Age-Related Macular Degeneration | Disease Landscape and Forecast | G7 | 2025
Age-related macular degeneration (AMD) is a late-onset retinal disease that diminishes central visual acuity due to photoreceptor degeneration in the macula, leading to vision impairment and blindness. Wet AMD is treated with historical mainstays such as off-label Avastin and Eylea, as well as newer entrants to the market such as Roche / Chugai’s Vabysmo and Regeneron / Bayer / Santen’s Eylea HD. The wet AMD market will see further fragmentation with the introduction of emerging therapies, most of which aim to further extend treatment intervals. These include three gene therapies (i.e., Regenxbio / AbbVie’s sura-vec [formerly ABBV-RGX-314], Adverum / Eli Lilly’s ixo-vec, and 4DMT / Otsuka’s 4D-150), and three long-acting TKIs (i.e., EyePoint Pharmaceutical’s Duravyu, Ocular Therapeutix’s Axpaxli, and Clearside Biomedical’s CLS-AX). By contrast, the management of geographic atrophy (GA) is currently limited to two complement system inhibitors in the United States, Apellis’s Syfovre and Astellas’s Izervay. Across other G7 markets, only Izervay secured approval in Japan in September 2025. We expect the launch of J&J Innovative Medicine’s gene therapy JNJ-1887, Annexon’s vonaprument (formerly ANX007), and Stealth BioTherapeutics’ elamipretide in the United States and Europe starting in 2027.
Questions answered
- How will the wet AMD treatment algorithm change as newer products such as Vabysmo and Eylea HD gain traction? To what extent will they capitalize on the need for therapies with longer dosing intervals?
- How will biosimilars of Eylea impact market dynamics in the different geographies?
- How receptive are retinal specialists to novel gene therapy approaches, TKIs, and to other emerging therapies for wet AMD and GA?
- What are U.S. retinal specialists’ impressions of Syfovre and Izervay?
Geography: United States, EU5, Japan
Primary research: Country-specific interviews with thought-leading retinal specialists; survey data collected for this and other Clarivate research
Epidemiology: Total prevalence of wet AMD and geographic atrophy (GA) by country, including diagnosed/drug-treated populations
Forecast: 10-year, annualized, drug-level sales and patient share of key dry and wet age-related macular degeneration therapies through 2034, segmented by brands / generics and epidemiological subpopulations
Drug treatments: Coverage of key current and late-phase emerging therapies
Product description
Disease Landscape & Forecast offers comprehensive market intelligence with world-class epidemiology, keen insight into current and emerging therapies, and drug forecasts supported by detailed primary and secondary research, enabling you to:
· Optimize your long-term disease and development strategy.
· Quantify market potential for your pipeline assets and those of your competitors.
· Understand a disease from top to bottom, including key patient populations, the current and future therapeutic landscape, and the evolving market trajectory.
· Gauge the commercial outlook and impact of key market events.
