Analysis of the Pharmaceutical Market to 2012 - Segmented by Drug Target Family
Scope
Report Highlights
Reasons to Purchase
Table of Contents
- About the PharmaVitae team - page 3
- CHAPTER 1 EXECUTIVE SUMMARY - page 4
- Key findings - page 4
- Introduction to the PharmaVitae universe - page 5
- The outlook for the market is challenging - page 6
- Market performance is shaped by key ATC classes - page 7
- The three fundamental dimensions of pharma space - page 8
- Dimension one: molecule type analysis - page 8
- MAbs and therapeutic proteins to provide the greatest overall sales growth - page 8
- Generic erosion wipes out small molecule drug sales - page 9
- mAbs driven by 'core' sales - page 11
- Dimension two: therapy area analysis - page 12
- Oncology and AIID products drive growth across 2006-12 - page 12
- GI and CV particularly badly hit in 2012 - page 13
- Targets provide a missing link between drugs and disease - page 15
- Target classification - page 16
- Dimension three: target family analysis - page 17
- ECS target family set for superior performance - page 17
- Only the ECS target family will see growth between 2011-12 (the 'patent cliff') - page 18
- Dimension one: molecule type analysis - page 8
- Position within the three fundamental dimensions of pharma space influences commercial outlook - page 20
- Introduction - page 20
- Novel targets offer reduced competitive pressures - page 20
- Superior commercial outlook with increasing target novelty - page 20
- New technologies allow expansion into novel target space - page 21
- Market growth driven by biologics acting on ECS targets - page 22
- Biologics offer insulation from generic erosion - page 23
- ECS shielded from generics - page 23
- Lifecycle stage dictates performance of small molecule drugs - page 24
- Areas of high unmet need facilitate commercial success - page 26
- Biologics more warranted in areas of high unmet need - page 26
- Certain areas already saturated by cheap options - page 27
- Perfomance relates to the balance of key characteristics - page 28
- Commercial attractiveness characteristics - page 28
- Not all volumes of pharma space are biologically viable - page 29
- Mechanism of disease dictates the pharmacologically useful targets - page 29
- Small molecule drugs cannot modulate ECS targets - page 30
- Biologics cannot access the targets relating to certain diseases - page 30
- ATC performance is driven by key characteristics - page 31
- Segment 1: High growth biologics - page 34
- Segment 2: Declining small molecule drugs - page 34
- Segment 3: High growth small molecule drugs - page 35
- Considerations beyond 2012 - page 37
- The need for new technologies - page 37
- DNA/RNA therapies hit the central dogma of biology - page 38
- Gene therapy - page 39
- RNA therapies - page 40
- CHAPTER 2 MARKET ANALYSIS - page 46
- Key findings - page 46
- Introduction - page 47
- Total market overview - page 48
- Growth drivers and resistors - page 49
- Top 25 growth drivers across 2006-12 - page 49
- Top 25 growth resistors across 2006-12 - page 50
- Top 25 growth drivers 2012 - page 51
- Top 25 growth resistors 2012 - page 52
- Growth drivers and resistors - page 49
- Molecule type analysis - page 53
- Small molecule drugs account for the bulk of sales - page 53
- Generic substitution is greater where more generic alternatives are available - page 54
- Products satisfying high unmet needs are more likely to gain market share - page 55
- Biologic products will make a greater contribution to growth - page 55
- Small molecule drugs account for the bulk of sales - page 53
- Therapy area analysis - page 57
- Therapy area growth drivers and resistors - page 57
- Oncology and AIID drive growth - page 58
- CV and GI set to decline overall - page 58
- 2006-11 performance - page 60
- 2012 performance - page 61
- Therapy area growth drivers and resistors - page 57
- LCE profile - page 62
- CHAPTER 3 TARGET FAMILY CLASSIFICATION - page 64
