尋常性乾癬：7市場の医薬品の予測と市場の分析 - 更新版

主要7市場におけるPsOの市場規模は、2020年に116億米ドルと推定されました。2030年までに、PsOの売上は317億米ドルに達すると予測され、10年間の予測期間にCAGRで10.6%の成長が見込まれます。

予測期間におけるPsO市場の成長の主な促進要因は以下の通りです。

• 主要7市場における診断有病率の安定した増加
• 7つの新規パイプライン薬品の上市：SAR44156、JNJ-2113、ソネロキマブ、DC-806、オリスミラスト、ピクリデノソン、TAK-279
• これまで治療が十分でなかった軽度および中度の患者に対する治療オプションの拡大

予測期間におけるPsO市場の成長の主な障壁は以下の通りです。

• Janssenのステラーラ（ウステキヌマブ）（2024年）、コセンティクス（2029年）などの、生物学的製剤の米国における特許切れと、その後の対応するバイオシミラーの上市
• 米国における2028年のアプレミラストのジェネリック医薬品の発売
• 米国における薬価引き下げを目的としたインフレ抑制法（IRA）とその他の法律の成立

当レポートでは、尋常性乾癬の主要7市場（米国、欧州5ヶ国、日本）について調査し、PsOの概要、PsO治療市場の収益と予測、パイプラインの分析、現在と将来の競合の分析などを提供しています。

目次

第1章 尋常性乾癬：エグゼクティブサマリー - 2024年4月更新、2024年4月1日までの出来事に基づく

• PsO市場は2020年～2030年に控えめな成長を示す
• 飽和した分野に新たな企業が参入する
• 十分な治療を受けていない患者集団には機会が残っている
• 革新的な低分子が後期パイプラインを支配
• 医師の考え

第2章 イントロダクション

第3章 疾患の概要 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 病因と病態生理学

第4章 疫学

• 疾患の背景
• 危険因子と合併症
• 世界の過去の動向
• 予測手法
• PsOの疫学予測（2020年～2030年）
• 論考

第5章 疾病管理 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 診断
• 治療

第6章 競合の評価 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 概要
• バイオシミラー

第7章 アンメットニーズと機会の評価 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 概要
• 費用対効果の高い治療法
• 治療抵抗性患者に対する効果的な治療法
• 革新的な局所療法の欠如
• 軽度のPsO患者の治療オプション

第8章 R&D戦略 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 開発は注射用生物学的製剤からシフト
• 後期パイプラインに新規参入する企業
• 臨床試験のデザイン

第9章 パイプラインの評価 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 概要
• 臨床開発中の有望な医薬品
• その他の注目すべき医薬品

第10章 パイプラインの評価の分析 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 概要
• 競合の評価

第11章 現在と将来の参入企業 - 2024年4月更新、2024年4月1日までの出来事に基づく

• 概要
• 取引の動向

第12章 市場の見通し - 2024年4月更新、2024年4月1日までの出来事に基づく

• 世界市場
• 米国
• 欧州5ヶ国
• 日本

第13章 付録

List of Tables

• Table 1: Plaque psoriasis: key metrics in the 7MM
• Table 2: Risk factors and comorbidities for PsO
• Table 3: Classification of PsO by BSA
• Table 4: Treatment guidelines for plaque psoriasis
• Table 5: Top completed deals in PsO market by value, 2018-23
• Table 6: PsO market - global drivers and barriers, 2020-30
• Table 7: Key events impacting sales for PsO in the US, 2020-30
• Table 8: PsO market - drivers and barriers in the US, 2020-30
• Table 9: Key events impacting sales for PsO in the 5EU, 2020-30
• Table 10: PsO market - drivers and barriers in the 5EU, 2020-30
• Table 12: Key events impacting sales for PsO in Japan, 2020-30
• Table 11: PsO market - drivers and barriers in Japan, 2020-30
• Table 13: High-prescribing physicians (non-KOLs) surveyed, by country

