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Driven by new therapies from Biogen (Nasdaq: BIIB) / Esay (OTCPK: ESALF) and Eli Lilly (New York Stock Exchange: LLY), the Alzheimer’s disease market in eight major countries will reach $13.7 billion in 2030, data analytics firm GlobalData said last week.
This means compound annual growth By 20% from 2020 when the commercial advertising market was $2.2 billion, the research firm expected it to take into account the United States, United Kingdom, France, Germany, Italy, Spain, Japan and China in its forecasts.
The introduction of 23 new pipeline products, including disease-modifying therapies (DMTs), is expected to drive the momentum, GlobalData reports in its report titled “Alzheimer’s Disease: The Eight Drug Market Outlook and Market Analysis – An Update.”
Prior to 2021, the market for anti-Alzheimer’s drugs designed to relieve Alzheimer’s symptoms was dominated by acetylcholinesterase inhibitors. “These drugs are modestly effective and are essentially off-patent, so they create a huge opportunity for new entrants to the AD market,” said Philippa Salter, a neuroscientist at GlobalData.
Recently, drug developers have seen success targeting amyloid, an Alzheimer’s factor. The FDA approved the first DMT Aduhelm (aducanumab), an anti-amyloid monoclonal antibody (mAb) from Biogen (BIIB)/Eisai (OTCPK: ESAIY), in 2021, albeit under controversial circumstances.
This week, an agency advisory panel overwhelmingly supported full approval of the new anti-amyloid agent Leqembi (lecanemab) after expedited approval early this year. Switching to full approval expected within weeks could smooth out Medicare coverage under certain restrictions.
The introduction of Aduhelm, Leqembi, and Eli Lilly (LLY)’s upcoming anti-amyloid mAbs donanemab and remternetug is likely to be an important factor behind the growth of the AD market.
However, Aduhelm sales are expected to be low. “The drug’s launch was marred by controversy surrounding the FDA’s decision, which contradicts its advisory board’s opinion that there is insufficient evidence to support whether Aduhelm can effectively slow cognitive decline,” Salter noted.
In contrast, Leqembi and donanemab, which Lilly (LLY) plans to submit a marketing application for regular approval this quarter, are set to become AD’s top-selling drugs by 2030, generating $3.5 billion and $2.0 billion in sales. , respectively.
“Both Leqembi and donanemab have been shown to be able to reduce cognitive decline in phase III clinical trials,” Salter explained.
However, there will be challenges in treatment uptake, including low diagnosis rates across the disease spectrum. As a result, there will be an unmet need for accurate and convenient diagnostic tests and biomarkers used to classify patients and evaluate therapeutic response.
“As experimental designs improve, biomarkers are incorporated into trials, and testing in pre-symptomatic Alzheimer’s disease cohorts becomes more accessible, opportunities will increase for players looking to enter the AD market in the future,” Salter concluded.
Other Alzheimer’s drug developers: Cassava Sciences (SAVA), Anavex Life Sciences (AVXL), Annovis Bio (ANVS), Alnylam Pharma (ALNY), Prothena (PRTA), Alector (ALEC), AC Immune (ACIU), INmune Bio ( INMB) Athira Pharma (ATHA), BioVie (BIVI), Roche (OTCQX: RHHBF) (OTCPK: RHHVF), Acumen Pharma (ABOS)