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Ophthalmology · Immunology

Enspryng (satralizumab) in Thyroid Eye Disease: market forecast and verdict

Roche / Genentech · FDA approved 15 October 2026 · Full report available now

OUR VERDICTA meaningful challenger, not a Tepezza replacement.The convenience case is real, but one of two identical Phase III trials missed its primary endpoint and response rates sit below the IGF-1R class.
~USD 260M
Base case US net revenue, 2031Range USD 110M to 430M · Zaash Labs estimate
52.9% vs 23.4%
proptosis responders vs placebo, SatraGO-2
USD 1.9B
Tepezza global sales in 2025
~USD 400M
base case global net revenue, 2032

What was approved and why it matters

Genentech's Enspryng (satralizumab) is the first thyroid eye disease therapy that patients can inject at home, every four weeks after loading doses. It is an IL-6 receptor antibody already approved for neuromyelitis optica since 2020.

Frequently asked questions

When was Enspryng approved for thyroid eye disease?

The FDA approved Enspryng for adults with thyroid eye disease on 15 October 2026, regardless of disease severity or duration.

What are Enspryng's projected sales in TED?

Zaash Labs' base case is about USD 260 million of US net revenue in 2031 and about USD 400 million globally in 2032.

Did both Phase III trials succeed?

No. SatraGO-2 met its primary endpoint (52.9% vs 23.4%); SatraGO-1 did not (49.0% vs 31.2%).

Figures are company reported or from published sources unless marked as Zaash Labs estimates. Sources are listed in the executive summary and the full report. Market research to support business decisions; not investment advice.