From the Analyst's Couch

  • From the Analyst's Couch |

    This report analyses the dramatic progress in the global immuno-oncology landscape from September 2017 to September 2018.

    • Jun Tang
    • , Laura Pearce
    • , Jill O'Donnell-Tormey
    •  & Vanessa M. Hubbard-Lucey
  • From the Analyst's Couch |

    Since 2015, the Chinese government has introduced numerous reforms with the aim of establishing a more scientific and efficient drug regulatory system, which are highlighted here.

    • Lili Xu
    • , Huijun Gao
    • , Kenneth I. Kaitin
    •  & Liming Shao
  • From the Analyst's Couch |

    The market for hepatocellular carcinoma is set to change with the recent approvals of the kinase inhibitor lenvatinib and the immune checkpoint inhibitor nivolumab, as well as the anticipated approvals of further immunotherapies.

    • Joshua Dawkins
    •  & Rachel M. Webster
  • From the Analyst's Couch |

    This analysis highlights data indicating the limitations of traditional clinical trial processes, and discusses how moving clinical trials into large clinical care settings could help meet the growing demands for large volumes of sophisticated patient data.

    • Kenneth Getz
  • From the Analyst's Couch |

    This article discusses the market for oral anticoagulants, and how therapies in development and antidotes to existing drugs could affect the therapeutic landscape.

    • Stephen Bielecki
    • , Dolim Lee
    •  & Bashar Hamad
  • From the Analyst's Couch |

    How many cancer cell therapies are being developed? To harmonize efforts in this arena, the Cancer Research Institute has curated a database that includes all cell therapies in development.

    • Jun Tang
    • , Vanessa M. Hubbard-Lucey
    • , Laura Pearce
    • , Jill O'Donnell-Tormey
    •  & Aiman Shalabi
  • From the Analyst's Couch |

    This article discusses the market for therapies for haemophila, which is forecast to change substantially with the recent launch of emicizumab and the potential future approvals of gene therapies and non-factor treatments.

    • Kerri Brown
    •  & Graeme Green
  • From the Analyst's Couch |

    This article highlights results from a comprehensive study of the performance of clinical trial sites, which could help companies understand the underlying drivers of success.

    • Brendan Smith
    • , Linda Martin
    • , Scott Martin
    • , Maria Denslow
    • , Melissa Hutchens
    • , Conrad Hawkins
    • , Valery Panier
    •  & Michael S. Ringel
  • From the Analyst's Couch |

    Immune checkpoint inhibitors are forecast to expand the market for gastroesophageal cancer drugs, which is particularly large in Asia.

    • Paul Wilcock
    •  & Rachel M. Webster
  • From the Analyst's Couch |

    This article analyses merger and acquisition (M&A) activity and partnerships in the biopharma industry in 2017, highlighting trends and major deals.

    • Amanda Micklus
    •  & Steven Muntner
  • From the Analyst's Couch |

    The market for atopic dermatitis therapies is dominated by topical corticosteroids, but is poised to change with the recent approvals of dupilumab and crisaborole, as well as other drugs in clinical development.

    • Eleni Pantazi
    • , Gianluca Valenza
    • , Manuela Hess
    •  & Bashar Hamad
  • From the Analyst's Couch |

    This article discsusses how biomarkers will continue to change the market for non-small-cell lung cancer.

    • Mine Esencay
    • , Andrew Watson
    • , Kaushiki Mukherjee
    • , Delphine Hanicq
    •  & Steven I. Gubernick
  • From the Analyst's Couch |

    This article discusses investment in microbiome-based therapeutic approaches and key questions for the field related to the underlying science, clinical development, regulation and business models.

    • Pedro M. Valencia
    • , Magali Richard
    • , Jesse Brock
    •  & Elsy Boglioli
  • From the Analyst's Couch |

    This analysis of US drug launches from the past decade indicates that commercial success has become more difficult to achieve, owing to factors such as increased competition, greater challenges in achieving therapeutic differentiation and payer pressures.

    • Nicholas Donoghoe
    • , Jon Duane
    • , Jin Kim
    •  & George Xu
  • From the Analyst's Couch |

    This analysis investigates whether some companies may be negatively affecting their overall commercial success by aiming to maintain steady earnings per share growth and/or a target ratio of R&D spending to sales.

    • Michael S. Ringel
  • From the Analyst's Couch |

    This article discusses the impact of new drugs on the market for multiple sclerosis, including the recently approved immunomodulatory drug ocrelizumab and drugs in development such as sphingosine 1-phosphate receptor modulators and neurorestorative agents.

    • Anders Westad
    • , Aditya Venugopal
    •  & Eric Snyder
  • From the Analyst's Couch |

    This article discusses the impact of the recent approvals of poly ADP ribose polymerase (PARP) inhibitors on the market for ovarian cancer drugs, as well as potential future treatments such as immunotherapies.

    • Jennifer Bamford
    •  & Rachel M. Webster
  • From the Analyst's Couch |

    The market for colorectal cancer therapies, which is currently dominated by drugs targeting vascular endothelial growth factor and epidermal growth factor receptor, is poised for change with the anticipated entry of immunotherapies and other targeted drugs.

