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Market Spotlight: Atopic Dermatitis

  • Report

  • 81 Pages
  • August 2020
  • Region: Global
  • Citeline
  • ID: 4775147
Atopic dermatitis (AD), also known as atopic eczema, is a chronic, pruritic, relapsing inflammatory dermatological condition. The condition usually begins during early infancy and childhood, but can persist into, or start during, adulthood. AD usually fluctuates between periods of relative flares and quiescence; however, some individuals have chronically active disease. The exact cause of the disease is unknown; however, certain factors such as epigenetic, genetic, immunological, and environmental interactions with overlapping skin barrier defects are indicated in its pathogenesis. The disease significantly affects the quality of life of the patient and their family, which further causes serious socioeconomic consequences. An imbalance of the Th22 and Th2 cytokines which causes the disruption of keratinocytes is thought to be an important contributing factor that drives AD pathogenesis. Furthermore, impaired skin barrier function due to mutations in the epidermal barrier protein, filaggrin, could also play a crucial role in the development of AD by increasing the penetration of microbes and allergens.

Key Takeaways

  • The approved drugs in the atopic dermatitis space focus on a wide variety of targets. These drugs are commonly administered via the topical route, with a few select products being available in oral, intramuscular, intravenous, and subcutaneous formulations.
  • The majority of industry-sponsored drugs in active clinical development for atopic dermatitis are in Phase II, with one drug in the NDA/BLA phase.
  • Pipeline drugs in development for atopic dermatitis focus on a wide variety of targets. The largest proportion of drugs in development are administered via the topical route, with the remainder being oral, subcutaneous, intravenous, and intranasal formulations.
  • High-impact upcoming events for drugs in the atopic dermatitis space comprise topline Phase II, Phase IIb, Phase II/III, and Phase III trial results; expected CHMP opinions; and an expected PDUFA date for a BLA.
  • The overall likelihood of approval of a Phase I allergy asset is 12%, and the average probability a drug advances from Phase III is 64.7%. Drugs, on average, take 9.4 years from Phase I to approval in the allergy space.
  • The distribution of clinical trials across Phase I–IV indicates that the majority of trials for atopic dermatitis have been in the early and mid-phases of development, with 67% of trials in Phase I–II, and 33% in Phase III–IV.
  • The US has a substantial lead in the number of atopic dermatitis clinical trials globally. Germany leads the major European markets, while Japan has the top spot in Asia.
  • Clinical trial activity in the atopic dermatitis space is dominated by completed trials. Novartis has the highest number of completed clinical trials for atopic dermatitis, with 74 trials.
  • Novartis leads the industry sponsors with the highest overall number of clinical trials for atopic dermatitis, followed by Pfizer.

Table of Contents

OverviewKey Takeaways
Disease Background
  • Disease definition
  • Patient segmentation
  • Symptoms
  • Risk factors
  • Diagnosis

Treatment
  • Non-pharmacologic interventions
  • Medications
  • Systemic treatment
  • Biologic therapy
  • Phototherapy treatment
  • Adjunctive treatment

EpidemiologyMarketed DrugsPipeline Drugs
Recent Events and Analyst Opinion
  • Rinvoq for Atopic Dermatitis (July 21, 2020)
  • Ammonia Oxidizing Bacteria (AOB) for Atopic Dermatitis (June 30, 2020)
  • Rinvoq for Atopic Dermatitis (June 18, 2020)
  • Abrocitinib for Atopic Dermatitis (June 10, 2020)
  • Abrocitinib for Atopic Dermatitis (June 3, 2020)
  • ASN002 for Atopic Dermatitis (June 2, 2020)
  • OPA-15406 for Atopic Dermatitis (March 26, 2020)
  • BTX-1204 for Atopic Dermatitis (March 25, 2020)
  • ASN002 for Atopic Dermatitis (March 10, 2020)
  • Tradipitant for Atopic Dermatitis (February 25, 2020)
  • Ruxolitinib Cream for Atopic Dermatitis (February 19, 2020)
  • Olumiant for Atopic Dermatitis (January 30, 2020)
  • Ruxolitinib Cream for Atopic Dermatitis (January 28, 2020)
  • Olumiant for Atopic Dermatitis (January 24, 2020)
  • ARQ-151 for Atopic Dermatitis (December 16, 2019)
  • Tralokinumab for Atopic Dermatitis (December 11, 2019)
  • Etokimab for Atopic Dermatitis (November 8, 2019)
  • Abrocitinib for Atopic Dermatitis (September 27, 2019)
  • Olumiant for Atopic Dermatitis (August 23, 2019)
  • ATI-502 for Atopic Dermatitis (August 8, 2019)

Key Upcoming Events
Key Regulatory Events
  • Leo's Tralokinumab Poised for US Launch in 2021
  • New China Approvals Include Amgen, Sanofi, Hengrui Drugs, Innovent Biosimilar
  • Pediatric Approvals in TB, Bladder Dysfunction, and Atopic Dermatitis
  • JT Gains World-First Topical JAK Inhibitor Approval
  • Getting a Good Start: Sanofi Extends Dupixent's Potential to Younger Patients
  • CHMP Delivers more Good News for Sanofi's Dupixent

Probability of Success
Licensing and Asset Acquisition Deals
  • Itching to Succeed: UNION Buys LEO Pharma’s PDE4 Inhibitor Series
  • Sanofi Nabs Kymera IRAK4 Protein Degrader As it Continues to Build in I&I
  • Yuhan Partners with GI Innovation on Next-Generation Allergy Treatment
  • Deal Watch: Roche and Vividion will Investigate E3 Ligases in Cancer, Immunology
  • LEO Pays $40m for Novel Dermatitis, Asthma Candidate
  • Reverse Merger with Tocagen Takes Forte’s Dermatology Ambitions Public
  • Deals Shaping the Medical Industry, February 2020
  • Bayer Harnessing Skin Microbiome in New Product Development
  • Lilly’s Paying $1.1bn for Itch Advantage with Dermira’s Lebrikizumab
  • Janssen Licenses Global Rights to XBiotech's Bermekimab
  • Seneca Moves Towards Antibody In-Licensing Deal with China’s QYuns
  • Leo Options Two Protein-Degradation Candidates Under Existing Alliance with Ubiquigent

