Inhalable Drug Delivery: Industry Holds its Breath in Anticipation of Systemic Successs

Table of Contents

• CHAPTER 1 EXECUTIVE SUMMARY
  • Scope
  • Key findings
    • Demand for inhalable drug delivery technology is currently driven almost entirely by the respiratory market, which is forecast to continue to experience steady growth over the next five years generating increasing demand for technology. The delivery of drugs systemically through the lungs looks set to become reality in 2006 with the expected launch of the first inhaled insulin, Pfizer/Sanofi-Aventis's Exubera, presenting this sector with an opportunity for additional growth
    • Traditional technology licensing agreements provide inhalable drug delivery companies with a limited stream of licensing revenues. However, many of the key players in this market have identified the improved opportunities offered by in-house development of proprietary products, either to take them directly to market or to out-license at a later stage for higher returns. However, this strategy represents higher costs and ultimately higher risk.
    • As well as improving patient acceptance and compliance by introducing inhalable alternatives to current needle-injected treatments, such as inhalable insulin, improved onset of action is another key growth driver as well as technological innovation for the future evolution of certain therapy areas. However, the technology is currently not at a stage which will enable the new systemic therapies to make serious in-roads.
• CHAPTER 2 MARKET SIZING
  • Introduction
  • Sizing the market for inhalable drugs
    • Total inhalable product market size 2001-2010
    • Current market dominated by pulmonary inhalables
    • Future market dynamics reliant on systemic inhalables
• CHAPTER 3 THE INHALABLE PULMONARY DRUG MARKET
  • Introduction
  • Different inhaler technologies
  • Key Issues facing the pulmonary drug delivery market
    • Generics and supergenerics; an emerging market, case study - IVAX
    • The CFC - HFA propellant switch has driven recent technology development
    • The emergence of oral and biologics as therapies for asthma could threaten the market for inhalable drug delivery
• CHAPTER 4 SYSTEMIC INHALABLE DRUG DELIVERY: AN OPPORTUNITY FOR GROWTH
  • Introduction
  • Systemic delivery of drugs through the lungs: why is it a good idea?
    • The lungs as a logical target
    • To deliver the drug effectively however inhalation devices must insure deep penetration
    • Therapeutic aerosol particle design is key to achieving consistent delivery
  • Key technology providers
    • Will technology differentiation be the key to success?
      • Aradigm's "value-added approach" offers the potential for improved patient compliance and monitoring
      • Vectura is aiming to compete by offering a smaller device
  • The main therapeutic targets for systemic inhalable delivery
  • The likely success of inhaled systemic therapies for a variety of indications will ultimately be determined by the advantages and disadvantages of this delivery method
    • The key advantages driving the development of inhalable systemic treatments are the potential improvements in patient compliance and the rapid onset of action
      • Patient compliance drives development of inhalable insulin, but significant obstacles must be overcome
      • Short term safety benefits
      • Onset of action drives the development of inhalable treatments for erectile dysfunction and pain
    • Offsetting the advantages of inhalable systemic therapies are a number of unanswered questions
• CHAPTER 5 COMPANY PROFILES
  • Introduction
  • Pharmaceutical companies use a variety of different strategies to gain access to inhalable drug delivery technology
  • 3M
    • Key findings
    • Strategy
    • Strategic outlook
    • Alliance network
    • Financial outlook
    • Technology platform
    • Portfolio and pipeline
  • Alkermes
    • Key findings
    • Strategy
    • Strategic outlook
    • Alliance network
    • Financial outlook
    • Technology platform
    • Portfolio and pipeline
  • Aradigm
    • Key findings
    • Strategy
    • Strategic outlook
    • Alliance network
    • Financial outlook
    • Technology platform
    • Portfolio and pipeline
  • Inyx
    • Key findings