- Key findings - page 64
- Introduction - page 65
- Targets are a key dimension of pharma space - page 65
- The druggable genome - page 66
- Druggability by small molecules-the Rule of Five. - page 67
- Target family classification - page 68
- GPCR target family - page 69
- Introduction - page 69
- Structure and function - page 69
- Subfamilies - page 70
- Ion channel target family - page 71
- Introduction - page 71
- Structure and function - page 71
- Subfamilies - page 72
- Nuclear receptor target family - page 73
- Introduction - page 73
- Structure and function - page 73
- Subfamilies - page 74
- Enzyme target family - page 75
- Introduction - page 75
- Structure and function - page 75
- Subfamilies - page 76
- Extracellular signaling (ECS) target family - page 77
- Introduction - page 77
- Structure and function - page 77
- Subfamilies - page 78
- Non-human - page 79
- Other - page 79
- Mixed - page 79
- Unclassified - page 79
- CHAPTER 4 MARKET ANALYSIS BY TARGET FAMILY - page 80
- Key findings - page 80
- Overview - page 81
- Target family performance - page 81
- ECS target family driving overall market growth - page 84
- Enzyme and GPCR target families take the greatest hit in 2012 - page 85
- Therapy area analysis: satisfaction of unmet needs drives success - page 87
- GPCR targets take the largest share of the CV and CNS sales - page 88
- CV therapy area set for 'boom and bust' - page 88
- Without target innovation, CNS products struggle to offset expiries - page 89
- ECS targets drive growth of the oncology and AIID therapy areas - page 91
- Falling sales of enzyme modulators bring down GI - page 93
- GPCR targets take the largest share of the CV and CNS sales - page 88
- Molecule type analysis - page 94
- Monoclonal antibody (mAb) sales are driven by ECS targets - page 95
- Therapeutic protein analysis - page 97
- Small molecule drugs are highly susceptible to generic erosion - page 99
- Vaccine sales are entirely derived from non-human targets - page 101
- LCE analysis - page 103
- Launch - page 104
- Core - page 107
- Expiry - page 109
- CHAPTER 5 NUCLEAR RECEPTOR AND ION CHANNEL TARGET FAMILIES - page 111
- Key findings - page 111
- Overview: nuclear receptor and ion channel target families - page 112
- Contribution to total market sales is set to diminish further - page 113
- Ranked amongst the smallest target families by sales - page 113
- Forecast to experience the fastest rate of decline - page 114
- Scope for expansion is restricted - page 115
- Small number of possible nuclear receptor target types - page 115
- Nuclear receptors are not readily targeted by biologics - page 115
- Ion channels offer significant potential, but are limited by their high association with CNS disorders - page 115
- Contribution to total market sales is set to diminish further - page 113
- Therapy area analysis: key areas dictate overall performance - page 116
- Diabetes & endocrinology pulls down nuclear receptor-related sales - page 116
- Diabetes sales are pulled down by genericization of just one target type - page 117
- Women's health products generate growth for the nuclear receptor target family - page 118
- Growth despite limited target innovation - page 118
- Tougher times ahead? - page 120
- CNS pulls down ion channels - page 121
- CNS is the largest ion channel therapy area by sales - page 121
- New launches are not sufficient to overcome the decline of older products - page 122
- Competition high due to lack of target innovation - page 123
- Products not revolutionizing the satisfaction of unmet needs - page 125
- Diabetes & endocrinology pulls down nuclear receptor-related sales - page 116
- Molecule type analysis: exclusively small molecule - page 126
- LCE analysis: expiries drag sales into decline - page 128
- CHAPTER 6 EXTRACELLULAR SIGNALLING PROTEIN (ECS) TARGET FAMILY - page 130
- Key findings - page 130
- Overview: ECS target family - page 131
