1 Alzheimer’s Disease: Executive Summary
1.1 Summary of changes
1.2 Executive summary
1.3 Alzheimer’s market forecast to see double-digit sales growth out to 2033
1.4 Eisai, Biogen, and Lilly are forecast to lead the AD market in 2033
1.5 Opportunities to fulfil key unmet needs will remain
1.6 Novel late-stage pipeline drugs will be a key driver of growth
1.7 What Do Physicians Think?
2 Introduction
2.1 Catalyst
2.2 Related reports
2.3 Upcoming reports
3 Disease Overview
3.1 Etiology
3.1.1 Risk genes
3.1.2 Deterministic genes
3.1.3 Protective genes
3.1.4 Metabolic disruption
3.2 Pathophysiology
3.2.1 Structural changes in the brain
3.2.2 Degenerative process
3.2.3 Aß plaques
3.2.4 Neurofibrillary tangles
3.2.5 Neurotransmitter deficiencies
3.2.6 Oxidative stress
3.3 Biomarkers / targets of interest
3.4 Disease staging systems
3.5 Symptoms and prognosis
4 Epidemiology
4.1 Disease Background
4.2 Risk Factors and Comorbidities
4.3 Global and Historical Trends
4.4 Forecast Methodology
4.4.1 Sources
4.4.2 Forecast Assumptions and Methods
4.4.3 Forecast assumptions and methods: total prevalent cases of AD by DSM-IV criteria
4.4.4 Forecast assumptions and methods: total prevalent cases of AD by severity
4.4.5 Forecast assumptions and methods: total prevalent cases of preclinical AD
4.4.6 Forecast assumptions and methods: total prevalent cases of MCI
4.5 Epidemiological Forecast for AD (2023-33)
4.5.1 Total prevalent cases of AD by DSM-IV criteria
4.5.2 Age-specific total prevalent cases of AD by DSM-IV criteria
4.5.3 Sex-specific total prevalent cases of AD by DSM-IV criteria
4.5.4 Total prevalent cases of AD by severity
4.5.5 Total prevalent cases of preclinical AD
4.5.6 Age-specific total prevalent cases of preclinical AD
4.5.7 Sex-specific total prevalent cases of preclinical AD
4.5.8 Total prevalent cases of MCI
4.5.9 Age-specific total prevalent cases of MCI
4.5.10 Sex-specific total prevalent cases of MCI
4.6 Discussion
4.6.1 Epidemiological forecast insight
4.6.2 COVID-19 impact
4.6.3 Limitations of the Analysis
4.6.4 Strengths of the Analysis
5 Disease Management
5.1 Diagnosis and treatment overview
5.2 KOL insights on disease management
6 Current Treatment Options
6.1 Overview
7 Unmet Needs and Opportunity Assessment
7.1 Overview
7.2 More efficacious DMTs
7.3 Improved control of behavioral symptoms
7.4 Symptomatic drugs for cognition
7.5 Improving diagnosis earlier in the disease progression
7.6 Access to treatment
8 R&D Strategies
8.1 Overview
8.1.1 Targeting Aß
8.1.2 Novel MOAs
8.1.3 Targeting agitation and psychosis
8.1.4 Targeting preclinical AD
8.1.5 Combination therapies
8.1.6 Non-pharmacological treatments
8.2 Clinical Trials Design
8.2.1 Inclusion/exclusion criteria
8.2.2 Endpoints
8.2.3 Use of biomarkers in trial design
9 Pipeline Assessment
9.1 Overview
9.2 Promising drugs in clinical development
10 Pipeline Valuation Analysis
10.1 Overview
10.2 Competitive Assessment
10.2.1 Potential DMTs
10.2.2 Therapies for agitation and psychosis associated with AD
11 Current and Future Players
11.1 Overview
11.2 Deal-Making Trends
12 Market Outlook
12.1 Global Markets
12.1.1 Forecast
12.1.2 Drivers and barriers - global issues
12.2 US
12.2.1 Forecast
12.2.2 Key Events
12.2.3 Drivers and Barriers
12.3 5EU
12.3.1 Forecast
12.3.2 Key Events
12.3.3 Drivers and Barriers
12.4 Japan
12.4.1 Forecast
12.4.2 Key events
12.4.3 Drivers and barriers
12.5 China
12.5.1 Forecast
12.5.2 Key events
12.5.3 Drivers and barriers
13 Appendix
13.1 Bibliography
13.2 Abbreviations
13.3 AD clinical development pipeline
13.4 Methodology
13.4.1 Forecasting methodology
13.5 Primary research - KOLs interviewed for this report
13.6 Primary research - prescriber survey
13.7 About the authors
13.7.1 Analyst
13.7.2 Therapy Area Director
13.7.3 Epidemiologist
13.7.4 Managing Epidemiologist
13.7.5 Vice President of Disease Intelligence and Epidemiology
13.7.6 Global Head of Pharma Research, Analysis, and Competitive Intelligence
- About the Analyst
- Contact Us
List of Tables
Table 1: Summary of changes to the Alzheimer’s Disease: Eight-Market Drug Forecast and Analysis - Update Report
Table 2: Alzheimer’s disease: Key metrics in the 8MM
Table 3: Categorization of fluid analyte and imaging biomarkers