    • Strategy
    • Strategic outlook
    • Alliance network
    • Financial outlook
    • Technology platform
    • Portfolio and pipeline
  • Nektar
    • Key findings
    • Strategy
    • Strategic outlook
    • Alliance network
    • Financial outlook
    • Technology platform
    • Portfolio and pipeline
  • SkyePharma
    • Key findings
    • Strategy
    • SWOT analysis
    • Strategic outlook
    • Alliance network
    • Financial outlook
    • Technology platform
    • Portfolio and pipeline
  • Vectura
    • Key findings
    • Strategy
    • Alliance network
    • Technology platform
    • Financial outlook
    • Portfolio and pipeline
• CHAPTER 6 APPENDIX
  • Exchange rates
  • PharmaVitae Company Tracking
  • List of Tables
    • Table 1: The key players in asthma and COPD
    • Table 2: Key product launches within the forecast period, 2005-2010
    • Table 3: Future focus of systemic inhalables under development by leading 55 pharmaceutical companies
    • Table 4: Key players within the systemic drug delivery
    • Table 5: Leading providers of inhalable drug delivery technology
    • Table 6: 3M's alliance network for inhalable delivery systems
    • Table 7: Key financial figures for 3M
    • Table 8: 3M's pipeline 2005
    • Table 9: Alkermes's alliance network for inhalable delivery systems
    • Table 10: Key financial figures for Alkermes
    • Table 11: Alkermes's pipeline, 2005
    • Table 12: Aradigm's alliance network for inhalable delivery systems
    • Table 13: Key financial figures for Aradigm
    • Table 14: Aradigm's pipeline, 2005
    • Table 15: Inyx's alliance network for inhalable delivery systems
    • Table 16: Key financial figures for Inyx
    • Table 17: Nektar's alliance network for inhalable delivery systems
    • Table 18: Key financial figures for Nektar
    • Table 19: Nektar's pipeline, 2005
    • Table 20: SkyePharma's alliance network for inhalable delivery systems
    • Table 21: Key financial figures for SkyePharma
    • Table 22: SkyePharma's pipeline, 2005
    • Table 23: Vectura's alliance network for inhalable delivery systems
    • Table 24: Key financial figures for Vectura
    • Table 25: Vectura's pipeline, 2005
    • Table 29: Exchange rates, 2004
    • Table 27: Companies included in the PharmaVitae Company Tracking Service
  • List of Figures
    • Figure 1: Key growth drivers and resistors
    • Figure 2: Assessment of revenue potential for the key development areas of systemic inhalable therapies
    • Figure 3: Total global market of inhalable drug delivery 2001-2010
    • Figure 4: Key growth drivers and resistors
    • Figure 5: The emergence of inhalable systemic treatments
    • Figure 6: The current inhalable pulmonary drug delivery market
    • Figure 7: The evolution of the pulmonary inhalable market
    • Figure 8: The key players in asthma and COPD
    • Figure 9: Key players in the global systemic inhalable market, 2005-2010
    • Figure 10: Evolution of market shares of systemic inhalable products of key players 2008-2010
    • Figure 11: Development focus of the inhalable market players: Pulmonary vs Systemic
    • Figure 12: An example of an MDI: 3M's MDI anatomy
    • Figure 13: The advantages and disadvantages of the MDI
    • Figure 14: The advantages and disadvantages of the DPI
    • Figure 15: Global spread of inhalable generics manufacturers
    • Figure 16: Global inhalable market impact of GSK's "Super-Advair"
    • Figure 17: Comparison of injectable, inhalable and oral growth rates for asthma and COPD treatments for the top 55 pharmaceutical companies.
    • Figure 18: Pathway of an inhaled drug
    • Figure 19: Drug delivery company's interests
    • Figure 20: Assessment of revenue potential for the key development areas of systemic inhalable therapies
    • Figure 21: Key growth drivers and resistors
    • Figure 22: The drug delivery sector
    • Figure 23: Assessment of 3M's strategic position
    • Figure 24: Assessment of Alkermes's strategic position
    • Figure 25: Assessment of Aradigm strategic position
    • Figure 26: Assessment of Inyx's strategic position
    • Figure 27: Assessment of Nektar's strategic position
    • Figure 28: Assessment of SkyePharma's strategic position
    • Figure 29: Assessment of Vectura's strategic position