The Dermatology Market Outlook to 2013: Competitive landscape, pipeline analysis and growth opportunities

The Dermatology Market Outlook to 2013: Competitive landscape, pipeline analysis and growth opportunities
Table of Contents

The Dermatology Market Outlook to 2013

Executive Summary 12

Overview and epidemiology of dermatological disorders 12

Global market analysis 12

Pipeline analysis 13

Competitive landscape 14

Chapter 1 Scope and methodology 16

Scope 16

Methodology 17

Chapter 2 Overview and epidemiology of dermatological disorders 20

Summary 20

Introduction 21

Acne 23

Overview 23

Epidemiology 25

Forecast epidemiology 25

Psoriasis 27

Overview 27

Epidemiology 28

Forecast epidemiology 29

Dermatitis 31

Overview 31

Epidemiology 33

Forecast epidemiology 34

Rosacea 36

Overview 36

Epidemiology 37

Forecast epidemiology 38

Infectious diseases of the skin 40

Overview 40

Viral infections of the skin 40

Bacterial infections of the skin 42

Fungal infections of the skin 43

Epidemiology 44

Viral infections of the skin 44

Bacterial infections of the skin 45

Fungal infections of the skin 46

Forecast epidemiology 47

Viral infections of the skin 47

Bacterial infections of the skin 48

Fungal infections of the skin 49

Chapter 3 Global market analysis 52

Summary 52

Introduction 53

Market analysis by country 53

Licensing trends 55

Market analysis by drug class 56

Leading brands dynamics 58

Dermatology sales forecast to 2013 60

Key events in the dermatology market 61

Biologics expected to drive growth in the psoriasis market 61

FDA requires class labeling and strengthened warnings for all four leading

anti-TNF therapies 61

Topical acne market moving towards combination products 61

Black box warning for Elidel and Protopic to adversely impact growth 62

Roche’s Roaccutane plagued by side-effect concerns and limited risk

management programs 62

Acne treatments 63

Market analysis by drug class 63

Leading acne treatment brands by drug class 64

Key brands analysis 65

Differine 65

Roaccutane 65

Acne treatment sales forecast to 2013 67

Psoriasis treatments 68

Market analysis by drug class 68

Leading psoriasis treatment brands by drug class 69

Key brands analysis 70

Raptiva 70

Soriatane 71

Psoriasis treatment sales forecast to 2013 72

Corticosteroid treatments 73

Market analysis by drug class 73

Leading corticosteroid treatment brands by drug class 74

Key brands analysis 75

Olux 75

Corticosteroid treatment sales forecast to 2013 76

Anti-infective treatments 77

Market analysis by drug class 77

Leading anti-infective treatment brands by drug class 78

Key brands analysis 79

Lamisil 79

Bactroban 80

Aldara 80

Zovirax 81

Anti-infective treatments sales forecast to 2013 83

Non steroidal products 84

Market analysis by drug class 84

Non steroidal brands by drug class 85

Key brands analysis 85

Elidel 85

Protopic 87

Non steroidal treatments sales forecast to 2013 88

Chapter 4 Pipeline analysis 90

Summary 90

Introduction 91

Key trends in R&D 91

Celgene’s apremilast may be an alternative to current anti-TNF therapies 93

Intense competition in psoriasis, but voclosporin could compete on better

side-effect profile and cost 93

Collagenex (Galderma) licenses becocalcidol from QuatRx 93

Reformulation products gaining traction 94

Dermatology pipeline 95

Leading drugs in development 97

Profiles of key pipeline products 98

Recently marketed drugs 98

Altabax 98

Desonate (desonide hydrogel) 99

Humira 101

Ziana 103

Oracea 105

Taclonex 107

Drugs in registration 108

Ustekinumab (CNTO–1275) 108

Panaclar/BG-12 110

Drugs in Phase III clinical studies 112

Voclosporin (ISA-237) 112

ABT-874 (formerly J-695) 113

Drugs in Phase II clinical studies 114

Apremilast (CC-10004) 114

COL-118 116

Pipeline forecast 118

Chapter 5 Competitive landscape 122

Summary 122

Introduction 123

Sales performance of leading players 123

Detailed analysis of leading dermatology players 130

Stiefel Labs 130

Overview 130

Sales focus by drug class 130

Marketed product portfolio 131

R&D pipeline analysis 132

Strategic and growth analysis 132

Johnson & Johnson (J&J) 133

Overview 133

Sales focus by drug class 133

R&D pipeline analysis 135