- Fastest rate of growth over 2006-12 - page 132
- Only target family to see growth in 2012 - page 133
- Therapy area analysis: driving growth of AIID & oncology - page 135
- AIID sales growth is entirely reliant on ECS targets - page 137
- Sales are largely derived from products acting on TNF-α - page 139
- Novel targets generate growth as anti-TNF market slows - page 140
- Novel ECS targets drive oncology growth - page 141
- Success drawn from 'locking competitors out' of key targets - page 142
- AIID sales growth is entirely reliant on ECS targets - page 137
- Molecule type analysis: new technologies opened up ECS targets - page 144
- MAb technology has allowed novel ECS targets to be exploited - page 145
- Unique position compared to other target families - page 146
- Potential small molecule threat? - page 147
- LCE analyis: growth across all LCE components - page 148
- Expansion through novel targets - page 149
- Free from declining 'expiry' sales - page 149
- CHAPTER 7 ENZYME AND GPCR TARGET FAMILIES - page 151
- Key findings - page 151
- Overview: enzyme and GPCR target families - page 152
- The largest target families by sales - page 153
- Forecast to see the greatest decline over 2011-12 - page 155
- Therapy area analysis: novel targets drive growth - page 157
- Enzyme sales growth wiped out by declining therapy areas. - page 157
- Novel targets drive oncology sales and the enzyme target family - page 159
- Transferase targets drive oncology therapy area growth - page 159
- Tyrosine kinase inhibitors exemplify novel target value - page 160
- Tyrosine kinase inhibitors account for the bulk of enzyme target family gains - page 161
- GI and CV sales hit by loss of patents on key classes - page 162
- Heavily reliant on ageing PPIs, GI sales are set decline - page 162
- HMG-CoA reductase inhibitors erode enzyme target family growth - page 163
- GPCR sales growth across all therapy areas but eroded in 2012 - page 165
- Angiotensin II receptor antagonists drive CV growth but hit by genericization - page 166
- New CNS launches do little to replace the loss of 'blockbusters' - page 167
- Diabetes sales driven by novel targets - page 168
- Molecule type analysis: almost entirely small molecule - page 169
- LCE analysis: expiries offset growth - page 171
- Significant 'launch' gains driven by availability of novel targets - page 172
- Massive 'expiry' loss in 2012 - page 173
- CHAPTER 8 APPENDIX - page 174
- Target sub-sub-families - page 174
- GPCR sub-sub-families - page 174
- Nuclear receptor sub-sub-families - page 177
- Enzyme sub-sub-families - page 178
- Details of mixed and unclassified - page 180
- Avandia - page 180
- References - page 181
- Journals - page 181
- Websites - page 182
- Abbreviations - page 183
- Target sub-sub-families - page 174
- List of Tables
- Table 1: PharmaVitae company coverage by peer set - page 5
- Table 2: Target family classification - page 16
- Table 3: Datamonitor's commercial attractiveness characteristics - page 31
- Table 4: Top 25 growth drivers, 2006-12 ($m) - page 49
- Table 5: Top 25 growth resistors, 2006-12 ($m) - page 50
- Table 6: Top 25 growth drivers, 2011-12 ($m) - page 51
- Table 7: Top 25 growth resistors, 2011-12 ($m) - page 52
- Table 8: Target family classification - page 68
- Table 9: GPCR subfamilies - page 70
- Table 10: Ion channel subfamilies - page 72
- Table 11: Nuclear receptor subfamilies - page 74
- Table 12: Enzyme superfamilies - page 76
- Table 13: ECS subfamily classification - page 78
- Table 14: GPCR sub-sub-families - page 174
- Table 15: Nuclear receptor sub-sub-families - page 177
- Table 16: Enzyme sub-sub-families - page 178
- List of Figures
- Figure 1: Pharmaceutical market performance, sales ($m) and year-on-year growth (%), 2006-12 - page 6
- Figure 2: Top 10 growth driver/resistor ATC classes - page 7
- Figure 3: Change in total market sales by molecule type, 2006-12 ($m) - page 9
