ブランドと戦略：関節リウマチ

Abstract

In This Issue...

The market for disease-modifying rheumatoid arthritis (RA) therapies is dominated by sales of three currently marketed tumor necrosis factor-alpha (TNF-alpha) inhibitors - Enbrel, Remicade, and Humira. Although these agents are prescribed to a small minority of drug-treated RA patients due to their high cost and potential to cause serious adverse events, their high price relative to conventional disease-modifying antirheumatic drugs (DMARDs) is what drives their commercial success, and in turn, the success of each drug' s key marketers - Amgen and Wyeth, Centocor and Schering-Plough, and Abbott, respectively - in the RA market. However, not all RA patients treated with the currently available TNF-alpha inhibitors respond to these agents, thus there is commercial opportunity for companies who are able to bring novel TNF-alpha inhibitors and biologics with alternative mechanisms of action to market. However, emerging players in the RA market who have recently launched or who are expected to launch novel RA biologics in the near future - including Bristol-Myers Squibb, Roche, and UCB - will find it difficult for their new drugs to challenge the well-established and long-term efficacy and safety profiles of the three currently marketed TNF-alpha inhibitors.

Questions Answered in This Report

• Competitive dynamics: The competitive landscape for RA biologics recently became more diversified following the early 2006 launch of two novel agents, and additional biologics are set to enter the RA market in the coming years. How have the marketers of the three currently available TNF-alpha inhibitors positioned their brands for success? Which companies will continue to succeed in the market, and which will succumb to the heightened level of competition?
• Market dynamics: Recently launched and emerging RA biologics include agents with novel mechanisms of action for treating RA, as well as new anti-TNF-alpha therapies. What level of uptake will these novel biologics experience? How will they affect sales for the overall disease-modifying RA therapy market?
• Brand dynamics: The marketers of Enbrel, Remicade, and Humira have positioned their drugs for continued success in the RA market using a variety of strategies, including conducting long-term efficacy and safety studies, expanding their drug' s label to include multiple RA indications, employing aggressive promotional campaigns, and reformulating their drug to bolster patient convenience. How important is the use of similar strategies to the future success of novel RA biologics? Have emerging players in the RA market learned from these successful strategies, and to what extent have they employed/will they employ such strategies in bringing their novel agent to market?
• Key events: The market for RA biologics has recently, and will continue to become, more diversified and crowded following the launch of new agents What new drugs are forecasted to enter the RA market between 2005 and 2010 and when will they launch? What products are being developed in the major RA competitors' pipelines?

Scope

• Markets Covered: United States, France, Germany, Italy, Spain, United Kingdom, and Japan.
• Market Analysis: Annualized 5-year sales forecasts presented by region, drug class, molecule, and brand for 2005 to 2010, including the impact of key events during the forecast period. Annualized forecast of total prevalent and diagnosed cases for each of the major markets from 2005 to 2010.
• Company Analysis: Detailed discussion of major competitors including Wyeth, Amgen, Centocor, Schering-Plough, Abbott, Bristol-Myers Squibb, and Roche. Includes analysis of each company' s RA product portfolio, development pipeline, and strategic positioning.
• Brand Analysis: The report features an in-depth discussion of leading brands in the RA market, including approval history, sales and market position, SWOT analysis, annualized sales forecast, promotional spending, on-going life cycle management initiatives, and strategic positioning.

Table of Contents

Table of Contents

Table of Exhibits

Executive Summary

Section 1: Rheumatoid Arthritis Patient Populations

• Background
• Rheumatoid Arthritis Prevalence and Diagnosis
• US
• Europe
• Japan

Section 2: Rheumatoid Arthritis Treatment Overview

• Rheumatoid Arthritis Treatment
  • Disease-Modifying Therapies
  • Palliative Agents

Section 3: Major Markets for Rheumatoid Arthritis Treatment

• Market Overview
  • Rheumatoid Arthritis Drug Sales by Region
  • Rheumatoid Arthritis Drug Sales by Class
• Market Forecast
  • Key Events
  • Drug Pricing
  • Formulary Placement
  • TNF-α Inhibitor Market
  • Selective Costimulation Modulator Market
  • B-Cell-Targeted Therapy Market
  • Interleukin-Based Therapy Market
  • Conventional DMARD Market

Section 4: Competitive Analysis

• Overview
• Competitive Landscape, 2005-2010
  • Rheumatoid Arthritis Market by Competitor
  • Promotional Spending

Enbrel

• Approval History
• Sales and Market Position
• Enbrel Competitive Analysis
• Promotional Spending
• Life Cycle Management
• Strategic Positioning
• Wyeth
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning
• Amgen
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning

