Commercial Insight: Molecular Targeted Cancer Therapies Leading Companies will hold onto Competitive Advantage in High Growth Market

Published by: Datamonitor

Published: Aug. 18, 2009 - 148 Pages

Table of Contents

ABOUT DATAMONITOR HEALTHCARE

About the Oncology pharmaceutical analysis team

CHAPTER 1 EXECUTIVE SUMMARY

Strategic scoping and focus

Datamonitor insight into the molecular targeted cancer therapies market

Related reports

Upcoming related reports

CHAPTER 2 MARKET DEFINITION

Market definition for this report

Molecular targeted cancer therapies by ATC class

CHAPTER 3 MARKET OVERVIEW

Seven major markets

Current and future market overview

Molecular targeted cancer therapies represent the top-selling class of anticancer therapy and will continue to achieve high growth to 2018

Approvals in new indications will result in significant expansion of the treatable cancer population who receive molecular targeted therapies

Higher growth in the five major European markets and Japan will reduce the dominance of the US market over the forecast period

Antineoplastic monoclonal antibodies account for the majority of molecular targeted cancer therapy sales

Roche's monoclonal antibody franchise dominated the market in 2008 and will continue to do so through to 2018

Opportunities and threats

Opportunities

Threats

US

Current and future market assessment

Growth of the US molecular targeted cancer therapies market will slow in comparison to Japan and the five major European markets

Monoclonal antibodies account for 69% of sales in the US market and will remain the leading class in 2018

Avastin will remain the leading molecular targeted cancer therapy brand in the US in 2018, with sales of $6.7 billion

Opportunities and threats

Opportunities

Threats

Japan

Current and future market assessment

Molecular targeted cancer therapy sales currently lag behind cytotoxics but will grow at a high rate between 2008 and 2018

The pattern of sales by drug class in Japan will resemble the other major markets more closely by 2018

Avastin will overtake Gleevec to become the leading molecular targeted cancer therapy brand in Japan by 2018

Opportunities and threats

Opportunities

Threats

Five major European markets (5EU)

Current and future market assessment

Molecular targeted cancer therapy sales will grow at a higher rate than in the US between 2008 and 2018

Monoclonal antibodies represent the leading class of molecular targeted cancer therapy in the five major European and markets and will remain so in 2018

Avastin will become the leading molecular targeted cancer therapy brand in the five major European markets by 2018

Opportunities and threats

Opportunities

Threats

France

Current and future market assessment

France will remain the second largest market for molecular targeted cancer therapies in the seven major markets in 2018

Germany

Current and future market assessment

Pricing freedom in Germany has driven high sales of molecular targeted cancer therapies, making it Europe's second largest market

Italy

Current and future market assessment

Sales of molecular targeted cancer therapies in Italy will grow at a CAGR of 12.0% from $1.0 billion in 2008 to $3.2 billion in 2018

Spain

Current and future market assessment

Sales of molecular targeted cancer therapies in Spain will grow at a CAGR of 12.1% from $0.9 billion in 2008 to $3.1 billion in 2018

UK

Current and future market assessment

NICE will continue to restrict sales of molecular targeted cancer therapies in the UK through to 2018

Rest of the world snapshot

Current market assessment

Rest of the World sales represent 18% of the global molecular targeted cancer therapies market

Sales of molecular targeted cancer therapies in the Rest of the World are highest in Canada, although China could become a key market by 2018

Opportunities and threats

Opportunities

Threats

CHAPTER 4 BRAND DYNAMICS

Overview of competitive landscape

Avastin, Rituxan and Herceptin will maintain their 2008 position as the top 3 molecular targeted cancer therapy brands in 2018

Drivers of brand choice

Efficacy and toxicity of a drug are the most important drivers of molecular targeted cancer therapy brand choice

Trends in marketing strategies

Marketing strategy for leading brands

Leading molecular targeted cancer therapy brands

Avastin (bevacizumab; Roche/Chugai)

Drug profile

Product positioning

SWOT analysis

Brand forecast to 2018

Rituxan (rituximab; Biogen Idec/Roche/Chugai/Zenyaku Kogyo)

Drug profile

Product positioning

SWOT analysis

Brand forecast to 2018

Herceptin (trastuzumab; Roche/Chugai)

Drug profile

Product positioning

SWOT analysis

Brand forecast to 2018

Gleevec (imatinib; Novartis)

Drug profile

Product positioning

SWOT analysis

Brand forecast to 2018

Erbitux (cetuximab; Eli Lilly/Bristol-Myers Squibb/Merck KGaA)

Drug profile

Product positioning

SWOT analysis

Brand forecast to 2018

CHAPTER 5 KEY DEVELOPERS

Strategic overview

Trends in corporate strategy

Developers of molecular targeted cancer therapies have turned their attention to indication expansion across multiple tumor types

