Multiple Sclerosis Drug Discoveries - What the Future Holds

Transcription

1 Brochure More information from Multiple Sclerosis Drug Discoveries - What the Future Holds Description: The recent approval in the US of Novartis' orally administered Gilenya (fingolimod) heralds a new phase in the treatment of Multiple Sclerosis (MS). Over the last few years, the MS market has been driven by five disease-modifying agents: Teva's Copaxone (glatiramer acetate), Biogen Idec's Avonex (interferon beta-1a) and Tysabri (natalizumab), Merck KGaA's Rebif (interferon beta-1a) and Bayer's Betaferon (interferon beta-1b). From 2009, interferon beta-1b has also been available from Novartis as Extavia; this is the same formulation as Betaferon. In addition to these, Amgen's Novantrone (mitoxantrone) has been available to treat MS. Generic mitoxantrone is also available. Avonex, Betaferon/Extavia, Rebif and Copaxone are all used in first-line therapy for RRMS. They are generally well accepted and have accumulated comprehensive safety and clinical trial data supporting their use in modifying the course of the disease. Tysabri and mitoxantrone are generally used in second-line therapy in RRMS. Mitoxantrone is also approved to treat SPMS and PRMS. Both of these agents are associated with serious side-effects. The arrival of oral treatments brings big clinical advantages: The development of oral therapies for MS has attracted significant investment from pharmaceutical companies and the first of these have begun to receive marketing approvals, signalling another major change in the way MS is treated. In September 2010, Novartis won the race to gain the first oral approval in the US with its sphingosine-1-phosphate (S1P) receptor agonist, Gilenya. The product was also approved in Russia in the same month. Merck's oral product, Movectro (cladribine) was approved in Russia in July 2010 and in Australia in September 2010 for the treatment of RRMS for a maximum duration of two years. However, the European Medicine Agency's CHMP issued a negative opinion for Movectro for the treatment of RRMS. This report estimates the current MS market value is in the region of US$12.6 billion with strong growth going forward Background to the disease: Multiple Sclerosis is a chronic autoimmune neurological disease affecting up to 2.5 million people worldwide, the majority of whom live in North America and Europe. It is a complex disorder that affects people in different ways. Around 85% of patients are initially diagnosed with relapsing remitting MS (RRMS). Up to half of these will go on to develop secondary-progressive MS (SPMS). The other main types identified are primary progressive MS (PPMS), which affects around 10% of patients at onset, and progressive-relapsing MS (PRMS) which affects up to 5% of patients. There is currently no cure for MS and treatment is aimed at its symptoms and slowing disease progression. The launch of interferons during the 1990s transformed the treatment of MS but there is still a large unmet clinical need in reducing disease progression. Shape of the industry in At the forefront of the MS market is Biogen Idec, with a market share of 27% due to sales of Avonex and Tysabri. Following closely are Teva and sanofi-aventis who currently market Copaxone, giving them a combined share of the market by sales value of around 30%. With the third biggest seller, Rebif, Merck Serono has been attributed with a market share of 19%; Bayer Schering takes 15% of the market with Betaferon sales; while Elan's share of Tysabri sales provide the company with around 4%....and in 2016 By 2016, a number of new agents will be available to treat MS, and their contribution to revenues will enhance Biogen Idec's leading position. In addition, Teva's Copaxone will lose patent protection in the US in May If approved, generic versions of Copaxone would undoubtedly put pricing pressures on both the branded version and related therapies. The combined effect of an influx of new therapies and generic competition for the market leader is likely to cause a ripple through the entire MS therapy market. Consequently, the current market leaders will all have their share of the US$15.3 billion market reduced as

2 competition increases. Over US$4 billion of the MS market will be generated by recently approved or developmental products that will be launched in the near term. Key company, market and product questions answered such as... - What are the four main types of MS? - Research into MS vaccines has stalled. What is the current situation and are there still opportunities in this area? - How might the asthma treatment salbutamol (albuterol) help control MS? - Which countries have the highest prevalence of patients per 100,000 population? - MS is a geographically specific condition what are the theories as to why this is so? - Despite having patent protection until 2014, generic companies are already making a play for Teva's Copaxone. Who's involved and what is the current status? - What are the expected sales in 2016 of Novartis' novel oral MS treatment Gilenya? - What are the patient safety concerns with Biogen Idec's Ampyra (dalfampridine), the first in class treatment for treating MS symptoms? - How many Phase III products are in the pipeline and when are they expected to launch? - What positive clinical trial results did sanofi-aventis report for its oral MS drug teriflunomide? More Information... - Unique market share and 5-year sales forecasts for leading products, pipeline prospects and companies - A comprehensive examination of the multiple sclerosis market and disease prevalence - Critical competitive evaluation and scoring of current and future products This report delivers real insights to MS drugs, prospects and companies - Evaluate the current clinical understanding of multiple sclerosis - Know the disease prevalence trends in major markets - Contrast and compare the competitive landscape in 2010 and Profile product potential with original 5-year sales forecasts for current products - Compare and review up and coming Phase II/III products with 5-year forecasts from year of launch for significant late-stage candidates - Benefit from this unique product assessment and scoring Contents: FOREWORD EXECUTIVE SUMMARY MARKET ANALYSIS CURRENT MARKET FUTURE MARKET What's in the Pipeline? MS Vaccines in Limbo? Asthma medication may benefit MS patients

