Since Opdivo (nivolumab; Bristol-Myers Squibb/Ono Pharmaceutical) first gained Japanese regulatory approval for the treatment of metastatic melanoma in July 2014, programmed death-1/programmed death-ligand 1 (PD-1/PD-L1) inhibitors have grown to become the leading class of immunotherapies in oncology worldwide. Sales of the PD-1/PD-L1 therapy class have grown from $84m in 2014 to $6,292m in 2016, with five PD-1/PD-L1 inhibitors currently approved across a variety of tumor indications. Despite the success of these products, developers continue to face clinical and commercial challenges. Nonetheless, the broad applicability and strong initial success of PD-1/PD-L1 inhibitors in oncology means that companies are actively seeking ways to differentiate their products and increase their market share.
Note: The analyst Dustin Phan presented these slides in Tokyo and Osaka during July 2017.
- Ongoing developments in the PD-1/PD-L1 therapy space
- Keytruda (pembrolizumab; Merck & Co)
- Tecentriq (atezolizumab; Roche/Chugai)
- Imfinzi (durvalumab; AstraZeneca)
- Bavencio (avelumab; Merck KGaA/Pfizer)
4 An examination of:
- Non-small cell lung cancer (NSCLC)
- Bladder cancer