Partnership with a large company has been a successful strategy for several small developers of molecular targeted cancer therapies

Roche

Corporate strategy

Roche's trio of monoclonal antibodies will allow it to maintain its leading position in the molecular targeted therapies market to 2018

Molecular targeted cancer therapies portfolio assessment

Roche's diverse portfolio of pipeline molecular targeted cancer therapies will further help to consolidate its hold of the market

Novartis

Corporate strategy

Novartis's success in the molecular targeted cancer therapies stems from the pursuit of a niche indication

Molecular targeted cancer therapies portfolio assessment

Novartis's portfolio shows both a continuing commitment to niche indications as well as an increasing focus on higher incidence tumor types

Portfolio assessment of other leading companies

Strategy overview

Big Pharma companies are turning to biologics in order to maintain their presence in the oncology market

CHAPTER 6 CASE STUDIES

Embracing companion diagnostics will enhance the commercial potential of molecular targeted cancer therapies

Herceptin: companion diagnostics can help a company to establish and dominate a market segment

Erbitux/Vectibix: companion diagnostics will offset negative impact of label restriction and facilitate indication expansion

Erbitux: companion diagnostics are useful in demonstrating cost-effectiveness

Iressa: companion diagnostics set to play an important role in the turnaround of a troubled drug's fortunes

BIBLIOGRAPHY

Journal papers

Websites

Datamonitor reports

Other

APPENDIX A - MARKET ASSUMPTIONS

New product launches

Patent expiries

Data definitions, limitations and assumptions

Standard units

Japanese market data

Rest of the World

Derivation of sales forecasts and pricing trends

Forecast methodology

Report methodology

APPENDIX B

About Datamonitor

About Datamonitor Healthcare

About the Oncology analysis team

Disclaimer

List of Tables

Table 1: Definition of the molecular targeted therapies market, 2009

Table 2: Sales and growth of molecular targeted cancer therapy drug classes in the seven major markets, 2008-2018

Table 3: Key events impacting the molecular targeted cancer therapies market, 2008-2018

Table 4: Top 5 branded molecular targeted cancer therapies in the seven major markets in 2008 and 2018

Table 5: Molecular targeted cancer therapy sales forecasts in the seven major markets ($m), 2008-2018

Table 6: Summary of opportunities and threats impacting the molecular targeted cancer therapies market across the seven major markets, 2009-2018

Table 7: Sales and growth of molecular targeted cancer therapy drug classes in the US, 2008-2018

Table 8: Top 5 branded molecular targeted cancer therapies in the US in 2008 and 2018

Table 9: Molecular targeted cancer therapy sales forecasts in the US ($m), 2008-2018

Table 10: Summary of opportunities and threats impacting the molecular targeted cancer therapies market in the US, 2009-2018

Table 11: Sales and growth of molecular targeted cancer therapy drug classes in Japan, 2008-2018

Table 12: Top 5 branded molecular targeted cancer therapies in Japan in 2008 and 2018

Table 13: Molecular targeted cancer therapy sales forecasts in Japan major markets ($m), 2008-2018

Table 14: Summary of opportunities and threats impacting the molecular targeted cancer therapies market in Japan, 2009-2018

Table 15: Sales and growth of molecular targeted cancer therapy drug classes in the five major European markets, 2008-2018

Table 16: Top 5 branded molecular targeted cancer therapies in the five major European markets in 2008 and 2018

Table 17: Molecular targeted cancer therapy sales forecasts in the five major European markets ($m), 2008-2018

Table 18: Summary of opportunities and threats impacting the molecular targeted cancer therapies market in the five major European markets, 2009-2018

Table 19: Top 5 branded molecular targeted cancer therapies in France in 2008 and 2018

Table 20: Molecular targeted cancer therapy sales forecasts in France ($m), 2008-2018

Table 21: Top 5 branded molecular targeted cancer therapies in Germany in 2008 and 2018

Table 22: Molecular targeted cancer therapy sales forecasts in Germany ($m), 2008-2018

Table 23: Top 5 branded molecular targeted cancer therapies in Italy in 2008 and 2018

Table 24: Molecular targeted cancer therapy sales forecasts in Italy ($m), 2008-2018

Table 25: Top 5 branded molecular targeted cancer therapies in Spain in 2008 and 2018

Table 26: Molecular targeted cancer therapy sales forecasts in Spain ($m), 2008-2018

Table 27: Top 5 branded molecular targeted cancer therapies in the UK in 2008 and 2018

Table 28: Molecular targeted cancer therapy sales forecasts in the UK ($m), 2008-2018

Table 29: Comparison of molecular targeted cancer therapy drug class sales ($m) in the seven major markets and Rest of the World, 2008