List of Figures

• Figure 1: Global sales forecast by country for PsO in 2020 and 2030
• Figure 2: Analysis of the company portfolio gap in PsO during the forecast period
• Figure 3: Competitive assessment of the pipeline/recently approved biologic drugs benchmarked against the SOC, Humira
• Figure 4: Competitive assessment of the pipeline small molecule drugs benchmarked against the SOC, Otezla
• Figure 5: Biologic and small molecule targets in the Treatment of PsO
• Figure 6: 7MM, lifetime diagnosed prevalence of pediatric PsO (%), boys and girls, Ages <=17 Years, 2020
• Figure 7: 7MM, lifetime diagnosed prevalence of adult PsO (%), men and women, ages >=18 years, 2020
• Figure 8: Sources used for lifetime diagnosed prevalent cases of pediatric PsO
• Figure 9: Sources used and not used for lifetime diagnosed prevalent cases of PsO in adults
• Figure 10: Sources used for lifetime diagnosed prevalent cases of PsO by severity among adults
• Figure 11: Sources used for lifetime diagnosed prevalent cases of PsO with PsA among adults
• Figure 12: 7MM, lifetime diagnosed prevalent cases of PsO, men and women, all ages, 2020 (N)
• Figure 13: Age-specific lifetime diagnosed prevalent cases of PsO, 7MM, men and women, 2020 (N)
• Figure 14: 7MM, sex-specific lifetime diagnosed prevalent cases of PsO, all ages, 2020 (N)
• Figure 15: 7MM, lifetime diagnosed prevalent cases of PsO by severity, men and women, >=18 years, 2020
• Figure 16: 7MM, lifetime diagnosed prevalent cases of PsO with psoriatic arthritis, men and women, >=18 years, 2020 (N)
• Figure 17: Overall treatment algorithm for PsO as approved by EMA
• Figure 18: Unmet needs and opportunities in PsO
• Figure 19: Overview of the development pipeline in PsO
• Figure 20: Key late-stage trials for the promising pipeline agents that GlobalData expects to be licensed for PsO in the 7MM during the forecast period
• Figure 21: Competitive assessment of the pipeline/recently approved biologic drugs benchmarked against the SOC, Humira
• Figure 22: Competitive assessment of the pipeline small molecules drugs benchmarked against the SOC, Otezla
• Figure 23: Analysis of the company portfolio gap in PsO during the forecast period
• Figure 24: Global (7MM) sales forecast by country for PsO in 2020 and 2030
• Figure 25: Sales forecast by class for PsO in the US in 2020 and 2030
• Figure 26: Sales forecast by class for PsO in the 5EU in 2020 and 2030
• Figure 27: Sales forecast by class for PsO in Japan in 2020 and 2030

This publication is an update to the report Plaque Psoriasis: Global Drug Forecast and Market Analysis to 2030 (November 2021, GDHC232PIDR), which covered the forecast period 2020-30. This updated publication also covers the same forecast period.

GlobalData estimated the value of the global PsO market to be $11.6 billion across the 7MM in 2020. By 2030, PsO sales across are expected to grow to $31.7 billion, representing a compound annual growth rate (CAGR) of 10.6% over the 10-year forecast period.

Major drivers of growth in the PsO market over the forecast period include:

• Steady increase in total diagnosed prevalence across the 7MM
• Launches of seven new pipeline agents: SAR44156, JNJ-2113, sonelokimab, DC-806, orismilast, Piclidenoson, and TAK-279.
• Increased treatment options for mild and moderate patients, a historically undertreated population

The major barriers of growth in the PsO market during the forecast period include -

• Loss of patent protection in the US of biologics, such as Janssen's Stelara (ustekinumab) in 2024 and Cosentyx in 2029, and the subsequent launches of their corresponding biosimilars
• Launch of apremilast generics in 2028 in the US
• Passage of the Inflation Reduction Act (IRA) and other legislature in the US aimed to reduce drug prices.

