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 Strong Pipeline Shows High Level of Versatile Innovation 5
2.3 Substantial Deal Making Activity Observed over the Past Decade 5
3 The Case for Innovation in the Immunology Market 6
3.1 Growing Opportunities for Biologic Products 7
3.2 Diversification of Molecular Targets 7
3.3 Innovative First-in-Class Product Developments Remain Attractive 7
3.4 Regulatory and Reimbursement Policy Shifts Favor First-in-Class Product Innovation 8
3.5 Sustained Innovation 8
4 Introduction 9
4.1 Therapy Area Introduction 9
4.2 Symptoms 9
4.3 Etiology and Pathophysiology 9
4.3.1 Innate Immunity 9
4.3.2 Adaptive Immunity 10
4.3.3 The Role of Cytokines 11
4.3.4 Autoimmunity 11
4.3.5 Etiologic Factors for Autoimmunity and Allergies 12
4.3.6 Conclusion 12
4.4 Co-morbidities and Complications 13
4.5 Epidemiology 13
4.6 Treatment 14
4.6.1 Non-Biologic Disease-Modifying Anti-Rheumatic Drugs 15
4.6.2 Glucocorticoids 15
4.6.3 Biologics and Targeted Therapies 15
5 Pipeline Landscape Assessment 17
5.1 Overview 17
5.2 Pipeline Development Landscape 18
5.3 Molecular Targets in the Pipeline 19
5.4 Comparative Distribution of Programs between the Oncology Market and Pipeline by Therapeutic Target Family 20
5.5 First-in-Class and Versatile Pipeline Programs 21
5.6 First-in-Class Immunology Products by Phase, Molecule Type and Molecular Target 23
5.7 Versatility of First-in-Class Pipeline Products 26
6 Immunology Signaling Network, Disease Causation and Innovation Alignment 35
6.1 Complexity of Signaling Networks 35
6.2 Signaling Pathways and First-in-Class Molecular Target Integration 35
6.3 First-in-Class Matrix Assessment 35
7 First-in-Class Target and Pipeline Program Evaluation 40
7.1 Pipeline Programs Targeting XXX 40
7.2 Pipeline Programs Targeting XXX 44
7.3 Pipeline Programs Targeting XXX 46
7.4 Pipeline Programs Targeting XXX 47
7.5 Pipeline Programs Targeting XXX 48
7.6 Pipeline Programs Targeting XXX 50
7.7 Pipeline Programs Targeting XXX 51
7.8 Pipeline Programs Targeting XXX 52
7.9 Pipeline Programs Targeting XXX 54
7.10 Conclusion 55
8 Strategic Consolidations 56
8.1 Industry-Wide First-in-Class Deals 56
8.2 Licensing Deals 57
8.2.1 Deals by Region, Year and Value 58
8.2.2 Deals by Stage of Development and Value 59
8.2.3 Deals by Molecule Type and Value 60
8.2.4 Deals by Molecular Target and Value 61
8.3 Co-development Deals 62
8.3.1 Deals by Region, Year and Value 62
8.3.2 Deals by Stage of Development and Value 64
8.3.3 Deals by Molecule Type and Value 65
8.3.4 Deals by Molecular Target and Value 66
8.4 List of First-in-Class Pipeline Products with and Without Prior Deal Involvement 67
9 Appendix 72
9.1 Abbreviations 72
9.2 References 72
9.3 Research Methodology 78
9.3.1 Data integrity 78
9.3.2 Innovative and meaningful analytical techniques and frameworks 78
9.3.3 Evidence based analysis and insight 78
9.4 Secondary Research 79
9.4.1 Market Analysis 79
9.4.2 Pipeline Analysis 79
9.4.3 Licensing and Co-development Deals 80
9.5 Contact Us 80
9.6 Disclaimer 80