The moderate to severe ulcerative colitis (UC) therapy market still offers substantial opportunity for companies that can address the remaining unmet needs in this patient population. The TNF-α inhibitors (e.g., Janssen’s Remicade, AbbVie’s Humira) are the mainstay of biological treatment for moderate to severe UC. However, these agents have safety risks and efficacy limitations. Two additional agents, Takeda’s Entyvio (a CAM inhibitor) and Pfizer’s Xeljanz (an oral, first-in-class Jak inhibitor), have expanded the treatment options for moderate to severe UC, but significant unmet need remains, especially for patients refractory to available therapies. Several agents in late-phase development are poised to enter the moderate to severe UC market over the next several years, including Janssen’s Stelara, an IL-12/23 inhibitor, and additional Jak agents (e.g., Galapagos/Gilead’s filgotinib), but their ability to fulfill the unmet need remains to be seen.
- What are the treatment drivers and goals for moderate to severe UC?
- What drug attributes are key influencers, which have limited impact, and which are hidden opportunities?
- How do current therapies perform on key treatment drivers and goals for moderate to severe UC?
- What are the prevailing areas of unmet need and opportunity in moderate to severe UC?
- What trade-offs across different clinical attributes and price are acceptable to U.S. and European gastroenterologists for a hypothetical new UC drug?
Unmet Need provides quantitative insight into U.S. and European physician perceptions of key treatment drivers and goals and the current level of unmet need for a specific disease. Commercial opportunities are analyzed, and the extent to which emerging therapies may capitalize on these opportunities is evaluated.
Markets covered: United States, United Kingdom, France, Germany
Primary research: Survey of 60 U.S. and 30 European gastroenterologists fielded in December 2018
Key companies: AbbVie, Celgene, Galapagos NV, Gilead, Janssen, Merck & Co., Pfizer, Roche, Takeda
Key drugs: Remicade, Humira, Simponi, Entyvio, Xeljanz, biosimilar infliximab, MMX delayed-release mesalamine (brand and generics)