Global Pharmaceutical and Biotechnology Outlook 2014: Rising Stars
Innovations have contributed to the availability of a range of new treatments for diseases resulting in improvement in the length and quality of life and reduced disease burden for individuals and society. However, the need for innovative therapies for unmet needs /challenging diseases continues to grow, accelerating the pace of drug development directly or through partnership/ in-licensing. We expect innovation and improved drugs therapies through novel target discovery and technology platforms to continue to flow from the backyards of small research focused companies (Rising Stars, RS – non-profitable biotech companies) in coming years.
Approval of new drugs, successful launches, maturing pipeline sustained the growth trajectory of biotech companies resulting in successful IPOs. We expect the optimism to percolate further into companies with novel technology platforms and targets. For more details on the trend in drug approvals, upcoming milestones and M&A in coming years please see Global Pharmaceutical and Biotechnology Outlook 2013: Rising Stars
Approval of new drugs, successful launches, maturing pipeline sustained the growth trajectory of biotech companies resulting in successful IPOs. We expect the optimism to percolate further into companies with novel technology platforms and targets. For more details on the trend in drug approvals, upcoming milestones and M&A in coming years please see Global Pharmaceutical and Biotechnology Outlook 2013: Rising Stars
MACRO ANALYSIS
Drug Approval in 2013
Performance of IPO’S: 2013
Drug Launches: 2014/15
Unmet Need of Innovators - Launched and Pipeline Unpartnered Compounds
Competition can reduce the life span of innovative patented drugs- Competitive landscape of PI3K, Jak and BTK inhibitors in clinical development
