Presentation Overviews
Competitive Landscape Seminar Series: Oncology will deliver in-depth presentations that offer vital insights into the oncology market that are essential for successful business planning.
Major Players, Corporate Strategies and Growth Forecasts in Oncology
Kate Keeping
According to Decision Resources, the global oncology market was the third largest therapeutic area by sales in 2010, behind the cardiovascular and central nervous system markets. By 2017, we expect oncology to be the leading therapeutic area although, like other markets, it will face its own challenges. Once an area that received limited attention from the drug industry, the oncology area is now experiencing significant investment—a presence in this market is now a "must have" for many of the world's leading biopharmaceutical companies. This talk will answer the following questions:
- How big was the oncology market in 2010, and how is it expected to perform out to 2017?
- Which areas of the oncology market are expected to be the drivers and drags on growth between 2010 and 2017?
- Which companies dominate the market, and how are they expected to perform throughout the forecast period?
- What strategies are companies employing to develop their presence in this area, and what challenges do they face?
- Which companies do we consider to be 'up and coming' in the oncology arena?
The Oncology Drug Pipeline: Will the Potential be Realized?
Joanne Graham, Ph.D.
Oncology drug developers large and small are eager to stake their claim of the increasingly complex and fragmented oncology market. From the burgeoning drug pipeline we will select diverse examples of emerging cancer drugs, and illustrate which attributes make them attractive and poised for success. This talk will answer the following questions:
- In 2012 and beyond, what defines a successful cancer drug? Commercial reward? Widespread patient benefit? Breakthrough in scientific understanding? Clinical progress?
- What hurdles will drugs and developers have to navigate to make it to market? What can we learn from past successes and failures? How will contemporary drug development have to adapt to new paradigms?
- What are the clinical experts looking for from novel drugs? Will the late stage pipeline deliver? What are the most promising targets in the pipeline?
Estimating Commercially Relevant Cancer Patient Populations: Cancer Epidemiology Methods
Michael Hughes, Ph.D.
Detailed incidence data reveals substantial trends in the incidence of many cancers over time, as well as differences in risk between different countries or regions. However, developing a robust method to forecast incident cases over time and between different pharmaceutical markets is only the first step in quantifying commercially relevant cancer patient populations. The next steps involve the expansion and stratification of the incident cases to consider stage at diagnosis, biomarker status, disease recurrence and the rates of progression to sequential lines of therapy. In this talk, we will address the following questions:
- Where do the data come from to develop methodologically robust forecasts of incident cases; what assumptions are needed along the way?
- Where do the data come from to model recurrent cases and what are the advantages and disadvantages of different modeling methods?
- What are the major trends in epidemiological parameters used to estimate commercially relevant cancer patient populations?
- Among the four major cancer indications (lung, breast, prostate, CRC), what similarities and differences are seen in the changing patient populations over time?
- How could far-future diagnostic, screening, surgical and pharmaceutical technologies and demographic changes transform cancer epidemiology over the coming decades?
Assessing Multinational Brands' Share of Oncology Markets in the BRIC: What Defines Success?
Kate Hohenberg
The dynamic BRIC markets (Brazil, Russia, India, China) boast large and growing populations, increasing expenditures on healthcare and improvements in oncology case ascertainment and registration. Multinational companies’ position in these markets varies widely depending on disease rates in urban populations that have access to care, the timing of drug launches, reimbursement status and generics competition. In this talk we will provide an overview of:
- How large are the key oncology markets in the BRIC, both in terms of cases and dollars?
- How much of the key oncology markets in the BRIC is earned by multinational (Western) brands versus generics?
- What is “success” for an oncology agent in an emerging market versus the established, developed markets? We will spotlight select oncology agents and their performance in some of the BRIC markets.
- Which multinational company brands will earn a leadership position in the key oncology markets in the BRIC and why?
Personalized Medicine: The Status Quo and Competitive Implications
Michaela Miller, M.B.A.