Revenue Opportunity
Clinical Trial Landscape
  • Sponsors by status
  • Sponsors by phase
  • Recent events

Bibliography
  • Prescription information

Appendix
List of Figures
Figure 1: Overview of pipeline drugs for atopic dermatitis in the US
Figure 2: Pipeline drugs for atopic dermatitis, by company
Figure 3: Pipeline drugs for atopic dermatitis, by drug type
Figure 4: Pipeline drugs for atopic dermatitis, by classification
Figure 5: Rinvoq for Atopic Dermatitis (July 21, 2020): Phase III - MEASURE UP 2
Figure 6: Ammonia Oxidizing Bacteria (AOB) for Atopic Dermatitis (June 30, 2020): Phase II - 001
Figure 7: Rinvoq for Atopic Dermatitis (June 18, 2020): Phase III - MEASURE UP 1
Figure 8: Abrocitinib for Atopic Dermatitis (June 10, 2020): Phase III - JADE TEEN
Figure 9: Abrocitinib for Atopic Dermatitis (June 3, 2020): Phase III - JADE Mono-2
Figure 10: ASN002 for Atopic Dermatitis (June 2, 2020): Phase II - Severe Chronic Hand Eczema
Figure 11: OPA-15406 for Atopic Dermatitis (March 26, 2020): Phase III - Adults (Japan), Phase III - Pediatric (Japan)
Figure 12: BTX-1204 for Atopic Dermatitis (March 25, 2020): Phase II - 1204 Study
Figure 13: ASN002 for Atopic Dermatitis (March 10, 2020): Phase IIb - RADIANT
Figure 14: Tradipitant for Atopic Dermatitis (February 25, 2020): Phase III - EPIONE 1
Figure 15: Ruxolitinib Cream for Atopic Dermatitis (February 19, 2020): Phase III - TRuE-AD1
Figure 16: Olumiant for Atopic Dermatitis (January 30, 2020): Phase III - BREEZE-AD5 (Mono)
Figure 17: Ruxolitinib Cream for Atopic Dermatitis (January 28, 2020): Phase III - TRuE-AD2
Figure 18: Olumiant for Atopic Dermatitis (January 24, 2020): Phase III - BREEZE-AD4 (TCS Add-On; Ex-US)
Figure 19: ARQ-151 for Atopic Dermatitis (December 16, 2019): Phase IIa - Study 212
Figure 20: Etokimab for Atopic Dermatitis (November 8, 2019): Phase IIb - ATLAS
Figure 21: Abrocitinib for Atopic Dermatitis (September 27, 2019): Phase III - JADE Mono-2
Figure 22: Olumiant for Atopic Dermatitis (August 23, 2019): Phase III - BREEZE-AD7 (TCS Add-On; Ex-US)
Figure 23: ATI-502 for Atopic Dermatitis (August 8, 2019): Phase II - AD-201
Figure 24: Key upcoming events in atopic dermatitis
Figure 25: Probability of success in the atopic dermatitis pipeline
Figure 26: Clinical trials in atopic dermatitis
Figure 27: Top 10 drugs for clinical trials in atopic dermatitis
Figure 28: Top 10 companies for clinical trials in atopic dermatitis
Figure 29: Trial locations in atopic dermatitis
Figure 30: Atopic dermatitis trials sponsors by status
Figure 31: Atopic dermatitis trials sponsors by phase
List of Tables
Table 1: Marketed drugs for atopic dermatitis
Table 2: Pipeline drugs for atopic dermatitis in the US
Table 3: Rinvoq for Atopic Dermatitis (July 21, 2020)
Table 4: Ammonia Oxidizing Bacteria (AOB) for Atopic Dermatitis (June 30, 2020)
Table 5: Rinvoq for Atopic Dermatitis (June 18, 2020)
Table 6: Abrocitinib for Atopic Dermatitis (June 10, 2020)
Table 7: Abrocitinib for Atopic Dermatitis (June 3, 2020)
Table 8: ASN002 for Atopic Dermatitis (June 2, 2020)
Table 9: OPA-15406 for Atopic Dermatitis (March 26, 2020)
Table 10: BTX-1204 for Atopic Dermatitis (March 25, 2020)
Table 11: ASN002 for Atopic Dermatitis (March 10, 2020)
Table 12: Tradipitant for Atopic Dermatitis (February 25, 2020)
Table 13: Ruxolitinib Cream for Atopic Dermatitis (February 19, 2020)
Table 14: Olumiant for Atopic Dermatitis (January 30, 2020)
Table 15: Ruxolitinib Cream for Atopic Dermatitis (January 28, 2020)
Table 16: Olumiant for Atopic Dermatitis (January 24, 2020)
Table 17: ARQ-151 for Atopic Dermatitis (December 16, 2019)
Table 18: Tralokinumab for Atopic Dermatitis (December 11, 2019)
Table 19: Etokimab for Atopic Dermatitis (November 8, 2019)
Table 20: Abrocitinib for Atopic Dermatitis (September 27, 2019)
Table 21: Olumiant for Atopic Dermatitis (August 23, 2019)
Table 22: ATI-502 for Atopic Dermatitis (August 8, 2019)
Table 23: Historical global sales, by drug ($m), 2015–19
Table 24: Forecasted global sales, by drug ($m), 2020–24