Sanofi-Aventis 136

Overview 136

Sales focus by drug class 136

Marketed product portfolio 137

R&D pipeline analysis 138

Strategic and growth analysis 138

Novartis 138

Overview 138

Sales focus by drug class 139

Marketed product portfolio 140

R&D pipeline analysis 141

Strategic and growth analysis 142

GlaxoSmithKline (GSK) 142

Overview 142

Sales focus by drug class 143

Marketed product portfolio 144

R&D pipeline analysis 145

Strategic and growth analysis 145

Galderma 146

Overview 146

Sales focus by drug class 146

Marketed product portfolio 148

R&D pipeline analysis 149

Strategic and growth analysis 149

Leo Pharma 149

Overview 149

Sales focus by drug class 150

Marketed product portfolio 151

R&D pipeline analysis 152

Strategic and growth analysis 153

Bayer-Schering Pharma 154

Overview 154

Sales focus by drug class 154

Marketed product portfolio 155

R&D pipeline analysis 156

Strategic and growth analysis 156

Schering-Plough 157

Overview 157

Sales focus by drug class 157

Marketed product portfolio 158

R&D pipeline analysis 159

Strategic and growth analysis 159

Roche 160

Overview 160

Sales focus by drug class 160

Marketed product portfolio 161

R&D pipeline analysis 161

Strategic and growth analysis 162

Chapter 6 Appendix 164

IMS data 164

D1A1 – Topical dermatological anti-fungals 164

D1A2 – Systemic dermatological anti-fungals 164

D1A3 – Topical scalp anti-fungals 164

D5A0 – Topical anti-psoriasis products 164

D5B0 – Systemic anti-psoriasis products 164

D5X0 – Other non-steroidal products for inflammatory skin disorders 164

D6A0 – Topical antibiotics and/or sulphonamides 164

D6D1 – Topical anti-virals 164

D6D9 – Other topical products used in viral infections 164

D7A0 – Plain topical corticosteroids 164

D7B1 – Combinations of corticosteroids with anti-bacterials 164

D7B2 – Combinations of corticosteroids with anti-fungals 164

D7B3 – Combinations of corticosteroids with anti-bacterials 164

D7B4 – Other corticosteroid combinations 164

D10A0 – Topical anti-acne preparations 164

D10B0 – Oral anti-acne preparations 164

Glossary 165

Biologics 166

Monoclonal antibody 166

Anti-TNF therapies 166

Atopic dermatitis 166

Rosacea 166

Psoriasis 166

Pleuromutilin 167

Psoriasis Area and Severity Index (PASI) 167

Clinical Erythema Assessment (CEA) 167

Index 168

List of Figures

Figure 2.1: Mechanism of acne formation 23

Figure 2.2: Disease progression and symptoms of acne 24

Figure 2.3: Common forms of psoriasis 27

Figure 2.4: Types of dermatitis 32

Figure 2.5: Types of contact dermatitis 33

Figure 2.6: Subtypes of rosacea 37

Figure 2.7: Types of viral infections 41

Figure 2.8: Types of bacterial infections 42

Figure 2.9: Types of fungal infections 43

Figure 3.10: Global dermatology market share by geography, 2007, US$m 53

Figure 3.11: Sales of types of dermatology brands, 2006–07 55

Figure 4.12: Prevailing R&D approaches, 2008 92

Figure 4.13: Leading recently launched products and late-stage R&D in the dermatology market, 2008 97

Figure 5.14: Market share of key players by sales value, 2007 126

Figure 5.15: Projected market share of key players by sales value, 2013 127

Figure 5.16: Market share and ranking of leading players in the global dermatology market, 2007– 13 128

Figure 5.17: Stiefel Labs’ dermatology sales by drug class, 2007 130

Figure 5.18: J&J’s dermatology sales by drug class, 2007 133

Figure 5.19: Sanofi-Aventis’ dermatology sales by drug class, 2007 136

Figure 5.20: Novartis’ dermatology sales by drug class, 2007 139

Figure 5.21: GSK’s dermatology sales by drug class, 2007 143

Figure 5.22: Galderma’s dermatology sales by drug class, 2007 147

Figure 5.23: Leo Pharma’s dermatology sales by drug class, 2007 150

Figure 5.24: Bayer-Schering’s dermatology sales by drug class, 2007 154

Figure 5.25: Schering Plough’s dermatology sales by drug class, 2007 157

Figure 5.26: Roche’s dermatology sales by drug class, 2007 160

List of Tables

Table 2.1: Estimated prevalence of dermatological conditions across the seven major markets, 2007 21

Table 2.2: Estimated prevalence of acne across the seven major markets, 2007 25

Table 2.3: Forecast epidemiology of acne across the seven major markets, 2007–13 26

