The atopic dermatitis (AD) market is poised to undergo a revolution owing to recent advances in understanding of disease pathology, the recent approval of topical crisaborole (Pfizer’s Eucrisa) in the United States, and the high-profile development of the first targeted AD biologic, dupilumab (Sanofi/Regeneron’s Dupixent). Although many treatments, both topical and systemic, are available for the treatment of atopic dermatitis, tremendous unmet need remains for therapies that treat severe, treatment-refractory atopic dermatitis. In this analysis, we assess the commercial opportunity that exists in the atopic dermatitis space through a comprehensive look at dermatologists’ treatment goals; the key efficacy, safety, and delivery attributes driving prescribing choice; the gaps in treatment left by current therapies; and the interplay of clinical and nonclinical attributes in determining the appeal of hypothetical new AD products.

Questions Answered:

  • What are the treatment drivers and goals for AD?
  • What 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 AD?
  • What are the prevailing areas of unmet need and opportunity in AD?
  • What trade-offs across different clinical attributes and price are acceptable to U.S. and European dermatologists for a hypothetical new AD drug?

Markets covered: United States, United Kingdom, France, Germany

Primary research: Survey of 60 U.S. and 30 European dermatologists fielded in January 2017

Key companies: Pfizer, Sanofi, Regeneron, Valeant, Astellas

Key drugs: Elidel, Eucrisa, Dupixent, Protopic