Resisting resistance – Global threat and Action taken
Oral vs. Injec Tables – Oral drugs for MS, RA and Psoriasis
Targeting Unmet Need on Hematological Malignancies- RRMM, RRMDS
IN-DEPTH COMPANY ANALYSIS –
IN-DEPTH COMPANY ANALYSIS AND REPORTS ON
1. ABLYNX- NANOBODIES – TURNAROND ON THE HORIZON!
1.1 Key Attributes- Novel Technology Platform, Partnership and Drug Portfolio
1.2 Background on the Nanobody technology platform
1.3 Clinical data of key drugs in the pipeline- ALX0061—(IL6R Ab), ALX-0171 (Anti RSV)
1.4 Key Milestones
2. AMBIT BIOSCIENCES- QUIZARTINIB IN RR-AML = DELAYED BUT NOT DEAD!
2.1 Tapping the Unmet Need in RRAML with Quizartinib
2.2 Background and Clinical Data of Quizartinib
2.3 Competitive Landscape in RRAML
2.4 Partnership opportunity and attributes of kinase technology platform and early drugs in pipeline
2.5 Key Milestones
3. BASILEA- “DRUGS FOR BAD BUGS” ISAVUCONAZOLE– WATCH OUT FOR ACTIVE AND VITAL
3.1 Key Driver of 2014 – PhIII outcome of Antifungal - Isavuconazole
3.2 Competitive Landscape for Antifungals
3.3 Ceftobiprole- Revived with approval in EU for Nocosomial Infections-Commercial Opportunity
3.4 Other Drugs in Pipeline
3.5 Key Milestones
4. CEMPRA (CEMP)
4.1. Key Drugs – Solithromycin, TAKSTA
4.2. Market Opportunity for Next Generation Macrolides
4.3. Background
4.4. Clinical Updates – Solithromycin,
4.5. TAKSTA- Orphan Drug Status in Prosthetic Joint Infection
4.6. Clinical Data and Trial Design
4.7. Comparison- Linezolid vs. Taksta
4.8. Market Opportunity
4.9. Key Milestones
5. ENDOCYTE-
5.1 The Power and Opportunity for Small Drug Conjugates (SMDC) technology Platform
5.2 Vintafolide- in PROC and NSCLC- EU Conditional approval a Wild card
5.3 Clinical Data and Trial details
5.4 Background and Application of SMDC technology Platform
5.5 Pipeline and Partnership Opportunity
5.6 Key Milestones
6. ENANATA- THE PARTY TO CONTINUE IN 2014 – 2ND IN THE ORAL IFN-FREE HCV DRUG RACE
6.1 ABT-450- Blockbuster Opportunity despite competition from Sovaldi!
6.2 Clinical Data and Trial Details- SAPPHIRE 1, II
6.3 Competitive Landscape in Oral, IFN Free HCV Treatment Options
6.4 Comparative Clinical data of Oral, IFN free drug combinations for HCV
6.5 Background –Drugs in Pipeline and Partnership with Abbvie, Novartis.
7. GALAPAGOS- DRUG DISCOVERY PLATFORM DRIVING ROBUST PARTNERSHIP –ABBVIE, GSK, JANSSEN, SERVIER.
7.1. Drug Discovery platform driving robust Partnership –AbbVie, GSK, Janssen, Servier.
7.2. GLPG0634- Oral Jak Inhibitor- Key Attributes- Safety and Ef cacy
7.3. PhIII Trial Design- DARWIN1 and
7.4. Clinical Data Comparison – Select Oral RA Drugs
7.5. Other Drugs in Pipeline
7.6. Entering New Therapy Areas-, Cystic Fibrosis, Anti-infectives
7.7. Key Milestones
8. INCYTE - INCB39110 – ANOTHER JAK-FRUIT IN INCY'S BUCKET LEADER IN THE JAK- 2 INHIBITOR SPACE
8.1. JAKAFI – Label Expansion- Pancreatic Cancer and other tumors
8.2. Another Promising unpartnered Jak2 inhibitor- INCB-39110 in Psoraisis and MF
8.3. Baricitinib oral RA drug in PhIII. Clinical data and Trial Design
8.4. Other Mid- to Early-stage Pipeline-
8.5. Clinical Data Comparison: in RA
8.6. Competitive Landscape in Plaque Psoriasis
9. ISIS - BEYOND KYNAMRO – TARGETING OTHER NICHE INDICATIONS
9.1 Next Set of Commercial opportunities- orphan drugs
9.2 Robust Partnership and Pipeline
9.3 Comparative data in Hypercholesterolemia
9.4 Key Milestones
10. MORPHOSYS - MOR103/ MOR202 – PARTNERING IS THE BEGINNING OF A NEW PHASE OF GROWTH
10.1 Recognition by Global Partners- Celgene (MOR 202), GSK (MOR 103)
10.2 Maturing Pipeline and Technology Platform
10.3 Key Milestones
11. ONCONOVA- ONTIME – HOLDS THE KEY!
11.1 Estybon in RRMDS- Background and Clinical data
11.2 Trial Design and Label Expansion Potential
11.3 Competition in RR MDS/AML and Market Opportunity
11.4 Other Drugs in Pipeline
11.5 Partnership with Baxter and Symbio
11.6 Key Milestones
12. PHARMACYCLICS- IBRUTINIB THERAPY: A GAME CHANGER FOR LEUKEMIA
12.1 IMBRUVICA- Leads the way in Ef cacy, Safety in Leukemia
12.2 Commercial Potential and Clinical Data
12.3 Ongoing Trials in CLL, NHL, DLBCL
12.4 Clinical Data Comparison in CLL/SLL
12.5 Competitive Landscape – BTK PI3K inhibitors
12.6 Partnership with J&J- Deal terms
12.7 Key Milestones
13. SYMBIO (4582 JP) FUTURE GROWTH-TREAKISYM’S LABEL EXPANSION AND RIGOSERTIB’S SUCCESS
13.1 Rigosertib-ONTIME dependence,
13.2 TREAKISYM- Lable expansion
13.3 Background
13.4 Competition From Drugs in the Pipeline FOR RR/HR MDS
INDUSTRY TableS
1. DRUG CLINICAL MILESTONES
2. DRUG LAUNCH Table- 2014
Drug Approval in 2013
Performance of IPO’S: 2013
Drug Launches: 2014/15
Unmet Need of Innovators - Launched and Pipeline Unpartnered Compounds
Competition can reduce the life span of innovative patented drugs- Competitive landscape of PI3K, Jak and BTK inhibitors in clinical development
