AMD Market Outlook to 2012

Chapter 1. Executive Summary
1.1 Introduction to the AMD market
1.1.1 Dry AMD
1.1.2 Wet AMD
1.2 Risk Factors associated with AMD
1.3 AMD Prevalence and untapped markets
1.4 Current therapies
1.4.1 Lucentis launched in 2006 by Genentech
1.4.2 Macugen launched by Pfizer
1.4.3 Visudyne: the first to market product from Novartis
1.5 Drug Revenues and forecast 2006-2012
1.6 Current Pipeline (in clinical trials and market)
1.7 Future Pipeline - current progress
1.8 Ongoing research - additional to pharma treatments

Chapter 2. Disease Analysis
2.1 Introduction to Age Related Macular Degeneration (AMD)
2.2 Dry AMD
2.3 Wet AMD
2.4 Risk factors associated with AMD

Chapter 3. Market size and Potential
3.1 Prevalence of AMD - A profitable market space
3.1.1 Prevalence of Wet AMD
3.1.2 Prevalence of Dry AMD

Chapter 4. Current therapies and Analysis
4.1 Current therapies
4.1.1 Lucentis - Genentech’s costly potential blockbuster
4.1.1.1 Lucentis - How it works and is administered
4.1.1.2 Clinical trials - improvements
4.1.1.3 Marketing Lucentis - Novartis licensing
4.1.1.4 Future prospects
4.1.2 Macugen
4.1.2.1 Macugen - How it works and is administered
4.1.2.2 Clinical trials - Eyetech and Pfizer partner
4.1.2.3 Marketing Macugen - OSi buy Eyetech and suffers loss
4.1.3 Visudyne - Swiss launch in 1999
4.1.3.1 Visudyne - How it works and is administered
4.1.3.2 Clinical trials - shows potential in other indications
4.1.3.3 Marketing Visudyne - 65 countries now targeted
4.1.3.4 Future prospects high with strong sales
4.1.4 Retaane
4.1.4.1 Retanne - how it works and is administered
4.1.4.2 Clinical trials fail but strategy planned again
4.1.4.3 Future marketing of Retaane if approvable
4.1.4.4 Competitive market - cost and dose become issues
4.1.5 Others on the market
4.1.5.1 Avastin - the off label cancer therapy
4.1.5.1.1 Avastin - How it works and is administered
4.1.5.1.2 Marketing Avastin - the most successful oncology launch
4.1.5.1.3 Lucentis v Avastin - cost and dose but no clinical trial
4.1.5.2 Retisert
4.1.5.2.1 Retisert - How it works and is administered
4.1.5.2.2 Clinical trials - patent expires in 2010
4.1.5.2.3 Marketing Retisert - sales set to decrease

Chapter 5. Revenue forecasts
5.1 Macugen - increasing now but will it last?
5.2 Visudyne - sales already declining
5.3 Lucentis - the industry blockbuster?

Chapter 6. Pipeline
6.1 Pipeline analysis
6.1.1 Retaane - resubmitted for trials
6.1.2 Avastin - results to be seen by 2009
6.1.3 Retisert - will it impact other drugs?
6.1.4 Laserphyrin - to focus on PDT?
6.1.5 Adcortyl-A - 40% see sign of improvement
6.1.6 Photrex - phase III complete
6.2 Future pipeline
6.3 Non Pharma treatments
6.3.1 Cortical Implants
6.3.2 Retinal Chips - ‘artificial’ retina allows blind to see
6.3.3 Retinal transplantation - phase II now in place
6.3.4 Implantable Miniature Telescope (IMT)
6.3.5 Microcurrent Stimulation - therapy for early stage AMD
6.3.6 Rheopheresis - still unproven for dry AMD
6.3.7 Photodynamic Therapy - the non-thermal laser
6.3.8 Radiation
6.3.9 Conventional or Photon Beam Radiation
6.3.10 Complement Factor H (CFH) gene

Chapter 7. Company analysis
7.1 Genentech - alliances key to success
7.2 Pfizer - largest R&D, but not ophthalmology specific
7.3 Novartis - ranked the strongest pipeline in industry
7.4 Companies Overview

Chapter 8. Conclusions

Figures and table
List of graphs
3.1 The prevalence of three major causes of blindness among adults 40 years and older in the US.
3.2 The regional market share of AMD.
3.3 Regional prevalence of AMD in 2006 and 2025
4.1 Visudyne’s revenue sales in 2004 and 2005
5.1 Macugen revenue forecast ($m), 2007-2012
5.2 Visudyne revenue forecast ($m), 2007-2011
5.3 Lucentis revenue forecast ($m), 2007-2012
7.1 Genentech's total product sales ($m), 2002-2006
7.2 Genentech's R&D expenditure ($m), 2002-2006
7.3 Pfizer's total sales ($m), 2001-2005
7.4 Pfizer's R&D expenditure ($m), 2001-2005
7.5 Novartis total sales ($m), 2001-2005
7.6 Novartis R&D expenditure ($m), 2001-2005
8.1 Regional AMD market (millions) 2006

List of tables
1.1 Regional prevalence of AMD 2006
1.2 Revenue forecasts for the three main drugs for AMD, 2007-2012
1.3 The amount of drugs in the AMD pipeline and their current progress
3.1: A summary of the worldwide prevalence of AMD
3.2: The prevalence of wet AMD worldwide in 2006 and 2025
3.3: The prevalence of dry AMD worldwide in 2006 and 2025
4.1 Visudyne's predicted revenues ($m) by Morgan Stanley and Visiongain in 2006, 2009, 2012
4.2 The advantages and disadvantages of Lucentis and Avastin
5.1 Macugen revenue and growth forecast ($m), 2007-2012
5.2 Visudyne revenue and growth forecast ($m), 2007-2011
5.3 Lucentis revenue and growth forecast ($m), 2007-2012
6.1: Pipeline AMD products, 2007