Scope

• Overview of PsO, including epidemiology, symptoms, diagnosis, and disease management.
• Annualized PsO therapeutics market revenue, cost of therapy per patient, and treatment usage patterns forecast from 2020 to 2030.
• Key topics covered include strategic competitor assessment, market characterization, unmet needs, clinical trial mapping, and implications of these factors for the PsO therapeutics market.
• Pipeline analysis: comprehensive data assessing emerging trends and mechanisms of action under development for PsO treatment. The most promising candidates in late-stage development are profiled.
• Analysis of the current and future market competition in the global PsO therapeutics market. Insightful review of the key industry drivers, restraints and challenges. Each trend is independently researched to provide qualitative analysis of its implications.

Reasons to Buy

• Develop and design your in-licensing and out-licensing strategies through a review of pipeline products and technologies, and by identifying the companies with the most robust pipeline.
• Develop business strategies by understanding the trends shaping and driving the 7MM PsO therapeutics market.
• Drive revenues by understanding the key trends, innovative products and technologies, market segments, and companies likely to impact the 7MM PsO therapeutics market in the future.
• Formulate effective sales and marketing strategies by understanding the competitive landscape and by analyzing the performance of various competitors.
• Identify emerging players with potentially strong product portfolios and create effective counter-strategies to gain a competitive advantage.
• Organize your sales and marketing efforts by identifying the market categories and segments that present maximum opportunities for consolidations, investments and strategic partnerships.

Table of Contents

Table of Contents

• About GlobalData

1 Plaque Psoriasis: Executive Summary - Updated April 2024, Based on Events up to April 1, 2024

• 1.1 PsO market to experience conservative growth from 2020-30.
• 1.2 New players to enter a saturated field.
• 1.3 Opportunities remain for undertreated patient populations.
• 1.4 Innovator small molecules dominate the late-stage pipeline
• 1.5 What do physicians think?

2 Introduction

• 2.1 Catalyst
• 2.2 Related reports
• 2.3 Upcoming reports

3 Disease Overview - Updated April 2024, Based on Events up to April 1, 2024

• 3.1 Etiology and pathophysiology

4 Epidemiology

• 4.1 Disease background
• 4.2 Risk factors and comorbidities
• 4.3 Global and historical trends
• 4.4 Forecast methodology.
• 4.5 Epidemiological forecast for PsO (2020-30)
• 4.6 Discussion

5 Disease Management - Updated April 2024, Based on Events up to April 1, 2024

• 5.1 Diagnosis
• 5.2 Treatment

6 Competitive Assessment - Updated April 2024, Based on Events up to April 1, 2024

• 6.1 Overview
• 6.2 Biosimilars

7 Unmet Needs and Opportunity Assessment - Updated April 2024, Based on Events up to April 1, 2024

• 7.1 Overview
• 7.2 Cost-effective therapies
• 7.3 Efficacious therapies for treatment refractory patients
• 7.4 Lack of innovative topical therapies
• 7.5 Treatment options for mild PsO patients

8 R&D Strategies - Updated April 2024, Based on Events up to April 1, 2024

• 8.1 Development shifts away from injectable biologics
• 8.2 New players enter the late-stage pipeline
• 8.3 Clinical trials design

9 Pipeline Assessment - Updated April 2024, Based on Events up to April 1, 2024

• 9.1 Overview
• 9.2 Promising drugs in clinical development
• 9.3 Other drugs of note

10 Pipeline Valuation Analysis - Updated April 2024, Based on Events up to April 1, 2024

• 10.1 Overview
• 10.2 Competitive assessment

11 Current and Future Players - Updated April 2024, Based on Events up to April 1, 2024

• 11.1 Overview
• 11.2 Deal-making trends

12 Market Outlook - Updated April 2024, Based on Events up to April 1, 2024

• 12.1 Global markets
• 12.2 US
• 12.3 5EU
• 12.4 Japan

13 Appendix

• 13.1 Abbreviations
• 13.2 Methodology
• 13.3 Primary Research - KOLs and payors interviewed for this report.
• 13.4 Bibliography
• 13.5 Primary research - prescriber survey
• 13.6 About the authors
• 13.7 Contact Us