Table 30: Comparison of molecular targeted cancer therapy sales ($m) in the BRIC countries, Australia and Canada, 2008

Table 31: Branded molecular targeted cancer therapy drug sales in the seven major markets ($m), 2008-2018

Table 32: Marketing strategies employed by the companies behind the top four molecular targeted cancer therapy brands, 2009

Table 33: Avastin - drug profile, 2009

Table 34: Impacting factors on the revenues of Avastin, 2009-2018

Table 35: Rituxan - drug profile, 2009

Table 36: Impacting factors on the revenues of Rituxan, 2009-2018

Table 37: Herceptin - drug profile, 2009

Table 38: Impacting factors on the revenues of Herceptin, 2009-2018

Table 39: Gleevec - drug profile, 2009

Table 40: Impacting factors on the revenues of Gleevec, 2009-2018

Table 41: Erbitux - drug profile, 2009

Table 42: Impacting factors on the revenues of Erbitux, 2009-2018

Table 43: Leading companies in the molecular targeted cancer therapies market by sales in the seven major markets, 2008-2018

Table 44: Assessment of Roche's molecular targeted cancer therapies portfolio, 2009

Table 45: Assessment of Novartis's molecular targeted cancer therapies portfolio, 2009

Table 46: Assessment of Bristol-Myers Squibb's molecular targeted cancer therapies portfolio, 2009

Table 47: Assessment of Celgene's molecular targeted cancer therapies portfolio, 2009

Table 48: Assessment of Pfizer's molecular targeted cancer therapies portfolio, 2009

Table 49: Commercially available companion diagnostics for molecular targeted cancer therapies, 2009

Table 50: Regional launch dates for new molecular targeted therapies in the seven major markets, 2008-2018

Table 51: Patent expiry dates for the approved molecular targeted cancer therapies in the seven major pharmaceutical markets, 2008-2018

List of Figures

Figure 1: Molecular targeted cancer therapy sales ($m) by country in the seven major markets, 2008-2018

Figure 2: Molecular targeted cancer therapy sales ($m) by drug class in the seven major markets, 2008-2018

Figure 3: Performance of leading molecular targeted cancer therapy brands in the seven major markets, 2008 versus 2018

Figure 4: Seven major market population aged 60 and over, 2000-2050

Figure 5: Global therapy sales ($m), 2007-2012

Figure 6: Molecular targeted cancer therapy sales ($m) by drug class in the US, 2008-2018

Figure 7: Molecular targeted cancer therapy sales ($m) by drug class in Japan, 2008-2018

Figure 8: Molecular targeted cancer therapy sales ($m) by drug class in the five major European markets, 2008-2018

Figure 9: Molecular targeted cancer therapy sales ($m) by drug class in France, 2008-2018

Figure 10: Molecular targeted cancer therapy sales ($m) by drug class in Germany, 2008-2018

Figure 11: Molecular targeted cancer therapy sales ($m) by drug class in Italy, 2008-2018

Figure 12: Molecular targeted cancer therapy sales ($m) by drug class in Spain, 2008-2018

Figure 13: Molecular targeted cancer therapy sales ($m) by drug class in the UK, 2008-2018

Figure 14: Rest of the world versus seven major market sales split for sales of molecular targeted cancer therapies ($m), 2008

Figure 15: Drivers of brand choice for molecular targeted cancer therapies in cancer

Figure 16: Avastin SWOT analysis, 2009

Figure 17: Avastin forecast sales ($m) by country in the seven major markets, 2008-2018

Figure 18: Rituxan SWOT analysis, 2009

Figure 19: Rituxan forecast sales ($m) by country in the seven major markets, 2008-2018

Figure 20: Herceptin SWOT analysis, 2009

Figure 21: Herceptin forecast sales ($m) by country in the seven major markets, 2008-2018

Figure 22: Gleevec SWOT analysis, 2009

Figure 23: Gleevec forecast sales ($m) by country in the seven major markets, 2008-2018

Figure 24: Erbitux SWOT analysis, 2009

Figure 25: Erbitux forecast sales ($m) by country in the seven major markets, 2008-2018

Abstract

• Forecast sales of every marketed molecular targeted cancer therapy in each of the seven major markets over the period 2008 to 2018
• Analysis and segmentation of the market at various levels including drug class, country, brand and company
• Comprehensive brand profiles and analysis for the key brands, including approval dates, patent expiries and all key events likely to impact sales
• Snapshot of the molecular targeted cancer therapies market in the rest of the world

• Quantify the performance of each of the marketed molecular targeted cancer therapies in the seven major markets over the period 2008 to 2018
• Assess the changing key opportunities and threats both for currently marketed and pipeline targeted therapy cancer brands
• Identify the leading brands in this market over the next 10 years and understand the key factors driving their success

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