR-positive generalized MG. It has the potential to see strong uptake due to its impressive efficacy results and its once every 12 weeks dosing schedule.
Opdenakker continues: “While the overall MG market is expected to experience growth until 2034, continued generic erosion and the entry of biosimilars will be important barriers to growth, particularly in the US.”
Opdenakker concludes: “Although the impending entry of numerous biosimilar products will act as a major barrier, late-stage pipeline products have the potential to generate significant growth in the MG market. This, coupled with an increase in diagnosed prevalent cases, will act as the main drivers of growth across the 7MM”.
*7MM: the US, France, Germany, Italy, Spain, the UK, and Japan
