Atopic Dermatitis | Unmet Need | US/EU | Moderate to Severe | 2020

The moderate to severe atopic dermatitis (AD) market is at the beginning of a revolution with the recent approval of Sanofi/Regeneron’s first-in-class biologic, Dupixent, and a promising suite of late-phase agents advancing in the pipeline (e.g., Eli Lilly’s baricitinib, Pfizer’s abrocitinib, LEO Pharma’s tralokinumab and delgocitinib, AbbVie’s upadacitinib, Dermira’s lebrikizumab, Galderma’s nemolizumab). In this report, we assess the commercial opportunity remaining in the topical-refractory moderate to severe AD space through a comprehensive analysis of 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 commercial potential of new AD products.

QUESTIONS ANSWERED

•  What are the key treatment drivers for topical-refractory moderate to severe AD patients? How do current therapies such as Dupixent perform against these key treatment drivers and goals?
• Where do surveyed dermatologists perceive the largest gaps in the treatment of topical-refractory moderate to severe AD patients? Which present the most compelling commercial opportunities?
• What trade-offs among queried clinical attributes and price are acceptable to U.S. or European dermatologists when considering whether to prescribe a hypothetical new AD therapy?

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

Primary research: Survey of 60 U.S. and 30 European dermatologists treating pediatric patients

Key companies:Sanofi, Regeneron, Pfizer, AbbVie, LEO Pharma, Eli Lilly, Incyte

Key drugs: Dupixent, cyclosporine, methotrexate, azathioprine, mycophenolate, oral prednisone

KEY METRICS INCLUDED

• Target Product Profile (TPP) simulator based on conjoint analysis methodology.
• Stated versus derived importance of product attributes on prescribing behavior.
• Assessment of current drug performance against treatment drivers and goals.
• Physician perceptions of unmet needs in the indication and related indications.
• Analysis of remaining drug development opportunities.

PRODUCT DESCRIPTION

Unmet Need supports clinical development decisions by identifying key attributes and assessing areas of unmet need for a specific disease or subpopulation. Based on surveys with U.S. and European physicians, this report provides insight into key treatment drivers and goals, the performance of current therapies, and the remaining commercial opportunities. One market scenario is profiled in detail by DRG experts, and additional customized market scenarios can be evaluated with the corresponding TPP simulato