- Figure 4: Molecule type sales growth by LCE stage, 2006-12 (%) - page 10
- Figure 5: Change in total market sales by therapy area, 2006-12 ($m) - page 12
- Figure 6: Dynamics of key therapy area sales, 2006-12 ($m) - page 14
- Figure 7: Three dimensions of pharma space - page 15
- Figure 8: Change in total market sales by target family, 2006-12 ($m) - page 17
- Figure 9: Target family growth rates, 2006-12 (CAGR %) - page 18
- Figure 10: Change in total market sales by target family, 20011-12 ($m) - page 19
- Figure 11: Technological advances expand the 'druggable' space - page 21
- Figure 12: Molecule type sales by target family, 2006 (%) - page 22
- Figure 13: Change in year-on-year sales by LCE stage, 2006-12 ($m) - page 25
- Figure 14: Therapy area sales by target family, 2006 ($m) - page 27
- Figure 15: Key characteristics influencing commercial attractiveness - page 28
- Figure 16: Factors limiting the exploitable pharma space - page 29
- Figure 17: Key ATC class outlook and position against commercial attractiveness characteristics, change in sales 2006-12 - page 32
- Figure 18: Key market segments, 2006-12 - page 33
- Figure 19: The central dogma of biology and potential role of DNA/RNA therapies in relation to traditional 'drugging' approaches - page 39
- Figure 20: Gene 'silencing' by short interefering RNA (siRNA) - page 41
- Figure 21: Report structure - page 47
- Figure 22: Total market sales, 2003-12 ($m) - page 48
- Figure 23: Total market sales by molecule type, 2003-12 ($m) - page 53
- Figure 24: Substitution of branded small molecule drugs for generics - page 54
- Figure 25: Change in total market sales by molecule type, 2006-12 ($m) - page 56
- Figure 26: Total market sales by therapy area, 2003-12 ($m) - page 57
- Figure 27: Change in total market sales by therapy area, 2006-12 ($m) - page 59
- Figure 28: Change in total market sales by therapy area, 2006-11 ($m) - page 60
- Figure 29: Change in total market sales by therapy area, 2011-12 ($m) - page 61
- Figure 30: Change in total market sales by LCE stage, 2006-12 ($m) - page 62
- Figure 31: Change in year-on-year sales by LCE stage, 2006-12 ($m) - page 63
- Figure 32: The role of drug targets in disease treatment - page 65
- Figure 33: The commercially useful subset of the human genome - page 66
- Figure 34: GPCRs structure - page 69
- Figure 35: Functional architecture of an ion channel - page 71
- Figure 36: Structural organization of nuclear receptors - page 73
- Figure 37: Epidermal growth factor receptor (EGFR) structure - page 77
- Figure 38: Total market sales by target family, 2006 ($m) - page 82
- Figure 39: Target family sales CAGR, 2006-12 (%) - page 83
- Figure 40: Total market sales by target family, 2006-12 ($m) - page 84
- Figure 41: Total market sales by target family, 2011-12 ($m) - page 85
- Figure 42: Year-on-year change in target family sales, weighted as a proportion of change in total sales, 2004-12 (%) - page 86
- Figure 43: CV therapy area sales by target family, 2003-12 ($m) - page 88
- Figure 44: CNS therapy area sales by target family, 2003-12 ($m) - page 89
- Figure 45: Oncology therapy area sales by target family, 2003-12 ($m) - page 91
- Figure 46: AIID therapy area sales by target family, 2003-12 ($m) - page 92
- Figure 47: GI therapy area sales by target family, 2003-12 ($m) - page 93
- Figure 48: Monoclonal antibody sales by target family, 2003-12 ($m) - page 95
- Figure 49: Therapeutic protein sales by target family, 2003-12 ($m) - page 97
- Figure 50: Therapeutic protein sales by target family, 2003-12 ($m) - page 98
- Figure 51: Small molecule drug sales by target family, 2003-12 ($m) - page 99
- Figure 52: Small molecule drug sales by target family, 2006-12 ($m) - page 100
- Figure 53: Vaccine sales by target family, 2003-12 ($m) - page 101
- Figure 54: 2003-12 'launch' portfolio sales by target family ($m) - page 104
- Figure 55: 2006-12 'launch' portfolio sales by target family ($m) - page 105