Table 4: Intended uses for imaging, CSF and plasma biomarker assays
Table 5: Clinical staging for individuals on the Alzheimer's disease continuum
Table 6: The seven-stage Reisberg scale of AD
Table 7: Common symptoms of AD across three main clinical stages
Table 8: Risk factors and comorbidities for AD
Table 9: Summary of NINCDS-ARDA diagnostic criteria for AD
Table 10: Treatment guidelines for AD
Table 11: Context of use for biomarkers in AD clinical trials
Table 12: Top 10 deals by value, 2016-26
Table 13: AD market - global drivers and barriers, 2023-33
Table 14: Key events impacting sales for AD in the US, 2023-33
Table 15: AD market - drivers and barriers in the US, 2023-33
Table 16: Key events impacting sales for AD in the 5EU, 2023-33
Table 17: AD market - drivers and barriers in the 5EU, 2023-33
Table 18: Key events impacting sales for AD in Japan, 2023-33
Table 19: AD market - drivers and barriers in Japan, 2023-33
Table 20: Key events impacting sales for AD in China, 2023-33
Table 21: AD market - drivers and barriers in China, 2023-33
Table 22: AD clinical development pipeline by drug class
Table 23: High-prescribing physicians (non-KOLs) surveyed, by country
List of Figures
Figure 1: Global AD sales forecast by country, in 2023 and 2033
Figure 2: Analysis of the company portfolio gap in AD during the forecast period
Figure 3: Competitive assessment of the late-stage potential DMTs that the Analyst expects to be licensed for the treatment of AD during the forecast period
Figure 4: 8MM, total prevalence of AD by DSM-IV criteria (%), men and women, ages =65 years, 2023
Figure 5: 8MM, total prevalence of preclinical AD (%), men and women, ages =55 years, 2023
Figure 6: 8MM, total prevalence of MCI (%), men and women, ages =65 years, 2023
Figure 7: 8MM, sources used and not used to forecast the total prevalent cases of AD by DSM-IV criteria
Figure 8: 8MM, sources used to forecast the total prevalent cases of AD by severity
Figure 9: 8MM, sources used to forecast the total prevalent cases of preclinical AD
Figure 10: 8MM, sources used to forecast the total prevalent cases of MCI
Figure 11: 8MM, total prevalent cases of AD by DSM-IV criteria, N, both sexes, ages =65 years, 2023
Figure 12: 8MM, total prevalent cases of AD by DSM-IV criteria by age, N, both sexes, 2023
Figure 13: 8MM, total prevalent cases of AD by DSM-IV criteria by sex, N, ages =65 years, 2023
Figure 14: 8MM, total prevalent cases of AD by severity, N, both sexes, ages =65 years, 2023
Figure 15: 8MM, total prevalent cases of preclinical AD, N, both sexes, ages =55 years, 2023
Figure 16: 8MM, total prevalent cases of preclinical AD by age, N, both sexes, 2023
Figure 17: 8MM, total prevalent cases of preclinical AD by sex, N, ages =55 years, 2023
Figure 18: 8MM, total prevalent cases of MCI, N, both sexes, ages =65 years, 2023
Figure 19: 8MM, total prevalent cases of MCI by age, N, both sexes, 2023
Figure 20: 8MM, total prevalent cases of MCI by sex, N, ages =65 years, 2023
Figure 21: 8MM, disease management timeline for AD
Figure 22: 8MM, treatment algorithm for AD
Figure 23: Unmet needs and opportunities in AD
Figure 24: Overview of the development pipeline in AD
Figure 25: Key late-stage trials for the promising potential DMTs that the Analyst expects to be licensed for AD in the 8MM during the forecast period
Figure 26: Key late-stage trials for the promising pipeline agents that the Analyst expects to be licensed for agitation/psychosis associated with AD in the 8MM during the forecast period
Figure 27: Competitive assessment of the pipeline potential DMTs benchmarked against Leqembi (lecanemab)
Figure 28: Competitive assessment of the pipeline anti-agitation and anti-psychosis drugs benchmarked against Risperdal (risperidone)
Figure 29: Analysis of the company portfolio gap in AD during the forecast period
Figure 30: Global (8MM) sales forecast by country for AD in 2023 and 2033
Figure 31: Global (8MM) sales forecast by drug class for AD in 2023 and 2033
Figure 32: Sales forecast by class for AD in the US in 2023 and 2033
Figure 33: Sales forecast by drug class for AD in the 5EU in 2023 and 2033
Figure 34: Sales forecast by drug class for AD in Japan in 2023 and 2033
Figure 35: Sales forecast by drug class for AD in China in 2023 and 2033
