FDA Approves NVS' Cosentyx in Hidradenitis Suppurativa for Adolescents

Core Insights - Novartis received FDA approval for a label expansion of its psoriasis drug Cosentyx, now indicated for pediatric patients aged 12 and older with moderate to severe hidradenitis suppurativa (HS), making it the only IL-17A inhibitor available for this demographic [1][7] - Cosentyx generated sales of $6.7 billion in 2025, reflecting an 8% increase from 2024, driven by demand from recent launches and growth in core indications [5][7] - The approval for pediatric use is supported by adult HS studies and pharmacokinetic modeling, indicating comparable drug exposure between pediatric and adult patients [3][4] Product and Market Performance - Cosentyx is already approved for multiple conditions, including HS, psoriatic arthritis, plaque psoriasis, ankylosing spondylitis, and non-radiographic axial spondyloarthritis, marking its fourth pediatric indication [4][7] - The drug's sales growth is attributed to continued demand from recent launches, including the HS indication and an intravenous formulation in the U.S. [5][7] - However, Cosentyx is set to lose exclusivity in the U.S. in 2029, which may impact future sales [8] Strategic Developments - Novartis is focusing on key growth drivers such as Kisqali, Kesimpta, Pluvicto, and Scemblix to support overall revenue growth [10] - The company recently acquired Avidity Biosciences, enhancing its neuromuscular pipeline and potentially unlocking multi-billion-dollar market opportunities with product launches targeted before 2030 [11][12] - Novartis projects a net sales compound annual growth rate (CAGR) of 5-6% at constant currency from 2025 to 2030, bolstered by advancements in its late-stage pipeline [12]