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Gastrointestinal Disorders: Innovative Pipeline Offers Potential for First Approved Therapies in NASH and Celiac Disease
Summary
The burden of disease associated with gastrointestinal disorders is considerable with many of these disorders being highly prevalent. Additionally, many GI disorders are chronic in nature and are associated with significant impairments in quality of life including activity impairment and productivity loss. Despite this, many of these conditions are still incompletely understood and suboptimally managed. Therefore, there is a considerable unmet need for innovative new therapies in this area. This report assesses first-in-class innovation across the gastrointestinal therapy area, with a particular focus on four key indications: Crohn’s disease, ulcerative colitis, nonalcoholic steatohepatitis and celiac disease.
GI disorders are a large therapy area with 1,241 pipeline products in active development, of which 789 have a disclosed molecular target. Among the 789 pipeline products with a disclosed molecular target, 354 first-in-class products and 252 distinct first-in-class targets have been identified, demonstrating that innovation and diversity within the pipeline is relatively high. Specifically, the number of first-in-class products that have been identified among the CrD, UC, NASH and CeD pipelines is 44, 51, 96 and 13, respectively. Many of the most promising first-in-class targets identified are implicated in immune and inflammatory responses.
Since January 2006, a total of 573 licensing deals have been completed within the GI therapy area. Of these, 207 had a disclosed deal value, and the aggregate disclosed value for these deals was $39.8 billion. Co-development deal activity was considerably lower with 334 deals completed over this time period. Of these, 63 had a disclosed deal value and the aggregate disclosed value of these deals was $17.5 billion. Among the key indications, CrD and UC incurred larger aggregate deal values than NASH and CrD.
Furthermore, among the 354 first-in-class products in the GI disorders pipeline, 99 have previously been involved in licensing deals and 67 have previously been involved in co-development deals. However, 214 first-in-class products have no prior involvement in either licensing or co-development deals and therefore represents potential investment opportunities.
Scope
Reasons to Buy
Summary
The burden of disease associated with gastrointestinal disorders is considerable with many of these disorders being highly prevalent. Additionally, many GI disorders are chronic in nature and are associated with significant impairments in quality of life including activity impairment and productivity loss. Despite this, many of these conditions are still incompletely understood and suboptimally managed. Therefore, there is a considerable unmet need for innovative new therapies in this area. This report assesses first-in-class innovation across the gastrointestinal therapy area, with a particular focus on four key indications: Crohn’s disease, ulcerative colitis, nonalcoholic steatohepatitis and celiac disease.
GI disorders are a large therapy area with 1,241 pipeline products in active development, of which 789 have a disclosed molecular target. Among the 789 pipeline products with a disclosed molecular target, 354 first-in-class products and 252 distinct first-in-class targets have been identified, demonstrating that innovation and diversity within the pipeline is relatively high. Specifically, the number of first-in-class products that have been identified among the CrD, UC, NASH and CeD pipelines is 44, 51, 96 and 13, respectively. Many of the most promising first-in-class targets identified are implicated in immune and inflammatory responses.
Since January 2006, a total of 573 licensing deals have been completed within the GI therapy area. Of these, 207 had a disclosed deal value, and the aggregate disclosed value for these deals was $39.8 billion. Co-development deal activity was considerably lower with 334 deals completed over this time period. Of these, 63 had a disclosed deal value and the aggregate disclosed value of these deals was $17.5 billion. Among the key indications, CrD and UC incurred larger aggregate deal values than NASH and CrD.
Furthermore, among the 354 first-in-class products in the GI disorders pipeline, 99 have previously been involved in licensing deals and 67 have previously been involved in co-development deals. However, 214 first-in-class products have no prior involvement in either licensing or co-development deals and therefore represents potential investment opportunities.
Scope
- Many gastrointestinal disorders are highly prevalent. How do epidemiology trends vary for Crohn’s disease, ulcerative colitis, nonalcoholic steatohepatitis and celiac disease? Which drug classes are used to treat these disorders?
- There are 1,241 pipeline programs in active development for gastrointestinal disorders. What proportion of these products are first-in-class? How does first-in-class innovation vary by indication, development stage and molecular target class?
- First-in-class products within the pipeline most frequently target cytokine signaling. Which other molecular target classes are prominently represented within the first-in-class pipeline? Which first-in-class targets have been identified as most promising for gastrointestinal disorders?
- A total of 573 licensing deals and 334 co-development deals have been completed within the gastrointestinal therapy area since 2006. Do products for gastrointestinal products typically attract high deal values? Which first-in-class products have prior deal involvement?
Reasons to Buy
- Understand the current clinical and commercial landscape. This includes a comprehensive study of symptoms, epidemiology, etiology, pathophysiology, co-morbidities and complications, diagnosis and treatment options for the key indications.
- Visualize the composition of the gastrointestinal market in terms of dominant molecule types and molecular targets, highlighting what the current unmet needs are and how they can be addressed. This knowledge allows a competitive understanding of gaps in the current market.
- Analyze the gastrointestinal pipeline and stratify by stage of development, molecule type and molecular target.
- Assess the therapeutic potential of first-in-class targets. Using a proprietary matrix, first-in-class products for the key indications have been assessed and ranked according to clinical potential. Promising first-in-class targets have been reviewed in greater detail.
- Recognize commercial opportunities in the gastrointestinal deals landscape by analyzing trends in licensing and co-development deals, and identifying gastrointestinal therapies that have not yet been involved in deals and may offer potential investment opportunities.
Note: Product cover images may vary from those shown
1 Table of Contents
2 Executive Summary
3 The Case for Innovation
4 Clinical and Commercial Landscape
5 Assessment of Pipeline Product Innovation
6 Signaling Network, Disease Causation and Innovation Alignment
7 First-in-Class Molecular Target Evaluation
8 Strategic Consolidations
9 Appendix
List of Tables
List of Figures
Note: Product cover images may vary from those shown
