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Outlook of Diabetic Macular Edema - Current Landscape and the Way Forward

  • ID: 5124987
  • Report
  • July 2020
  • Region: Global
  • 81 Pages
  • MP Advisors

FEATURED COMPANIES

  • 3SBio
  • Allergan
  • Chengdu Nakasone
  • Kala
  • Opthea Limited
  • Regeneron

Long-Lasting VEGF Blockers, Compounds With VEGF - Independent Mechanism And, Topical and Oral Treatment Options, Bring the Quest for the “Ideal Retinal Drug” a Step Closer


  • Multifactorial nature of DME led a definite role of steroids in the current treatment paradigm; development of new route of administration of steroids to enhance clinical efficacy with better safety underway
  • The late stage pipeline comprises of long-lasting VEGF blockers and compounds with VEGF-independent mechanisms such asTie-2/Angiopoietin pathway modulators and integrin inhibitors.
  • Non-invasive therapies, prophylactic alternatives and gene therapy to deliver an anti-VEGF product with a single administration has the potential to transform the DME treatment paradigm, despite low cost biosimilars entry of current anti-VEGF inhibitors

Global market for DME was ~$3.7 billion in 2019 with US alone contributing to 51% market share, owing to the higher incidence rates of diabetes amongst the developed nations. In 2018, ~2.4m people in the US had DME, of that only ~70% got diagnosed and treated. Following is the current treatment paradigm for DME - the first line includes Eylea (Regeneron), Lucentis (Roche/Genentech) and the second line treatment includes short term steroids implants such as dexamethasone (Ozurdex, Allergen; once every six months) or longer lasting fluocinolone acetonide (Iluvien, Alimera; once every three years). Anti-VEGFs lead the DME market due to its proven efficacy as compared to steroids, making it a premium priced segment. As a result of high cost, approved anti-VEGFs, the market witnesses extensive use of off-label us of Avastin (Roche/Genentech) and Triamcinolone acetonide - Kenalog (BMS). Despite being the last entrant in the anti-VEGF segment, Eylea has emerged as a leader owing to its superior efficacy with US market share ~69% by value ($4.6 billion) in 2019.

Although the multifactorial nature of DME has become clearer with involvement of several pathways, approved therapies target only one pathway and half of the patients continue to lose vision even after the treatments. In addition, high cost, adverse effects associated with intra-vitreal injections and limited patient convenience highlights the high unmet need. As a result, a few dozen initiatives are being undertaking to develop improved therapies for DME by a range of pharma companies globally. The late stage pipeline comprises of long-lasting VEGF blockers and compounds with VEGF-independent mechanisms such as Tie-2/Angiopoietin pathway modulators and integrin inhibitors. In the long run, non-invasive therapies (oral and topical), prophylactic treatment and gene therapy is likely to transform DME’s treatment paradigm. Current major players in the DME market, including Regeneron and Roche, are focusing on maintaining the market share with formulations improvements reducing the frequency of administration, as their products heads for patent cliff. Despite biosimilars entry, the DME drug market in the US is estimated to grow rapidly (~ $2 billion - 2020) to reach $3.3 billion by 2025 (CAGR 10%), with over 90% contribution from anti-VEGF. In the coming decade, DME treatment is likely witness a paradigm shift from invasive injectable treatments to non-invasive options. The future therapies will empower ophthalmologists with better options to manage the debilitating condition without compromising the patient’s vision and safety

This report provides insights into:


  • Epidemiology, multifactorial pathophysiology of DME, and significant role of inflammatory cascade in the progression of DME
  • Current treatment paradigm, clinical development outcomes of approved and off-label drugs, real-world data comparison of the approved therapies and limitations of the current therapies
  • Current and future market landscape of DME drugs (anti-VEGFs and steroids), along with the potential impact of biosimilars entry on the Innovator molecules
  • In depth analyses of development pipeline (Pre-clinical -PhIII), while identifying the novel therapies with the potential to change the treatment paradigm

Products Mentioned: Lucentis, Eylea, Avastin, Triesence, Kenalog-40, Ozurdex, Iluvien, OCS-01, SF0166, EXN407, ADVM-022, RGX-314, SF0166, ALG-1001, THR-687, RG7716, AKB-9778, AXT107, Beovu, MP0112, Compaq Sipp, KSI-301, OPT-302, ALG-1001, CLS1004, YD312, NTGX-10, CU06, VE-4839, RZ402, APX3330, PDS-1.0, Cortiject, IBI-20089, AR-13503, GB-102.