Remicade

• Approval History
• Sales and Market Position
• Remicade Competitive Analysis
• Promotional Spending
• Life Cycle Management
• Strategic Positioning
• Centocor
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning
• Schering-Plough
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning

Humira

• Approval History
• Sales and Market Position
• Humira Competitive Analysis
• Promotional Spending
• Life Cycle Management
• Strategic Positioning
• Abbott
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning

Orencia

• Approval History
• Sales and Market Position
• Orencia Competitive Analysis
• Promotional Spending
• Life Cycle Management
• Strategic Positioning
• Bristol-Myers Squibb
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning

Rituxan/MabThera

• Approval History
• Sales and Market Position
• Rituxan/MabThera Competitive Analysis
• Promotional Spending
• Life Cycle Management
• Strategic Positioning
• Roche
  • Product Portfolio
  • Rheumatoid Arthritis Pipeline
  • Strategic Positioning

Key Drugs To Launch

• UCB' s Cimzia
• Centocor/Schering-Plough/Tanabe/Janssen Pharmaceutical KK' s Golimumab
• Roche/Chugai' s Actemra

Section 5: Supplementary Market Analysis and Methodology

Acronyms and Abbreviations

Methodology

• Epidemiological Forecast Methodology
• Market Forecast Methodology
• Competitive Analysis Methodology

Bibliography

Table of Exhibits

Executive Summary

• Exhibit ES-1: Disease-Modifying RA Market ($US), Major Markets, 2005-2010
• Exhibit ES-2: Disease-Modifying RA Market by Competitor, 2005 and 2010

Section 1: Rheumatoid Arthritis Patient Populations

• Exhibit 1-1: Rheumatoid Arthritis Prevalence and Diagnosis, Major Markets
• Exhibit 1-2: Rheumatoid Arthritis Prevalence and Diagnosis, US
• Exhibit 1-3: Rheumatoid Arthritis Prevalence and Diagnosis, Europe
• Exhibit 1-4: Rheumatoid Arthritis Prevalence and Diagnosis, Europe, Continued
• Exhibit 1-5: Rheumatoid Arthritis Prevalence and Diagnosis, Japan

Section 2: Rheumatoid Arthritis Treatment Overview

• Exhibit 2-1: Drug Classes Used for the Treatment of RA

Section 3: Major Markets for Rheumatoid Arthritis Treatment

• Exhibit 3-1: Disease-Modifying RA Market ($US), Major Markets, 2005-2010 (Graphical Format)
• Exhibit 3-2: Disease-Modifying RA Market ($US), Major Markets, 2005-2010 (Tabular Format)
• Exhibit 3-3: Market for Disease-Modifying RA Therapies ($US), by Country, Major Markets, 2005-2010
• Exhibit 3-4: Market for Disease-Modifying RA Therapies, by Country, as a % of Total, Major Markets, 2005 and 2010
• Exhibit 3-5: Market for Disease-Modifying RA Therapies ($US), by Drug Class, Major Markets, 2005-2010
• Exhibit 3-6: Key Events , RA, 2005-2010
• Exhibit 3-7: Price to Treat per Day ($US), TNF-α Inhibitors, 2005
• Exhibit 3-8: Price to Treat per Day ($US), Selective Costimulation Modulators, 2005
• Exhibit 3-9: Price to Treat per Day ($US), B-Cell-Targeted Therapies, 2005
• Exhibit 3-10: Price to Treat per Day ($US), Interleukin-Based Therapies, 2005
• Exhibit 3-11: Price to Treat per Day ($US), Conventional DMARDs, 2005-2010
• Exhibit 3-12: Price to Treat per Day ($US), Conventional DMARDs, 2005-2010, Continued
• Exhibit 3-13: Conventional DMARD Pricing, Brand vs. Generic Price, 2005
• Exhibit 3-14: Conventional DMARD Pricing, Brand vs. Generic Price, 2005, Continued
• Exhibit 3-15: US Formulary Placement of RA Conventional DMARDs
• Exhibit 3-16: US Formulary Placement of RA Biologics
• Exhibit 3-17: TNF-α Inhibitor Market ($US), by Drug, Major Markets, 2005-2010 (Graphical Format)
• Exhibit 3-18: TNF-α Inhibitor Market ($US), by Country, Major Markets, 2005-2010 (Tabular Format)
• Exhibit 3-19: TNF-α Inhibitor Market ($US), by Drug, Major Markets, 2005-2010 (Tabular Format)
• Exhibit 3-20: TNF-α Inhibitor Market Share, by Brand and Region, 2005 and 2010
• Exhibit 3-21: Selective Costimulation Modulators Market ($US), by Drug, Major Markets, 2005-2010
• Exhibit 3-22: Selective Costimulation Modulator Market ($US), by Country, 2005-2010
• Exhibit 3-23: B-Cell-Targeted Therapy Market ($US), by Drug, Major Markets, 2005-2010
• Exhibit 3-24: B-Cell-Targeted Therapy Market ($US), by Country, 2005-2010
• Exhibit 3-25: Interleukin-Based Therapy Market ($US), by Drug, Major Markets, 2005-2010 (Graphical Format)
• Exhibit 3-26: Interleukin-Based Therapies Market ($US), by Country, 2005-2010
• Exhibit 3-27: Interleukin-Based Therapies Market ($US), by Drug, Major Markets, 2005-2010 (Tabular Format)
• Exhibit 3-28: Interleukin-Based Therapy Market Share, by Brand and Region, 2005 and 2010
• Exhibit 3-29: Conventional DMARDs Market ($US), by Drug, Major Markets, 2005-2010 (Graphical Format)
• Exhibit 3-30: Conventional DMARDs Market ($US), by Country, 2005-2010
• Exhibit 3-31: Conventional DMARDs Market ($US), by Drug, Major Markets, 2005-2010 (Tabular Format)
• Exhibit 3-32: Conventional DMARD Market Share, by Drug and Region, 2005 and 2010

