Wet Age-Related Macular Degeneration | Unmet Need | Wet Age-Related Macular Degeneration | US/EU | 2023

Wet age-related macular degeneration (also known as exudative or neovascular AMD) is characterized by leakage from newly formed blood vessels, distorting the surface of the retina and causing visual impairment. Intravitreal VEGF inhibitors, such as Roche / Genentech / Novartis’s Lucentis, Regeneron/ Bayer HealthCare/ Santen’s Eylea, and Roche / Genentech / Chugai’s Avastin, are the most common pharmacotherapies used to treat wet AMD, owing to their proven efficacy and safety. In November 2021, Roche’s Susvimo launched in the United States, the first refillable permanent implant designed for long-term drug delivery. In 2022, a new therapeutic option, Roche / Chugai’s Vabysmo, launched in the United States, the United Kingdom, and Germany. Vabysmo is a bispecific antibody targeting VEGF and angiopoetin-2 and, as such, represents a novel mechanism of action to treat wet AMD. Additionally, biosimilar versions of ranibizumab launched in July 2022 in the United States and the United Kingdom, potentially addressing the high cost of wet AMD treatment. However, these agents present clinical shortcomings in efficacy, safety, and / or delivery, creating opportunities for new and improved alternatives. Our content examines the key drivers of clinical decision-making in wet AMD and prescriber perceptions of the risk / benefit profiles of available treatments, all of which will help identify levers for new product positioning and differentiation in this space.

QUESTIONS ANSWERED

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

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, Germany

Primary research: Survey of 60 U.S. and 31 European ophthalmologists fielded in January 2023

Key companies: Roche, Genentech, Regeneron, Novartis, Biogen / Samsung Bioepis, Coherus, Formycon / Bioeq / Teva

Key drugs: Eylea, Lucentis, Beovu, Susvimo, Vabysmo, biosimilar ranibizumab, Avastin