Cancer Therapeutics 2006: Market Dynamics and R&D Trends

1. Methodology and Executive Summary

1.1 Report Objectives

1.2 Research Methodology

1.3 Executive Summary

2. The Global Impact of Cancer

2.1 United States

2.2 The World

2.3 Survival Rates

2.4 Economic Impact

2.5 Epidemiology of Select Cancers

2.5.1 Colorectal Cancer

2.5.2 Prostate Cancer

2.5.3 Lung Cancer

2.5.4 Breast Cancer

3. Product, Company and Geographic Market Analysis

3.1 Key Product Analysis

3.1.1 The Top Three Oncology Products

3.1.2 Fastest Growing Leading Therapies of 2005

3.1.3 The Cytotoxic Market

3.1.4 The Hormonal Market

3.1.5 The Biologic/Targeted Therapies Market

3.2 Key Company Market Analysis

3.2.1 Sanofi Aventis

3.2.2 Genentech/Roche

3.2.3 AstraZeneca

3.2.4 Pfizer

3.2.5 Bristol-Myers Squibb

3.2.6 Eli Lilly

3.2.7 Takeda/TAP

4. The Colorectal Cancer Therapy Market

4.1 Current Treatment of Colorectal Cancer

4.1.1 Surgery

4.1.2 Radiation Therapy

4.1.3 Cytotoxics

4.1.4 Biologics

4.2 An Overview of the Market for Colorectal Cancer Therapies

4.3 Key Cytotoxics on the Market

4.3.1 Eloxatin

4.3.1.1 Market Impact

4.3.2 Camptosar

4.3.2.1 Market Impact

4.3.3 Xeloda

4.3.3.1 Market Impact

4.4 Emerging Biologics with Strong Market Potential

4.4.1 Avastin

4.4.1.1 Market Impact

4.4.2 Erbitux

4.4.2.1 Market Impact

4.5 Unmet Need in Colorectal Cancer Therapy

4.6 Colorectal Cancer R & D Pipeline Analysis

4.6.1 Key Products in Development

4.6.1.1 Erbitux (Line Extension)

4.6.1.1.1 Key Clinical Trials

4.6.1.2 ABX-EGF

4.6.1.2.1 Key Clinical Trials

4.6.1.3 Avastin (Line Extension)

4.6.1.3.1 Key Clinical Trials

4.6.1.4 PTK/ZK

4.6.1.4.1 Key Clinical Trials

4.6.2 Vaccines: An Emerging Class

4.6.2.1 Clinical Trial Strategies

4.6.2.2 Clinical Trial Status of Key Product Candidates

4.6.2.3 The Future of Colorectal Cancer Vaccines

4.7 SWOT Analysis for Key Products in Colorectal Cancer Market

4.8 The Outlook for Colorectal Cancer Therapy

4.9 Financial Forecast

5. The Prostate Cancer Therapy Market

5.1 Current Treatment of Prostate Cancer

5.1.1 Surgery

5.1.2 Radiation Therapy

5.1.3 Hormone Therapy

5.1.4 Cytotoxics

5.2 An Overview of the Market for Prostate Cancer Therapies

5.3 Taxotere's New Impact on the Market

5.4 Other New Competition

5.5 Unmet Need in Prostate Cancer Therapy

5.6 Prostate Cancer R & D Pipeline Analysis

5.6.1.1 Provenge

5.6.1.1.1 Key Clinical Trials

5.6.1.2 GVAX

5.6.1.2.1 Key Clinical Trials

5.6.1.3 Avastin (Line Extension)

5.6.1.3.1 Key Clinical Trials

