What are the trends in therapeutics and market launch drugs in 2025?
- Market Expansion and Contested Competition for Obesity Drugs
- ADC Wave and Next Generation ADC (Antibody Drug Conjugate)
- Challenges for Rare Disease Therapeutic Roles and Therapies
The presence of obesity drugs in the market will continue to grow as it did last year. The market is estimated to be worth 10 trillion yen worldwide. Therefore, pharmaceutical companies are eager to acquire biotech ventures, even if they are latecomers to the market. On the other hand, Novo Nordisc and Eli Liliy, the first mover in the market, are preparing not only their first generation products, but also improved versions of them as second generation products.
In the pharmaceutical industry, being the first to market and gain market share is the best way to maximize profits. However, even generics have more than enough to gain if they have a large market share and, at the very least, a differentiating feature that can be approved. More detailed characteristics of obesity drugs will be presented later.
In the cancer therapeutic area, ADCs have been receiving renewed attention for the past 4-5 years, and many companies have started to initiate their own ADC research organizations, which had been minor in nature. Without a doubt, the clinical results of Daiichi Sankyo’s Enharts changed the world’s perception of ADCs, and in June 2021, at ASCO (American Society of Clinical Oncology) Annual Meeting in Chicago, excellent clinical results were presented in breast cancer patients. The results brought perspective to not only patients who had no treatment, but also to physicians and pharmaceutical companies alike. The impact of these results redefined the technology positioning of traditional therapeutic ADCs and suggested that there is still room for improvement. The potential of this technology has prompted many new pharmaceutical companies and bio-ventures to enter the market and focus their activities on it. The results of these efforts should begin to be reported in the near future. When we have more space, we will publish a retrospective of our time at ASCO.
Several therapeutic technologies have emerged that are truly breakthroughs that make the impossible possible and break preconceived notions of what is impossible. Sometimes, Nobel Prizes are awarded years later. Examples include cell therapy using iPS cells, mRNA as a therapeutic agent, and genome editing technology Crisper. In particular, many of these technologies bring hope to rare and intractable diseases.
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