Disease Analysis: Bipolar Disorder

Definition

Bipolar disorder is a multifactorial condition characterized by fluctuating mood states BD is a multifactorial psychiatric mood disorder influenced by social, environmental, and genetic risk factors underlying its etiology. The disorder is characterized by fluctuating mood states, such as mania and depression, interspersed with periods of wellbeing over days and weeks. BD describes a range of disease subtypes, including BD type I, BD type II, and cyclothymia.

Latest key takeaways

• Datamonitor Healthcare estimates that in 2021, there were 47.7 million prevalent cases of bipolar disorder (BD) worldwide, and forecasts that number to increase to 50.4 million prevalent cases by 2027.
• The BD market is highly genericized, consisting of antipsychotics, anticonvulsants, and mood stabilizers such as lithium. The atypical antipsychotic market is the most dominant of the drug classes indicated for BD, and the oral atypical antipsychotic market is highly competitive with many generic alternatives available. The atypical long-acting injectable (LAI) antipsychotic market currently sees little competition and is therefore one of the key areas to target for growth, along with the development of drugs focusing on other underserved BD patient segments.
• One of the most impactful recent events that has occurred in the BD space is the FDA approval (in April 2022) of BioXcel’s Igalmi (formerly BXCL501) for the acute treatment of agitation associated with type I or II BD. In the Phase III trial, treatment with Igalmi led to rapid and durable improvements in acute agitation, superior to placebo. Its sublingual film formulation means it is easy to administer, avoiding the invasive administration of antipsychotics or benzodiazepines currently used for severe agitation in acute psychiatric facilities.
• As physicians and patients become more accustomed to the dosing regimens of LAIs and their associated benefits, so their uptake will increase. Pharmaceutical treatment compliance is a major issue in BD, and physicians will encourage switching to LAI formulations to reduce relapses. There are only two key brands in the BD LAI atypical antipsychotic market: Risperdal Consta, the first of its kind approved for BD, requiring dosing every two weeks; and Abilify Maintena, which only requires once-monthly administration.
• Seroquel/Seroquel XR has a robust clinical profile in BD due to its strong efficacy as both a monotherapy and adjuvant in the treatment of BD mania, as a BD maintenance treatment, and in BD depression. The drug is one of few therapies specifically approved for BD depression. As a monotherapy in trials, treatment in both type I and II BD patients elicited some of the greatest improvements over placebo that have been witnessed in controlled BD studies. As an atypical antipsychotic, Seroquel/Seroquel XR has modest safety/tolerability profiles at best. Nevertheless, both formulations are genericized, and the market share of this brand in BD has been cannibalized and will continue to plummet.
• Abilify Maintena is one of the few approved LAI antipsychotics available for BD, and its increasing uptake means it is likely to dominate the bipolar LAI market. The drug boasts one of the highest rates of relapse reduction over placebo in clinical trials, granting it a position towards the top of the BD maintenance treatment algorithm. Abilify Maintena can be administered once monthly, surpassing Risperdal Consta’s dosing regimen of once every two weeks, and this less frequent dosing provides further aid to the mitigation of compliance issues so often seen with antipsychotics. With the associated benefits of LAIs, and as both physicians and patients become more accustomed to the dosing regimens, the LAI market should see sizable growth.
• Intra-Cellular Therapies has gathered encouraging data from trials investigating the adjunctive and monotherapy use of Caplyta, which was approved by the FDA for type I and II BD depression in December 2021. Latuda is the only other therapy approved as an adjunctive/monotherapy treatment for BD depression, but has only demonstrated efficacy in type I BD depressed patients. Intra-Cellular is therefore offering another much-needed option in this subpopulation, and, moreover, Caplyta displayed minimal motor adverse events in pivotal trials, compared to the higher rates witnessed in Latuda’s regulatory studies.
• Recently launched Lybalvi, a distinct formulation of olanzapine and the novel opioid receptor antagonist samidorphan, is an antipsychotic drug designed to provide the efficacy of olanzapine while mitigating olanzapine-associated weight gain, a firmly established side effect of most antipsychotics. In trials, the drug has demonstrated similar efficacy to olanzapine in schizophrenia patients and a statistically significant reduction in weight gain. In addition to its schizophrenia indication, it is now available to adults with type I BD.
• Pipeline drug developers are targeting unmet needs in BD for which there are currently limited options available, and consequently these pipeline drugs will act to drive growth in the market, if successfully approved. Cyclurad is a proprietary formulation of D-cycloserine and lurasidone under development by NeuroRx for the treatment of bipolar depression in patients with acute suicidality. If successful, this would be the first drug approved to treat this specific patient population. Additionally, Celon Pharma is developing an inhaled esketamine formulation, Falkieri, which has the potential to be the first therapy approved for treatment-resistant bipolar depression.
• Large-impact upcoming events for drugs in the BD space comprise topline Phase III results for Cyclurad and Caplyta.