Pipeline Insight: HIV - Extending treatment options
Scope
Report Highlights
Reasons to Purchase
Table of Contents
- ABOUT DATAMONITOR HEALTHCARE - page 2
- About the Infectious Diseases & Respiratory pharmaceutical analysis team - page 2
- CHAPTER 1 EXECUTIVE SUMMARY - page 3
- Scope of the analysis - page 3
- Contributing experts - page 4
- Datamonitor insight into the HIV market - page 4
- In the main line HIV treatments, Truvada-containing regimes have taken over from Combivir as the new gold standard for the NRTI class and patient simplicity will be greatly improved with the launch of Atripla - page 4
- The NNRTI analogs are dominated by Sustiva and physicians have few choices when drug resistance develops - page 5
- Despite a large number of available products, two PIs have over half the class market share. The role of PIs in salvage therapy is being redefined by Prezista and Aptivus, yet a gold standard here has not yet emerged - page 5
- Entry Inhibitors (EIs), integrase inhibitors and other new drug classes represent a major opportunity for new product development but are initially targeting the small salvage market - page 6
- CHAPTER 2 PATIENT POTENTIAL - page 16
- Definition of HIV - page 16
- Epidemiology of HIV - page 17
- Growing epidemics are underway in Eastern Europe, Central Asia and India - page 19
- More people than ever are living with HIV and AIDS in the USA and Western Europe - page 20
- Increased HIV diagnosis is driven by immigration, a rise in risky behavior, more convenient diagnostics and broader testing guidelines - page 23
- Immigration from areas of high prevalence means the need for antiretroviral therapy in the seven major markets will continue to grow - page 24
- Improved HIV tests and changes in CDC HIV testing guidelines should increase the HIV diagnosis and treatment rates and might reduce HIV transmission - page 26
- The perception that HIV is a manageable condition and not a 'death sentence' has led to a rise in risky behavior, particularly among the younger age groups - page 27
- The increased number of women becoming infected is driven by heterosexual intercourse - page 28
- Concentration of HIV infections among Africa Americans and Hispanic Americans - page 30
- Increased occurrence of HIV drug resistance in treatment-naïve patients is affecting front-line treatment strategies - page 30
- Treatment efficacy remains the primary unmet medical need - page 33
- Side effects and drug resistance are key unmet medical needs in individual drug classes - page 39
- Drug resistance is a problem in most HIV drug classes - but for different reasons - page 40
- Despite good efficacy, PIs are plagued by drug interactions, resistance and side effects - page 43
- 'Pill burden' is no longer an unmet need across the antiretroviral drug classes - page 45
- No one issue stands out with NRTIs; new drugs must be good 'all round' - page 46
- Entry Inhibitors have commanded a premium price; this has made physicians wary of this drug class - page 46
- CHAPTER 3 R&D APPROACH - page 47
- Overview of HIV drug classes - page 48
- Nucleoside analogs (NRTIs), the oldest HIV drug class, have a mature market dynamic and physicians may choose between many available products - page 49
- Non-nucleoside analogs (NNRTIs) are dominated by Sustiva and physicians have few choices when drug resistance develops - page 52
- Despite a large number of available products, two Protease Inhibitors (PIs) take over half the class market share - page 53
- Entry Inhibitors (EIs) and other new drug classes represent a major opportunity for new product development but are targeted to the small salvage market when first launched - page 55
- Clinical trial endpoints are shifting in response to the newer unmet needs in HIV - page 56
- Early trials were based on 'hard' clinical endpoints, such as progression to AIDS or death - page 56
- The availability of HIV viral load diagnostics enabled trials to measure the direct effect on the virus, use 'soft' clinical endpoints and reduced the length of trials - page 57
- Reduction in viral load - page 58
- CD4 Elevation - page 58
- Efficacy Equivalence - page 59
- With improved understanding of HIV and the advent of HAART therapy, endpoints have changed significantly - page 59
- Activity against resistant virus - a must for most of the HIV pipeline - page 60
- Quality of life considerations - page 60
- Overview of HIV drug classes - page 48
- CHAPTER 4 HIV PIPELINE ANALYSIS - page 62
- Pipeline overview - page 62