- Figure 56: 2003-12 'core' portfolio sales by target family ($m)) - page 107
- Figure 57: 2006-12 'core' portfolio sales by target family ($m) - page 108
- Figure 58: 2003-12 'expiry' portfolio sales by target family ($m) - page 109
- Figure 59: 2003-12 'expiry' portfolio sales by target family ($m) - page 110
- Figure 60: Nuclear receptor and ion channel target family characteristics - page 112
- Figure 61: Total market sales by target family, 2006 ($m) - page 113
- Figure 62: Target family 2006-12 CAGR (%) - page 114
- Figure 63: Nuclear receptor target sales by therapy area, 2006-12 ($m) - page 116
- Figure 64: Sales of diabetes & endocrinology products that act on nuclear receptor or ion channel targets, 2003-12 ($m) - page 117
- Figure 65: Sales of women's health products targeting nuclear receptors, 2003-12 ($m) - page 119
- Figure 66: Ion channel sales by therapy area, 2003-12 ($m) - page 121
- Figure 67: Ion channel sales by therapy area, 2006-12 ($m) - page 122
- Figure 68: Sales of CNS therapy area products acting on ion channel targets, 2003-12 ($m) - page 124
- Figure 69: Combined nuclear receptor & ion channel sales by molecule type, 2003-12 ($m) - page 126
- Figure 70: Nuclear receptor & ion channel LCE profile, 2006-12 ($m) - page 128
- Figure 71: Nuclear receptor & ion channel progressive LCE profile ($m) - page 129
- Figure 72: ECS target family characteristics - page 131
- Figure 73: Total market sales by target family, 2006 ($m) - page 132
- Figure 74: Target family 2006-12 CAGR (%) - page 133
- Figure 75: Total market sales by target family, 2011-12 ($m) - page 134
- Figure 76: ECS target sales by therapy area, 2006-12 ($m) - page 135
- Figure 77: ECS target sales by therapy area, 2006-12 ($m) - page 136
- Figure 78: AIID therapy area sales by target family, 2003-12 ($m) - page 137
- Figure 79: AIID therapy area sales by target family, 2006-12 ($m) - page 138
- Figure 80: AIID therapy area sales from products acting on ECS targets, 2003-12 ($m) - page 139
- Figure 81: Oncology therapy area sales by target type, 2003-12 ($m) - page 141
- Figure 82: ECS targets in the oncology therapy area, 2003-12 ($m) - page 142
- Figure 83: ECS target family sales by molecule type, 2003-12 ($m) - page 144
- Figure 84: ECS target family sales by molecule type, 2006-12 ($m) - page 145
- Figure 85: Proportion of target family sales by molecule type, 2006 (%) - page 146
- Figure 86: ECS target family LCE profile, 2006-12 ($m) - page 148
- Figure 87: Enzyme and GPCR target family characteristics - page 152
- Figure 88: Total market sales by target family, 2006 ($m) - page 153
- Figure 89: Target family 2006-12 CAGR (%) - page 154
- Figure 90: Total market sales by target family, 2006-12 ($m) - page 155
- Figure 91: Total market sales by target family, 2011-12 ($m) - page 156
- Figure 92: Enzyme target family sales by therapy area, 2006-12 ($m) - page 157
- Figure 93: Enzyme-targeting product sales by therapy area, 2003-12 ($m) - page 158
- Figure 94: Sales of oncology products by enzyme subfamily, 2006-12 ($m) - page 159
- Figure 95: Total enzyme target family sales by subfamily, 2006-12 ($m) - page 161
- Figure 96: GI product sales from enzyme targets, 2003-12 ($m) - page 162
- Figure 97: CV product sales from oxidoreductase targets, 2003-12 ($m) - page 164
- Figure 98: GPCR-targeting product sales by therapy area, 2003-12 ($m) - page 165
- Figure 99: GPCR target family sales by therapy area, 2006-12 ($m) - page 166
- Figure 100: Enzyme and GPCR target family sales by molecule type, 2003-12 ($m) - page 169
- Figure 101: Enzyme & GPCR target family LCE profile, 2006-12 ($m) - page 171
- Figure 102: 2006-12 'launch' portfolio sales by target family ($m) - page 172
- Figure 103: Enzyme & GPCR target family progressive LCE profile ($m) - page 173
- Figure 104: Target family sales growth rates including 'mixed' components, CAGR 2006-12 (%) - page 180
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