Table of Contents
1 Table of Contents 5
1.1 List of Tables 7
1.2 List of Figures 8
2 Introduction 10
2.1 Therapy Area Introduction 10
2.2 Symptoms 10
2.3 Etiology and Pathophysiology 11
2.3.1 Atopic Dermatitis 11
2.3.2 Acne Vulgaris 12
2.3.3 Psoriasis 13
2.4 Co-morbidities and Complications 14
2.5 Epidemiology Patterns and Forecasts – Prevalence and Patient Segmentation 15
2.5.1 Atopic Dermatitis 15
2.5.2 Acne Vulgaris 16
2.5.3 Psoriasis 17
2.6 Treatment 18
2.6.1 Topical Corticosteroids 19
2.6.2 Calcineurin Inhibitors 20
2.6.3 Retinoids 20
2.6.4 Systemic Immunosuppressive Agents 21
2.6.5 Biologics 22
2.6.6 Antihistamines 22
2.6.7 Hormonal Therapy 22
2.6.8 Moisturizers 23
3 Key Marketed Products 24
3.1 Overview 24
3.2 Humira (adalimumab) 25
3.3 Remicade (infliximab) 27
3.4 Enbrel (etanercept) 28
3.5 Stelara (ustekinumab) 30
3.6 Neoral (cyclosporine) 31
3.7 Protopic (tacrolimus) 33
3.8 Elidel (pimecrolimus) 34
3.9 Elocon (mometasone furoate) 35
3.10 Differin (adapalene) 36
3.11 Metolate (methotrexate) 37
3.12 Clobex (clobetasol propionate) 37
3.13 Conclusion 38
4 Pipeline Landscape Assessment 39
4.1 Overview 39
4.2 Molecule Types in the Pipeline 42
4.3 Molecular Targets in the Pipeline 44
4.4 Clinical Trials 45
4.4.1 Failure Rate by Stage of Development, Indication, Molecule Type and Molecular Target 46
4.4.2 Clinical Trial Duration by Stage of Development, Indication, Molecule Type and Molecular Target 49
4.4.3 Clinical Trial Size by Stage of Development, Indication, Molecule Type and Molecular Target 53
4.4.4 Aggregate Clinical Program Size by Stage of Development, Indication, Molecule Type and Molecular Target 57
4.5 Conclusion 61
4.6 Multi-Scenario Market Forecast to 2022 62
4.6.1 Overall Market Size 62
4.7 Generic Penetration 63
5 Revenue Forecast by Molecular Target 66
5.1 Tumor Necrosis Factor-Alpha 66
5.2 Interleukins 1, 4, 5, 12, 17 and 23 and Receptors 67
5.3 Calcineurin 68
5.4 Glucocorticoid Receptors 69
5.5 Phosphodiesterase 4 70
5.6 Revenue and Market Share Analysis by Company 71
5.6.1 Johnson & Johnson – To What Extent Will Pipeline Product Approvals Offset the Patent Expiry of Remicade? 76
5.6.2 AbbVie – Will Patent Expiry of Humira Cause Loss of Market Leadership? 77
5.6.3 Amgen – Pipeline Approvals and Persistence of Enbrel’s US Patent to Drive Growth 78
5.6.4 Novartis – Will the Patent Expiry of Xolair and Continued Competition for Neoral Significantly Diminish Revenues? 79
5.6.5 Roche – Pipeline Drug RG-7449 Expected to Drive Strong Growth 80
5.6.6 Merck – Loss of Market Share due to Patent Expiration and Lack of Dermatology Pipeline Drugs 81
5.7 Assessment of Key Pipeline Products 82
5.7.1 ABP-501 (adalimumab biosimilar) – Amgen 82
5.7.2 Ixekizumab – Eli Lilly 83
5.7.3 Dupilumab – Sanofi and Regeneron 84
5.7.4 AN-2728 (crisaborole) – Anacor Pharmaceuticals 85
5.7.5 AMG-827 (brodalumab) – AstraZeneca 86
5.7.6 Guselkumab – Johnson & Johnson 87
5.7.7 Conclusion 88
6 Company Analysis and Positioning 90
6.1 Company Landscape 91
6.2 Marketed and Pipeline Portfolio Analysis 92
7 Strategic Consolidations 95
7.1 Licensing Deals 95
7.1.1 Deals by Region, Year and Value 95
7.1.2 Deals by Stage of Development and Value 97
7.1.3 Deals by Molecule Type, Mechanism of Action and Value 98
7.1.4 Table for Licensing Deals Valued Above $100m 100
7.2 Co-development Deals 101
7.2.1 Deals by Region, Year and Value 101
7.2.2 Deals by Stage of Development and Value 102
7.2.3 Deals by Molecule Type, Mechanism of Action and Value 103
7.2.4 Table for Co-development Deals Valued Above $100m 105
8 Appendix 106
8.1 References 106
8.2 Table of Epidemiology Forecast 111
8.3 Table of All Clinical Stage Pipeline Products 112
8.4 Abbreviations 144
8.5 Disease List 145
8.6 Methodology 145
8.6.1 Coverage 145
8.6.2 Secondary Research 145
8.6.3 Market Size and Revenue Forecasts 146
8.6.4 Pipeline Analysis 146
8.6.5 Competitive Landscape 147
8.7 Contact Us 147
8.8 Disclaimer 147