The pharmaceutical and biotech industries are witnessing a dramatic transformation in 2025, with major players investing heavily in innovation, global expansion, and next-generation therapies. Two recent reports, published on August 27, 2025 by ainvest.com and GeneOnline, reveal how the dyslipidemia market is evolving at breakneck speed and how pharmaceutical companies are doubling down on the Chinese market, signaling a new era of competition, collaboration, and opportunity.
According to ainvest.com, the dyslipidemia market—which focuses on the treatment of abnormal lipid levels in the blood—is projected to grow at a staggering compound annual growth rate (CAGR) of 16.85% through 2035. This growth is being fueled by the adoption of cutting-edge therapies, such as PCSK9 inhibitors, RNA-based treatments, and innovative drug delivery systems. Industry giants like Amgen, Sanofi, Regeneron, and Novartis are at the forefront, each employing distinct strategies to capture market share and address ongoing challenges such as high drug costs, reimbursement hurdles, and patient adherence.
Amgen, for instance, has seen its flagship PCSK9 inhibitor, Repatha (evolocumab), generate $2.2 billion in revenue in 2024—a 36% year-over-year increase. The company is now betting on RNA-based therapies, including a semi-annual dosing version of inclisiran, to outmaneuver competitors by improving patient adherence and reducing costs. Amgen has also pioneered value-based contracts with payers, tying payments to clinical outcomes, which has helped mitigate resistance from insurers in both the U.S. and Europe. The company’s research pipeline features next-generation oral PCSK9 inhibitors, which have the potential to disrupt the current injectable market. However, Amgen’s reliance on high-margin biologics means it remains vulnerable to pricing pressures in markets with strict cost controls. Investors are keeping a close eye on Amgen’s efforts to expand Repatha’s indications into pediatric populations and its progress in RNA interference (RNAi) delivery technologies.
Meanwhile, Sanofi and Regeneron have cemented their position as a biotech powerhouse through their joint venture on Praluent (alirocumab), which now holds more than 30% of the PCSK9 inhibitor market share in 2024. Their collaboration doesn’t stop at biologics; Regeneron’s Evinacumab (EVKEEZA), the first ANGPTL3 inhibitor, has opened up new possibilities for treating rare lipid disorders such as homozygous familial hypercholesterolemia (HoFH). Sanofi’s acquisition of The Medicines Company in 2020 brought inclisiran (Leqvio), a key RNA-based asset, into its portfolio. Both companies are also exploring oral and subcutaneous PCSK9 formulations to provide greater convenience for patients. Their digital health initiatives—including AI-driven adherence platforms—are designed to boost patient retention. However, the high cost of biologics and regulatory delays in emerging markets could temper their growth prospects.
Novartis has taken a slightly different tack, emerging as a leader in RNA-based therapies with its twice-yearly dosing of inclisiran (Leqvio), which has demonstrated LDL-C reductions of up to 50%. Novartis’s focus on affordability—offering tiered pricing in low-income countries—has helped it capture market share in regions where Amgen and Regeneron face cost barriers. The company’s recent $1.1 billion acquisition of Cardior underscores its commitment to RNA innovation. Yet, Novartis’s weaker presence in the PCSK9 segment and its continued reliance on older statin-based therapies like Crestor may limit its long-term growth. Observers are watching closely to see how Novartis expands into gene-editing and scales up RNAi manufacturing.
All four companies are grappling with the universal challenges of high drug prices and patient non-adherence. Amgen and Regeneron have been trailblazers in implementing value-based contracts, while Sanofi and Novartis are investing in telehealth and hybrid care models to improve access, especially in rural areas. Digital tools such as AI-powered adherence platforms and remote monitoring are becoming increasingly important differentiators in this high-stakes race.
For investors, the outlook is nuanced. ainvest.com highlights Amgen (AMGN) as a strong buy due to its leadership in biologics and RNA innovation, albeit with some margin risks from pricing pressures. Regeneron (REGN) is seen as a top-tier play, thanks to its next-gen lipid therapies, including Evinacumab and inclisiran. Sanofi (SNY) is considered a mid-tier opportunity, contingent on successful execution of its digital health and RNAi strategies. Novartis (NVS) is regarded as a long-term bet, especially for those eyeing growth in emerging markets and the RNAi space.
While Western biopharma giants battle for supremacy in next-gen lipid management, another seismic shift is happening in China. According to GeneOnline, pharmaceutical companies invested over $48 billion in China during the first half of 2025—surpassing their total spending in the country for all of 2024. This unprecedented financial commitment highlights China’s growing importance within the global pharmaceutical industry and underscores a strategic pivot toward expanding operations, research and development, and partnerships in the region.
Industry analysts note that this surge in investment reflects the rapid growth of China’s healthcare sector, fueled by increasing demand for innovative treatments and therapies. The scale of spending is unprecedented compared to previous years and signals a fundamental shift in priorities among major pharmaceutical players. The focus is not just on expanding market share but also on tapping into local talent, research hubs, and regulatory environments that increasingly favor innovation.
In related developments, biotech startup Wugen secured $115 million in funding to advance its “off-the-shelf” CAR-T cell therapy technology, a move that could further disrupt the cell therapy landscape. Meanwhile, Eli Lilly reported new data showing improved patient survival rates with its breast cancer drug Verzenio, even as it faces stiff competition from Novartis. Adding to the wave of innovation, a study presented at the European Society of Cardiology (ESC) suggested that GLP-1 receptor agonists not only treat heart failure but also help reduce carbon emissions associated with healthcare delivery—a potentially game-changing finding for both patients and the planet.
These updates reflect broader trends shaping the pharmaceutical and biotech industries globally. Companies are not only racing to develop next-generation therapies but are also adapting to evolving market demands, regulatory landscapes, and the need for sustainable healthcare solutions. Digital health, value-based care, and environmental considerations are no longer fringe concerns; they are now central to the strategies of the world’s leading pharmaceutical firms.
As the sector continues to evolve, the companies that combine technological agility with patient-centric strategies and global reach are likely to emerge as the true leaders. For investors and industry watchers alike, the message is clear: the future of pharma is being written today, and it is more dynamic—and more competitive—than ever before.
