The burgeoning field of transthyretin amyloid cardiomyopathy (ATTR-CM), which spurred excitement over a potential $20 billion market, may have just revealed the first indication of a slowdown.
For the three months ended in September, Pfizer reported a 1% sales decline year over year for its family of tafamidis products in the U.S. The $948 million haul also marked a 4% sequential decrease from the prior quarter that ended in June.
The U.S. revenue dip, though small, may raise eyebrows especially considering that the drug nearly doubled sales in the U.S. last year. At the same time, the subtle drop happened less than a year into BridgeBio’s second-to-market launch of its rival drug Attruby and just two full quarters following the entry of Alnylam’s Amvuttra, so the field is clearly evolving.