Abstract
The launch of Sanofi Pasteur MSD' s Gardasil and GSK' s Cervarix has
propelled cancer vaccines from research obscurity to a key area of commercial
and clinical interest. But can the sector capitalise on these gains and really
fulfil its promise?
By 2010, the global cancer market is expected to generate sales in excess of
US$60 billion due to growth in the sales of existing innovative products and
the launch of nearly 60 new products which will account for around 30% of
total drug launches.
But where do cancer vaccines fit into this outlook? At present, prophylactic
vaccines dominate the cancer vaccine sector following the recent launches of
Sanofi Pasteur MSD' s Gardasil and GlaxoSmithKline' s Cervarix. We expect that
sales of these vaccines will break through US$4 billion by 2011. While there
is no therapeutic vaccine market, so to speak of, at present, it has the
potential to mirror the growth seen in the monoclonal antibody market, and
reach sales in excess of US$5 billion by 2012. This prediction may be
optimistic and is highly dependent on vaccines being approved for major cancer
indications - no small challenge taking the development history of the sector.
While no new therapeutic cancer vaccine has been approved recently the product
pipeline has changed substantially, shifting from one filled with vaccines at
the Phase I and II stage, to a more mature pipeline reflecting a shift in
development towards the later stages. This is a consequence, not only of the
age of the pipeline, but of the difficulties and pitfalls that therapeutic
cancer vaccine development faces. Many vaccines have fallen by the wayside for
one reason or another. Indeed the rush to join this area of research has waned
slightly with the realisation that products are harder to bring to market than
first anticipated.
Cancer vaccine research is coming to fruition, with a number of products
now in Phase III trials and 15 therapeutic cancer vaccines realistically
expected to launch by 2013
Despite the challenges faced by the sector, we predict that by 2010, there
will be six new therapeutic cancer vaccine approvals, led by Favrille' s FavId
for B-cell non-Hodgkin' s lymphoma. This number looks set to increase quickly
with the possibility of 21 vaccines being launched by the end of 2013,
although 15 seems a more realistic scenario given the historic failure rate
for therapeutic cancer vaccines in Phase III development. These products look
set to target some of the "big" cancers, with launches for vaccines against
renal cell carcinoma, melanoma, prostate, non-small cell lung and colorectal
cancer.
But there are many challenges ahead
It is still not clear how best to use cancer vaccines with respect to disease
stage and in combination with other therapies. How should clinical trials be
designed so that the endpoints reflect the actions of the vaccines? It looks
likely that when therapeutic cancer vaccines finally make their way on to the
market and into clinical use it will be alongside current therapies as part of
combination regimens that keep cancer in check. The current vaccines in
development do not seem to be the "magic bullet" for cancer that many had
hoped they would be. Instead they look set to occupy a much needed place in
the growing choice of treatments that are needed to keep cancer under control.
The problems faced by the sector are illustrated by Dendreon' s Provenge.
Everything was right: a biotech company getting a vaccine approved for a major
indication in a large market. However, this was not to be, as the FDA ruled
that additional survival data was needed, signalling another setback for a
sector that has seen its fair share of failures and false dawns.
But it was also a timely reminder for developers that the path to market for
therapeutic cancer vaccines is not going to be an easy one. Companies must now
focus on conducting well-designed trials with achievable but robust endpoints
in suitable patient populations, and perhaps even consider combination trials
with other therapies.
Who are the players and products in the race to launch? This report
critically assesses the candidates in their wider market context
This insightful and data-rich management report Cancer Vaccine
Developments to 2013, fully evaluates the products and their developers.
In more than 180 pages, the report provides a complete review of the market
and its likely development to 2013.
Cancers covered
- Brain
- Breast
- Gastrointestinal
- Genito-urinary
- Gynaecological
- Haematological
- Lung
- Melanoma/Sarcoma
Types of cancer vaccine
- Antigen/adjuvant vaccines
- Whole-cell tumour vaccines
- Dendritic cell vaccines
- Viral vectors and DNA vaccines
- Idiotype vaccines
The report answers key questions...
- Who' s developing what, and with whom?
- What are the prospects for Gardasil achieving US$1.6 billion sales by 2011?
- Which products are likely to launch in 2009 and 2010?
- Why do some cancer vaccines fail?
- Which company is leading the race to develop a breast cancer vaccine?
- What cancer vaccines are there in Phase II/III for lung, breast, prostate
and colorectal cancer?
- What unique regulatory hurdles must cancer vaccines overcome?
Incorporating information from Espicom' s extensive cancer databases, case
studies and direct contact with developers, the report provides unique
insight, forecasts, product launch predictions and much, much more. Essential
reading for investors, developers and industry professionals!