New treatments will drive fibromyalgia market forward
Eli Lilly has recently submitted a supplemental new drug
application to the FDA to approve Cymbalta for the management of fibromyalgia,
another milestone in a disease gaining prominence in the pharmaceutical
industry. Datamonitor expects the fibromyalgia market to grow from under $400
million in 2006 to $2 billion by 2016, driven largely by pharmaceutical
companies developing new therapies.
Common, yet underserved disease
Given the high unmet need and large patient population, fibromyalgia is one of
the most keenly anticipated new central nervous system (CNS) markets in the
pharmaceutical industry. Mainly affecting middle-aged women, fibromyalgia
syndrome affects six million people in the US alone (about 2% of the
population) and costs the US economy around $13 billion each year. This
relatively common yet poorly understood syndrome is characterized by
widespread muscle pain and fatigue and has historically been substantially
underserved by both the medical profession and the pharmaceutical industry.
However, this began to change in June when Pfizer received US marketing
approval for its epilepsy and neuropathic pain drug Lyrica to treat
fibromyalgia symptoms. Currently, no other medications are licensed to treat
this indication in the US, Japan or Europe. Traditionally, treatment has been
a trial and error process, with physicians trying a variety of different
unapproved medications to manage their patients' pain.
FDA approval of Lyrica came as large-scale Phase III clinical trials showed
that Lyrica provides rapid and sustained improvements in fibromyalgia pain
compared with placebo, and significant improvements in physical daily
function. One of the drug's key strengths is its widely recognized effect as
an analgesic (pain killer), which is greatly supported by its indication for
neuropathic pain. Datamonitor estimates Lyrica fibromyalgia sales to grow to
$641 million in 2016, making it the market leader at this time.
More effective drug treatments on the way
There are currently more than 20 drugs in development for the potential
treatment of fibromyalgia. This number is expected to grow over the coming
years as the predicted success of new drugs such as Lyrica, as well as a
better-defined regulatory pathway and patient population, encourages other
companies to consider investment.
Compounds in development consist mainly of centrally acting small molecule
therapies. Although the cause of fibromyalgia is still unknown, the latest
research suggests that fibromyalgia pain does not originate from trauma,
inflammation, or nerve damage, but seems to be due to a disturbance in pain
processing that originates in the brain.
Following closely behind Lyrica in terms of development is Eli Lilly's
antidepressant Cymbalta. In August 2007, Lilly filed a supplemental new drug
application to the FDA and Datamonitor expects Cymbalta to be approved for
fibromyalgia treatment by 2008. With additional Phase III trials being
conducted, Datamonitor predicts Forest/Cypress's milnacipran will be the third
drug approved by the FDA for this indication in 2008. Several other candidates
in late-stage development offer further promise for fibromyalgia patients,
including sodium oxybate, lacosamide, rotigotine, reboxetine and radafaxine.
Of the mechanisms of therapeutic action targeted by pipeline companies, agents
altering levels of dopamine are particularly promising, with a growing amount
of literature suggesting a link between this neurotransmitter and fibromyalgia
pathology. Two agents with these mechanisms are in late-stage clinical
development: Schwarz/UCB's dopamine agonist rotigotine (Phase II) and GSK's
noradrenaline and dopamine reuptake inhibitor radafaxine (Phase I).
Physician education and public awareness is key.
Historically, an accurate diagnosis of fibromyalgia is hindered by a lack of
disease awareness and understanding among the general public and medical
community. It is estimated over 50% of patients remain undiagnosed at any one
time.
Given the heterogeneity of fibromyalgia symptoms, the average patient tends to
see a number of physicians before correct diagnosis is made and appropriate
treatment given. The common theme is insufficient physician education,
delaying the referral process and leading to inappropriate treatment. Indeed,
correct diagnosis can occur five to eight years after disease onset. As has
been successful in the neuropathic pain market, Pfizer and other drug
companies will do well to conduct physician education programs that improve
understanding of diagnosis and treatment awareness among key prescribers.
Market will expand rapidly following drug approvals
With their extensive sales and marketing resources, Pfizer, Lilly and Forest
will be instrumental in driving the growth in patient potential through
extensive clinical education seminars and marketing campaigns. Estimated at
$367 million in 2006 in the US and EU5, the fibromyalgia market is forecast to
grow to $1.7 billion by 2016.
Following FDA approvals, there will be a dramatic rise in market value
resulting from an upsurge in diagnosis and treatment rates. Commercial success
of new treatments will encourage other companies to consider investment and
will see the R&D pipeline expand over the coming years.
Importantly, the increase in industry investment is good news for the many
patients unable to ease their condition with non-pharmacological solutions
alone.
Related research:
• Stakeholder Opinions: Fibromyalgia - Potentially lucrative market soon to
become reality
• Innovations in CNS: Novel therapeutics and future R&D strategies