Note: Product cover images may vary from those shown

FEATURED COMPANIES

  • 3SBio
  • Allergan
  • Chengdu Nakasone
  • Kala
  • Opthea Limited
  • Regeneron

CHAPTER 1: EXECUTIVE SUMMARY  

CHAPTER 2: DME IS JUST NOT A VEGF DISEASE - INFLAMMATORY CASCADE AND ANGIOGENESIS, WHAT IMPACTS THE MOST?


  • Multifactorial nature of DME has become clearer, inflammation is a very early event in the development of DME
  • Targeting pathways beyond VEGF such as inflammatory and oxidative pathways holds the key for future treatment success

CHAPTER 3: DME - AN INCREASING ECONOMIC AND QUALITY OF LIFE BURDEN GLOBALLY


  • Increasing incidences of DME driven by the rising rates of diabetes and ageing population globally
  • Geographic differences with current DME related treatment burden will be diminished in the future as the treatment paradigm standardizes

CHAPTER 4: SHIFTING TREATMENT PARADIGMS OF DME


  • Anti-VEGF treatments have replaced laser as first line therapy with proven efficacy
  • A definite role of steroids in the treatment paradigm, as inflammatory pathway has a major role to play
  • Large unmet need remains as half of the DME patients have sub-optimal responses to the current therapies; greater personalization is still in need
  • Clinical data comparison of current treatments with real world data are indicative of early stage treatment and optimal number of dosage frequencies for better outcome
  • Geography specific difference in the treatment of DME – availability of new treatments to change the treatment paradigm

CHAPTER 5: NOVEL PIPELINE CANDIDATES TO TRANSFORM THE TREATMENT PARADIGM BY ADDRESSING THE KEY UNMET NEEDS - LONGER DURABILITY AND IMPROVED DELIVERY PROFILES


  • Next generation anti-VEGF agents in development focus on durability with less frequent dosing than the current treatments
  • Drugs in clinical development with potential as a combination therapy with existing standard of care anti-VEGF-A therapies to address DME patients who respond sub-optimally or become refractory to existing therapies
  • Non-VEGF targets to act upstream to address all oxidative pathways with potential to reduce treatment burden, improve visual outcomes – A solution to the sub-optimal efficacy of current treatment
  • Potential of gene therapy to transform the DME treatment landscape - One-time treatment for the patients who have demonstrated a strong dependence on frequent anti-VEGF treatments
  • Novel oral and topical therapies could transform the standard of care with non-invasive and prophylactic treatment
  • Sustained drug delivery treatment to address the current need for frequent intravitreal injections

CHAPTER 6: EVEN AMIDST BIOSIMILARS ENTRY, THE HIGH-COST DME DRUG MARKET IN THE US IS ESTIMATED TO GROW RAPIDLY DUE TO THE ENTRY OF DRUGS WITH MORE DURABILITY, NON-INVASIVE TREATMENT OPTIONS AND EVENTUALLY WITH THE ENTRY OF GENE THERAPY


  • Anti-VEGFs leads the current DME market due to its proven efficacy compared to steroids
  • Off-label use of Avastin and Triamcinolone acetonide are indicative of price sensitivity influence on prescription and insurance coverage
  • Current market landscape of anti-VEGFs, steroids and potential pipeline compounds to drive market growth in the DME sector
  • Impact of biosimilars in the current landscape
Note: Product cover images may vary from those shown
  • 3SBio
  • Adverum
  • Aerie
  • Aerpio
  • Alcon
  • Alimera
  • Allegro Ophthalmics
  • Allergan
  • Allied Minds
  • Ampio
  • Araim
  • Astellas
  • BMS
  • BioInvent International
  • Chengdu Nakasone
  • Clearside Biomedical
  • Genentech
  • Genmab
  • Graybug Vision
  • Icon Bioscience
  • KalVista
  • Kala
  • Kodiak Sciences
  • Novartis
  • Novartis
  • OSI
  • OcuNexus Therapeutics
  • Oculis SA
  • Opthea Limited
  • Outlook Therapeutics
  • Oxurion NV
  • Oxurion NV
  • PhotoOpTx
  • Rasayani Biologics
  • Regeneron
  • Roche
  • Santen
  • SciFluor Life Sciences
  • Stealth BioTherapeutics
  • Wakamoto
  • YD Global Life Science
  • iCo Therapeutics
Note: Product cover images may vary from those shown