Immune-related and genetic disorder products drive Cortellis Drugs to Watch 2019

Immune-related and genetic disorder products drive Cortellis Drugs to Watch 2019
by Charlotte Jago
Senior Editor, Cortellis Forecast Team, Clarivate Analytics
Clarivate Analytics

Seven drugs are set to enter the market in 2019 and achieve blockbuster status by 2023, according to Cortellis Drugs to Watch 2019, from Clarivate Analytics.

Therapies targeting diseases characterized by genetic disorder and/or excessive immune response (including autoimmunity) dominate the list, with six agents out of the seven, and a strong showing by orphan drugs and breakthrough treatments, as well.

Since 2013, the Cortellis team has applied its proprietary technologies, tools and techniques to produce its Drugs to Watch report. This year’s report was further enhanced through the use of the new Cortellis Analytics – Drug Timeline & Success Rates data analytics tool.

Each edition of Drugs to Watch showcases drugs entering the market that year with the potential to become blockbusters within five years. Blockbuster is defined by the common $1 billion USD annual sales milestone.

 

Line-up features high proportion of agents targeting rare diseases

There are common elements among this year’s cohort of seven drugs, clustered into three categories.

The range of competition they face is diverse. The dominant therapeutic areas – genetic disorder and excessive immune response – represent the second key theme.  The focus on niche markets comprises the third.

Discovery breakthroughs and new R&D approaches are having an impact, especially on more obscure diseases affecting smaller populations. Companies are investing more in rare diseases, unmet needs and conditions. This year’s line-up of predicted blockbusters features a high proportion of therapies addressing such targets, with the seven drugs holding:

 

  • nine U.S., four EU and one Japanese Orphan Drug designations
  • four U.S. Breakthrough Therapy designations
  • two EU PRIME designations
  • one U.S. Regenerative Medicine Advanced Therapy designation
  • one Japanese Sakigake designation (See Table 1)

 

Here are the seven 2019 Drugs to Watch, with details on their therapeutic areas, sponsors, competition and regulatory designations:

 

Genetic disorders

  • Zolgensma (onasemnogene abeparvovec), from AveXis, a Novartis company: Corrects the genetic defect underlying spinal muscular atrophy. The drug will face immediate competition from first-in-class Spinraza (nusinersen), which has been available in the U.S. since 2016 and the EU since 2017. (Orphan Drug & Breakthrough Therapy)
  • LentiGlobin (betibeglogene darolentivec), from bluebird bio: Corrects the defect causing beta thalassemia, a blood disorder that causes life-threatening anemia. Its only immediate competition will be donor stem cell transplant, which carries significant patient risks. (Orphan Drug & Breakthrough Therapy)

 

Genetic disorders and excessive immune response/autoimmunity

  • Ultomiris (ravulizumab), from Alexion: Treats paroxysmal nocturnal hemoglobinuria, a rare, potentially fatal blood disorder. As a next-generation follow-on to Alexion’s blockbuster Soliris (eculizumab) with non-inferiority and more convenient dosing, there will be market share opportunity. (Orphan Drug; U.S. Approval December 2018)

 

Excessive immune response/autoimmunity

  • Upadacitinib, from AbbVie: Treats rheumatoid arthritis. It will face significant competition from the well-established biological agents Humira, Enbrel, Simponi, Remicade and Cimzia, plus biosimilar versions of Humira and Enbrel.
  • Skyrizi (risankizumab), from Boehringer Ingelheim/AbbVie: Treats psoriasis. It will compete with different treatment modalities such as topicals, light treatments and systemic medicines, including entrenched biological agents and biosimilar biologicals.
  • AR-101, from Aimmune Therapeutics : Reduces peanut allergy. It will be first-in-class with no competition expected soon. (Breakthrough Therapy)

 

Chronic disease complication

  • Roxadustat, from AstraZeneca/FibroGen/Astellas: Treats anemia in patients with chronic kidney disease. With long-standing competitors suffering setbacks related to cardiovascular events and tumors, there is opportunity to gain market share.

 

Table 1: The route to approval for most of this year’s line-up of predicted blockbusters, which features a high proportion of therapies addressing rare and orphan diseases, came through accelerated regulatory pathways. (Source: Cortellis)

 

About the Drugs to Watch report

The annual Drugs to Watch report was first released in 2013. Using data from Cortellis, the report aims to forecast which drug launching in a given year will achieve blockbuster status within five years of launch. Following an advanced analysis of this database, a shortlist of drugs is manually researched and evaluated by life science experts at Clarivate Analytics, who review each drug in its individual context and assess clinical trial results, regulatory data, market data and regulatory designations for each drug.

The comprehensive report, with in-depth market analysis around each drug, is released early each year.

 

Read the full Cortellis Drugs to Watch 2019 report here

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