    • Sorcha Cassidy
    •  & Basharut A. Syed
  • From the Analyst's Couch |

    This article presents the findings of a recent analysis of the costs of clinical trials, providing benchmark data for companies to assess their performance, as well as indicating cost drivers.

    • Linda Martin
    • , Melissa Hutchens
    • , Conrad Hawkins
    •  & Alaina Radnov
  • From the Analyst's Couch |

    This analysis provides an overview of novel antihypertensive products, many of which are fixed-dose combinations of different drug classes, and provides an outlook on their likely impact on the market.

    • M. Adam Ali
    • , Salman Rizvi
    •  & Basharut A. Syed
  • From the Analyst's Couch |

    This article analyses merger and acquisition (M&A) activity and partnerships in the biopharma industry in 2016, highlighting trends and major deals.

    • Amanda Micklus
    •  & Steven Muntner
  • From the Analyst's Couch |

    This article analyses the huge volume of clinical trial activity for immune checkpoint inhibitors, and discusses the development of the market and strategic trends for immuno-oncology therapies in general.

    • Stephen Cavnar
    • , Pedro Valencia
    • , Jesse Brock
    • , Judith Wallenstein
    •  & Valery Panier
  • From the Analyst's Couch |

    Two PD-1 directed checkpoint inhibitors have recently been approved for squamous cell carcinoma of the head and neck (SCCHN). Further checkpoint inhibitors, as well as other molecularly targeted agents and cytokine-based immunotherapies, are currently in the late-stage pipeline and are poised to change the treatment paradigm for SCCHN.

    • Jennifer Bamford
    •  & Rachel M. Webster
  • From the Analyst's Couch |

    The shape of the predicted sales launch curve can dramatically affect financial models of pre-commercial drugs. This article provides an update on a commonly used framework for modelling launch curves.

    • Seth Robey
    •  & Frank S. David
  • From the Analyst's Couch |

    This article analyses recent data on the reported causes of drug candidate attrition, which indicate that lack of efficacy is the reason for approximately half of all phase II and phase III failures.

    • Richard K. Harrison
  • From the Analyst's Couch |

    Nonalcoholic steatohepatitis (NASH), an extreme form of nonalcholic fatty liver disease, is predicted to become the leading reason for liver transplantation by 2020. This analysis provides an overview of emerging therapies for NASH.

    • Sorcha Cassidy
    •  & Basharut A. Syed
  • From the Analyst's Couch |

    Recent investments in nascent public biopharmaceutical companies indicate that companies focused on small-molecule approaches attracted more funding than might have been expected based on rates of return on investment compared with biologic approaches.

    • Percy H. Carter
    • , Ernst R. Berndt
    • , Joseph A. DiMasi
    •  & Mark Trusheim
  • From the Analyst's Couch |

    Traditional cytotoxic chemotherapies have been the mainstay of treatment for bladder cancer for decades, but targeted biologics are now becoming available. This article analyses the late-stage pipeline for bladder cancer and the impact of new drugs in this rapidly growing market.

    • Khurram Nawaz
    •  & Rachel M. Webster
  • From the Analyst's Couch |

    The standard of care for the treatment of acute myeloid leukaemia (AML) has changed little for decades, but there are now a number of interesting agents in development. This analysis overviews the late-stage AML pipeline and the changing AML market.

    • Sorcha Cassidy
    •  & Basharut A. Syed
  • From the Analyst's Couch |

    Key emerging therapies for HIV include novel combination regimens as well as extended-duration antiretroviral drugs. This article provides an overview of novel drugs and combinations in the pipeline, as well as an analysis of the current HIV drug market.

    • Steven I. Gubernick
    • , Nuno Félix
    • , Dolim Lee
    • , Jing J. Xu
    •  & Bashar Hamad
  • From the Analyst's Couch |

    This analysis of the industry's clinical-stage portfolio in the past two decades reveals several trends, including a recent improvement in success rates in late-stage trials, an increase in overall portfolio size and higher success rates for biologics and partnered projects.

    • Katarzyna Smietana
    • , Marcin Siatkowski
    •  & Martin Møller
  • From the Analyst's Couch |

    This article analyses the market for rheumatoid arthritis therapies, which is growing rapidly, with a range of new disease-modifying drugs poised to enter in the next few years.

    • Kritika Chaudhari
    • , Salman Rizvi
    •  & Basharut A. Syed
  • From the Analyst's Couch |

    The year 2015 saw the approval of six new targeted therapies for the treatment of non-small-cell lung cancer (NSCLC). This analysis discusses recently approved as well as late-stage compounds and examines how different drug classes will affect the NSCLC market.

    • Khurram Nawaz
    •  & Rachel M. Webster
  • From the Analyst's Couch |

    This article presents a benchmarking analysis that identifies design parameters associated with improved performance in clinical R&D, and hence actions that companies can take to optimize their clinical development operations.

    • Michael Ringel
    • , Linda Martin
    • , Conrad Hawkins
    • , Valery Panier
    • , Maria Denslow
    • , Lorenna Buck
    •  & Ulrik Schulze
  • From the Analyst's Couch |

    This analysis presents anticancer drug combinations that contain two or more targeted agents and discusses their impact on oncology markets.

    • Rachel M. Webster