Pipeline Insight Asthma/COPD/Allergic Rhinitis
As Patents Expire, Novel Combinations Inspire
Publication Date April 2005
Publisher Datamonitor
Product Type Report
Pages 124
ISBN Number not applicable
Product Code DAT293
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Summary
The asthma, COPD and allergic rhinitis global market was $25.5 billion in 2004, with five brands selling over $1.0 billion. While a number of moderately successful launches are expected within the next five years, companies are seeking novel combination therapies to create the next generation of blockbuster drugs.
- Evaluation of over 75 drugs in clinical development for asthma, COPD, and allergic rhinitis, including launch forecasts
- Opinion leader insight into early stage therapies and treatment strategies
- Forecasts of key late-stage therapies: Alvesco (ciclesonide), Daxas (roflumilast), Xolair (omalizumab), Xopenex (levalbuterol)h3>
- Forecasted sales of the respiratory market in the next 10 years, exploring the potential impact of early phase therapies
Inhaled corticosteroid/long-acting b2-agonist fixed combinations will remain the leading asthma/COPD class in 2015, almost exclusively represented by sales of GSK's "Super Advair", with its once-daily profile setting the new gold standard.
Merck may invigorate the oral asthma market through the development of a Singulair/ prostaglandin-D2 combination product, while monoclonal antibodies will be the fastest growing asthma class, with therapies that are effective in non-atopic asthma having a $1.0 billion sales opportunity.
Novel, long-acting, dual-action bronchodilator combinations will expand the COPD market from 2012, with novel triple combinations on the horizon. Altana/Pfizer's Daxas will achieve peak sales of $750 million by 2010, although 12-month data and combination trials with Spiriva will be key to success.
- Understand unmet needs in the respiratory market, and how late-stage compounds address these needs
- Identify potential licensing opportunities for respiratory market entry or portfolio expansion
- Benchmark key late-stage asthma and COPD compounds against market leaders
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Content
- Chapter 1 Executive Summary
- Objective of the analysis
- Datamonitor insight into the disease market
- Market definition for this report
- Chapter 2 Market Dynamics
- Current market: US accounts for 63% of global respiratory sales
- Asthma/COPD: GSK's "Super Advair" sets the new gold standard
- Allergic rhinitis: Merck develops a "Super Singulair" combination?
- Chapter 3 Patient Potential
- Asthma patient potential
- Definition and etiology of asthma
- Treatment options
- Prevalence of asthma
- Segmentation of asthma
- COPD patient potential
- Definition and etiology of COPD
- Treatment options
- Prevalence of COPD
- Segmentation of COPD
- Allergic rhinitis patient potential
- Definition and etiology of allergic rhinitis
- Treatment options
- Prevalence of allergic rhinitis
- Segmentation of allergic rhinitis
- Chapter 4 Asthma R&d Pipeline
- Combination ICS/LABAs: GSK race to develop once-daily formulation
- GSK first to market with once-daily LABA/ICS, but US launch ominously close to Advair patent expiry
- Novartis/Schering-Plough alliance most significant threat to GSK
- Inhaled Corticosteroids: Alvesco and Asmanex will struggle with positioning
- Alvesco's EU launch handicapped by 160g maximum dose
- Asmanex finally gains approval in US
- Oral non-steroidal anti-inflammatories: Singulair to face competition before patent expiry in 2012
- Merck targeting a Singulair/PG-D2 combination?
- CCR3 antagonists most likely to threaten Singulair
- Future of oral VLA-4 antagonists decided in 2005
- Wyeth's cPLA2 antagonist - a next-generation anti-inflammatory?
- PDE-IV inhibitors - limited prospects in asthma
- The mast cell: time for revaluation in asthma
- Severe asthmatics remain a challenging population
- Monoclonal antibodies: can blockade of a single target work?
- Inhaled immunostimulatory DNA - correcting the Th1/Th2 imbalance
- Can Novartis's Elidel reduce the risk of developing asthma?
- Role for novel COPD therapies in severe neutrophilic asthma?
- Short-acting B2-agonists: generic CFC converts to a HFA branded market
- Sepracor's Xopenex to capture 50% of albuterol HFA market
- Gene therapy: Topigen's ASM-8 enters Phase I
- Airway remodeling: dominant molecular mechanism yet to emerge
- Chapter 5 Copd R&d Pipeline
- Long-acting antimuscarinics: novel inhaled "Spiriva" combinations the next battleground
- GSK develop next-generation Spiriva
- Pfizer/BI, GSK and Novartis target novel long-acting LAMA/LABA combinations
- Novel triple combinations on the horizon
- Limited licensing opportunities in antimuscarinic class
- Novel oral anti-inflammatories: modest uptake will generate significant revenues
- PDE-IV inhibitors: Daxas to reach market in 2006
- CXCR2 antagonists - a focus for GSK, AZ and Schering-Plough?
- Restoring the proteinase-antiproteinase balance
- Search for disease-modifying therapy continues
- Chapter 6 Allergic Rhinitis R&d Pipeline
- Novel oral anti-inflammatories: Singulair/PG-D2 combination for allergic rhinitis?
- Singulair's status as an asthma drug protects its low co-pay classification
- PG-D2 antagonists may address nasal congestion
- Novel intranasal non-steroidal therapies
- Pfizer has limited option to license Rigel's R-112 for allergic rhinitis
- Evolutec's "Tick saliva" - the new antihistamine?
- Biolipox's NCX-1510 - the gold standard intranasal antihistamine?
- Incremental innovation in established classes
- GSK's Allermist US launch most significant near-term event
- Novel oral antihistamines struggle to offer differentiation to current market leaders
- Gap in market for improved allergen vaccination technologies
- Oral allergen tablets will considerably simplify treatments
- Novel "Immunodrug" approaches may have vastly improved delivery schedules
- Chapter 7 Company Portfolio Analysis
- GSK leads in inhaled therapy, but lacks an oral anti-inflammatory
- AstraZeneca has a broad early development pipeline in asthma and COPD
- Novartis requires partner to be successful in inhaled therapies
- Merck's future lies in developing a Singulair/PG-D2 combination product
- Pfizer/BI building franchise in COPD around Spiriva combinations
- Sanofi-Aventis's pipeline lacks a blockbuster product
- Chapter 8 Appendix
- Asthma/COPD sales mix - what are asthma and COPD products used for?
- Launch forecasting methodology
- Compounds in clinical development for asthma, COPD and allergic rhinitis
- References
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