Table of Contents
1 Table of Contents 5
1.1 List of Tables 7
1.2 List of Figures 7
2 Introduction 12
2.1 Therapy Area Introduction 12
2.2 Overview of Key Indications and Symptoms 12
2.2.1 Breast Cancer 13
2.2.2 Leukemia 15
2.2.3 Lymphoma 15
2.2.4 Melanoma 16
2.2.5 Non-Small Cell Lung Cancer 17
2.3 Diagnosis 18
2.3.1 Breast Cancer 18
2.3.2 Leukemia 18
2.3.3 Lymphoma 19
2.3.4 Melanoma 20
2.3.5 Non-Small Cell Lung Cancer 22
2.4 Etiology and Pathophysiology 23
2.4.1 Breast Cancer 26
2.4.2 Leukemia 27
2.4.3 Lymphoma 29
2.4.4 Melanoma 32
2.4.5 Non-Small Cell Lung Cancer 33
2.5 Epidemiology 37
2.5.1 Breast Cancer 38
2.5.2 Leukemia 38
2.5.3 Lymphoma 39
2.5.4 Melanoma 40
2.5.5 Non-Small Cell Lung Cancer 41
2.6 Prognosis 42
2.6.1 Breast Cancer 42
2.6.2 Leukemia 43
2.6.3 Lymphoma 44
2.6.4 Melanoma 44
2.6.5 Non-Small Cell Lung Cancer 45
2.7 Treatment 46
3 Key Marketed Products 49
3.1 Overview 49
3.2 Revlimid (lenalidomide) – Celgene 50
3.3 Opdivo (nivolumab) – Ono Pharma/Bristol-Myers Squibb 53
3.4 Keytruda (pembrolizumab) – Merck & Co. 55
3.5 Tecentriq (atezolizumab) – Roche 57
3.6 Darzalex (daratumumab) – Johnson & Johnson 59
3.7 Imfinzi (durvalumab) – AstraZeneca/Celgene 60
3.8 Gardasil/Gardasil 9 (human papillomavirus vaccine) – Merck & Co. 62
3.9 Pomalyst/Imnovid (pomalidomide) – Celgene 65
3.10 Yescarta (axicabtagene ciloleucel) – Gilead Sciences 66
3.11 Gazyva (obinutuzumab) – Roche 68
3.12 Yervoy (ipilimumab) – Bristol-Myers Squibb 69
3.13 Rituxan (rituximab) – Roche/Biogen 71
3.14 Kymriah (tisagenlecleucel) – Novartis 73
4 Pipeline Landscape Assessment 76
4.1 Overview 76
4.2 Pipeline Development Landscape 76
4.3 Molecular Targets in the Pipeline 79
4.4 Clinical Trials Landscape 82
4.4.1 Clinical Trial Failure Rates 83
4.4.2 Clinical Trial Duration 87
4.4.3 Clinical Trial Size 91
4.4.4 Cumulative Clinical Trial Size 94
4.5 Late-Stage Drugs of the Developmental Pipeline 99
4.5.1 Lisocabtagene maraleucel – Juno Therapeutics/Celgene 99
4.5.2 Durvalumab plus Tremelimumab – AstraZeneca 100
4.5.3 Tremelimumab – AstraZeneca 101
4.5.4 Cemiplimab – Regeneron/Sanofi 103
4.5.5 Epacadostat – Incyte Corp 104
4.5.6 Axalimogene filolisbac – Advaxis 106
5 Multi-scenario Market Forecast to 2024 108
5.1 Overall Market Size 108
5.2 Generic Penetration 112
5.3 Revenue Forecast by Molecular Target 113
5.3.1 Immune Checkpoint Proteins 114
5.3.2 Tumor Associated Antigens 114
5.3.3 Cytokine Signaling 117
5.3.4 HPV 118
6 Company Analysis and Positioning 119
6.1 Revenue and Market Share Analysis by Company 120
6.1.1 Celgene – Revlimid to Maintain Celgene’s Position as Market Leader 124
6.1.2 Merck & Co. – Keytruda Key to Cancer Immunotherapy Market Growth 126
6.1.3 Bristol-Myers Squibb – Opdivo to Drive Revenue from Cancer Immunotherapies 127
6.1.4 Roche – Strong Revenue from Tecentriq and Gazyva Set to Offset Loss from Rituxan 127
6.1.5 AstraZeneca – Revenue from Imfinzi set to Drive Growth amid Growing Immunotherapy Presence 128
6.1.6 Johnson & Johnson – Darzalex Key to Strong Growth 130
6.1.7 Novartis – Diverse Cancer Immunotherapies Portfolio Contributes Small Portion to Overall Revenue 131
6.1.8 AbbVie – Recent New Approvals to Result in AbbVie Becoming a Leading Player in 2024 132
6.1.9 Gilead Sciences – Growth Driven by CAR-T Therapy Yescarta 133
6.1.10 Amgen – Rituximab Biosimilar to Drive Growth for Amgen in a Portfolio with No Novel Blockbusters 134
6.2 Market and Pipeline Company Landscape 134
7 Strategic Consolidations 138
7.1 Licensing Deals 138
7.1.1 Deals by Region, Deal Value and Year 138
7.1.2 Deals by Indication and Deal Value 140
7.1.3 Deals by Stage of Development and Deal Value 141
7.1.4 Deals by Molecule Type, Molecular Target and Deal Value 142
7.1.5 Table for Licensing Deals with Disclosed Deal Value 143
7.2 Co-development Deals 154
7.2.1 Deals by Region, Deal Value and Year 154
7.2.2 Deals by Indication and Deal Value 156
7.2.3 Deals by Stage of Development and Deal Value 157
7.2.4 Deals by Molecule Type, Molecular Target and Deal Value 158
7.2.5 Table for Co-development Deals with Disclosed Deal Value 159
8 Appendix 164
8.1 References 164
8.2 Figures of All Clinical Stage Pipeline Products 177
8.3 Abbreviations 203
8.4 Disease List 205
8.5 Methodology 206
8.5.1 Coverage 206
8.5.2 Secondary Research 207
8.5.3 Market Size and Revenue Forecasts 207
8.5.4 Pipeline Analysis 207
8.5.5 Competitive Landscape 208
8.6 Contact Us 209
8.7 Disclaimer 209