- A collaboration between Gilead and BMS has produced Atripla, the first of its kind - page 63
- Tibotec's highly anticipated pipeline products set to generate significant revenues for J&J - page 64
- GSK currently dominates the HIV market but with only one pipeline product its market share will be drastically reduced by 2016 - page 65
- CHAPTER 5 NRTI LATE-STAGE DRUG ANALYSIS & FORECASTS - page 68
- Fixed dose combinations dominate the NRTI market - page 68
- Truvada-containing regimes replace Combivir as the new gold standard - page 70
- Once-daily Atripla eliminates the issue of pill burden and is forecast to become the first HIV blockbuster - page 73
- Pipeline products attempt to tackle drug resistance - page 75
- Multi-nucleoside resistance - page 78
- Development of new drugs has been slow - page 79
- Elvucitabine - page 81
- Clinical trial data - page 82
- Datamonitor analysis - page 83
- Racivir - page 85
- Clinical trial data - page 86
- Datamonitor analysis - page 86
- AVX-754 - page 88
- Clinical trial data - page 88
- Datamonitor analysis - page 90
- MIV-210 - page 91
- Clinical trial data - page 91
- Datamonitor analysis - page 92
- Amdoxovir - page 93
- Clinical trial data - page 93
- Datamonitor analysis - page 95
- Late-stage development compounds recently discontinued - page 96
- Reverset - page 96
- Fixed dose combinations dominate the NRTI market - page 68
- CHAPTER 6 NNRTI LATE-STAGE DRUG ANALYSIS AND FORECASTS - page 98
- The NNRTIs are recommended for first-line therapy, but can only be used for a limited time before class resistance develops - page 98
- Sustiva maintains its grip on the market and its gold-standard status - page 99
- Class-wide resistance is the primary unmet need for the NNRTIs and its prevalence is growing in treatment-naïve patients - page 102
- Pipeline NNRTIs are addressing the greatest unmet need for this class - page 105
- TMC125 - page 106
- Clinical trial data - page 109
- Datamonitor analysis - page 110
- TMC278 - page 112
- Clinical trial data - page 113
- Datamonitor analysis - page 114
- BILR355 - page 116
- Clinical trial data - page 117
- Datamonitor analysis - page 117
- Innovative Early-Stage Project - page 120
- Calanolide A - page 120
- Late-stage development compounds recently discontinued - page 120
- Capravirine - page 120
- GW-695634 - page 121
- MIV-150 - page 121
- The NNRTIs are recommended for first-line therapy, but can only be used for a limited time before class resistance develops - page 98
- CHAPTER 7 PI LATE-STAGE DRUG ANALYSIS AND FORECASTS - page 122
- Overview of current PI Market - page 122
- Boosting with ritonavir improves pharmacokinetics, increases efficacy and is now standard practice; Abbott's ownership of ritonavir gives it a competitive advantage in the PI market - page 123
- Kaletra - the gold standard in the PI class - is now available in once-daily, temperature-stable tablets without food restrictions - page 125
- The competitive pressure from Reyataz is strong - page 126
- Current developmental compounds tackle resistance but not side effects or drug-drug interactions - page 128
- Aptivus (tipranavir) - page 132
- Clinical trial data - page 133
- Datamonitor analysis - page 136
- Prezista (TMC114) - page 138
- Clinical trial data - page 139
- Datamonitor analysis - page 141
- Brecanavir - page 144
- Clinical trial data - page 146
- Datamonitor analysis - page 146
- Innovative early-stage projects - page 149
- PPL-100 - page 149
- Overview of current PI Market - page 122
- CHAPTER 8 EI AND OTHER LATE-STAGE DRUG ANALYSIS AND FORECASTS - page 151
- Overview of current EI Market - page 151
- There is no gold standard treatment in the EI drug class; Fuzeon sales are limited to the salvage market - page 153
- Roche and Trimeris aim for once weekly needle-free T-20 to increase patient tolerability - page 155
- Fuzeon boosts efficacy of other products - page 156
- The EI and others pipeline encompasses a wide range of products, with a variety of targets and mechanisms of action under investigation - page 158
- CCR5 and CXCR4 receptors have become important antiretroviral targets as the two main co-receptors essential for HIV entry into uninfected cells - page 159
- CCR5 Inhibitors - poor results from most pipeline compounds have tarnished the reputation of this class - page 161
- Vicriviroc - page 162
- Clinical trial data - page 162
- Datamonitor analysis - page 163
- Maraviroc - page 165
- Clinical trial data - page 168
- Datamonitor analysis - page 169
