The maturing but highly lucrative market for MSDMTs continues to fragment as new entrants propel ongoing shifts in a complicated treatment algorithm. Roche/Genentech’s Ocrevus will intensify competition in relapsing MS and will stoke the perennial debate about early intervention with high efficacy drugs. Meanwhile, Ocrevus is set to meaningfully expand treatment in the underserved progressive MS population. Separately, the looming entry of additional generics will begin a shift in this high-cost market and limit the market potential for follow-on brands as reimbursement authorities race to reign in healthcare costs. Against this complex backdrop, drug developers have resharpened their focus on developing neuroprotective or reparative treatments in MS—now the “next frontier” in a market replete with solid anti-inflammatory options. Understanding these intersecting forces will be key to the success of current and future players in this evolving market.
Disease Landscape & Forecast: Comprehensive market intelligence providing world-class epidemiology, keen insight into current treatment paradigms, in-depth pipeline assessments, and drug forecasts supported by detailed primary and secondary research.