5.7 SWOT Analysis for Key Products in Prostate Cancer Market

5.8 The Outlook for Prostate Cancer Therapy

5.9 Financial Forecast

6. The Lung Cancer Therapy Market

6.1 Current Treatment of Lung Cancer

6.1.1 Surgery

6.1.2 Cytotoxics

6.1.3 Radiation Therapy

6.1.4 First-Line Pharmaceutical Treatment of Lung Cancer

6.1.5 Second-Line Pharmaceutical Treatment of Lung Cancer

6.2 An Overview of the Market for Lung Cancer Therapies

6.2.1 A Progress Report on New Targeted Therapies

6.2.1.1 Iressa

6.2.1.2 Tarceva

6.3 Unmet Need in Lung Cancer Therapy

6.4 Lung Cancer R&D Pipeline Analysis

6.4.1 Key Products in Development

6.4.1.1 Avastin (Line Extension)

6.4.1.1.1 Key Clinical Trials

6.4.1.2 Erbitux (Line Extension)

6.4.1.2.1 Key Clinical Trials

6.4.1.3 Zactima

6.4.1.3.1 Key Clinical Trials

6.5 SWOT Analysis for Key Products in Lung Cancer Market

6.6 The Outlook for Lung Cancer Therapy

6.7 Financial Forecast

7. The Breast Cancer Therapy Market

7.1 Current Treatment of Breast Cancer

7.1.1 Surgery

7.1.2 Radiation Therapy

7.1.3 Hormonal Therapy

7.1.3.1 Selective Estrogen Receptor Modulators (SERMs)

7.1.3.2 Aromatase Inhibitors

7.1.3.3 Estrogen Receptor Downregulators (ERDs)

7.1.3.4 LHRH Analogs

7.1.4 Cytotoxics

7.1.5 Targeted Therapies

7.2 An Overview of the Market for Breast Cancer Therapies

7.2.1 Analysis of Key Products

7.2.1.1 Taxotere

7.2.1.2 Herceptin

7.2.1.3 Arimidex

7.2.2 Other New Approvals and Their Impact

7.3 Unmet Need in Breast Cancer Therapy

7.4 Breast Cancer R&D Pipeline Analysis

7.4.1 Key Products in Development

7.4.1.1 Lapatinib

7.4.1.1.1 Key Clinical Trials

7.4.1.2 Herceptin (Line Extension)

7.4.1.2.1 Key Clinical Trials

7.4.1.3 Femara (Line Extension)

7.4.1.3.1 Key Clinical Trials

7.4.1.4 Avastin (Line Extension)

7.4.1.4.1 Key Clinical Trials

7.5 SWOT Analysis for Key Products in Breast Cancer Market

7.6 The Outlook for Breast Cancer Therapy

7.7 Financial Forecast

8. Company Briefs
Abgenix
Aeterna Zentaris
Amgen
Antigenics
Antisoma
Aphton Corp.
AstraZeneca
AVI Biopharma
Biogen Idec
Biomira
Bristol-Myers Squibb
Celgene
Cell Genesys
Chiron
Dendreon
Eli Lilly
Genentech
Genitope
Genmab
Genta
Genzyme (Oncology)
GlaxoSmithKline
Hybridon
Igeneon
ImClone Systems
Intracel Holdings Corp
Lorus Therapeutics
Medarex
MedImmune
Novartis
Pfizer
Roche
Sanofi Aventis
Schering
Schering-Plough
Seattle Genetics
Therion Biologics

Appendices
Appendix I
Cancer Therapeutics Pipeline


Appendix II
Coverage of Anti-Cancer Drugs for Off-Label Indications in Selected NCI Clinical Trials