- Vicriviroc - page 162
- CXCR4 inhibitors - page 171
- AMD070 - page 171
- Clinical trial data - page 173
- Datamonitor analysis - page 174
- AMD070 - page 171
- Attachment inhibitors - page 176
- TNX-355 - page 176
- Clinical trial data - page 178
- Datamonitor analysis - page 179
- TNX-355 - page 176
- Integrase Inhibitors - page 182
- MK-0518 - page 182
- Clinical trial data - page 185
- Datamonitor analysis - page 186
- GS-9137 - page 189
- Clinical trial data - page 190
- Datamonitor analysis - page 191
- MK-0518 - page 182
- Maturation Inhibitors - page 193
- Bevirimat (PA-457) - page 193
- Clinical trial data - page 196
- Datamonitor analysis - page 197
- Bevirimat (PA-457) - page 193
- Innovative Early-Stage Projects - page 199
- PRO-140 - page 199
- TRI-999 and TRI-1144 - page 200
- Overview of current EI Market - page 151
- APPENDIX A - page 201
- Methodology - page 201
- Datamonitor forecast methodology. - page 201
- Epidemiology forecasts - page 201
- Product forecasts - page 201
- Definition of a standard unit - page 201
- Estimation of launch dates - page 202
- Datamonitor drug assessment summary - page 204
- Datamonitor forecast methodology. - page 201
- Contributing experts - page 204
- Bibliography and Press Releases - page 204
- Frequently Used Websites - page 215
- Company websites - page 216
- Methodology - page 201
- APPENDIX B - page 218
- About Datamonitor - page 218
- About Datamonitor Healthcare - page 218
- Datamonitor Healthcare's therapy area capabilities - page 219
- About the Infectious disease analysis team - page 220
- Key therapy team members - page 221
- Mansi Shah, Analyst, Infectious Diseases - page 221
- Morris Paterson, Senior Analyst, Infectious Diseases - page 221
- Disclaimer - page 222
- About Datamonitor - page 218
- List of Tables
- Table 1: Regional HIV and AIDS overview, 2005 - page 19
- Table 2: DHHS and BHIVA HIV treatment guidelines - page 35
- Table 3: DHHS and BHIVA HIV recommended treatment combinations - page 37
- Table 4: Overview of the HIV pipeline by company, 2006 - page 63
- Table 5: Overview of number of marketed drugs and developmental drugs for key HIV companies, 2006 - page 66
- Table 6: Overview of currently marketed NRTIs in the six major markets, 2006 - page 69
- Table 7: Overview of NRTI drug pipeline, 2006 - page 81
- Table 8: Key clinical trials of Elvucitabine - page 82
- Table 9: Overview of Phase II trial of Elvucitabine - page 83
- Table 10: Key clinical trials of AVX-754 - page 89
- Table 11: Overview of current Phase IIb trial of AVX-754 - page 90
- Table 12: Key clinical trials of MIV-210 - page 92
- Table 13: Key clinical trials of Amdoxovir - page 94
- Table 14: Overview of current Phase II trial of Amdoxovir - page 95
- Table 15: Overview of currently marketed NNRTIs, 2006 - page 99
- Table 16: Overview of NNRTI drug pipeline, 2006 - page 105
- Table 17: Key clinical trials of TMC125 - page 109
- Table 18: Key clinical trials of TMC278 - page 113
- Table 19: Overview of current Phase IIb trial of TMC278 - page 114
- Table 20: Key clinical trials of BILR355 - page 117
- Table 21: Overview of currently marketed Protease Inhibitors, 2006 - page 124
- Table 22: Overview of PI drug pipeline and recently launched PIs and pipeline products, 2006 - page 132
- Table 23: RESIST 1 & 2 trial summary - page 134
- Table 24: Key ongoing clinical trials for Prezista, 2006 - page 139
- Table 25: Previous trials of Prezista - page 140
- Table 26: Key clinical trials of Brecanavir - page 146
- Table 27: Key clinical trials of Maraviroc - page 168
- Table 28: Key clinical trials of AMD070 - page 173
- Table 29: Overview of the XACT trial - page 174
- Table 30: Key clinical trials of TNX-355 - page 178
- Table 31: Overview of Phase II trial of TNX-355 - page 179
- Table 32: Results from MK-0518 head-to-head trial with Sustiva - page 183
- Table 33: Key clinical trials of MK-0518 - page 185
- Table 34: Overview of MK-0518 Phase II trial - page 186
- Table 35: Overview of MK-0518 Phase II trial - page 186
- Table 36: Key clinical trials of GS-9137 - page 190
- Table 37: Overview of the Phase I/II study evaluating GS-9137 - page 191
- Table 38: Key clinical trials of PA-457 - page 196
- Table 39: Overview of Phase IIa study evaluating Bevirimat - page 197
- Table 40: Average development timeline of HIV NMEs - page 202
- Table 41: Estimated launch dates for the US and EU - page 202
- List of Figures
- Figure 1: Global HIV epidemic, 1990-2005 - page 18
- Figure 2: HIV prevalence in the seven major markets, 2003 and 2005 - page 21
