市場調查報告書

疾病分析:慢性腎臟病的貧血

Disease Analysis: Anemia in Chronic Kidney Disease

出版商 Datamonitor Healthcare 商品編碼 939973
出版日期 內容資訊 英文 91 Pages
商品交期: 最快1-2個工作天內
價格
疾病分析:慢性腎臟病的貧血 Disease Analysis: Anemia in Chronic Kidney Disease
出版日期: 2020年07月23日內容資訊: 英文 91 Pages
簡介

慢性腎臟病(CKD)市場上的貧血,由於以高血紅素值 (Hb值) 為目標時的心血管活動的風險增加,Hb的目標值下降,決定藥物給藥時的警戒感提高,尤其是美國暢銷且標準治療的促紅細胞生成素 (ESA製劑)的使用減少,因而苦戰。還有生物相似藥,以使用生物相似藥的短時間作用型ESA佔大部分的歐洲為中心,給予打擊。美國最初的生物相似藥Retacrit,2018年核可,現在也增加著。

本報告提供慢性腎臟病的貧血治療藥市場相關調查分析,疾病的背景,主要的治療指南,成藥、開發平台藥物,臨床試驗情勢,預測,未滿足需求等相關分析。

概要

  • 最新的要點

疾病的背景

  • 定義
  • 患者的市場區隔

治療

  • 主要的治療指南
  • KDIGO指南
  • JSDT指南

流行病學

  • 盛行率的調查手法

成藥

開發平台藥物

主要的法規活動

  • 日本,核准生物相似藥的特立帕肽和Darbepoetin

成功的概率

臨床試驗情勢

  • 贊助商:各狀態
  • 贊助商:各階段
  • 最新的活動

藥物評估模式

  • 促紅細胞生成素 (ESA製劑)
  • 鐵製品
  • HIF-PH抑制劑

市場動態

今後的趨勢

共識預測

最新活動和分析師的見解

  • 慢性腎衰竭,透析依賴性及非依賴性貧血Roxadustat(2019年5月9日)
  • 慢性腎衰竭,透析依賴性及非依賴性貧血Vadadustat(2019年3月12日)
  • 慢性腎衰竭,透析依賴性及非依賴性貧血Roxadustat(2018年12月20日)

主要的今後的活動

未滿足需求

  • CKD中貧血的未滿足需求的排行榜

參考文件

  • 處方藥資訊

附錄

目錄
Product Code: DMKC0214699

Latest key takeaways

The anemia in chronic kidney disease (CKD) market has struggled as usage of high-selling, standard-of-care, injectable erythropoiesis-stimulating agents (ESAs) has declined, especially in the US, due to an increased risk of cardiovascular events when targeting higher Hb levels, which has led to lower Hb targets and more caution when deciding to initiate the drugs. Biosimilars have also taken their toll, particularly in Europe, where biosimilar short-acting ESAs have taken a majority share of usage. The first biosimilar in the US, Retacrit, was only approved in 2018, so is still ramping. The ESAs are poised to lose further share to the oral and potentially safer HIF-PH inhibitors, with roxadustat on track for initial approval in the important US market in late 2020, having already been approved in Japan and China. It will be important to see, though, more details from its FDA review. The HIF-PH inhibitors also reduce the dose of IV iron needed in dialysis patients, and appear to have other advantages as well. However, concerns over the angiogenic effects of HIF stabilizers could impact usage, and with limited data on safety for this class of drug, physicians may be reluctant to switch from ESAs, which have been the traditional form of treatment for the past 20 years.

ESAs

Despite dose reductions, ESAs are still currently the mainstay of anemia treatment in dialysis, used in at least 80% of patients in major markets, but in non-dialysis CKD anemia, ESAs are less commonly used, due to the need for injection, safety issues, broader spectrum of anemia severity, and cost. The first-on-the-market shorter-acting intravenous ESAs are more suited for dialysis than other settings, given with three-times weekly (TIW) dosing. Longer-acting products can be given intravenously or, as more convenient for non-dialysis patients, subcutaneously. In dialysis, the decision on which ESAs to use can vary greatly by country, impacted by cost, contractual arrangements (eg with dialysis providers Fresenius and DaVita in the US, which control a majority of the market), preferences for dosing frequencies, and practical issues at dialysis centers.

In the US, the first ESA to be approved, Amgen's short-acting Epogen, is still the largest-selling branded product, as it has retained substantial share in the dialysis market. Outside the US, Amgen's longer-acting Aranesp leads, though a portion of its sales are in oncology indications. Biosimilars to Aranesp have been approved in Japan, where it was favored over shorter-acting agents. Mircera, which is even longer acting, has continued to grow, especially in the US, where its launch was delayed until 2015, with sales driven by Vifor's arrangement with Fresenius and expansion to mid-sized and independent dialysis clinics, though overall ESA sales have continued to decline.