3 BACKGROUND INFORMATION What is MS? Why are New Treatments Needed? Patient Statistics PRODUCT ANALYSIS ESTABLISHED PRODUCTS Copaxone (glatiramer acetate) Patents and Exclusivity Generic Competition Avonex (interferon beta-1a) Patents Betaferon/Betaseron & Extavia (interferon beta-1b) Patents Rebif (interferon beta-1a) Novantrone (mitoxantrone)

4 Generic Competition Tysabri (natalizumab) Patents NEW APPROVALS/FILED PRODUCTS Gilenya (fingolimod) Movectro (cladribine) Ampyra (dalfampridine) PHASE III Alemtuzumab

5 MS Phase II BG-12 Daclizumab Laquinimod Teriflunomide PHASE II ACT

6 BAF312 Firategrast Ocrelizumab Ofatumumab Proof of Concept/Clincal Data Perampanel METHODOLOGY - Criteria - Drug Sales ing LIST OF TABLES: Summary Global MS Drug Sales, (US$ Millions) Drugs in Clinical for MS People with MS by Country and Region, Prevalence of MS per 100,000 Population by Country & Region, 2010 Data Exclusivity Patent Expiry Copaxone Sales by Company ( ) Patent Expiry Avonex Sales ( ) Interferon Beta-1b Sales by Company ( ) Rebif Sales ( )

7 Patent Expiry FDA ANDA Approvals for Mitoxantrone Tysabri Sales by Company ( ) Gilenya Sales ( ) Movectro/Mylinax Sales ( ) Data Exclusivity Patent Expiry Ampyra Sales ( ) Patent Expiry Campath Sales by Indication ( ) BG-12 Sales ( ) Daclizumab Sales in MS ( ) Laquinimod Sales ( ) Teriflunommide Sales ( ) LIST OF FIGURES: Leading MS Products by Sales Value, 2009 (%) MS Market by Company, 2009 (%) Leading MS Products by Sales Value, 2016 (%) MS Market by Company, 2016 (%) Total Number of People with MS, 2007 Mean Age of Onset of MS, 2007 Geographic Spread of People with MS, 2010 (%) Geographic Prevalence of MS per 100,000 Population, 2010 Copaxone Sales by Company ( ) Avonex Sales ( ) Interferon Beta-1b Sales by Company ( ) Rebif Sales ( ) Tysabri Sales by Company ( ) Gilenya Sales ( ) Movectro/Mylinax Sales ( ) Ampyra Sales ( ) Campath Sales by Indication ( ) BG-12 Sales ( ) Daclizumab Sales in MS ( ) Laquinimod Sales ( ) Teriflunomide Sales ( ) Ordering: Order Online - Order by Fax - using the form below Order by Post - print the order form below and send to Research and Markets, Guinness Centre, Taylors Lane, Dublin 8, Ireland.

8 Page 1 of 2 Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to (from USA) or (from Rest of World). If you have any questions please visit Order Information Please verify that the product information is correct and select the format(s) you require. Product Name: Web Address: Office Code: Multiple Sclerosis Drug Discoveries - What the Future Holds SC Product Formats Please select the product formats and quantity you require: Electronic (PDF) - Single User: Electronic (Online Access) - Single User: Electronic (PDF) - Enterprisewide: Electronic (Online Access) - Enterprisewide: Quantity USD 1826 USD 1826 USD USD Contact Information Please enter all the information below in BLOCK CAPITALS Title: Mr Mrs Dr Miss Ms Prof First Name: Last Name: Address: * Job Title: Organisation: Address: City: Postal / Zip Code: Country: Phone Number: Fax Number: * Please refrain from using free accounts when ordering (e.g. Yahoo, Hotmail, AOL)

9 Page 1 of 2

10 Page 2 of 2 Payment Information Please indicate the payment method you would like to use by selecting the appropriate box. Pay by credit card: You will receive an with a link to a secure webpage to enter your credit card details. Pay by check: Please post the check, accompanied by this form, to: Research and Markets, Guinness Center, Taylors Lane, Dublin 8, Ireland. Pay by wire transfer: Please transfer funds to: Account number Sort code Swift code IBAN number Bank Address ULSBIE2D IE78ULSB Ulster Bank, Main Street, Blackrock, Co. Dublin, Ireland. If you have a Marketing Code please enter it below: Marketing Code: Please note that by ordering from Research and Markets you are agreeing to our Terms and Conditions at Please fax this form to: (646) or (646) From USA or From Rest of World