Cancer Drug Discoveries: Prostate Cancer

CONTENTS

PROSTATE CANCER (PC)

• Key bullet points

BACKGROUND TO PC

• What is PC and how does it affect patients?
• Patient statistics
  • Incidence, diagnosis rates & treatment; now and in the future
• Patient growth drivers
  • US
  • Europe
  • Japan

CURRENT TREATMENTS

• SWOT analysis of radiotherapy treatments
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

HORMONAL TREATMENT

• SWOT analysis of hormonal treatments
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
• SWOT analysis of individual hormonal treatments
• LHRH agonists
• LHRH antagonists
• Anti-androgens
  • Zoladex (AstraZeneca)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts
• Lupron (TAP Pharmaceuticals/generics)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts
• Eligard (sanofi-aventis/Astellas Pharma)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts
• Viadur (Bayer)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts
• Vantas (Valera Pharmaceuticals)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts
• Plenaxis (Praecis Pharmaceuticals)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts
• Casodex (AstraZeneca)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecasts

CHEMOTHERAPY

• SWOT analysis of chemotherapy
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
• SWOT analysis of individual chemotherapy treatments
• Taxotere (sanofi-aventis)
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Sales forecast
• Sales forecast of current PC drugs

RESEARCH & DEVELOPMENT OF PC DRUGS

• 5-alpha reductase inhibitors
  • Proscar (Merck & Co) and Avodart (GlaxoSmithKline)
• Non-steroidal SORM (selective oestrogen receptor modulator)
  • Acapodene (GTx Inc)
• Phase II / III drugs of interest
• Immunotherapy
• Vaccines
  • Scientific rationale
• Provenge (Dendreon) - Phase III
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• GVAX (Cell Genesys) - Phase III
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• Monoclonal antibodies
  • Scientific rationale
• MLN 2704 (Millennium Pharmaceuticals) - Phase II / III
  • Probability of success and sales forecast
• MDX-010 (Medarex) - Phase II
  • Probability of success and sales forecast
• Anti-angiogenesis agents
  • Scientific rationale
• Thalidomid (Celgene) - Phase III
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• Actimid (CC4047; Celgene Corporation) - Phase II
  • Probability of success and sales forecast
• ZD4054/ZD6474 (AstraZeneca) - Phase II
• Gleevec/Glivec (Novartis) - Phase II
• Gene therapy
  • Scientific rationale
• Genasense (Genta) - Phase II
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• Endothelin receptor antagonists
  • Scientific rationale
• Xinlay (Abbott Laboratories) - Phase III
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• YM598 (Astellas Pharma) - Phase II
• Hormonal therapies
  • Degarelix (Ferring) - Phase II
• Cytotoxics
• Satraplatin (GPC Biotech/Spectrum Pharmaceuticals) - Phase III
  • Scientific rationale
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• Vitamin D analogues
  • Scientific rationale
• DN-101 (Novacea) - Phase II
  • Probability of success and sales forecast
• Hectorol (Bone Care International) - Phase II
• Epothilone analogues
• Ixabepilone (BMS-247550; Bristol-Myers Squibb) - Phase III
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Probability of success and sales forecast
• KOS-862 (Kosan/Roche)
• Selective apoptotic anti-neoplastic drugs (SAAND)
• OP-461 (OSI Pharmaceuticals) - Phase I/II
• Sales forecast of new PC drugs

DISCONTINUATION OF DRUGS

THE MARKET - CURRENT AND FUTURE

GLOBAL CANCER MARKET

GLOBAL PC MARKET

• Key companies in the PC market
  • AstraZeneca
  • Abbott Laboratories
  • sanofi-aventis
• Leading PC companies in 2012E

BIBLIOGRAPHY

GLOSSARY

APPENDIX 1 - US PC DEMOGRAPHICS 2003-2012

APPENDIX 2 - EUROPEAN PC DEMOGRAPHICS 2003-2012

APPENDIX 3 - JAPANESE PC DEMOGRAPHICS 2003-2012

• Disclaimer

INDEX OF TABLES

• Table 1: TNM classification in prostate cancer
• Table 2: Prostate cancer management
• Table 3: Current hormonal treatments
• Table 4: Average wholesale price of LHRH agonists/antagonists
• Table 5: Global PC sales of new products 2004A-2012E (US$ millions)
• Table 6: Current PC drugs in clinical development
• Table 7: Sales forecasts of new developmental drugs (2004A-2012E)
• Table 8: Potential candidates for prostate cancer discontinued from development

INDEX OF CHARTS

• Figure 1: Increase in elderly as a % of populations
• Figure 2: Cancer incidence rates for men - US 1975-2001
• Figure 3: Prostate cancer treatment algorithm
• Figure 4: Docetaxel combinations currently in research for HRPC
• Figure 5: Docetaxel combinations in androgen-dependent prostate cancer
• Figure 6: Expected US launch timescales for prostate cancer therapeutics
• Figure 7: Provenge mode of action
• Figure 8: MDX-010 mechanism of action
• Figure 9: Global oncology market 2004 - US$24 billion
• Figure 10: Global PC market by region 2004A - US$2.7 billion
• Figure 11: Global PC market by region 2012E - US$8.6 billion
• Figure 12: Global PC market by therapy class 2004 - US$2.7 billion
• Figure 13: Global PC market by therapy class 2012 - US$8.6 billion
• Figure 14: Market share of top five PC players by sales (2004A)
• Figure 15: Market share of top 6 PC players by sales (2012E)