Pipeline
Entries to Drive NSCLC Market Growth
The Non-Small Cell Lung Cancer (NSCLC)
market will undergo considerable growth from $5.1 billion in 2013 to $7.9
billion in 2020 at a Compound Annual Growth Rate (CAGR) of 6.6%. The added
value will be derived from an abundance of new product launches relatively
early in the forecast period. Many of these therapies will target the second
line of treatment; both the first-line treatment of patients with non-squamous
histology and the maintenance setting will remain relatively unchanged by 2020.
New second-line therapies include immunostimulants such as ramucirumab and
nivolumab, which have shown clinical benefits, but which will face difficulties
due to the increasingly crowded second-line setting. Currently, pharmaceutical
treatment is limited to late-stage patients. However, vaccine therapies such as
Lucanix (belagenpumatucel-L) will launch in the forecast period, for patients
with stage II or IIIA NSCLC, in the currently sparse adjuvant setting. Although
vaccine treatments have been unsuccessful so far in NSCLC – the most recent
example being GSK’s MAGE-A3 vaccine failing its Phase III trial – Lucanix has
shown large improvements to survival rates in its initial clinical trials.
Monoclonal
Antibodies to Diversify Squamous Cell Treatment
Over the forecast period to 2020,
several new additions to the NSCLC treatment paradigm will transform the
treatment landscape. Many of these will be monoclonal Antibodies (mAbs), which
instigate an immune response to the tumor rather than directly affecting cancer
cells. Crucially, some of these mAbs will be indicated for patients with
squamous cell histology, whose current treatment options are very limited and
primarily consist of chemotherapy. Squamous cell histology accounts for
approximately 30% of the NSCLC population, and pipeline products, such as
Yervoy (ipilimumab) in the first-line treatment and nivolumab in the
second-line, will add greater diversity to the treatment algorithm, with both
having shown clinical benefits in early-stage trials. Access to these premium
treatments in this under-represented segment will be one of the primary drivers
for growth in the overall NSCLC market.
Efforts are being made to understand the
molecular characterization of NSCLC tumors in order to identify
cancer-cell-specific targets for therapy, based on the success of targeted
therapies Tarceva (erlotinib) and Xalkori (crizotinib). However, novel therapies
targeting these molecules, such as Kirsten Rat Sarcoma viral oncogene homolog
(KRAS), have so far been unsuccessful in the late-stage pipeline, meaning that
the range of mutant signal pathway molecules targeted by therapy will remain
largely unchanged over the forecast period and mAb immunotherapies targeting
cancer or T-cell antigens will have a much larger impact than
small-molecule-targeted signal inhibitors.
Major
Patents to Expire Late in Forecast Period
Patents for Alimta (pemetrexed), Avastin
(bevacizumab), Tarceva, and Iressa (gefitinib) will all expire between 2017 and
2020. Alimta is a vital therapy for non-squamous patients and is in many cases
the preferred course of treatment, combined with cisplatin. Generic
availability following patent expiry in 2017 will make non-squamous
chemotherapy cheaper, although the market value will ultimately continue to
rise despite generic erosion, due to successful pipeline entrants. Tarceva is
widely used in first-line Epidermal Growth Factor Receptor (EGFR) positive
patients, and generally in the second-line setting. Its patent will not expire
until 2020 however, meaning that the effects will not be felt during the
2014–2020 forecast period. Iressa is not widely used, and therefore the patent
expiration in 2017 will have little impact.
Early
Diagnosis to Remain Uncommon
The vast majority (70%) of NSCLC cases
are diagnosed in stage IIIB or IV, at which point surgical resection is not
possible, making pharmacological intervention the best course of action. The
number of treatment settings for late-stage patients, specifically first-line,
second-line and maintenance, adds significant value to the market. Should the
number of early diagnoses increase, fewer patients would require extensive
chemotherapy or targeted therapy, meaning that the market would decrease.
However, improvements to the diagnosis of NSCLC are limited. Identifying Stage
I–IIIA tumors remains difficult, despite the identification of high-risk
groups, such as smokers. Over the forecast period, the characterization of
tumors will likely improve, and more potential biomarkers will be identified.
Screening and diagnostic technology will not change significantly over the
forecast period however, meaning the number of patients diagnosed in early stages
will remain at approximately 30%.
Spanning over 143 pages, “Non-Small
Cell Lung Cancer Market to 2020 - New Therapies to Enhance Treatment
Segmentation and Drive Growth in an Increasingly Competitive Market” report
covering the Marketed Products, NSCLC Pipeline, Market Forecast, Strategic
Consolidations, Appendix.
For
more information visit at: http://mrr.cm/Z7K
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