The maturing yet highly lucrative market for multiple sclerosis (MS) disease-modifying therapies (DMTs) will continue to fragment as new entrants drive further shifts in a complicated treatment algorithm. Novartis's Kesimpta, Bristol Myers Squibb's Zeposia, and an array of other new and emerging next-generation compounds will intensify competition in the saturated relapsing MS market. Meanwhile, Ocrevus continues to transform treatment in the underserved PP-MS population while several emerging agents, including Sanofi Genzyme's tolebrutinib and Roche's fenebrutinib, are in Phase III development for progressive forms of MS. Separately, the looming entry of oral generics—and the recent U.S. entry of generics for dimethyl fumarate—will introduce a new variable in this high-cost market as reimbursement authorities race to rein in healthcare costs. Understanding these intersecting forces will be key to the success of current and future players in this evolving market.
- What is the commercial outlook for next-generation fumarates, S1P receptor modulators, and anti-CD20 monoclonal antibodies (MAbs) in the competitive relapsing MS space, and where will they fit into an evolving treatment algorithm?
- How will novel DMTs, including the emerging BTK inhibitors (e.g., evobrutinib), be incorporated in the treatment of relapsing MS?
- What impact will tolebrutinib, fenebrutinib, ibudilast, and masitinib have in the progressive MS markets?
- What clinical roles will entrenched platform injectables and mainstay orals play in the evolving MS treatment algorithm?
- How will generic competition shape the MS market?
Markets covered: United States, France, Germany, Italy, Spain, United Kingdom, Japan.
Primary research: 26 country-specific interviews with thought-leading neurologists, supported by survey data collected for this content and other DRG research.
Epidemiology: Diagnosed prevalence of MS by country, segmented by CIS, RR-MS, SP-MS, and PP-MS; drug-treated cases.
Emerging therapies: Phase II: 8 drugs; Phase III/preregistration: 7 drugs.
Key companies: AB Science, Banner Life Sciences, Biogen, Bristol Myers Squibb, Janssen, Merck KGaA / EMD Serono, MediciNova, Mylan, Mapi Pharma, Novartis, Roche / Genentech, Sanofi Genzyme, Teva, TG Therapeutics.
Market forecast features: Patient-based market forecast extending through 2029, segmented by brands and generics / biosimilars.
Disease Landscape & Forecast provides comprehensive market intelligence with world-class epidemiology, keen insight into current treatment paradigms, in-depth pipeline assessments, and drug forecasts supported by detailed primary and secondary research.
Disease Landscape & Forecast will feature continuous updates in 2021 to provide timely insights and analyses as meaningful indication-specific news and events unfold.