Disease Analysis: Psoriasis
Author: Pammy Spicer
Publisher: Datamonitor Healthcare
- Description
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Latest key takeaways
- Datamonitor Healthcare estimates that in 2019, there were 52.6 million prevalent cases of psoriasis worldwide, and forecasts that number to increase to 55.4 million prevalent cases by 2027.
- First-line treatment of milder forms of psoriasis will continue to be with cheaper, topical medications. Use of more expensive systemic therapies will continue to be relegated to more severe psoriasis.
- While the psoriasis market will see downward pressure from the arrival of biosimilars of the key marketed anti-TNF brands, Enbrel and Humira, overall growth will be driven partly by the recent launch of a number of more targeted interleukin inhibitors. Despite the fact that newer, targeted biologics show higher efficacy in psoriasis over TNF-alpha inhibitors, the latter are often maintained as first-line treatment due to existing contracts that involve savings with a wide range of label expansions, beyond spondyloarthropathies.
- Results from head-to-head studies solidly place IL-17 and IL-23 inhibitors ahead of older TNF-alpha inhibitors in terms of efficacy, while differentiating between these newer pathways may come down to speed of disease clearance and safety signals. Because of a faster onset of action, IL-17-targeting drugs can differentiate from IL-23 inhibitors by touting a better cumulative effect, even though IL-23s win out at longer-term endpoints.
- Positive read out from bimekizumab’s three Phase III psoriasis trials, including head-to-head against Stelara and Humira, will ensure approval of UCB’s IL-17A/F inhibitor. Unlike Novartis’s Cosentyx and Eli Lilly’s Taltz, which target IL-17A, UCB’s bimekizumab neutralizes both IL-17A and IL-17F.
- Topline results from the Phase III POETYK-PSO trials of Bristol Myers Squibb’s TYK2 inhibitor BMS-986165, anticipated in 2020, are expected to substantiate the decision to offload Celgene’s Otezla and allow the companies to proceed with the BMS-Celgene merger.
CONTENTS
7 OVERVIEW
7 Latest key takeaways
8 DISEASE BACKGROUND
8 Disease definition
8 Symptoms
8 Patient segmentation
9 Patient segmentation – subtypes
10 TREATMENT
10 Topical agents remain the gold standard for mild psoriasis
10 Systemic therapies are the mainstay of treatment for moderate-to-severe disease
10 Classes of topical agents to treat psoriasis
10 Key oral systemic classes to treat psoriasis
11 Major biologic classes to treat psoriasis
12 Treatment guidelines
13 EPIDEMIOLOGY
13 Prevalence methodology
16 MARKETED DRUGS
26 PIPELINE DRUGS
38 KEY REGULATORY EVENTS
38 Mylan And Lupin Get EU Etanercept Nod
38 J&J’s Stelara Gets Europe OK For Pediatric Psoriasis
38 FTC Vote On BMS-Celgene Acquisition Splits Over Drug Pricing
38 In Merger Plot Twist, BMS Needs A Buyer For Celgene’s Otezla, Raising New Questions
39 AbbVie’s Humira Succession Plan Begins Taking Shape With Skyrizi US Approval
40 PROBABILITY OF SUCCESS
41 LICENSING AND ASSET ACQUISITION DEALS
41 Mundipharma Will Sell Samsung Bioepis’ Biosimilars In Taiwan, Hong Kong
41 Dermavant Licenses Phase III Candidate To Japan Tobacco Affiliate
41 Amgen’s $13.4bn Otezla Buy Helps Bristol/Celgene Merger Close By Year-End
41 China Ho! Sun Strikes Deals For Ilumya, Cequa
42 Alvotech And Fuji Stretch Alliance To Ustekinumab In Japan
42 As Expected: Shareholders Back Bristol’s $74bn Celgene Buy
43 CLINICAL TRIAL LANDSCAPE
44 Sponsors by status
45 Sponsors by phase
46 Recent events
49 DRUG ASSESSMENT MODEL
51 MARKET DYNAMICS
52 FUTURE TRENDS
52 Recent biologic launches will drive growth in the psoriasis market
52 Head-to-head studies will help to position newer biologics
52 Oral agents struggle to demonstrate efficacy compared to biologics
53 CONSENSUS FORECASTS