Appendix III
Abbreviations


Appendix IV
Select Bibliography


Tables
Table 2.1 Estimated New Cancer Cases and Deaths, US 2005
Table 2.2 Rates of Incidence and Deaths for Select Cancers Worldwide, 2000
Table 2.3 Total Incidence of Cancer, by Region 2000
Table 2.4 Five-Year Survival Rates for Select Cancers by Stage at Diagnosis, US
1995-2000
Table 2.5 The Economic Impact of Cancer in the US
Table 2.6 Global Lung Cancer Incidence in Select Regions, 2000
Table 2.7 Breast Cancer Survival Rates, by Stage
Table 2.8 Breast Cancer Overall Survival Rate
Table 3.1 Sales of Top Oncology Drugs Indicated for Colorectal, Prostate, Lung, and Breast Cancers 2000-2005
Table 3.2 Sanofi Aventis Key Oncology Product Sales 2000-2005
Table 3.3 Sanofi Aventis Oncology Product Sales 2004, by Region/Country
Table 3.4 Genentech/Roche Key Oncology Product Sales 2000-2005
Table 3.5 AstraZeneca Key Oncology Product Sales 2000-2005
Table 3.6 AstraZeneca Oncology Product Sales 2004, by Region/Country
Table 3.7 Pfizer Key Oncology Product Sales 2000-2005
Table 3.8 Pfizer Oncology Product Sales 2004, by Region/Country
Table 3.9 Bristol-Myers Squibb Key Oncology Product Sales 2000-2005
Table 3.10 Bristol-Myers Squibb Oncology Product Sales 2004, by Region/Country
Table 3.11 Eli Lilly Key Oncology Product Sales 2000-2005
Table 3.12 Eli Lilly Oncology Product Sales 2004, by Region/Country
Table 3.13 Takeda/Tap Key Oncology Product Sales 2000-2005
Table 3.14 Takeda/TAP Oncology Product Sales 2004, by Region/Country
Table 4.1 The Stages of Colorectal Cancer
Table 4.2 Common Treatments for Colorectal Cancer (Adjuvant, 1st-Line, and 2nd-Line)
Table 4.3 Leading Drugs for Treatment of Colorectal Cancer 2000-2005
Table 4.4 Sales of New Biologic Therapies for Colorectal Cancer 2004-2005
Table 4.5 Sales of Eloxatin 2000-2005
Table 4.6 Sales of Camptosar 2000-2005
Table 4.7 Sales of Xeloda 2001-2005
Table 4.8 Sales of Avastin 2004-2005
Table 4.9 Sales of Erbitux 2004-2005
Table 4.10 Colorectal Cancer Survival Rates and Role of Chemotherapy, by Stage
Table 4.11 Key Colorectal Cancer Drugs in R&D Pipeline
Table 4.12 A Look at Potential Colorectal Cancer Therapy Options in 2010
Table 4.13 Colorectal Cancer Therapies Financial Forecast 2005-2010
Table 5.1 Stages of Prostate Cancer
Table 5.2 Best-Selling Hormone Therapies
Table 5.3 Leading Drugs for Treatment of Prostate Cancer 2000-2005
Table 5.4 Key Patent Expirations in Prostate Cancer Market
Table 5.5 Taxotere vs Novantrone/prednisone in Hormone-refractory Prostate Cancer
Table 5.6 Key Prostate Cancer Drugs in R&D Pipeline
Table 5.7 Key Prostate Cancer Drugs in Development and Indications
Table 5.8 Provenge Phase III Clinical Trial Results
Table 5.9 Prostate Cancer Vaccines Sales Forecast 2006-2010
Table 5.10 Prostate Cancer Therapy Financial Forecast 2005-2010
Table 6.1 Types of Lung Cancer and Predominance
Table 6.2 Stages of Lung Cancer
Table 6.3 Diagnosis and Survival Rates for NSCLC in US
Table 6.4 Clinical Trial Efficacy of Carboplatin-based Combinations vs Cisplatin-based Combinations
Table 6.5 Common Platinum Combination Therapies
Table 6.6 Key Second-Line Therapies for NSCLC
Table 6.7 Clinical Efficacy Comparisons for 2nd Line Therapies for NSCLC
Table 6.8 Leading Drugs for Treatment of Lung Cancer
Table 6.9 Growth Rate of the Lung Cancer Therapy Market 2000-2005
Table 6.10 Key Patent Expirations in Lung Cancer Market
Table 6.11 Major Uses for Popular Anti-Cancer Agents
Table 6.12 Sales of New Targeted Therapies for Lung Cancer 2002-2005
Table 6.13 Epidermal Growth Factor (EGF) Receptor Inhibitor Clinical Trial Results
Table 6.14 Key Lung Cancer Drugs in R&D Pipeline
Table 6.15 Phase III Trials for Zactima
Table 6.16 Lung Cancer Therapy Financial Forecast 2005-2010
Table 7.1 Stages of Breast Cancer
Table 7.2 Profiles of Key Aromatase Inhibitors on Market
Table 7.3 Profiles of Single-Agent Chemotherapies for Metastatic Breast Cancer
Table 7.4 Leading Drugs for Treatment of Breast Cancer
Table 7.5 Growth Rate of the Breast Cancer Therapy Market 2000-2005
Table 7.6 Major Uses for Popular Anti-Cancer Agents
Table 7.7 Key Breast Cancer Drugs in R&D Pipeline
Table 7.8 Femara vs Arimidex in Clinical Trial Results
Table 7.9 Breast Cancer Therapy Market Growth 2005-2010
Table 8.1 Clinical Development Status of Oncophage
Table 8.2 AstraZeneca's Oncology Portfolio
Table 8.3 AstraZeneca's Oncology Pipeline
Table 8.4 Biogen Idec's Oncology Pipeline
Table 8.5 Biomira's Vaccine Pipeline
Table 8.6 Bristol-Myers Squibb's Oncology Portfolio
Table 8.7 Chiron's Oncology Pipeline
Table 8.8 Dendreon's Vaccine Pipeline
Table 8.9 Genentech's Oncology Pipeline
Table 8.10 GlaxoSmithKline's Oncology Portfolio
Table 8.11 GlaxoSmithKline's Oncology Pipeline
Table 8.12 Igeneon's Oncology Pipeline
Table 8.13 Potential Line Extensions for Erbitux
Table 8.14 Medarex's Oncology Pipeline
Table 8.15 Medimmune's Oncology Pipeline
Table 8.16 Pfizer's Late-Stage Oncology Pipeline
Table 8.17 Roche's Marketed Oncology Drugs
Table 8.19 Schering-Plough's Oncology Pipeline
Table 8.18 Sanofi Aventis' Cancer Pipeline
Table 8.20 Therion's Cancer Vaccine Pipeline
Table I Cancer Therapeutics Pipeline