The discovery and validation of biomarkers is advancing rapidly, driving momentum in the development of personalized medicines, particularly in oncology. The high perceived costs of treatment and technology, however, are prohibitive in a global environment characterized by financial crises and exploding healthcare costs. In 2011, we saw U.S. FDA approval of two tailored oncology drugs in combination with the approval of a companion diagnostic test showcasing the FDA’s apparent commitment to supporting innovation in the area. Still, uncertainties associated with the advancements and utilization of targeted therapeutics and companion diagnostic tests have yielded a variety of competitive strategies and responses. In this talk, we will explore competitive implications stemming from recent trends and provide an overview of the following:
- Growth drivers and challenges in the area of personalized medicine (i.e., growing controversy surrounding patent protection, question of sustainable business model).
- The debate surrounding lab-developed tests (LDTs) versus FDA-approved IVD (in vitro diagnostics) kits.
- Select pharmaceutical and IVD company strategies.
- Challenges in the collaboration between pharmaceutical and IVD companies.
Zelboraf and Xalkori: Medical Oncologists Market Insights at Launch
Dan Winkelman, M.Sc.
Personalized medicine started in oncology with the launch of Roche/Genentech’s Herceptin for HER2 positive breast cancer and has gradually expanded to other cancer types with each new drug launch linked to a specific gene abnormality. The benefit to oncologists’ patients is clear, as molecular screening can be used to identify the appropriate patient, for a specific therapy, ending or delaying the shotgun approach use of toxic chemotherapeutics. As medical oncologists come to the reality that this exciting goal of treatment has been realized, they must adjust their treatment practices accordingly. The launch of two of the most recent targeted therapies, Roche/Genentech/Daiichi Sankyo’s Zelboraf for BRAFV600E mutation and Pfizer’s Xalkori for EML4-ALK positive gene fusion allows us an opportunity to examine how medical oncologists are adapting to these new therapeutic options. This presentation will address the following questions:
- What are the logistics and challenges of molecular screening at the practice level?
- How long does it take for medical oncologists to typically get molecular screening up and running at their practices
- To what extent does the type of cancer play into medical oncologist willingness to screen?
- What are medical oncologists expected growth rates for molecular screening?
- Are medical oncologists concerned about the cost of molecular screening?
- How has the aura of personalized medicine impacted medical oncologists awareness of these new therapies at launch?
Biologics Market Dynamics: Payer and Physician Perception of Biosimilars in Oncology
Andrew Merron, Ph.D.
The most commercially successful agents in oncology are biologics. These highly lucrative agents have helped drive significant sales in the oncology sector over the last decade. Novel biologics that have more recently launched or expected to launch hope to recreate this dramatic success in the era of personalized medicine. Owing to the vast commercial potential of biologics in oncology as both supportive care and anti-neoplastic agents, there is considerable scope for biosimilars to erode brand share and garner significant sales. However, the rate and degree of uptake of biosimilar monoclonal antibodies in oncology depends on many factors. This presentation will focus on the market dynamics of current major biologic brands and biosimilars in oncology and will answer the following questions:
- What are the sales forecasts for the major branded biologics in oncology (including therapeutic monoclonal antibodies and granulocyte colony stimulating factors)?
- Which major events will impact the forecasted sales of biologics in oncology?
- What do surveyed oncologists and hematologist-oncologists expect of biosimilar trials in oncology?
- How will physicians react to indication extrapolation for biosimilars?
- What do U.S. managed care organizations and European payers tell us about pricing and reimbursement challenges for biosimilars in oncology?
- What is the expected uptake of biosimilars in oncology by molecule? Which factors will influence uptake of biosimilars?
- Will biosimilar monoclonal antibodies in oncology be commercially successful? How does this compare to other therapeutic indications?
- What strategies are branded companies employing to offset biosimilar erosion?
The seminar will feature analysis from products from the following companies:

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