Atopic Dermatitis | Unmet Need | Moderate to Severe | US/EU | 2018

MARKET OUTLOOK

The moderate to severe AD market is at the beginning of a revolution with the recent approval of the first targeted AD biologic, Sanofi/Regeneron’s Dupixent, and a promising suite of mid-stage agents (e.g., Novartis’s ZPL-389, Galderma’s nemolizumab, AbbVie’s upadacitinib) and late-stage agents (e.g., Eli Lilly’s baricitinib, Pfizer’s PF-04965842, LEO Pharma’s tralokinumab) advancing in the pipeline. In this report, we assess the commercial opportunity remaining in the topical-refractory, moderate to severe AD space through a comprehensive look at dermatologists’ treatment goals; the key efficacy, safety, and delivery attributes driving prescribing choice; the gaps in treatment left by current therapies; and the interplay of clinical and nonclinical attributes in determining the appeal of new AD products.

QUESTIONS ANSWERED

• What are the treatment drivers and goals for topical-refractory, moderate to severe AD?
• What drug attributes are key influencers, which have limited impact, and which are hidden opportunities?
• How do current therapies perform on key treatment drivers and goals for topical-refractory, moderate to severe AD?
• What are the prevailing areas of unmet need and opportunity in topical-refractory, moderate to severe AD?
• What trade-offs across different clinical attributes and price are acceptable to U.S. and European dermatologists for a hypothetical new drug for topical-refractory, moderate to severe AD?

PRODUCT DESCRIPTION

Provides quantitative insight into U.S. and European physician perceptions of key treatment drivers and goals and the current level of unmet need for a specific disease. Commercial opportunities are analyzed, and the extent to which emerging therapies may capitalize on these opportunities is evaluated.

Markets covered: United States, United Kingdom, France, and Germany.

Primary research: Survey of 61 U.S. and 30 European dermatologists fielded in March 2018.

Key companies: AbbVie, Dermira, Eli Lilly, Galderma, LEO Pharma, Novartis, Pfizer, Regeneron, Sanofi, and Vanda.

Key drugs: Dupixent, Olumiant, lebrikizumab, nemolizumab, PF-04965842, tralokinumab, tradipitant, upadacitinib, and ZPL-389.