Table 2.4: Estimated prevalence of psoriasis across the seven major markets, 2007 28

Table 2.5: Forecast epidemiology of psoriasis across the seven major markets, 2007–13 30

Table 2.6: Estimated prevalence of dermatitis across the seven major markets, 2007 34

Table 2.7: Forecast epidemiology of dermatitis across the seven major markets, 2007–13 35

Table 2.8: Estimated prevalence of rosacea across the seven major markets, 2007 38

Table 2.9: Forecast epidemiology of rosacea across the seven major markets, 2007–13 39

Table 2.10: Estimated prevalence of viral infections of the skin across the seven major markets, 2007 44

Table 2.11: Estimated prevalence of bacterial infections of the skin across the seven major markets, 2007 45

Table 2.12: Estimated prevalence of fungal infections of the skin across the seven major markets, 2007 46

Table 2.13: Forecast epidemiology of viral infections of the skin across the seven major markets,

2007–13 47

Table 2.14: Forecast epidemiology of bacterial infections of the skin across the seven major markets, 2007 48

Table 2.15: Forecast epidemiology of fungal infections of the skin across the seven major markets, 2007–13 49

Table 3.16: The global dermatology market by drug class 2006–07 56

Table 3.17: Leading brands in the global dermatology market, 2006–07 58

Table 3.18: Dermatology market sales forecast by drug class 2007–13 60

Table 3.19: The global acne market by drug class, 2006–07 63

Table 3.20: Leading acne treatments in the global dermatology market, 64

Table 3.21: Anti-acne products sales forecast, 2007–13 67

Table 3.22: The global psoriasis market by drug class, 2006–07 68

Table 3.23: Leading psoriasis treatments in the global dermatology market, 2006–07 69

Table 3.24: Anti-psoriasis sales forecast, 2007–13 72

Table 3.25: The global corticosteroid market by drug class, 2006–07 73

Table 3.26: Leading corticosteroid treatments in the global dermatology market, 2006–07 74

Table 3.27: Corticosteroid treatments sales forecast, 2007–13 76

Table 3.28: The global anti-infectives market by drug class, 2006–07 77

Table 3.29: Leading anti-infective treatments in the global dermatology market, 2006–07 78

Table 3.30: Anti-infective treatments sales forecast, 2007–13 83

Table 3.31: Non steroidal treatments by drug class, 2006–07 84

Table 3.32: Non steroidal treatments in the global dermatology market, 85

Table 3.33: Other leading dermatology treatments sales forecast, 2007–13 88

Table 4.34: Dermatology pipeline by indication and stage of development, 1H2008 95

Table 4.35: An overview of Altabax 98

Table 4.36: An overview of Desonate 99

Table 4.37: Humira REVEAL data 102

Table 4.38: Humira versus placebo 102

Table 4.39: Humira versus placebo 103

Table 4.40: An overview of Ziana 103

Table 4.41: An overview of Oracea 105

Table 4.42: An overview of Taclonex 107

Table 4.43: An overview of Ustekinumab 108

Table 4.44: An overview of Panaclar 110

Table 4.45: An overview of Voclosporin (ISA-237) 112

Table 4.46: An overview of ABT-874 113

Table 4.47: An overview of Apremilast 114

Table 4.48: An overview of COL-118 116

Table 4.49: Dermatology disorders pipeline forecast, 2008–13 ($m) 118

Table 5.50: Leading Players in the global dermatology market, 2007–13 ($m) 124

Table 5.51: Stiefel Labs' leading dermatology product portfolio, 2006–07 131

Table 5.52: J&J’s leading dermatology product portfolio, 2006–07 134

Table 5.53: Sanofi-Aventis’ leading dermatology product portfolio, 2006–07 137

Table 5.54: Novartis’ leading dermatology product portfolio, 2006–07 140

Table 5.55: Novartis’ dermatology R&D product pipeline, 2007 141

Table 5.56: GSK’s leading dermatology product portfolio, 2006–07 144

Table 5.57: GSK’s dermatology R&D product pipeline, 2007 145

Table 5.58: Galderma’s leading dermatology product portfolio, 2006–07 148

Table 5.59: Leo Pharma’s leading dermatology product portfolio, 2006–07 151

Table 5.60: Leo Pharma’s dermatology R&D product pipeline, 2007 152

Table 5.61: Bayer Schering’s leading dermatology product portfolio, 2006–07 155

Table 5.62: Schering Plough’s leading dermatology product portfolio, 2006–07 158

Table 5.63: Roche’s leading dermatology product portfolio, 2006–07 161

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