Idorsia Ltd

The systemic lupus erythematosus market is at a turning point as six late-stage emerging therapies advance toward potential approval, according to DelveInsight. The market, valued at approximately USD 3 billion in 2025 across the United States, EU4, the United Kingdom, and Japan, is projected to grow at a compound annual growth rate of 10.4% through 2036. Among the highlighted candidates, Biogen and Royalty Pharma's litifilimab has completed enrollment in two Phase III trials with topline results expected in the second half of 2026, while Roche has submitted regulatory applications for obinutuzumab and received FDA acceptance of its supplemental Biologics License Application with a decision anticipated by December 2026. Novartis' ianalumab is in Phase III studies with results expected in 2027 and a potential regulatory submission in 2028, Johnson & Johnson's nipocalimab received Fast Track Designation in March 2026, Idorsia Pharmaceuticals and Viatris' cenerimod is in two Phase III trials and also holds Fast Track Designation, and AbbVie's upadacitinib has advanced to Phase III testing following positive Phase II results.

The global insomnia treatment market is projected to grow robustly through 2036, fueled by rising disease awareness and a pipeline of emerging therapies. In 2025, diagnosed prevalent cases of insomnia across the seven major markets—the United States, the EU4, the United Kingdom, and Japan—were estimated at approximately 90 million, with the United States accounting for the largest market share. Key pipeline candidates include Johnson & Johnson's Seltorexant, Vanda Pharmaceuticals' HETLIOZ, Idorsia's Daridorexant, and EUSOL Biotech's SM-1, which are expected to reshape the competitive landscape alongside recently approved orexin receptor antagonists such as VORZZZ in Japan. The market is also benefiting from the launch of novel drug classes like orexin antagonists and melatonin agonists, as well as increased adoption of cognitive behavioral therapy for insomnia.