IV irons

Iron is the other major anemia treatment, used for patients with iron deficiency from a potential multitude of causes associated with CKD. IV irons are particularly important in the dialysis segment, as ESAs increase iron requirements for red blood cell production and IV iron can readily be given in conjunction with dialysis. In non-dialysis patients, oral iron is more convenient, though many patients have gastrointestinal side-effects that can impact compliance.

Non-dextran IV irons are thought to have a lower rate of severe acute adverse events, and Vifor's Venofer, sold by Daiichi in the US, took the lead early on. Venofer has since lost share in the overall IV iron segment to newer options that allowed higher dosing with fewer administrations, especially Vifor's own Injectafer, which now leads the overall IV iron segment in sales, though the growth of these has mainly been in non-dialysis patients and non-CKD indications, where the dosing advantage is more important and outweighs Injectafer's higher price - it is also not specifically labeled for dialysis patients in the US. As a result, Venofer still leads in nephrology sales, due to its use in the US dialysis market. Outside the US, including Europe, iron sucrose similars have surpassed Venofer in gross sales, despite efforts to show they do not have the same efficacy and safety, but sales for both are modest. Outcomes studies of Injectafer and Pharmacosmos's Monoferric in the related comorbidity of heart failure are expected in 2021, and if positive, could expand usage in CKD patients with heart failure. Monoferric can be given in a single dose and was just approved in the US in 2020, with a non-dialysis indication, though sales in Europe have been moderate and a patent infringement lawsuit seeking to keep it off the market was filed in February 2020.

HIF-PH inhibitors

The HIF-PH inhibitors have the advantages of oral administration, potentially improved safety (as they more physiologically impact erythropoietin than ESAs), improved iron utilization, and possibly efficacy in certain patients that can be more difficult to treat with ESAs. However, the unknown angiogenic effects could limit use to low-risk patients, pending data from the large Phase III trials. Hence, they have the potential to take some market share from ESAs, as well as grow anemia treatment in non-dialysis CKD. They are likely to also reduce IV iron use in dialysis patients. More details from the pivotal programs are needed first, though. Roxadustat appears to be at least as effective as ESAs, and the others have some evidence suggesting that as well, especially since efficacy can be a matter of dose titration, though data from the global Phase III studies of these other candidates are pending for later this year.

Only roxadustat has CV safety data so far, and while there are signs of a potential CV advantage, the picture may not be as clear as one might have hoped for, though that may just be an indication that ESAs are not as dangerous at the lower Hb targets used. In dialysis patients, there was a benefit on MACE+ versus epoetin alfa, the European endpoint, which is encouraging. Part of the benefit, though, was due to heart failure, rather than more typical atherosclerotic endpoints, and more data are needed to see if that was related to lower hypertension, as well as whether there were any differences in various thrombotic events. There was a substantial reduction in events in the incident dialysis subgroup, but details have not been released on the chronic dialysis subgroup. Some controversies over the data have been raised, but more details will likely come out at an FDA advisory committee meeting. In non-dialysis patients, it was positive that roxadustat demonstrated non-inferiority to placebo on CV outcomes. Rates of MACE and MACE+ were slightly numerically higher than placebo, with a somewhat larger numerical increase in the individual endpoint of stroke, though these could all be due to chance. It was somewhat curious, though, that the pattern of slightly higher MACE and a more pronounced increase in stroke was similar to what was seen in Aranesp's large TREAT study, which contributed to concern over ESAs, though the increase in stroke with Aranesp was substantially higher and statistically significant.

Roxadustat is also being dosed TIW, which may be more difficult for non-dialysis patients to remember, opening the door to competitors vadadustat and daprodustat, which have daily dosing, though there may be ways around the issue. Global Phase III details for vadadustat and daprodustat are expected this year, which will help to better define their product profiles, as well as how the class is viewed compared to ESAs, particularly in terms of CV side-effects. However, the major non-dialysis study for daprodustat with CV outcomes has ESA comparators rather than placebo, and if there is not much difference, it will not have the comparison against placebo in its favor. Nevertheless, the hope is that demonstrating benefits on other secondary outcomes will contribute to a commercial advantage, even if drugs of this class are shown to be no worse on CV outcomes than ESAs.

At the least, the initial HIF-PH inhibitors should receive an extra payment for two years under Medicare's TDAPA.

General likelihood of approval in the indications

The overall likelihood of approval for Phase I assets is 20.9% for anemia in dialysis-dependent CKD and 39.4% for anemia in dialysis-independent CKD, with the average probabilities that a drug advances from Phase III at 87.5% for both indications. It takes on average 9.6-10.6 years for drugs in these indications to move from Phase I to approval, compared to 9.3 years in the overall hematology space.

