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市場調査レポート
癌治療向け抗体とワクチン：取引動向と業界見通し
Dealmaking and Industry Outlook: Therapeutic Antibodies and Vaccines for Cancer
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Abstract
Introduction
Targeted cancer therapies have achieved phenomenal growth, and many MAb-based
immunotherapies are blockbusters or mega-blockbusters. This market success is
due not only to these MAbs' ability to treat unmet need in many cancers but
also to the high cost of immunotherapies and biologics in general. Competition
is increasing as more companies move into this arena; also, biosimilars will
soon enter markets. Meanwhile, the cancer vaccine market is signifi cantly
behind the MAb-based market in terms of products on the market, a robust
pipeline, and workable technologies, but researchers hold out hope for the
eventual success of this emerging market segment.
Get the Answers You Need to Shape Your Strategy
- Eli Lilly' s CEO John Lechleiter told investors that oncology is going to
be a sustainable play for many years to come. What is the outlook for the
oncology market? Why are new companies fl ooding targeted therapy markets?
- Companies are looking to gain a foothold in biologics markets or to extend
MAb franchises. What types of therapeutic cancer MAb deals have taken place in
the last two years? What strategies are companies using?
- The emerging cancer vaccine market is signifi cantly behind the
therapeutic cancer MAb market. What is the key issue involved in developing
cancer vaccines? What technologies are in development? What deals are being
made?
- Bristol-Myers Squibb' s CEO James M. Cornelius told investors that an
ImClone acquisition was the next logical step in the company' s almost ten-year
relationship with ImClone. Why did BMS want to acquire ImClone? What key
factor played in Lilly' s successful bid and acquisition of ImClone?
- Roche has transitioned its pharmaceutical business with a focus on
specialty segments and biologics. What was involved in Roche' s eight-month
struggle to take over Genentech? Why was the winning bid agreeable to both
parties?
- Schering-Plough' s CEO Fred Hassan said stunning and accelerating changes
in the global macro environment are driving changes in the pharma industry.
Why did Schering-Plough accept Merck & Co.' s offer for a reverse merger? What
technologies were key to the merger strategy?
Scope
- Therapeutic monoclonal antibodies: Late-stage pipeline, targets, gold
standards, combination MAb therapies, engineered/optimized antibodies,
next-generation antibodies, biosimilar market entry dates, patent expiry.
- Cancer vaccines: Late-stage pipeline, marketed vaccines, vaccine
technologies, troubled companies.
Table of Contents
- Executive Summary
- Strategic Considerations
- Stakeholder Implications
- Oncology Markets
- Therapeutic Cancer Antibodies
- Antibodies Already on the Market
- Antibodies in Late-Stage Development
- Cancer Vaccines
- Vaccine Technologies
- Clinical Development Pipeline
- Industry-Shaping Events
- Combination MAb Therapies Not As Obvious As Hoped
- Some Cancer Vaccine Companies on the Brink
- Recent Deals and Business Strategies
- Antibody-Based Dealmaking
- Lilly' s Acquisition of ImClone Systems
- Roche' s Hostile Takeover of Genentech
- Merck & Co.' s Planned Merger with Schering-Plough
- Cancer Vaccine Dealmaking
- GlaxoSmithKline and Innogenetics
- Pfi zer and Celldex Therapeutics
- Merck Serono and Oncothyreon
- Takeda and Cell Genesys
- Oxford BioMedica and Sanofi -Aventis
- Transgene and Roche
- Market Drivers - MAb-Based Immunotherapies
- Additional Indications
- Shifts to Earlier-Stage Disease
- Biomarkers
- Biosimilars
- Cost
- Combination Targeted Therapies
- Market Drivers - Cancer Vaccines
- Outlook
Tables
- 1. Marketed Antibody Therapies for Oncology
- 2. Select Antibody Therapies in Phase II or Phase III Development for
Oncology
- 3. Cancer Vaccines in Phase III Development or Later
- 4. Select Combination Targeted Therapies in Development, 2008
- 5. Dealmaking: Cancer Monoclonal Antibodies, 2007 and 2008
- 6. Dealmaking: Select Cancer Vaccines, 2008
- 7. Dealmaking: Biomarkers Driving the Development and Sale of Targeted
Cancer Therapies, 2008
- 8. Potential Biosimilar Entry Dates for Marketed Monoclonal Antibody-Based
Immunotherapies
- 9. Cost Comparison of Targeted Therapy Cancer Treatment in the Adjuvant
and Advanced-Stage Settings
Figures
- 1. Forecasted Growth Rate for the Oncology Market, 2007-2014
- 2. Top Ten Companies in the Oncology Market, 2007 and 2014
- 3. Targeted Monoclonal Antibody Therapies: Combined Treatment in
Metastatic Colorectal Cancer
- 4. Commercial Potential of Treating Early-Stage and Late-Stage Cancer
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