Table of Contents
1 Table of Contents 2
1.1 List of Tables 3
1.2 List of Figures 3
2 Executive Summary 5
2.1 Large Therapy Area Characterized by a High Degree of Pathophysiological Crossover 5
2.2 Biologics and mAbs Growing in Prominence in Dermatology Therapy Area 5
2.3 Highly Diversified Range of Innovative Programs in Early Pipeline 5
2.4 Deals Landscape Offers Significant Investment Opportunities for First-in-Class Products Landscape 6
3 The Case for Innovation 7
3.1 Growing Opportunities for Biologic Products 8
3.2 Diversification of Molecular Targets 8
3.3 Innovative First-in-Class Development Remains Attractive 9
3.4 Regulatory and Reimbursement Policy Shifts Favor First-in-Class Product Innovation 9
3.5 Sustained Innovation 10
3.6 GBI Research Report Guidance 10
4 Clinical and Commercial Landscape 11
4.1 Therapy Area Introduction 11
4.2 Symptoms 11
4.3 Epidemiology and Etiology 12
4.3.1 Atopic Dermatitis 12
4.3.2 Acne Vulgaris 13
4.3.3 Psoriasis 13
4.4 Pathophysiology 14
4.4.1 Atopic Dermatitis 14
4.4.2 Acne Vulgaris 15
4.4.3 Psoriasis 15
4.5 Co-morbidities and Complications 16
4.6 Treatment 17
4.6.1 Topical Corticosteroids 17
4.6.2 Calcineurin Inhibitors 18
4.6.3 Retinoids 18
4.6.4 Systemic Immunosuppressive Agents 19
4.6.5 Biologics 19
4.6.6 Antihistamines 19
4.6.7 Hormonal Therapy 19
4.6.8 Moisturizers 20
4.7 Overview of Marketed Products in Dermatology 20
5 Assessment of Pipeline Product Innovation 22
5.1 Pipeline by Stage of Development, Molecule Type and Molecular Target 22
5.2 First-in-Class Programs Targeting Novel Molecular Targets 25
6 Signaling Network, Disease Causation and Innovation Alignment 42
6.1 Complexity of Signaling Networks in Dermatology 42
6.2 Signaling Pathways and First-in-Class Molecular Target Integration 42
6.3 First-in-Class Matrix Assessment 42
7 First-in-Class Target and Pipeline Program Evaluation 48
7.1 Pipeline Programs Targeting XXX 48
7.2 Pipeline Programs Targeting XXX 51
7.3 Pipeline Programs Targeting XXX 53
7.4 Pipeline Programs Targeting XXX 55
7.5 Pipeline Programs Targeting XXX 57
7.6 Pipeline Programs Targeting XXX 59
7.7 Pipeline Programs Targeting XXX 61
7.8 Pipeline Programs Targeting XXX 63
7.9 Pipeline Programs Targeting XXX 65
7.10 Pipeline Programs Targeting XXX 67
7.11 Pipeline Programs Targeting XXX 69
7.12 Pipeline Programs Targeting XXX 70
7.13 Pipeline Programs Targeting XXX 72
7.14 Conclusion 73
8 Strategic Consolidations 74
8.1 Industry-Wide First-in-Class Deals 74
8.2 Licensing Deals 75
8.2.1 Deals by Region, Value and Year 75
8.2.2 Deals by Stage of Development and Value 77
8.2.3 Deals by Molecule Type, Molecular Target and Value 77
8.2.4 List of Deals with Disclosed Deal Values 79
8.3 Codevelopment Deals 81
8.3.1 Deals by Region, Value and Year 81
8.3.2 Deals by Stage of Development and Value 82
8.3.3 Deals by Molecule Type, Molecular Target and Value 82
8.3.4 List of Deals with Disclosed Deal Values 84
8.4 First-in-Class Programs with and without Prior Involvement in Licensing and Co-development Deals 85
9 Appendix 90
9.1 References 90
9.2 Abbreviations 96
9.3 Research Methodology 96
9.4 Secondary Research 97
9.4.1 Market Analysis 97
9.4.2 Pipeline Analysis 97
9.4.3 First-in-Class Matrix Assessment 98
9.4.4 First-in-Class Target Profiles 98
9.4.5 Licensing and Co-Development Deals 98
9.5 Contact Us 98
9.6 Disclaimer 98