Section 4: Competitive Analysis

• Exhibit 4-1: RA Market Competitive Position, 2005-2010
• Exhibit 4-2: Disease-Modifying RA Market ($US), by Company, 2005-2010
• Exhibit 4-3: Promotional Spending for RA Biologics, by Company, 2005
• Exhibit 4-4: Promotional Spending Among RA Biologics, 2005
• Exhibit 4-5: Timeline of Enbrel' s RA Regulatory Approvals in the Seven Major Pharmaceutical Markets
• Exhibit 4-6: Summary of Key Clinical Trials Supporting Enbrel' s RA Approvals
• Exhibit 4-7: Summary of Key Clinical Trials Supporting Enbrel' s RA Approvals, Continued
• Exhibit 4-8: Summary of Wyeth' s RA Product Portfolio, 2006
• Exhibit 4-9: Summary of Amgen' s RA Product Portfolio, 2006
• Exhibit 4-10: Amgen' s Major-Market RA Revenues by Drug, 2005-2010
• Exhibit 4-11: Timeline of Remicade' s RA Regulatory Approvals in the Seven Major Pharmaceutical Markets
• Exhibit 4-12: Summary of Key Clinical Trials Supporting Remicade' s RA Approvals
• Exhibit 4-13: Summary of Centocor' s RA Product Portfolio, 2006
• Exhibit 4-14: Centocor' s Major-Market RA Revenues by Drug, 2005-2010
• Exhibit 4-15: Summary of Schering-Plough' s RA Product Portfolio, 2006
• Exhibit 4-16: Schering-Plough' s Major-Market RA Revenues by Drug, 2005-2010
• Exhibit 4-17: Timeline of Humira' s RA Regulatory Approvals in the Seven Major Pharmaceutical Markets
• Exhibit 4-18: Summary of Key Clinical Trials Supporting Humira' s RA Approvals
• Exhibit 4-19: Summary of Key Clinical Trials Supporting Humira' s RA Approvals, Continued
• Exhibit 4-20: Summary of Abbott' s RA Product Portfolio, 2006
• Exhibit 4-21: Timeline of Orencia' s RA Regulatory Approvals in the Seven Major Pharmaceutical Markets
• Exhibit 4-22: Summary of Key Clinical Trials Supporting Orencia' s RA Approvals
• Exhibit 4-23: Summary of BMS' RA Product Portfolio, 2006
• Exhibit 4-24: Timeline of Rituxan/MabThera' s RA Regulatory Approvals in the Seven Major Pharmaceutical Markets
• Exhibit 4-25: Summary of Key Clinical Trials Supporting Rituxan/MabThera' s RA Approvals
• Exhibit 4-26: Summary of Key Clinical Trials Supporting Rituxan/MabThera' s RA Approvals, Continued
• Exhibit 4-27: Summary of Roche' s RA Product Portfolio, 2006
• Exhibit 4-28: Roche' s Major-Market RA Revenues by Drug, 2005-2010
• Exhibit 4-29: Anticipated RA Launch Dates for Emerging RA Biologics, 2007-2010

Section 5: Supplementary Market Analysis and Methodology

• Exhibit 5-1: Total Enbrel Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-2: Total Remicade Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-3: Total Humira Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-4: Total Cimzia Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-5: Total Golimumab Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-6: Total Kineret Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-7: Total Actemra Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-8: Total Methotrexate Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-9: Total Leflunomide Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-10: Total Sulfasalazine Market ($US), by Country, Major Markets, 2005-2010
• Exhibit 5-11: Total Hydroxychloroquine Market ($US), by Country, Major Markets, 2005-2010