Every MarketVue® includes a disease overview, epidemiology (US and EU5), current treatment, unmet needs, pipeline and access and reimbursement chapter.
Topics covered in this report:
- Disease overview: Review the disease pathophysiology and potential druggable targets
- Epidemiology: Understand prevalence, diagnosed and drug-treated prevalence of the population and key market segments
- Current treatment: Understand the treatment decision tree and strengths and weaknesses of current on-label and off-label treatment
- Unmet needs: Identify opportunities to address treatment or disease management gaps
- Pipeline analysis: Compare current and emerging therapy clinical development strategy; their performance on efficacy, safety, and delivery metrics; and their potential to address unmet needs
- Value and access: Review the evidence needed to assess and communicate value to key stakeholders (e.g., providers, payers, regulators) and learn what competitors have done or are doing
Methodology:
Research for the MarketVue®: Dupixent-refractory atopic dermatitis report is supported by 4 qualitative interviews with key opinion leaders (U.S. Dermatologists), a quantitative survey with 27 U.S. physicians and secondary research.Geographies covered:
United States plus epidemiology for EU5 (France, Germany, Italy, Spain, United Kingdom).Key companies mentioned:
- Eli Lilly
- Galderma
- Amgen
- Sanofi
- Keymed Biosciences
- Kyowa Kirin
- Ichnos Sciences
- Akesobio Australia
- Jiangsu Hengrui Pharmaceuticals
- Sunshine Guojian Pharmaceutical
- Oneness Biotech Co
- Allakos Therapeutics
Key drugs mentioned:
- Topical corticosteroids
- Dupilumab (Dupixent)
- Abrocitnib (Cibinqo)
- Upadacitinib (Rinvoq)
- Tralokinumab (Adbry)
- Methotrexate
- Cyclosporine
- Azathioprine
- Mycophenolate (Cellcept)
- Ruxolitinib (Jakafi, Jakavi, Opzelura)
- Crisaborole (Eucrisa)
- Lebrikizumab (Ebglyss)
- Nemolizumab (Nemluvio)
- Rocatinlimab
- Amlitelimab
- CM310
- Telazorlimab / ISB 830
- AK120
- SHR-1819
- CM326
- FB825
- Lirentelimab / AK002
Key takeaways from the report:
Atopic dermatitis (AD) is a chronic, inflammatory skin disease characterized by skin lesions and severe itching.Dermatologists typically begin AD treatment with topical corticosteroids (TCS), then progress to Dupixent for uncontrolled, moderate-severe cases. For patients who are refractory to Dupixent (9% of moderate cases and 16% of severe cases), physicians turn to oral JAK inhibitors despite associated black box warnings, according to the analyst. Adbry, an IL-13 with a similar mechanism of action to Dupixent, was recently approved, however, interviewed dermatologists report that in their experience Adbry is not as effective as Dupixent.
These post-Dupixent AD therapy options include:
- LEO Pharma’s IL-13 inhibitor Adbry (Tralokinumab)
- Pfizer’s JAK inhibitor Cibinqo (Abrocitinib)
- AbbVie’s JAK inhibitor Rinvoq (Upadacitinib)
The AD pipeline is full of promising new biologics in development, including:
- Eli Lilly & Co.’s IL-13 inhibitor - lebrikizumab
- Keymed Biosciences Co. Ltd.’s IL-4Rα inhibitor - CM310
- Galderma’s IL-31R inhibitor - nemolizumab
- Amgen/Kyowa’s OX40 inhibitor - rocatinlimab
Dermatologist, U.S.: 'If a patient had suboptimal response to Dupixent, I would explain that the tralokinumab has a similar mechanism, and people might not be against injection, but it’s not their favorite thing to do, putting all those factors together. Some patients may say, ‘I’d rather try a different medication with a different mechanism,’ and also, you know, it’s a pill. It’s kind of appealing to them, but then others will say, you know, ‘No problem, I’d rather stay with a biologic because that’s what the FDA recommends.'