- Figure 3: Annual HIV incidence, US, Germany and UK, 1995-2003 - page 22
- Figure 4: HIV-infected individuals accessing treatment in the UK, 1995-2004 - page 23
- Figure 5: HIV incidence by transmission group in Western Europe, 1994-2004 - page 24
- Figure 6: HIV acquired through heterosexual contact in the UK, 1995-2004 - page 25
- Figure 7: Increased ratio of women infected in the seven major markets, 2001 and 2005 - page 29
- Figure 8: Drug resistance by class in newly diagnosed HIV-positive cases in the US, 1995-2004 - page 31
- Figure 9: Drug resistance by class in newly diagnosed HIV-positive cases in the UK, 1996/97-2002/03 - page 32
- Figure 10: Comparison of clinical trials evaluating three drug combinations - page 36
- Figure 11: Drivers of switching from first- to second-line antiretroviral therapy - page 39
- Figure 12: Unmet medical needs in individual HIV drug classes, 2006 - page 40
- Figure 13: Underlying causes of HIV drug resistance - page 42
- Figure 14: Improving outcomes with evolving antiretroviral regimens, 1986-2006 - page 48
- Figure 15: HIV virus lifecycle - page 49
- Figure 16: US quarterly sales of HIV drug classes, 2002-05 - page 50
- Figure 17: Market share within each antiretroviral drug class in the six major markets, 2005 - page 52
- Figure 18: Overview of HIV drug development pipeline, 2006 - page 62
- Figure 19: HIV market share by company, 2005 and 2016 - page 67
- Figure 20: Forecast antiretroviral sales by company, 2016 - page 67
- Figure 21: US quarterly sales of currently marketed NRTIs, 2002-2005 - page 71
- Figure 22: Atripla sales forecast, 2006-2016 - page 75
- Figure 23: Mutations in the reverse transcriptase gene associated with resistance to NRTIs - page 77
- Figure 24: Prevalence of major drug resistance mutations (IAS-USA definitions) in patients failing HAART - page 78
- Figure 25: Levels of unmet needs in the NRTI class, 2006 - page 80
- Figure 26: Elvucitabine sales forecast, 2006-2016 - page 85
- Figure 27: Racivir sales forecast, 2006-2016 - page 87
- Figure 28: AVX-754 sales forecast, 2006-2016 - page 91
- Figure 29: MIV-210 sales forecast, 2006-2016 - page 93
- Figure 30: Amdoxovir sales forecast, 2006-2016 - page 96
- Figure 31: Mutations in the reverse transcriptase gene associated with resistance to NNRTIs - page 102
- Figure 32: Level of unmet needs in the NNRTI class, 2006 - page 104
- Figure 33: Activity of NNRTIs against resistance causing mutations - page 106
- Figure 34: SWOT analysis for TMC125 - page 111
- Figure 35: TMC125 sales forecast, 2006-2016 - page 111
- Figure 36: SWOT analysis for TMC278 - page 115
- Figure 37: TMC278 sales forecast, 2006-2016 - page 115
- Figure 38: SWOT analysis for BILR-355 - page 119
- Figure 39: BILR355 sales forecast, 2006-2016 - page 119
- Figure 40: Unmet needs in the Protease Inhibitor class, 2006 - page 129
- Figure 41: Mutations in the protease gene associated with resistance to PIs - page 131
- Figure 42: SWOT Analysis for Aptivus - page 137
- Figure 43: Aptivus sales forecast, 2006-2016 - page 138
- Figure 44: SWOT Analysis for Prezista - page 143
- Figure 45: Prezista sales forecast, 2006-2016 - page 144
- Figure 46: SWOT analysis for Brecanavir - page 148
- Figure 47: Brecanavir sales forecast, 2006-2016 - page 149
- Figure 48: HIV host cell entry mechanism - page 152
- Figure 49: Molecular structure of Fuzeon - page 154
- Figure 50: Unmet needs across the Entry Inhibitors and others class, 2006 - page 158
- Figure 51: HIV infection of target cells takes place via chemokine receptors - page 160
- Figure 52: Prevalence of CCR5-, CXCR4-using and dual-tropic HIV strains - page 160
- Figure 53: SWOT analysis for Vicriviroc - page 164
- Figure 54: Vicriviroc sales forecast, 2006-2016 - page 165
- Figure 55: SWOT analysis for Maraviroc, 2006 - page 170
- Figure 56: Maraviroc sales forecast, 2006-2016 - page 171
- Figure 57: SWOT analysis for AMD070 - page 175
- Figure 58: AMD070 sales forecast, 2006-2016 - page 175
- Figure 59: SWOT analysis for TNX355 - page 181
- Figure 60: TNX355 sales forecast, 2006-2016 - page 181
- Figure 61: SWOT analysis for MK-0518, 2006 - page 188
- Figure 62: MK-0518 sales forecast, 2006-2016 - page 189
- Figure 63: SWOT analysis for GS-9137 - page 192
- Figure 64: GS-9137 sales forecast, 2006-2016 - page 192
- Figure 65: SWOT analysis for Bevirimat - page 198
- Figure 66: Bevirimat (PA-457) sales forecast, 2006-2016 - page 199
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