眼科治疗药物技术及全球市场分析报告

jamesw9401

CHAPTER ONE: INTRODUCTION ............................................................................ 1
STUDY GOALS AND OBJECTIVES ................................................................. 1
REASONS FOR DOING THE STUDY .............................................................. 1
SCOPE OF REPORT .......................................................................................... 2
INTENDED AUDIENCE .................................................................................... 3
INFORMATION SOURCES ............................................................................... 4
RELATED BCC REPORTS ................................................................................ 4
BCC ONLINE SERVICES .................................................................................. 5
DISCLAIMER ..................................................................................................... 5
CHAPTER TWO: EXECUTIVE SUMMARY ............................................................... 6
SUMMARY TABLE GLOBAL OPHTHALMIC FORECAST BY DISEASE
CLASS, THROUGH 2014 ($ MILLIONS) .......................................................... 6
SUMMARY FIGURE GLOBAL OPHTHALMIC FORECAST BY
DISEASE CLASS, 2008-2014 ($ MILLIONS) .................................................... 7
EXECUTIVE SUMMARY (CONTINUED) ........................................................ 8
CHAPTER THREE: OVERVIEW ............................................................................... 9
HISTORY AND CURRENT STATE OF OPHTHALMOLOGY
DISEASE........................................................................................................ 9
ESTABLISHED DRUG CLASSES IN OPHTHALMOLOGY ............... 10
EMERGING DRUG CLASSES .............................................................. 10
VEGF-Trap Eye ........................................................................... 10
Combination Therapies ............................................................... 10
COMPETITION BETWEEN VEGF INHIBITORS IN WET AMD ...... 11
TABLE 1 NOTABLE EVENTS IN LUCENTIS VERSUS AVASTIN:
PREVIOUS AND EXPECTED .......................................................................... 11
TABLE 1 (CONTINUED) ........................................................................................ 12
Expected Outcome of CATT trial: Avastin v. Lucentis .............. 12
GENETIC SPECIFICATIONS OF OPHTHALMIC DISEASE ............ 13
TABLE 2 SUMMARY OF KNOWN GENES INFLUENCING DISEASE ........... 13
TABLE 2 (CONTINUED) ........................................................................................ 14
SUMMARY PIPELINE OF DRUGS IN DEVELOPMENT .................. 14
TABLE 3 RECENTLY APPROVED DRUGS, 2009 .............................................. 14
TABLE 4 SUMMARY PIPELINE FORECAST, 2012-2014 ................................. 15
CHAPTER FOUR: INDUSTRY STRUCTURE AND COMPETITIVE
ANALYSIS .............................................................................................................. 16
INDUSTRY STRUCTURE ............................................................................... 16
MARKET CONCENTRATION AND PRICE SENSITIVITY ............... 16
TABLE 5 COMPANY BY DISEASE CLASS, 2009 REVENUE ($
MILLIONS) ........................................................................................................ 17
PHM031C — Ophthalmic Therapeutic Drugs: Technologies and Global Markets

COMPETITIVE FACTORS .................................................................... 18
TABLE 6 LARGE REVENUE, BRANDED DRUG SALES COMING OFF
PATENT, 2009 ................................................................................................... 18
MARKET TRENDS ................................................................................ 18
Demographics Offer Tremendous Long-run Opportunity ......... 18
TABLE 7 REVENUE GROWTH OF OPHTHALMOLOGY AS
COMPARED TO TOTAL PHARMACEUTICAL MARKET, 2005-2009
(% YEAR-OVER-YEAR REVENUE GROWTH) ............................................... 19
An Increasingly Challenging Global Reimbursement
Environment ........................................................................... 19
Sustained Drug Delivery Is the Future of Retinal Care ............ 20
Payment Structures Are Ever More Important to Revenue
Uptake and Peak Sales. ......................................................... 20
Fundamental Patient Need: Blindness or Impaired Vision
Are Among the Most Debilitating Diseases .......................... 21
Combination Therapies Promise Improved Therapeutic
Response ................................................................................. 21
Expansion of Prescription Therapies to Rural
Communities .......................................................................... 21
TABLE 8 NUMBER OF U.S. HOSPITALS PROVIDING OPHTHALMIC
CARE .................................................................................................................. 22
TABLE 9 NUMBER OF TRAINED, LICENSED, AND CERTIFIED
OPHTHALMOLOGISTS ................................................................................... 22
TABLE 10 MARKET REVENUE AND SHARE BY LEADING
OPHTHALMIC PLAYERS, 2009 ($ MILLIONS/%) ....................................... 23
TABLE 11 MARKET ANALYSIS BY DISEASE, 2008 AND 2009 ($
MILLIONS) ........................................................................................................ 23
TABLE 12 LEADING OPHTHALMIC THERAPIES, TOTAL SEGMENT,
2009 ($ MILLIONS/%) ...................................................................................... 24
NOTABLE MERGERS, ACQUISITIONS AND
TRANSACTIONS .............................................................................. 24
Roche/Genentech ......................................................................... 24
Alcon/Novartis ............................................................................. 25
Transaction Summary ...................................................... 25
Proposed Terms of Purchase ............................................ 25
Integration Challenges and Opportunities ...................... 26
Fovea/Sanofi-Aventis ................................................................... 26
Fovea/Sanofi-Aventis (Continued) ................................... 27
CHAPTER FIVE: MARKETS BY DISEASE ............................................................ 28
SUMMARY OF MARKET DYNAMICS ........................................................... 28
PHM031C — Ophthalmic Therapeutic Drugs: Technologies and Global Markets

