Immunology Drugs: Future Developments and Market Leaders

Current Market Leaders in Immunology Drugs

AbbVie’s Skyrizi leads the U.S. biologic psoriasis market with over 35% prescription share. Johnson & Johnson boasts industry-leading success rates in immunology. Bristol-Myers Squibb expands access to immuno-oncology therapy. Merck advances cladribine, an oral disease-modifying treatment. Pfizer leverages CytoReason’s technology for data-driven immunology decisions.

"In psoriasis, Skyrizi is the clear market leader in the U.S. biologic psoriasis market with a total prescription share now above 35%." --- (ABBV, earning call, 2024/Q1)

"So really kind of industry leading success rates and the momentum has just gotten so strong in oncology, immunology, even in neuroscience now." --- (JNJ, conference, 2024/05/14)

"#MEDIA: Today we announced ASPIRE, a 10-year strategy to advance equitable access to our innovative medicines in low- and middle-income countries, including collaborating with @ATOM_Coalition led by the @uicc to expand access to immuno-oncology therapy. https://t.co/wsQhN3kGZV https://t.co/creg1XbZ8D" --- (BMY, Twitter, 2024/05/22)

"Based on the data of previous trials with cladribine, this could be the 1st oral disease modifying treatment for people with this disease.We continue to follow the vision of doubling our R and D productivity and plan to bring a new drug or important indication to the market on average every 1.5 years." --- (MRK, AGM, 2024/04/26)

"Six of the world's top ten pharma companies use CytoReason's technology to make data-driven decisions in immunology, inflammation, immuno-oncology, metabolism, and other therapeutic areas." --- (PFE, press release, 2024/07/17)

Competitive Landscape in Immunology Drugs

Major players like JNJ, BMY, ABBV, and ROG face significant competitive pressures in the immunology drug market. JNJ's IMBRUVICA and ZYTIGA are impacted by global competition, while ABBV focuses on expanding its immunology portfolio. BMY and ROG highlight the evolving competitive landscape with advanced therapies like CAR T cells and bispecific antibodies.

"partially offset by inventory dynamics. Total Innovative Medicine sales growth was partially offset by a decline in other neuroscience, unfavorable patient mix in Xarelto and competitive pressures in IMBRUVICA.I'll now turn your attention to MedTech." --- (JNJ, earning call, 2024/Q2)

"Maybe any kind of latest thoughts that you guys have in terms of the overall market with a potential competitive landscape over the Yes, it's a great question." --- (BMY, conference, 2024/05/15)

"We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, eye care – and products and services in our Allergan Aesthetics portfolio." --- (ABBV, press release, 2024/06/18)

"So getting to your point regarding next line of lymphoma therapy. Within the European cohort on the rGemox arm, there was a higher use of the most active medications including CAR T cells and bispecific antibodies." --- (ROG, event transcript, 2024/06/16)

"Growth was partially offset by ZYTIGA (abiraterone acetate) due to loss of exclusivity and IMBRUVICA (ibrutinib) declines due to global competitive pressures." --- (JNJ, sec filing, 2024/Q1)

Pipeline Developments in Immunology Drugs

Bristol-Myers Squibb, Johnson & Johnson, Pfizer, Merck, and AbbVie are all advancing their immunology drug pipelines with innovative therapies, significant catalysts, comprehensive updates, and increased R&D funding, indicating robust future developments in the field.

""As we continue to advance our own pipeline of first-in-class disease-modifying therapies, we remain committed to harnessing the power of our ground-breaking approach to support our collaborators in crafting innovative medicines for patients with devastating conditions."" --- (BMY, press release, 2024/04/30)

"Looking ahead, we have many important catalysts in the pipeline that will drive meaningful near and long-term growth across both Innovative Medicine and MedTech." --- (JNJ, earning call, 2024/Q1)

"PRODUCT DEVELOPMENTS A comprehensive update of Pfizer’s development pipeline was published as of May 1, 2024 and is available at www.pfizer.com/science/drug-product-pipeline." --- (PFE, sec filing, 2024/Q1)

"In the tissue targeting space, we are moving with speed and rigor to advance a broad pipeline of antibody drug conjugates with multiple planned and ongoing Phase 3 trials." --- (MRK, earning call, 2024/Q1)

"Operating cash flows for the three months ended March 31, 2024 decreased compared to the prior year primarily due to ImmunoGen acquisition-related cash expenses, decreased results from operations driven by changes in product mix and increased R&D funding to support all stages of the company’s pipeline assets, partially offset by the timing of working capital." --- (ABBV, sec filing, 2024/Q1)

Technological Advancements in Immunology Drugs

Technological advancements in immunology drugs are evident with BMY's innovative medicine, PFE's progress in multiple myeloma treatment, MRK's KRAS and antibody drug conjugates, ABBV's CEL383 for IBD, and JNJ's TREMFYA for psoriasis, ulcerative colitis, and Crohn's Disease.

