The moderate to severe AD market is at the beginning of a revolution with the recent approval of the first targeted AD biologic, Sanofi/Regeneron’s Dupixent, and a promising suite of mid-stage agents (e.g., Novartis’s ZPL-389, Galderma’s nemolizumab, AbbVie’s upadacitinib) and late-stage agents (e.g., Eli Lilly’s baricitinib, Pfizer’s PF-04965842, LEO Pharma’s tralokinumab) advancing in the pipeline. In this report, we assess the commercial opportunity remaining in the topical-refractory, moderate to severe AD space through a comprehensive look at 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 appeal of new AD products.
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, and Germany.
Primary research: Survey of 61 U.S. and 30 European dermatologists fielded in March 2018.
Key companies: AbbVie, Dermira, Eli Lilly, Galderma, LEO Pharma, Novartis, Pfizer, Regeneron, Sanofi, and Vanda.
Key drugs: Dupixent, Olumiant, lebrikizumab, nemolizumab, PF-04965842, tralokinumab, tradipitant, upadacitinib, and ZPL-389.