Immuno-Oncology Deal Trends, 2011–15
Immuno-Oncology Deal Trends, 2011–15
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Immuno-oncology is an emerging field in medicine that has the potential to radically change how cancer is treated. The Big Pharma and Mid Pharma peer sets are an integral part of development and have been furthering efforts via deal-making.
Publisher: Datamonitor Healthcare
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Immuno-oncology is an emerging field in medicine that has the potential to radically change how cancer is treated. The Big Pharma and Mid Pharma peer sets are an integral part of development and have been furthering efforts via deal-making. The peer groups signed more than 200 immuno-oncology deals between 2011 and 2015, growing at a compound annual growth rate of 65%. Aggregate deal value over this period was $46bn. The majority of deals involved development of drugs for solid tumors, especially lung cancer and melanoma, and the target of choice was programmed death-ligand 1 (PD-L1). Bristol-Myers Squibb and Merck & Co led in transaction volume.
More than 50% of the immuno-oncology deals between 2011 and 2015 involved testing combinations that may eventually address previously unresponsive patients and/or additional tumor types. Combination agreements are structured differently to traditional licensing deals and are often pre-competitive in nature, early stage, and involve only one or two single studies. There was nearly an even split in terms of how combinations were structured, with just over half consisting of an anti-cancer immunotherapy target with a non-immunotherapy target, and the rest consisting of two anti-cancer immunotherapies. Among the immuno-oncology targets, PD-L1 was most often the backbone in the combination, and was paired up with vascular endothelial growth factor receptor inhibitors more often than with any other target.
TABLE OF CONTENTS
6 EXECUTIVE SUMMARY
9 IMMUNO-ONCOLOGY: A BRIEF INTRODUCTION
11 Immuno-oncology has sparked multiple industry, academic, and government initiatives
12 Bibliography
13 KEY TRENDS IN IMMUNO-ONCOLOGY DEAL-MAKING
13 Immuno-oncology deal volume has rapidly increased
13 Bristol-Myers Squibb and Merck & Co were the top immuno-oncology dealmakers
14 Immuno-oncology represented most of the overall oncology deal value
18 Solid tumors, especially lung cancer and melanoma, led immuno-oncology deals
20 Non-Hodgkin’s lymphoma and myeloma decreasing in overall share of deals
21 PD-L1/PD-1 dominated immuno-oncology deals
23 Immuno-oncology targets vary across indications
24 Bibliography
26 IMMUNO-ONCOLOGY COMBINATIONS: COLLABORATIVE EFFORTS
26 Combinations are the driving force in immuno-oncology deal-making
26 Combination collaborations have unique characteristics
27 Combination collaborations
32 Bibliography
34 IMMUNO-ONCOLOGY DEAL-MAKING CASE STUDIES
34 AstraZeneca has high hopes for durvalumab in combinations and in hematological cancers
37 Bristol-Myers Squibb aims to extend immuno-oncology leadership
41 Celgene is trying to make an impact in hematological cancers
44 GlaxoSmithKline looks to alternative immuno-oncology targets
47 Merck & Co is banking on Keytruda combinations
49 Roche’s atezolizumab advances in bladder cancer, but combinations and non-PD-L1 targets
are of importance
52 Bibliography
56 APPENDIX
56 Scope
56 Methodology
10 Figure 1: Number of pipeline anti-cancer immunotherapy drugs, 1995–2015
13 Figure 2: Immuno-oncology deal-making takes off: deals by Big Pharma and Mid Pharma peer sets, 2011–15
14 Figure 3: Bristol-Myers Squibb and Merck & Co led in immuno-oncology deals during 2011–15
List of figures
15 Figure 4: Immuno-oncology deal values are growing: Big Pharma and Mid Pharma in- and out-licensing, 2011–15
15 Figure 5: Average immuno-oncology deal values, Big Pharma and Mid Pharma in- and outlicensing, 2011–15
18 Figure 6: Most Big Pharma/Mid Pharma immuno-oncology deals focus on solid tumors, 2011–15
20 Figure 7: Lung cancer and melanoma led Big Pharma/Mid Pharma immuno-oncology deals, 2011–15
21 Figure 8: Lung cancer’s share of immuno-oncology deals grew over 2011–15
21 Figure 9: PD-L1/PD-1 dominated Big Pharma/Mid Pharma immuno-oncology deals during 2011–15
23 Figure 10: Shift from CTLA-4 to PD-L1/PD-1: Big Pharma/Mid Pharma immuno-oncology deals by target, 2011–15
23 Figure 11: Immuno-oncology target focus varied across indications, Big Pharma/Mid Pharma deals, 2011–15
27 Figure 12: Big Pharma/Mid Pharma immuno-oncology combination deal volume, 2011–15
28 Figure 13: Merck & Co and Bristol-Myers Squibb also led in immuno-oncology combination collaborations during 2011–15
29 Figure 14: Melanoma was the top indication among Big Pharma/Mid Pharma combination collaborations during 2011–15
30 Figure 15: PD-L1/PD-1 was the backbone in most combination agreements during 2011–15
31 Figure 16: VEGFR led non-anti-cancer immunotherapy targets used in combinations during 2011–15
31 Figure 17: VEGFR and CTLA-4 were most often paired with a PD-L1/PD-1 backbone during 2011–15
36 Figure 18: Development status of AstraZeneca’s durvalumab, February 2016
48 Figure 19: Opdivo sales are greater, but Keytruda is growing at a faster rate
50 Figure 20: Development status of Roche/Genentech’s atezolizumab, February 2016
List of tables
9 Table 1: Currently approved anti-cancer immunotherapies, February 2016
16 Table 2: Top 10 Big Pharma/Mid Pharma immuno-oncology deals, 2011–15
34 Table 3: AstraZeneca and Celgene’s FUSION program for durvalumab
35 Table 4: Select key AstraZeneca/MedImmune immuno-oncology deals, 2011–15
38 Table 5: Beyond Opdivo and Yervoy: Bristol-Myers Squibb’s anti-cancer immunotherapy pipeline, February 2016
40 Table 6: Select key Bristol-Myers Squibb immuno-oncology deals, 2011–15
41 Table 7: Celgene’s combination collaborations, 2011–15
44 Table 8: Select key Celgene immuno-oncology deals, 2011–15
45 Table 9: OX40 target pipeline, February 2016
47 Table 10: Select key GlaxoSmithKline immuno-oncology deals, 2011–15
49 Table 11: Select key Merck & Co immuno-oncology deals, 2011–15
51 Table 12: Select key Roche/Genentech immuno-oncology deals, 2011–15
56 Table 13: Big Pharma and Mid Pharma peer sets
Table 1: Currently approved anti-cancer immunotherapies, February 2016
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