{"id":391020,"date":"2016-11-09T00:00:00","date_gmt":"2016-11-09T00:00:00","guid":{"rendered":"https:\/\/clarivate.com\/life-sciences-healthcare\/report\/dlsfcg0004-2016-biopharma-multiple-sclerosis-disease-landscape-and-forecast-g7-2016\/"},"modified":"2026-04-17T23:41:37","modified_gmt":"2026-04-17T23:41:37","slug":"dlsfcg0004-2016-biopharma-multiple-sclerosis-disease-landscape-and-forecast-g7-2016","status":"publish","type":"report","link":"https:\/\/clarivate.com\/life-sciences-healthcare\/report\/dlsfcg0004-2016-biopharma-multiple-sclerosis-disease-landscape-and-forecast-g7-2016\/","title":{"rendered":"Multiple Sclerosis | Disease Landscape and Forecast | G7 | 2016"},"content":{"rendered":"<p>The maturing, but highly lucrative, market for multiple sclerosis (MS) disease-modifying therapies (DMTs) is becoming increasingly fragmented as attractive new options enter a powerful armamentarium\u2014one transformed by oral drugs but in which injectable mainstays have given way only slowly. Beginning in 2017, we expect Novartis\u2019s siponimod and Roche\/Genentech\u2019s ocrelizumab (Ocrevus) to become the first compelling approved agents to treat progressive MS, which will expand\u00a0DMT\u00a0use in these underserved populations. In relapsing MS,\u00a0Novartis\/Mitsubishi Tanabe Pharma\u2019s Gilenya\/Imusera, Biogen\u2019s Tecfidera, and Sanofi Genzyme\u2019s Aubagio are now well established in early lines of therapy, although the safety experience with these drugs prolongs a clinical role for platform injectable therapies (e.g., interferon-\u03b2s, Teva\u2019s Copaxone). In later lines of treatment, Genzyme\/Sanofi\u2019s Lemtrada and Biogen\/AbbVie\u2019s Zinbryta vie for use with Biogen\u2019s Tysabri; standout\u00a0Ocrevus will drive further competition late-line but will also stoke the perennial debate about\u00a0induction. The first generic MS DMT,\u00a0Sandoz\/Momenta\u2019s Glatopa (glatiramer acetate 20 mg\/mL), has done little to date to change the U.S. market access landscape in MS, but additional generics, namely orals,\u00a0loom; we expect that generic competition will limit the market potential for a growing wave of follow-on products in the late-stage MS pipeline. Meanwhile, drug developers have resharpened their focus on developing \u201cnext frontier\u201d neuroprotective or reparative treatments, although major challenges remain. Ultimately, the launch of premium-priced novel therapies, coupled with U.S. price increases and growth in the drug-treatment rate for progressive MS, will combine to drive relatively steady growth in the market through 2025; however, this growth will be tempered by a conservative prescriber base faced with a relative lack of long-term safety data and clinical experience with novel agents, as well as a lack of prognostic and theranostic markers needed to help guide tough treatment decisions.<\/p>\n<p><strong>Questions Answered:<\/strong><\/p>\n<ul>\n<li>At long last, approved treatment options for secondary- (SP-MS) and primary-progressive multiple sclerosis (PP-MS) are in sight. <strong>In which patient types do interviewed MS experts expect to use siponimod and Ocrevus\u00a0for progressive MS? How large is the commercial opportunity for these agents in the progressive MS population, and what competitors might they face down the road?<\/strong><\/li>\n<li>Generic glatiramer acetate 20 mg\/mL has entered the U.S. market, and we expect that the next five years will see the launch of additional generic competitors, including oral DMTs.<strong> What will be the commercial impact of these lower-priced alternatives on the MS market, and when will it occur?<\/strong><\/li>\n<li>Oral DMTs led by Gilenya\/Imusera and Tecfidera hold a sizable share of the relapsing MS market, with follow-on agents rapidly progressing through the pipeline.<strong> How will oral DMTs fare against attractive new monoclonal antibodies in the evolving MS treatment algorithm? How will ozanimod (Celgene\/Receptos), ponesimod (Actelion), ALKS-8700 (Alkermes), and FP-187 (Forward Pharma) compete with their first-generatio<\/strong><strong>n counterparts?\u00a0How large a role can Teva\/Active Biotech\u2019s laquinimod and Merck KGaA\u2019s oral cladribine achieve in the increasingly\u00a0crowded\u00a0landscape?<\/strong>\u00a0<\/li>\n<li>Potent\u2014and acceptably safe\u2014immune-targeted DMTs are necessary for treatment-refractory MS patients and those with an aggressive disease course. Thanks to risk stratification for progressive multifocal leukoencephalopathy (PML), Biogen\u2019s Tysabri remains competitive and Lemtrada Zinbryta and Ocrevus offer additional late-line options. <strong>How will neurologists\u2019 use of Tysabri change? What is the market outlook for other higher-risk\/higher-reward DMTs (e.g., Lemtrada)? Are physicians receptive to\u00a0Zinbryta? How will experts utilize Ocrevus\u00a0and\u00a0<strong>ofatumumab (Novartis\/Genmab)<\/strong>in the management of relapsing MS patients? How might these agents impact treatment paradigms?\u00a0<\/strong><\/li>\n<li>Injectable DMTs remain a bedrock of current treatment.\u00a0<strong>How will the role of IFN-\u03b2 products and glatiramer acetate evolve? What clinical and commercial forces will shape the longevity of the platform injectable products?<\/strong><\/li>\n<\/ul>\n<p><strong>Scope:<\/strong><\/p>\n<p><strong>Markets covered:<\/strong> United States, France, Germany, Italy, Spain, United Kingdom, Japan.<\/p>\n<p><strong>Primary research<\/strong>: 31 country-specific interviews with experts.<\/p>\n<p><strong>Epidemiology:<\/strong> Prevalence of relapsing-remitting MS and clinically isolated syndrome (RR-MS + CIS); prevalence of chronic-progressive MS (CP-MS).<\/p>\n<p><strong>Population segments in market forecast:<\/strong> RR-MS + CIS; CP-MS.<\/p>\n<p><strong>Emerging therapies: <\/strong> Phase II: 17 drugs; Phase III: 7 drugs; preregistration: 2 drugs. Coverage of 11 select preclinical and Phase I products.<\/p>\n","protected":false},"template":"","class_list":["post-391020","report","type-report","status-publish","hentry","report-gateway-biopharma","biopharma-therapy-areas-multiple-sclerosis","biopharma-date-858"],"acf":[],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/report\/391020","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/report"}],"about":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/types\/report"}],"version-history":[{"count":1,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/report\/391020\/revisions"}],"predecessor-version":[{"id":394143,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/report\/391020\/revisions\/394143"}],"wp:attachment":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/media?parent=391020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}