58 RECENT EVENTS AND ANALYST OPINION
58 Skyrizi for Psoriasis (January 14, 2020)
59 ARQ-151 for Psoriasis (January 6, 2020)
61 DUR-928 for Psoriasis (January 2, 2020)
63 Wynzora Cream for Psoriasis (December 18, 2019)
64 Bimekizumab for Psoriasis (December 6, 2019)
66 Bimekizumab for Psoriasis (November 15, 2019)
68 Bimekizumab for Psoriasis (October 17, 2019)
70 Inflectra for Psoriasis (September 19, 2019)
71 Otezla for Psoriasis (August 26, 2019)
72 Taltz for Psoriasis (August 13, 2019)
74 Multiple Drugs for Psoriasis (June 25, 2019)
75 Otezla for Psoriasis (June 24, 2019)
76 PPC-06 for Psoriasis (June 10, 2019)
78 Skyrizi for Psoriasis (April 23, 2019)
79 SensoReady Injector Pen for Psoriasis (April 9, 2019)
81 KEY UPCOMING EVENTS
82 KEY OPINION LEADER INSIGHTS
82 Quotes regarding newer treatments
82 Quotes regarding the IL-23 inhibitor advantage
82 Quote regarding an IL-17 inhibitor advantage
82 Quotes regarding endpoints and comparators in psoriasis
84 UNMET NEEDS
85 BIBLIOGRAPHY
85 Prescription information
87 APPENDIX
LIST OF FIGURES
15 Figure 1: Trends in prevalent cases of psoriasis, 2018–27
26 Figure 2: Overview of pipeline drugs for psoriasis in the US
26 Figure 3: Pipeline drugs for psoriasis, by company
27 Figure 4: Pipeline drugs for psoriasis, by drug type
27 Figure 5: Pipeline drugs for psoriasis, by classification
40 Figure 6: Probability of success in the psoriasis pipeline
43 Figure 7: Clinical trials in psoriasis
43 Figure 8: Top 10 drugs for clinical trials in psoriasis
44 Figure 9: Top 10 companies for clinical trials in psoriasis
44 Figure 10: Trial locations in psoriasis
45 Figure 11: Psoriasis trials status
46 Figure 12: Psoriasis trials sponsors, by phase
49 Figure 13: Datamonitor Healthcare’s drug assessment summary for psoriasis
51 Figure 14: Market dynamics in psoriasis
52 Figure 15: Future trends in psoriasis
59 Figure 16: Skyrizi for Psoriasis (January 14, 2020): Phase III – vs. Secukinumab
61 Figure 17: ARQ-151 for Psoriasis (January 6, 2020): Phase IIb – Study 201
63 Figure 18: DUR-928 for Psoriasis (January 2, 2020): Trial Data – Suspension
64 Figure 19: Wynzora Cream for Psoriasis (December 18, 2019): Phase III – Europe
66 Figure 20: Bimekizumab for Psoriasis (December 6, 2019): Phase III – BE SURE
68 Figure 21: Bimekizumab for Psoriasis (November 15, 2019): Phase III – BE READY
70 Figure 22: Bimekizumab for Psoriasis (October 17, 2019): Phase III – BE VIVID
74 Figure 23: Taltz for Psoriasis (August 13, 2019): Phase IV – IXORA-R (vs. Tremfya)
78 Figure 24: PPC-06 for Psoriasis (June 10, 2019): Phase IIb – CD-004
81 Figure 25: Key upcoming events in psoriasis
LIST OF TABLES
12 Table 1: Psoriasis treatment guidelines
14 Table 2: Prevalent cases of psoriasis, 2018–27
17 Table 3: Marketed drugs for psoriasis
28 Table 4: Pipeline drugs for psoriasis
54 Table 5: Historical global sales, by drug ($m), 2014–18
56 Table 6: Forecasted global sales, by drug ($m), 2020-24
58 Table 7: Skyrizi for Psoriasis (January 14, 2020)
60 Table 8: ARQ-151 for Psoriasis (January 6, 2020)
62 Table 9: DUR-928 for Psoriasis (January 2, 2020)
63 Table 10: Wynzora Cream for Psoriasis (December 18, 2019)
65 Table 11: Bimekizumab for Psoriasis (December 6, 2019)
67 Table 12: Bimekizumab for Psoriasis (November 15, 2019)
69 Table 13: Bimekizumab for Psoriasis (October 17, 2019)
71 Table 14: Inflectra for Psoriasis (September 19, 2019)
72 Table 15: Otezla for Psoriasis (August 26, 2019)
73 Table 16: Taltz for Psoriasis (August 13, 2019)
75 Table 17: Multiple Drugs for Psoriasis (June 25, 2019)
76 Table 18: Otezla for Psoriasis (June 24, 2019)
77 Table 19: PPC-06 for Psoriasis (June 10, 2019)
78 Table 20: Skyrizi for Psoriasis (April 23, 2019)
79 Table 21: SensoReady Injector Pen for Psoriasis (April 9, 2019)
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