Graphs
Graph 2.1 Deadliest Cancers in the US 2005
Graph 2.2 Leading Sites of New Cancer Cases, Male 2005
Graph 2.3 Leading Sites of New Cancer Cases, Female 2005
Graph 2.4 Regions Most Effected by Cancer 2000
Graph 2.5 Global Prostate Cancer Incidence - Select Regions, 2000
Graph 3.1 Value of Top Oncology Drugs Indicated for Colorectal, Prostate, Lung, and Breast Cancers 2000-2005
Graph 3.2 Top 10 Oncology Products Indicated for Colorectal, Prostate, Lung and Breast Cancer, by Global Sales 2004-2005
Graph 3.3 Top 10 Oncology Products Indicated for Colorectal, Prostate, Lung and Breast Cancer, by Growth Rate 2004-2005
Graph 3.4 Value of the Cytotoxic Market 2000-2005, Colorectal, Prostate, Lung and Breast Cancer
Graph 3.5 Value of the Hormonal Therapy Market 2000-2005, Prostateand Breast Cancer
Graph 3.6 Value of the Biologic and Targeted Therapies Market 2000-2005, Colorectal, Prostate, Lung and Breast Cancer
Graph 3.7 Oncology Portfolio Values of Major Stakeholders in Colorectal, Prostate, Lung, and Breast Cancers 2000-2005
Graph 3.8 Key Company Market Share 2004 (Colorectal, Prostate, Lung and Breast Cancer Products)
Graph 3.9 Key Company Market Share 2005, (Colorectal, Prostate, Lung and Breast Cancer Products)
Graph 4.1 Value of the Colorectal Cancer Therapy Market, 2000-2005
Graph 4.2 Colorectal Cancer Therapy Market, Cytotoxics vs. Biologics 2004-2005
Graph 4.3 Key Colorectal Cancer Therapies Market Share 2004
Graph 4.4 Key Colorectal Cancer Therapies Market Share 2005
Graph 4.5 Key Colorectal Cancer Therapies in R&D, by Clinical Trial Phase and No. of Indications
Graph 4.6 Colorectal Cancer Therapies Financial Forecast 2005-2010
Graph 5.1 Value of the Prostate Therapy Market 2000-2005
Graph 5.2 Key Prostate Cancer Therapies Market Share 2004
Graph 5.3 Key Prostate Cancer Therapies Market Share 2005
Graph 5.4 Key Prostate Cancer Therapies in R&D, by Clinical Trial Phase
Graph 5.5 Prostate Cancer Vaccines Sales Forecast 2006-2010
Graph 5.6 Prostate Cancer Therapy Financial Forecast 2005-2010
Graph 6.1 Value of the Lung Cancer Therapy Market 2000-2005
Graph 6.2 Key Lung Cancer Therapies Market Share 2004
Graph 6.3 Key Lung Cancer Therapies Market Share 2005
Graph 6.4 Lung Cancer Therapies in R&D, by Clinical Trial Phase
Graph 6.5 Lung Cancer Therapy Financial Forecast 2005-2010
Graph 7.1 Value of the Breast Cancer Therapy Market 2000-2005
Graph 7.2 Breast Cancer Therapies Market Share 2004
Graph 7.3 Breast Cancer Therapies Market Share 2005
Graph 7.4 Hormonal Therapy Market Share 2004
Graph 7.5 Hormonal Therapy Market Share 2005
Graph 7.6 Cytotoxic Therapy Market Share 2004
Graph 7.7 Cytotoxic Therapy Market Share 2005
Graph 7.8 Breast Cancer Therapies in R&D, by Clinical Trial Phase
Graph 7.9 Breast Cancer Therapy Financial Forecast 2005-2010
Graph 8.1 Genentech's Products with Additional Indication Pipelines, by Phase/number of Indications


Diagrams

Diagram I Treatment Options for Prostate Cancer, by Stage