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Duravyu

Wet age-related macular degeneration

Also known as vorolanib intravitreal insert, EYP-1901
Manufacturer
EyePoint
Launch
Not announced
136 sources

Section 5 of 6

Economic information and modeling report

31 evidence topics · 19 sources

Modeling overview

Summary

No budget impact model, cost-effectiveness analysis, sales forecast, or health technology assessment of the vorolanib intravitreal insert (DURAVYU, EYP-1901) was identified, and no price has been announced. EyePoint has stated that wet AMD and DME together represent a "$15B+ global market opportunity" and that it "may need to conduct expensive pharmacoeconomic studies" to secure coverage and reimbursement. No Institute for Clinical and Economic Review assessment of any therapy for neovascular AMD was identified.

The product-specific input most relevant to a future model is treatment burden. In the LUGANO phase 3 trial (topline data, August 2026), the insert reduced treatment burden by 42% versus on-label aflibercept (maximum possible reduction, 60%), which the company stated "translates to two fewer injections on average" through week 56; 54% of participants receiving the insert were supplement-free through week 56. The primary non-inferiority endpoint was not met in the full dataset. LUCIA topline data are expected in the fourth quarter of 2026, with a potential NDA submission in the first half of 2027.

Comparator spending is concentrated in Medicare Part B. In 2024, fee-for-service Medicare spending was $3.0 billion for Eylea and Eylea HD (329,500 users; $9,200 per user) and $1.9 billion for Vabysmo (173,300 users; $11,100 per user), out of $65.5 billion for all Part B drugs. CMS data for 2024 show $2.37 billion for aflibercept 2 mg (J0178; 293,280 beneficiaries), $666 million for aflibercept 8 mg (J0177; 66,767 beneficiaries), $1.92 billion for faricimab (J2777; 172,503 beneficiaries), and $129 million for ranibizumab (J2778). Standardized Medicare reimbursement per injection declined from 2014 to 2023 for ranibizumab ($1234.35 to $724.74) and aflibercept ($1527.37 to $1379.54).

Published models of other anti-VEGF strategies show that injection frequency and acquisition price determine comparative cost. For the ranibizumab port delivery system, an approved sustained-delivery product, the break-even number of injections versus the system with 1 refill was 10.8 for ranibizumab, 9.3 for aflibercept, and 34.5 for bevacizumab, and the system cost more than bevacizumab in all scenarios; a cost-utility analysis found it cost effective versus ranibizumab injections at 1 year ($75,497 per QALY) but not at 5 years ($304,108 per QALY) or 12 years ($761,646 per QALY). A U.S. payer Markov model found faricimab dominant over aflibercept 2 mg over 5 years (22.6 vs 34 injections), with results most sensitive to drug acquisition prices. A manufacturer-funded model estimated 3-year total costs $1,978.74 lower with aflibercept 8 mg than faricimab in nAMD (12.25 vs 14.80 injections). A U.S. payer budget impact model of brolucizumab for a 1-million-member plan (nAMD prevalence 1.2%, 36.04% of members aged at least 50 years, 80% anti-VEGF uptake) showed that the budget effect changed direction with the dosing regimen assumed, from an annual saving of $94,170 to an increase of $824,696. Bevacizumab-related analyses estimated that an FDA-approved ophthalmic bevacizumab priced at $500 per dose would increase Medicare costs by $457 million, and that equalizing anti-VEGF mix to that of the highest-poverty communities would have lowered 2013 to 2023 Part B spending by approximately $4.2 billion. A 2026 systematic review of 22 economic evaluations found that estimates depended on perspective, time horizon, and single-eye modeling.

Medicare Part B spending on comparator anti-VEGF products, 2024

Product (MedPAC label)Total drug spending, 2024 (billions of dollars)Number of users, 2024Average spending per user, 2024 (dollars)Change in total drug spending, 2023 to 2024 (%)Change in number of users, 2023 to 2024 (%)
Eylea (includes Eylea and Eylea HD)“3.0”“329,500”“9,200”“–4”“–4”
Vabysmo“1.9”“173,300”“11,100”“48”“54”
All Part B drugs“65.5”Not reportedNot reportedNot reportedNot reported

Medicare Part B spending by billing code for intravitreal anti-VEGF products, 2024

HCPCS code and productTotal spending, 2024 (dollars)Total claims, 2024Total beneficiaries, 2024Average spending per claim, 2024 (dollars)
J0178 aflibercept 2 mg (Eylea)“2365369089”“1233027”“293280”“1918.343304”
J0177 aflibercept 8 mg (Eylea HD)“665780687.8”“211930”“66767”“3141.512234”
J2777 faricimab-svoa (Vabysmo)“1918151107”“792936”“172503”“2419.049087”
J2778 ranibizumab (Lucentis)“128919304.6”“144995”“33741”“889.1293118”
Q5128 ranibizumab-eqrn (Cimerli)“216885671.1”“169956”“38028”“1276.128357”
Q5124 ranibizumab-nuna (Byooviz)“29305816.68”“29810”“6422”“983.0867722”
J0179 brolucizumab-dbll (Beovu)“13575490.79”“6388”“1552”“2125.155102”
J2779 ranibizumab via ocular implant (Susvimo)“2245603.9”“294”“195”“7638.108503”
J9035 bevacizumab (Avastin), all indications“161538584.4”“342609”“98961”“471.4954492”

Medicare Part B payment limits for comparator anti-VEGF products, July to September 2026

HCPCS code and productBilling unitPayment limit per billing unit (dollars)
J0178 aflibercept 2 mg (Eylea)“1 MG”“743.605”
Q5147 aflibercept-ayyh (Pavblu)“1 MG”“803.255”
J0177 aflibercept 8 mg (Eylea HD)“1 MG”“298.683”
J2777 faricimab-svoa (Vabysmo)“0.1 MG”“32.381”
J2778 ranibizumab (Lucentis)“0.1 mg”“51.090”
Q5128 ranibizumab-eqrn (Cimerli)“0.1 MG”“82.528”
Q5124 ranibizumab-nuna (Byooviz)“0.1 MG”“240.972”
J0179 brolucizumab-dbll (Beovu)“1 MG”“359.713”
J2779 ranibizumab via ocular implant (Susvimo)“0.1 MG”“74.795”
J9035 bevacizumab (Avastin)“10 MG”“74.823”

Extended-interval comparator: U.S. payer cost inputs for anti-VEGF injection

U.S. payer budget impact model of a new anti-VEGF agent: brolucizumab

Per-injection average sales price, Medicare payment and patient cost, October 2022

Drug and doseAverage sales price (dollars)Medicare payment (dollars)Patient cost (dollars)
Ranibizumab 0.3 mg“731.36”“607.79”“155.05”
Ranibizumab 0.5 mg“1218.91”“1012.96”“258.41”
Ranibizumab-nuna 0.5 mg“1163.90”“967.25”“178.18”
Ranibizumab-eqrn 0.5 mg“1400.8”“1164.12”“296.97”
Aflibercept 2 mg“1703.76”“1415.90”“361.20”
Bevacizumab 1.25 mg“84.91”“70.56”“18”

Budget impact model

Approach and framework

No evidence found.

Perspective and time frame

No evidence found.

Epidemiology and eligible population inputs

No evidence found.

Cost assumptions

No evidence found.

Model outcomes

No evidence found.

Results

Base case

No evidence found.

Scenario analyses

No evidence found.

Budget impact model discussion

No evidence found.