ipsc Quantitative Market Opportunity

Transcription

1 GENReports: Market & Tech Analysis > Enal Razvi, Ph.D. Biotechnology Analyst, Managing Director SELECTBIO US ipsc Quantitative Market Opportunity

2 Topic IntroducAon and Scope The focus of this GEN Market & Tech Analysis Report is to frame some of the quanataave metrics of the ipsc commercializaaon space The marketplace for ipsc research thus far has been the life science research space which as of late has been the major contributor of industry revenues Industry revenues have been in the form of products of services Cell Culture Media, Supplements, Reprogramming Factors, Substrates However, the second segment which is expanding is the ualizaaon of ipscs [and cells derived thereof] in screening, drug discovery, and drug development acaviaes The third segment! ipscs for Cellular Therapy does not exist at this Ame SFll in research phaseà TranslaFng Towards the Clinic In this report, we present a quanataave snapshot of the ipsc marketplace framing the size and growth of the ualizaaon of ipscs in drug discovery, toxicity screening, and drug development

3 Stem Cells Market SegmentaAon, Industry Structure Tools Space Basic Research into Stem cell Biology, Function [Life Science Research] Toxicity Testing, Screening in Drug Discovery and Development Disease Modeling [Pharma, Biotech Focus] Cellular Therapeutics Space Autologous Cell Therapy Ø 100% Adult Stem Cells Today Allogeneic Cell Therapy Ø 100% Adult Stem Cells Today Ø Primarily HSC, with Contributions from MSC Ø Clinical Trials of pluripotent cells in progress in a number of disease areas

4 ipsc Market Opportunity in Drug Discovery, Development, Toxicity Screening, Disease Modeling $3,000 Total Opportunity $2,682 Worldwide Market Opportunity (US$, Millions) $2,500 $2,000 $1,500 $1,000 $500 $- $842 ipsc Market Opportunity $84.20 $1,179 $ $ $2,145 ApplicaFons: Stem Cells UFlized in Drug Discovery, Development, Toxicity Screening, Disease Modeling $1,650 ipsc Share is Calculated based on Current Market PenetraFon and Expected Growth ipsc Market Size: Projected to grow to US$1Billion+ by 2016 $ $1,072.71

5 What About the Impact of ipscs on Cellular Therapy? The Clinical TranslaAon of ipscs that is taking place Currently from Research Towards Clinical Trials in Specific Disease Classes can be UAlized as a Roadmap to Predict Revenue GeneraAon In the form of consumables for cell growth and expansion in order to generate cellular numbers commensurate with clinical trial demand The next slide presents our forecast Frames the Overall Cellular Therapy Space And then the ContribuFon of ipscs which is Expected to Manifest over this Decade

6 Projected Market Size for ipsc- based Cellular Therapy vis- à- vis the Broader Cellular Therapy Marketplace 6.00 Autologous Cellular Therapy Auto Allogeneic Cellular Therapy Allo ipsc Opportunity Cellular Therapy Market (US$, Billions) ipscs Not Expected to Impact in Foreseeable Future ipscs Opportunity Presented in Yellow Bars All Market Size Numbers are in GENReports: US$, Market Billions & Tech Analysis, Produced by Enal Razvi, Ph.D Numbers for ipscs During Term of the Forecast Represent Clinical Trials and Revenues Generated Therefrom [CPC, Media, Supplements, etc.]

7 In Summary The Clinical TranslaAon of ipscs Towards the Clinic has Begun and it is Fi\ng that in the First GEN Report of 2014 we Focus on this Topic as 2014 is Expected to be an InflecAon Year for ipscs Moving Towards the Clinic Although the Current Industry Revenues in ipsc Space are Derived from Life Science Research, the Impact of ipscs [and differenaated cells derived from them] in Drug Discovery, Toxicity Screening, and Drug Development is Expanding and We Expect Much Growth over this Decade! As Illustrated in the Market Growth Chart in this Report In this the first of several GEN Reports focusing on ipscs, we sought to frame some of the quanataave metrics of this field as it exists today and provide a backdrop for more details on individual segments in reports over the course of 2014

8 Select Biosciences are organizing this conference to bring together the stakeholders in the Cellular Therapy field, focusing primarily on the clinical trajectory of adipose- derived stem cells. Challenges in Clinical TranslaFon Case Studies of Clinical TranslaFon of Stem Cells from Academics and Industry Regulatory Landscape This Conference brings together Clinician- ScienFsts, Surgeons, Academics, Industry Researchers the key parfcipants in this Clinical TranslaFon hcp://selectbiosciences.com/conferences/index.aspx?conf=ctsc2014