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 Market Landscape Poised for Entry of Novel Products 5
2.2 Moderately Sized but Strong First-in-Class Pipeline 5
2.3 Strong Uptake of First-in-Class Products in Strategic Consolidations 5
3 The Case for Innovation 6
3.1 Growing Opportunities for Biologic Products 7
3.2 Diversification of Molecular Targets 7
3.3 Innovative First-in-Class Product Development Remains Attractive 7
3.4 Regulatory and Reimbursement Policy Shifts Favor First-in-Class Product Innovation 8
3.5 Sustained Innovation 8
3.6 GBI Research Report Guidance 9
4 Clinical and Commercial Landscape 10
4.1 Therapy Area Overview 10
4.1.1 Glaucoma 10
4.1.2 Age-related Macular Degeneration 10
4.1.3 Diabetic Macular Edema 10
4.1.4 Diabetic Retinopathy 10
4.1.5 Dry Eye Syndrome 11
4.1.6 Inherited Genetic Disorders 11
4.2 Disease Symptoms 11
4.3 Epidemiology and Etiology 12
4.3.1 Glaucoma 13
4.3.2 Age-Related Macular Degeneration 13
4.3.3 Diabetic Retinopathy and Diabetic Macular Edema 13
4.3.4 Dry Eye Syndrome 13
4.4 Diagnosis 13
4.5 Pathophysiology 14
4.5.1 Healthy Eye Physiology 14
4.5.2 Glaucoma 15
4.5.3 Age-Related Macular Degeneration 16
4.5.4 Diabetic Macular Edema and Diabetic Retinopathy 17
4.5.5 Dry Eye Syndrome 17
4.5.6 Inherited Genetic Diseases 18
4.6 Prognosis 18
4.6.1 Glaucoma 18
4.6.2 Age-Related Macular Degeneration 19
4.6.3 Diabetic Retinopathy and Diabetic Macular Edema 19
4.6.4 Dry Eye Syndrome 19
4.7 Treatment Options 20
4.8 Overview of Marketed Products in Ophthalmology 22
4.8.1 Molecule Type and Target Analysis 22
5 Assessment of Pipeline Product Innovation 23
5.1 Ophthalmology Pipeline by Molecular Target 26
5.2 Comparative Distribution of Programs between the Ophthalmology Market and Pipeline by Therapeutic Target Family 28
5.3 First-in-Class Pipeline Programs Targeting Novel Molecular Targets 29
6 Signaling Network, Disease Causation and Innovation Alignment 40
6.1 Complexity of Signaling Networks in Ophthalmology 40
6.2 Signaling Pathways and First-in-Class Molecular Target Integration 40
6.3 First-in-Class Matrix Assessment 41
7 First-in-Class Target Evaluation 45
7.1 Pipeline Programs Targeting XXX 45
7.2 Pipeline Programs Targeting XXX 46
7.3 Pipeline Programs Targeting XXX 47
7.4 Pipeline Programs Targeting XXX 48
7.5 Pipeline Programs Targeting XXX 48
7.6 Pipeline Programs Targeting XXX 50
7.7 Conclusion 52
8 Deals and Strategic Consolidations 53
8.1 Industry-Wide First-in-Class Deals 53
8.2 Licensing Deals 55
8.2.1 Deals by Region, Year and Value 55
8.2.2 Deals by Stage of Development and Value 56
8.2.3 Deals by Molecule Type, Mechanism of Action and Value 56
8.2.4 Table for Licensing Deals Valued Above $100m 58
8.3 Co-development Deals 58
8.3.1 Deals by Region, Year and Value 58
8.3.2 Deals by Stage of Development and Value 60
8.3.3 Deals by Molecule Type, Mechanism of Action and Value 60
8.3.4 Table for Co-development Deals Valued Above $100m 61
8.4 First-in-Class Programs With and Without Prior Deal Involvement 61
9 Appendix 65
9.1 Abbreviations 65
9.2 References 65
9.3 Research Methodology 69
9.4 Primary Research 70
9.5 Secondary Research 70
9.5.1 Market Analysis 70
9.5.2 Pipeline Analysis 70
9.5.3 First-in-Class Matrix Assessment 71
9.5.4 First-in-Class Target Profiles 71
9.5.5 Licensing and Co-development Deals 71
9.6 Contact Us 71
9.7 Disclaimer 71