Abstract
Introduction
Better diagnostics, the means to treat earlier stage-disease,
disease-modifying therapies, and disease prevention are the holy grails of
autoimmune and infl ammatory disease drug development. However, basic science
and redundant biological pathways are holding back this therapy area. In this
report, we investigate the autoimmune and infl ammatory disease industry. We
analyze 200 deals in this therapy area for 2007, 2008, and the fi rst fi ve
months of 2009. We assess what types of deals companies are executing and what
business strategies they are deploying for future success. We discuss recent
industry-shaping events, industry drivers, and barriers that are holding back
this therapy area.
Questions Answered in This Report
- Analyzing deals opens up a window to a company' s business strategies.
What do the 200 deals related to autoimmune and infl ammatory diseases that
took place in 2007, 2008, and the fi rst fi ve months of 2009 indicate about
the business strategies of Big Biotech, Mid-Size Pharma, and Big Pharma? What
technologies are hot? What new targets were licensed or optioned?
- Three mega-mergers were announced in early 2009. What impact will these
deals have on this therapy area? Why did Pfi zer CEO Jeffrey Kindler think
that Wyeth was the right answer for Pfi zer? What trouble might Merck & Co.
have with the Schering-Plough acquisition? What might prevent Roche from
achieving its goals in its acquisition of Genentech?
- The number of generics and branded generics is rising in some segments of
this therapy area. Which diseases are seeing an increase in these types of
agents and why? What do GlaxoSmithKline' s recent deals with Aspen Pharmacare
and Dr Reddy' s Laboratories indicate about this company' s current
strategies?
- Understanding biological pathways and discovering biomarkers is key to
future success in the autoimmune and infl ammatory disease markets. What
are the hurdles in this arena? What recent deals took place relating to
pharmacogenomics? What gene discoveries may help in at least one disease
area?
- Companies have a continued passion for biologics. What are the recent
deals in this area? What are the 16 licensed MAbs? The 11 recombinant
proteins? The 8 peptides?
- Companies are scouring early-stage technology opportunities for
breakthrough technologies and innovative product candidates. What are the
top fi ve most licensed technologies in our study period? What 37 nonbiologics
product deals took place? What were the 16 new targets?
Scope
- Therapy area: Diseases; market size, top 25 companies by worldwide
sales, major brands.
- 200 deals: Total deal volume; biobucks; 20 largest deals; Big
Biotech, Mid-Size Pharma and Big Pharma deals; most active disease areas; most
active companies; top fi ve deals by technology, outlicensing, divesting, new
targets, biological pathways; nucleic acid therapeutics; budesonide deals;
reformulations; inhaler issues; combination products.
- Business strategies: Inlicensing, outlicensing, divesting low
priority R&D programs, targeted acquisitions, benefi ts of a portfolio of
modest products, milestone-driven dealmaking, shared development risk,
emerging markets, generics markets, branded generics, life-cycle management,
optimizing the commercialization of off-patent drugs, a passion for biologics,
drug recycling and reformulations, fi xed-dose combinations.
- Industry-shaping events: Big Pharma consolidation, market entry,
safety issues, change of ownership issues, reverse mergers, tumor necrosis
factor-alpha (TNF-α) blockers, biotech' s fi nancial crisis.
- Industry outlook: Ten therapy area drivers; factors holding back
this therapy area; annual growth rates for specifi c disease areas; three
events that will invigorate the therapy area; two key harbingers of trouble to
come.
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