DecisionBase PDFs

January 2010

Rheumatoid Arthritis: Opportunity Awaits Therapies That Meet Physicians’ Efficacy Expectations in TNF-alpha Inhibitor-Refractory Patients

Introduction:

Rheumatoid arthritis is a chronic disease affecting more than 5 million people in the major markets (United States, France, Germany, Italy, Spain, United Kingdom, and Japan). Many highly effective disease-modifying antirheumatic drugs (DMARDs), including several biological DMARDs, are already available to treat RA, and the market will become increasingly competitive following the launch of new agents from existing and novel drug classes. As a result, physicians are unwilling to accept agents with inferior efficacy and are becoming increasingly reluctant to accept new agents without longer-term safety data. However, owing to various safety and delivery shortcomings of current agents and because many patients remain unresponsive to treatment even after exhausting all treatment options, opportunity remains for emerging therapies that offer clinical profiles at least on par with those of marketed agents.

Questions Answered in This Report:

  *   Improving signs and symptoms of RA, inducing remission, inhibiting/slowing the progression of structural damage, and improving physical function are key goals in the treatment of RA. What key primary and secondary end points are most compelling to rheumatologists in revealing therapies’ effect on signs and symptoms, joint damage, physical function, and other key measures? Do U.S. and European rheumatologist feel differently about specific drug attributes and their importance in prescribing decisions for RA?

  *   Tumor necrosis factor (TNF)-α inhibitors are the 2008 major-market sales-leading drug class for RA. Do thought leaders expect recently launched TNF-α inhibitors to offer meaningful improvements in safety and tolerability or delivery over established agents in this class? How will sales-leading etanercept (Amgen/Pfizer/Takeda’s Enbrel) and other current TNF-α inhibitors fare against emerging therapies with novel mechanisms of action? Which drugs will suffer the most from entry of these new agents?

  *   Despite the potential launch of several emerging therapies in the RA market over the next ten years, etanercept (the major-market sales leader) will remain the gold-standard therapy in our drug comparator model. On what efficacy attribute does etanercept differentiate itself from its competitors? What attributes of this therapy will emerging therapies improve upon? How will these emerging therapies position themselves in the RA treatment algorithm?

Scope:

Key drug development opportunity tested in our target product profiles for RA: A disease-modifying drug with a novel mechanism of action for patients who are refractory to TNF-α inhibitors.

Physicians surveyed for this study: 60 U.S. and 30 European rheumatologists.

Comprehensive List of Therapies Included in Our Research and Modeling

Current Therapies

- Etanercept (Amgen/Pfizer/Takeda’s Enbrel)

- Adalimumab (Abbott/Eisai’s Humira)

- Abatacept (Bristol-Myers Squibb’s Orencia)

- Rituximab (Roche/Biogen Idec/Chugai/Zenyaku Kogyo’s Rituxan, Roche’s MabThera)

- Tocilizumab (Chugai/Roche’s Actemra/RoActemra)

Emerging Therapies

- Golimumab (Centocor Ortho Biotech/Merck & Co./Mitsubishi Tanabe/Janssen’s Simponi)

- Certolizumab pegol (UCB/Otsuka’s Cimzia)

- CP-690550 (Pfizer)

- Fostamatinib disodium (AstraZeneca)

- Ofatumumab (Genmab/GlaxoSmithKline’s Arzerra)

Search Reports

Mentioned in this report:

  • Companies:
  • - Abbott
  • - Amgen
  • - AstraZeneca
  • - Biogen Idec
  • - Biovitrum
  • - Bristol-Myers Squibb
  • - Centocor Ortho Biotech
  • - Chugai
  • - Dava Pharmaceuticals
  • - Eisai
  • - Eli Lilly
  • - Genmab
  • - GlaxoSmithKline
  • - Janssen
  • - Medarex
  • - Merck & Co.
  • - Mitsubishi Tanabe
  • - Novartis
  • - Otsuka
  • - Pfizer
  • - Rigel
  • - Roche
  • - Takeda
  • - UCB
  • - Zenyaku Kogyo