TABLE OF CONTENTS

CONTENTS

OVERVIEW

  • Latest key takeaways

DISEASE BACKGROUND

  • Definition
  • Patient segmentation

TREATMENT

  • Major treatment guidelines
  • KDIGO guidelines
  • JSDT guidelines

EPIDEMIOLOGY

  • Prevalence methodology

MARKETED DRUGS

PIPELINE DRUGS

KEY REGULATORY EVENTS

  • Japan Nods Include Global Firsts For Duvroq, Vafseo And First Local Biosimilar Humira
  • Roxadustat Among New Filings At EMA
  • Court Says FibroGen's UK Roxadustat Patents Are Invalid
  • Japan Approves Biosimilar Teriparatide And Darbepoetin

PROBABILITY OF SUCCESS

CLINICAL TRIAL LANDSCAPE

  • Sponsors by status
  • Sponsors by phase
  • Recent events

DRUG ASSESSMENT MODEL

  • Erythropoiesis-stimulating agents
  • Iron products
  • HIF-PH inhibitors

MARKET DYNAMICS

FUTURE TRENDS

CONSENSUS FORECASTS

RECENT EVENTS AND ANALYST OPINION

  • Roxadustat for Anemia Due to Chronic Renal Failure, Dialysis-Independent (June 8, 2020)
  • Vadadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (May 5, 2020)
  • Roxadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (May 9, 2019)
  • Vadadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (March 12, 2019)

KEY UPCOMING EVENTS

KEY OPINION LEADER INSIGHTS

  • ESAs
  • HIF stabilizers
  • Pricing and reimbursement

UNMET NEEDS

  • Rankings of unmet needs in anemia in CKD

BIBLIOGRAPHY

  • Prescription information

APPENDIX

LIST OF FIGURES

  • Figure 1: WHO definition of anemia and segmentation by severity
  • Figure 2: Japan - JSDT definition of anemia
  • Figure 3: Rates of the stages of anemia among adult CKD patients seen by nephrologists
  • Figure 4: CV outcomes in US prescribing information of ESAs
  • Figure 5: US dialysis patients: change in ESA usage and dosing, as well as Hb levels
  • Figure 6: KDIGO guidelines
  • Figure 7: JSDT guidelines
  • Figure 8: JSDT guidelines [continued]
  • Figure 9: JSDT guidelines [continued]
  • Figure 10: Trends in prevalent cases of anemia in CKD, 2018-27
  • Figure 11: Overview of pipeline drugs for anemia in CKD in the US
  • Figure 12: Pipeline drugs for anemia in CKD, by company
  • Figure 13: Pipeline drugs for anemia in CKD, by drug type
  • Figure 14: Pipeline drugs for anemia in CKD, by classification
  • Figure 15: Probability of success in the anemia in CKD, dialysis-dependent pipeline
  • Figure 16: Probability of success in the anemia in CKD, dialysis-independent pipeline
  • Figure 17: Clinical trials in anemia
  • Figure 18: Top 10 drugs for clinical trials in anemia
  • Figure 19: Top 10 companies for clinical trials in anemia
  • Figure 20: Trial locations in anemia
  • Figure 21: Anemia trials status
  • Figure 22: Anemia trials sponsors, by phase
  • Figure 23: Datamonitor Healthcare's drug assessment summary for anemia in CKD
  • Figure 24: Market dynamics in anemia in CKD: erythropoiesis-stimulating agents
  • Figure 25: Market dynamics in anemia in CKD: iron products
  • Figure 26: Market dynamics in anemia in CKD: HIF-PH inhibitors
  • Figure 27: Future trends in anemia in CKD
  • Figure 28: Roxadustat for Anemia Due to Chronic Renal Failure, Dialysis-Independent (June 8, 2020)
  • Figure 29: Vadadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and -Independent (May 5, 2020)
  • Figure 30: Roxadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and -Independent (May 9, 2019)
  • Figure 31: Vadadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (March 12, 2019)
  • Figure 32: Key upcoming events in anemia in CKD, dialysis-dependent
  • Figure 33: Key upcoming events in anemia in CKD, dialysis-independent
  • Figure 34: Average scores of unmet needs in the US (n=20)
  • Figure 35: Average scores of unmet needs in Europe (n=21)

LIST OF TABLES

  • Table 1: US non-dialysis CKD patients: percentage on ESAs
  • Table 2: Prevalent cases of anemia in CKD, 2018-27
  • Table 3: Marketed drugs for anemia in CKD, dialysis-dependent
  • Table 4: Marketed drugs for anemia in CKD, dialysis-independent
  • Table 5: Pipeline drugs for anemia in CKD, dialysis-dependent, in the US
  • Table 6: Pipeline drugs for anemia in CKD, dialysis-independent, in the US
  • Table 7: Historical global sales, by drug ($m), 2015-19
  • Table 8: Forecasted global sales, by drug ($m), 2020-24
  • Table 9: Roxadustat for Anemia Due to Chronic Renal Failure, Dialysis-Independent (June 8, 2020)
  • Table 10: Vadadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (May 5, 2020)
  • Table 11: Roxadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (May 9, 2019)
  • Table 12: Vadadustat for Anemia Due to Chronic Renal Failure, Dialysis-Dependent and Independent (March 12, 2019)