Resisting resistance – Global threat and Action taken
Oral vs. Injec Tables – Oral drugs for MS, RA and Psoriasis
Targeting Unmet Need on Hematological Malignancies- RRMM, RRMDS
IN-DEPTH COMPANY ANALYSIS –
IN-DEPTH COMPANY ANALYSIS AND REPORTS ON
1. ABLYNX- NANOBODIES – TURNAROND ON THE HORIZON!
1.1 Key Attributes- Novel Technology Platform, Partnership and Drug Portfolio
1.2 Background on the Nanobody technology platform
1.3 Clinical data of key drugs in the pipeline- ALX0061—(IL6R Ab), ALX-0171 (Anti RSV)
1.4 Key Milestones
2. AMBIT BIOSCIENCES- QUIZARTINIB IN RR-AML = DELAYED BUT NOT DEAD!
2.1 Tapping the Unmet Need in RRAML with Quizartinib
2.2 Background and Clinical Data of Quizartinib
2.3 Competitive Landscape in RRAML
2.4 Partnership opportunity and attributes of kinase technology platform and early drugs in pipeline
2.5 Key Milestones
3. BASILEA- “DRUGS FOR BAD BUGS” ISAVUCONAZOLE– WATCH OUT FOR ACTIVE AND VITAL
3.1 Key Driver of 2014 – PhIII outcome of Antifungal - Isavuconazole
3.2 Competitive Landscape for Antifungals
3.3 Ceftobiprole- Revived with approval in EU for Nocosomial Infections-Commercial Opportunity
3.4 Other Drugs in Pipeline
3.5 Key Milestones
4. CEMPRA (CEMP)
4.1. Key Drugs – Solithromycin, TAKSTA
4.2. Market Opportunity for Next Generation Macrolides
4.3. Background
4.4. Clinical Updates – Solithromycin,
4.5. TAKSTA- Orphan Drug Status in Prosthetic Joint Infection
4.6. Clinical Data and Trial Design
4.7. Comparison- Linezolid vs. Taksta
4.8. Market Opportunity
4.9. Key Milestones
5. ENDOCYTE-
5.1 The Power and Opportunity for Small Drug Conjugates (SMDC) technology Platform
5.2 Vintafolide- in PROC and NSCLC- EU Conditional approval a Wild card
5.3 Clinical Data and Trial details
5.4 Background and Application of SMDC technology Platform
5.5 Pipeline and Partnership Opportunity
5.6 Key Milestones
6. ENANATA- THE PARTY TO CONTINUE IN 2014 – 2ND IN THE ORAL IFN-FREE HCV DRUG RACE
6.1 ABT-450- Blockbuster Opportunity despite competition from Sovaldi!
6.2 Clinical Data and Trial Details- SAPPHIRE 1, II
6.3 Competitive Landscape in Oral, IFN Free HCV Treatment Options
6.4 Comparative Clinical data of Oral, IFN free drug combinations for HCV
6.5 Background –Drugs in Pipeline and Partnership with Abbvie, Novartis.
7. GALAPAGOS- DRUG DISCOVERY PLATFORM DRIVING ROBUST PARTNERSHIP –ABBVIE, GSK, JANSSEN, SERVIER.
7.1. Drug Discovery platform driving robust Partnership –AbbVie, GSK, Janssen, Servier.
7.2. GLPG0634- Oral Jak Inhibitor- Key Attributes- Safety and Ef cacy
7.3. PhIII Trial Design- DARWIN1 and
7.4. Clinical Data Comparison – Select Oral RA Drugs
7.5. Other Drugs in Pipeline
7.6. Entering New Therapy Areas-, Cystic Fibrosis, Anti-infectives
7.7. Key Milestones
8. INCYTE - INCB39110 – ANOTHER JAK-FRUIT IN INCY'S BUCKET LEADER IN THE JAK- 2 INHIBITOR SPACE
8.1. JAKAFI – Label Expansion- Pancreatic Cancer and other tumors
8.2. Another Promising unpartnered Jak2 inhibitor- INCB-39110 in Psoraisis and MF
8.3. Baricitinib oral RA drug in PhIII. Clinical data and Trial Design
8.4. Other Mid- to Early-stage Pipeline-
8.5. Clinical Data Comparison: in RA
8.6. Competitive Landscape in Plaque Psoriasis
9. ISIS - BEYOND KYNAMRO – TARGETING OTHER NICHE INDICATIONS
9.1 Next Set of Commercial opportunities- orphan drugs
9.2 Robust Partnership and Pipeline
9.3 Comparative data in Hypercholesterolemia
9.4 Key Milestones
10. MORPHOSYS - MOR103/ MOR202 – PARTNERING IS THE BEGINNING OF A NEW PHASE OF GROWTH
10.1 Recognition by Global Partners- Celgene (MOR 202), GSK (MOR 103)
10.2 Maturing Pipeline and Technology Platform
10.3 Key Milestones
11. ONCONOVA- ONTIME – HOLDS THE KEY!
11.1 Estybon in RRMDS- Background and Clinical data
11.2 Trial Design and Label Expansion Potential
11.3 Competition in RR MDS/AML and Market Opportunity
11.4 Other Drugs in Pipeline
11.5 Partnership with Baxter and Symbio
11.6 Key Milestones
12. PHARMACYCLICS- IBRUTINIB THERAPY: A GAME CHANGER FOR LEUKEMIA
12.1 IMBRUVICA- Leads the way in Ef cacy, Safety in Leukemia
12.2 Commercial Potential and Clinical Data
12.3 Ongoing Trials in CLL, NHL, DLBCL
12.4 Clinical Data Comparison in CLL/SLL
12.5 Competitive Landscape – BTK PI3K inhibitors
12.6 Partnership with J&J- Deal terms
12.7 Key Milestones
13. SYMBIO (4582 JP) FUTURE GROWTH-TREAKISYM’S LABEL EXPANSION AND RIGOSERTIB’S SUCCESS
13.1 Rigosertib-ONTIME dependence,
13.2 TREAKISYM- Lable expansion
13.3 Background
13.4 Competition From Drugs in the Pipeline FOR RR/HR MDS
INDUSTRY TableS
1. DRUG CLINICAL MILESTONES
2. DRUG LAUNCH Table- 2014