"This reinforces the very attractive profile for this medicine as an important advancement for patients and a significant commercial opportunity for the company." --- (BMY, earning call, 2024/Q1)

"As we approach #EHA24, we’re excited to be sharing data across our #BloodCancer portfolio as we contribute to the latest scientific discussions in innovative medicine, including advancements in #MultipleMyeloma treatment. https://t.co/OQZm7DW0Rx" --- (PFE, Twitter, 2024/06/12)

"So that's why we're advancing that. The race for us is to get it in first line and then to think about other KRAS indications and IL sensitive, insensitive and also other molecules that are coming through in the lung cancer space, and some of them are related to antibody drug conjugate." --- (MRK, earning call, 2024/Q1)

""Given the potential relevance of TREM1 as a key driver of inflammation and pathology in IBD and other conditions, we are eager to advance the development of CEL383 with a goal of helping more patients with IBD achieve remission," said Kori Wallace, M.D., Ph.D., vice president, global head of immunology clinical development, AbbVie." --- (ABBV, press release, 2024/06/27)

"In Innovative Medicines, DARZALEX, TREMFYA, ERLEADA all grew over 20% and specifically on TREMFYA, now we have more sales in our psoriasis and psoriatic arthritic indications than we do with STELARA and we have high expectations for the brand with ulcerative colitis data to be presented at the Digestive Disease Week just a few weeks from now and also data on Crohn's Disease to be presented also this year." --- (JNJ, earning call, 2024/Q1)

Regulatory Landscape for Immunology Drugs

Regulatory approvals for immunology drugs have seen significant progress, with Pfizer achieving milestones in Japan and Saudi Arabia, AbbVie securing FDA approval for Elahere, and Bristol-Myers Squibb's biologics license application being accepted by the FDA. Additionally, Pfizer anticipates an FDA decision for Marstacimab by year-end.

"We also had good progress from a regulatory standpoint because it was a milestone with the approval of older adults and MI during the maternal immunization in Japan in the first quarter, as well as the Kingdom of Saudi Arabia." --- (PFE, earning call, 2024/Q1)

"Elahere • In March 2024, AbbVie announced that the FDA granted full approval for Elahere for the treatment of folate receptor alpha (FRα)-positive, platinum-resistant epithelial ovarian, fallopian tube or primary peritoneal adult cancer patients treated with up to three prior therapies." --- (ABBV, sec filing, 2024/Q1)

"#MEDIA: Announcing @US_FDA has accepted the biologics license application of our subcutaneous formulation of an immunotherapy agent across certain tumor types. https://t.co/vgNjOvVRWa https://t.co/LZ6OmmiW4f" --- (BMY, Twitter announcement, 2024/05/06)

"This program builds upon our growing presence in hemophilia. We expect an FDA decision before year end for Marstacimab which has the potential to become the first once-weekly subcutaneous treatment for the hemophilia B market and the first treatment delivered as a flat dose for both hemophilia A and B." --- (PFE, earning call, 2024/Q1)

Emerging Market Trends in Immunology Drugs

The immunology drug market is shifting towards newer vaccines and innovative therapies, with strong sales in first-line melanoma treatments and advancements in cancer care through immunotherapies. The entry of biosimilars and the launch of new immunosuppressive drugs are also shaping emerging trends.

"Worldwide sales of Pneumovax 23, a vaccine to help prevent pneumococcal disease, declined 36% in the first quarter of 2024 largely due to lower demand in the U.S. as the market has shifted toward newer adult pneumococcal conjugate vaccines following changes in the recommendations of the U.S. Centers for Disease Control and Prevention’s Advisory Committee on Immunization Practices in 2021." --- (MRK, sec filing, 2024/Q1)

"Opdualag, a standard-of-care treatment in first-line melanoma, generated strong quarterly sales with US sales growth primarily driven by strong market share." --- (BMY, earning call, 2024/Q1)

"We’re progressing #CancerCare through innovative immunotherapies, leading with BsAbs." --- (PFE, twitter, 2024/06/21)

"While we do not provide guidance by segment or on a quarterly basis, I'd like to provide some qualitative considerations to support your modeling. We continue to expect Innovative Medicine sales growth to be lower in the second half of the year compared to the first half, given the anticipated entry of STELARA biosimilars in Europe beginning the last week of July." --- (JNJ, earning call, 2024/Q2)

"In Launch Wave 1, we will focus on steroid panel, vitamin D, immunosuppressive drugs, therapeutic drug monitoring. In launch wave 2, we will add additional vitamin D subclasses, more therapeutic drug monitoring analytes and a drug of abuse panel." --- (ROG, Investor Day, 2024/05/22)

Market Challenges and Patient Impact

Pricing pressures, geopolitical challenges, and healthcare cost containment are significant hurdles in the immunology drug market. Companies are addressing these by enhancing patient engagement, improving physician awareness, and introducing effective treatments, ultimately aiming to improve patient outcomes and healthcare system efficiency.

"continue, as we always have, to navigate some of the challenges we have on the ground with pricing and geopolitical challenges, and we remain committed to the 1.4 billion patients who rely on us each and every day. Thank you." --- (JNJ, earning call, 2024/Q2)

"Global efforts toward health care cost containment continue to exert pressure on product pricing and market access worldwide." --- (MRK, sec filing, 2024/Q1)

"And then, we have made a number of changes in our commercial execution in terms of what we're doing with patient engagement and focusing our field force resources on physician awareness in a different way and also working to reduce friction for patient" --- (PFE, earning call, 2024/Q1)

"So having something out there that addresses this where there is nothing is going to have a big impact on the healthcare system overall and improve people's credit life, but as well as the caretakers." --- (BMY, BofA Securities 2024 Health Care Conference, 2024/05/15)

"I mean it's very, very clear that we're taking significant share from Stelara and the doctors are voting with their pen, or they're basically electronic prescribing because the ability to get these very sensitive patients under significant control, the world's really never seen anything like the sequence trial in terms of the ability to control the most difficult aspect of this challenging disease." --- (ABBV, earning call, 2024/Q1)