TABLE 13 GLOBAL OPHTHALMIC FORECAST BY DISEASE CLASS,
THROUGH 2014 ($ MILLIONS) ....................................................................... 29
AMD ................................................................................................................... 29
PATHOPHYSIOLOGY AND PATHOGENESIS ................................... 29
Pathophysiology and Pathogenesis (Continued) ........................ 30
TREATMENT AND MANAGEMENT ................................................... 31
Wet AMD ...................................................................................... 31
Wet AMD (Continued) ...................................................... 32
Dry AMD ...................................................................................... 33
FORECAST EPIDEMIOLOGY .............................................................. 33
TABLE 14 GLOBAL FORECAST EPIDEMIOLOGY: WET AMD,
PREVALENCE, THROUGH 2014 ................................................................... 33
TABLE 15 WET AMD REVENUE, 2009 SUMMARY, 2008 AND 2009 ($
MILLIONS) ........................................................................................................ 34
TABLE 16 WET AMD, FORECAST BY COMPANY, THROUGH 2014 ($
MILLIONS) ........................................................................................................ 34
TABLE 17 WET AMD REVENUE, FORECAST BY DRUG, THROUGH
2014 ($ MILLIONS) ........................................................................................... 35
TABLE 18 GLOBAL FORECAST EPIDEMIOLOGY: DRY AMD,
PREVALENCE, THROUGH 2014 ................................................................... 35
GLAUCOMA ..................................................................................................... 35
PATHOPHYSIOLOGY AND PATHOGENESIS ................................... 35
Pathophysiology and Pathogenesis (Continued) ........................ 36
TREATMENT AND MANAGEMENT ................................................... 37
Xalatan ......................................................................................... 37
Cosopt ........................................................................................... 38
Travatan ....................................................................................... 39
Lumigan ....................................................................................... 39
Lumigan (Continued) ........................................................ 40
Prostaglandins Analysis: First Line Treatment for
Glaucoma ................................................................................ 41
GLAUCOMA MANAGEMENT STRATEGIES ..................................... 41
Combination Therapies in Glaucoma Management .................. 41
FORECAST EPIDEMIOLOGY .............................................................. 42
TABLE 19 GLOBAL FORECAST EPIDEMIOLOGY: GLAUCOMA,
PREVALENCE, THROUGH2014 .................................................................... 42
TABLE 20 GLAUCOMA REVENUE, 2009 SUMMARY ($ MILLIONS) ............ 43
TABLE 21 GLAUCOMA, FORECAST BY COMPANY, THROUGH 2014 ($
MILLIONS) ........................................................................................................ 43
TABLE 22 GLAUCOMA REVENUE, FORECAST BY DRUG, THROUGH
2014 ($ MILLIONS) ........................................................................................... 44
PHM031C — Ophthalmic Therapeutic Drugs: Technologies and Global Markets

DIABETIC RETINOPATHY ............................................................................ 44
PATHOPHYSIOLOGY AND PATHOGENESIS ................................... 44
Pathophysiology and Pathogenesis (Continued) ........................ 45
TABLE 23 SUCCESSIVE STAGES OF DIABETIC RETINOPATHY ................ 46
TREATMENT AND MANAGEMENT ................................................... 46
Avastin ......................................................................................... 46
Arxxant ........................................................................................ 47
Iluvien .......................................................................................... 47
FORECAST EPIDEMIOLOGY .............................................................. 48
TABLE 24 GLOBAL FORECAST EPIDEMIOLOGY: DIABETIC
RETINOPATHY, PREVALENCE, THROUGH 2014 ....................................... 48
DRY-EYE DISEASE ......................................................................................... 48
PATHOPHYSIOLOGY AND PATHOGENESIS ................................... 48
TREATMENT AND MANAGEMENT ................................................... 49
Restasis ........................................................................................ 49
Hyalein ......................................................................................... 50
Regulatory Update for Dry-eye Disease ..................................... 51
FORECAST EPIDEMIOLOGY .............................................................. 52
TABLE 25 GLOBAL FORECAST EPIDEMIOLOGY: DRY-EYE
DISEASE, PREVALENCE, THROUGH 2014 .................................................. 52
TABLE 26 DRY-EYE DISEASE REVENUE, 2009 SUMMARY ($
MILLIONS/%) ................................................................................................... 53
TABLE 27 DRY-EYE DISEASE, FORECAST BY COMPANY, THROUGH
2014 ($ MILLIONS) ........................................................................................... 53
TABLE 28 DRY-EYE DISEASE REVENUE, FORECAST BY DRUG,
THROUGH 2014 ($ MILLIONS) ....................................................................... 54
ALLERGIC DISEASES .................................................................................... 54
TABLE 29 ALLERGIC DISEASE REVENUE, 2009 SUMMARY ($
MILLIONS/%) ................................................................................................... 55
TABLE 30 ALLERGIC DISEASE, FORECAST BY COMPANY,
THROUGH 2014 ($ MILLIONS/%) ................................................................. 55
TABLE 31 ALLERGIC DISEASE REVENUE, FORECAST BY DRUG,
THROUGH 2014 ($ MILLIONS) ....................................................................... 56
INFECTIOUS DISEASES ................................................................................ 56
TABLE 32 INFECTIOUS DISEASE REVENUE, 2009 SUMMARY ($
MILLIONS) ........................................................................................................ 57
TABLE 33 INFECTIOUS DISEASE, FORECAST BY COMPANY,
THROUGH 2014 ($ MILLIONS) ....................................................................... 57
TABLE 34 INFECTIOUS DISEASE REVENUE, FORECAST BY DRUG,
THROUGH 2014 ($ MILLIONS) ....................................................................... 58
INFLAMMATORY DISEASE ........................................................................... 58