Table of Contents
1. DISEASE OVERVIEW- A chronic, inflammatory skin disease characterized by dry, inflamed skin lesions and severe itching
- Table 1.1. Common triggers of AD flares
- Figure 1.1. Disease comorbidities
- Disease mechanism
- Figure 1.2. Pathogenesis of AD
- Figure 1.3. Flare prevalence and impact
- Disease definition
- Figure 2.1. U.S. and EU5 diagnosed prevalent cases of AD by region
- Table 2.1. Prevalent cases of AD in the U.S. and EU5
- Dupixent-treated AD patient population
- Table 2.2. Diagnosed cases of Dupixent-treated AD in the U.S. and EU5
- Overview
- Figure 3.1. Dermatologist-reported agreement with the characterization of AD patients who respond poorly/suboptimally to Dupixent or are Dupixent-refractory
- Physicians categorize patients by non-response and suboptimal response after 5-6 months of treatment
- Figure 3.2. AD patients treated with Dupixent, those who are refractory, and those who achieve a sub-optimal response
- Figure 3.3. Dupixent treatment duration before other treatment options are considered
- Treatment algorithm for Dupixent-refractory AD patients
- Figure 3.4. Treatment pathway for Dupixent-refractory AD patients
- Treatment goals for Dupixent-refractory patients don’t change, but the approach does
- Figure 3.5. Treatment goals for Dupixent-refractory AD
- Figure 3.6. Current treatment patient share
- Dermatologists exhaust all treatment options for Dupixent non-responders
- Current Dupixent-refractory AD treatment options are moderately effective but may come with safety concerns
- Table 3.1. Upsides and downsides of current treatments used in Dupixent-refractory AD patients
- Current Dupixent-refractory AD treatment options have their limitations
- Key treatment dynamics that shape disease management and drug use in Dupixent-refractory AD
- Table 3.2. Must-know AD treatment dynamics for now and the future
- Lebrikizumab is likely to be the next approved biologic, but there is competition on the way
- Figure 3.7. Important dynamics of Dupixent-refractory AD market evolution
- Overview
- Figure 4.1. Dermatologist-reported percentage of patients with unsatisfactory outcomes with current treatments post-Dupixent failure
- Figure 4.2. Dermatologist-reported unmet needs in Dupixent-refractory/NR/sub-optimally responsive patients
- Physicians are largely satisfied with available treatment options post-Dupixent failure but unmet needs remain
- Figure 4.3. Top unmet needs
- Overview
- Figure 5.1. Dermatologist-reported most promising mechanisms of action in the pipeline
- Improvement in the extent and severity of skin lesions is the primary goal of emerging therapies
- Table 5.1. Key Phase 3 trials of biologics in development for moderate-to-severe AD
- Biologics and novel mechanisms are the future of AD therapeutics
- Table 5.2. Ongoing key Phase 2 trials of biologics in development for moderate-to-severe AD
- Lebrikizumab is poised to compete for first-line use post-Dupixent failure if approved
- Figure 5.2. Select results from Phase 3 trials of lebrikizumab in moderate-to-severe AD patients (ADvocate1, ADvocate2, and ADhere trials)
- Overview
- Table 6.1. Current pricing of select systemic AD treatments
- Table 6.2. Typical U.S. commercial payer coverage of post-Dupixent therapies
- Dupixent access and reimbursement dynamics in AD
- Figure 6.1. Dupixent-treated patients by insurance type, U.S.
- Figure 6.2. Reimbursement and access considerations for emerging therapies in refractory AD
- Figure 6.3. Dermatologist-reported percentage of patients who have difficulty accessing and/or staying on Dupixent due to insurance restrictions, high OOP costs, or adverse reactions
- Primary market research approach
- Epidemiology methodology
- Disease definition
- Diagnosed prevalence estimates
Companies Mentioned
- Eli Lilly
- Galderma
- Amgen
- Sanofi
- Keymed Biosciences
- Kyowa Kirin
- Ichnos Sciences
- Akesobio Australia
- Jiangsu Hengrui Pharmaceuticals
- Sunshine Guojian Pharmaceutical
- Oneness Biotech Co
- Allakos Therapeutics

