1. Overview 9 1.1 Statement of Report 9 1.2 Scope of the Report 9 1.3 Methodology 10 1.4 Executive Summary 11
2. Clinical Syndromes and Therapy 20 2.1 Head and Neck 22 2.1.1 Sinusitis 22 2.1.2 Pharyngotonsillitis 23 2.1.3 Deep Neck Infections 23 2.1.4 Otitis Media and Externa 23 2.1.5 Acute Suppurative Thyroiditis 23 2.2 Eye 24 2.2.1 Conjunctivitis 24 2.2.2 Keratitis 24 2.2.3 Iritis 24 2.2.4 Retinitis 25 2.2.5 Endophthalmitis 25 2.3 Skin and Lymph Nodes 25 2.3.1 Complicated Skin and Skin Structure Infections (cSSSI) 25 2.3.2 Lymphadenitis 25 2.4 Respiratory Tract 26 2.4.1 Bronchitis 26 2.4.2 Laryngitis 26 2.4.3 Pneumonia 26 2.4.4 Influenza 28 2.4.5 Avian Bird Flu 29 2.4.6 Swine Flu 29 2.4.7 Respiratory Syncytial Virus 33 2.4.8 Tuberculosis 34 2.5 Heart and Blood Vessels 38 2.5.1 Endocarditis 38 2.5.2 Acute Pericarditis 38 2.5.3 Myocarditis 38 2.5.4 Vascular Infection 38 2.6 Gastrointestinal Tract, Liver and Abdomen 39 2.6.1 Acute Viral Hepatitis 39 2.6.2 Chronic Hepatitis 39 2.6.3 Biliary Tract Infection 40 2.6.4 Pancreatitis 41 2.6.5 Esophageal Infections 41 2.6.6 Gastroenteritis 41 2.6.7 Peritonitis 42 2.7 Genitourinary Tract 43 2.7.1 Urethritis 43 2.7.2 Prostatitis 43 2.7.3 Urinary Tract Infection 44 2.7.4 Pelvic Inflammatory Disease 44 2.7.5 Candiduria 44 2.7.6 Human Papilloma Virus 44 2.8 Nervous System 45 2.8.1 Bacterial Meningitis 45 2.8.2 Viral Encephalitis 46 2.8.3 Reye’s Syndrome 46 2.8.4 Myelitis and Peripheral Neuropathy 46 2.9 Musculoskeletal System 46 2.9.1 Osteomyelitis 46 2.9.2 Polyarthritis 47 2.9.3 Bursitis 47 2.9.4 Psoas Abscess 47 2.10 Human Immunodeficiency Virus (HIV) Infection 47 2.11 Blood-borne Infections 53 2.11.1 Malaria 53 2.11.2 West Nile Virus 56
3. Anti-infective Agent Markets 58 3.1 FDA Approvals of New Anti-infective Therapy 60 3.2 Anti-infective Agents in Current Pharmaceutical Developmental Programs 68 3.3 Factors Determining Anti-infective Drug Development 71 3.4 Pharmaceutical R&D Expenditures 71
4. Description of Anti-infective Therapeutic Agents 73 4.1 Anti-bacterials 73 4.1.1 Anti-bacterial Therapeutic Agents in Current Formulation 77 4.1.1.1 ß-lactam Antibiotics 77 4.1.1.2 Fluoroquinones 79 4.1.1.3 Glycopeptides 80 4.1.1.4 Macrolides 80 4.1.1.5 Oxazolidinones 81 4.1.1.6 Other Classes of Anti-bacterial Agents 82 4.1.2 Older Classes of Antibiotics 82 4.2 Anti-virals 83 4.2.1 Overview 83 4.2.2 Anti-viral Therapy 83 4.2.3 Anti-viral Market Leaders 84 4.2.4 Principles of Anti-viral Therapy 84 4.3 Anti-fungals 91 4.3.1 Overview 91 4.3.2 Major Classes of Anti-fungal Therapy 91 4.3.3 Anti-fungal Agent Resistance 92 4.3.4 Anti-fungal Agent Market Leaders 93 4.4 Vaccines 93 4.4.1 Overview 93 4.4.2 Principles of Vaccine Therapy 95 4.4.3 Vaccine Market Leaders 97
5. Market for Anti-infective Agents and Vaccines 100 5.1 Molecular Diagnostics in Determining Demand 100
6. Decision-making Activity in the Anti-infective Market 104 6.1 Net Present Value in Making Decisions to Develop and Market Antibiotics 105
7. Economics of Anti-microbial Drug Resistance: The Persistent need for Anti-bacterials 107 7.1 Resistance and Antibiotic Usage 110
8. Global Market Analysis of Anti-infective Agents 112 8.1 Market Size 112 8.2 Market Share 112 8.3 Market Drivers 114
9. Global Market for Anti-bacterial Therapies 115 9.1 Amoxicillin 117 9.2 Nafcillin 117 9.3 Ticarcillin 117 9.4 Imipenem 118 9.5 Ceftriaxone 118 9.6 Cefotetan 118 9.7 Dalbavancin 119 9.8 Doripenem 120
10. Global Market for Anti-fungal Therapies 121 10.1 Amphotericin B 122 10.2 Azoles 122 10.3 Echinocandins 123 10.4 Flucytosine 123
11. Global Market for Anti-viral Therapies 124 11.1 Antiretroviral Market 124 11.1.1 The Viral Drug Resistance Crisis 124 11.1.2 Emtricitabine 127 11.1.3 CCR5 Receptor Antagonists 128 11.1.4 Non-nucleoside Reverse Transcriptase Inhibitors (NNRTIs) 128 11.2 HCV Infections 129 11.2.1 Pegintron Alpha 129 11.2.2 Ribavirin 130 11.2.3 Boceprevir 130 11.3 Acyclovir 130 11.4 Adefovir 130 11.5 Cidofovir 130 11.6 Entecavir 131 11.7 Fomivirsen 131 11.8 Foscarnet 131 11.9 Ganciclovir 131
12. Market, Demographic and Economic Trends 132 12.1 Emerging Trends in Infectious Diseases Worldwide 132 12.2 Global Burden of Infectious Disease 133 12.3 The AIDS Model 134 12.4 Dead-end Transmission of Zoonotic and Vector-borne Diseases 134 12.5 Environmentally Persistent Organisms 135 12.6 Old Microbes Cause New Disease 135 12.7 Microbial Agents and Chronic Diseases 135 12.8 Remerging and Resurging Infections 136 12.9 Geographical Spread of Infectious Disease 136 12.10 Drug-resistant Microbes 137 12.11 Opportunistic Re-emerging Infections 137 12.12 Re-emerging Zoonotic and Vector-borne Diseases 137 12.13 Influenza 137 12.14 Deliberately Emerging Infections 138 12.15 Meeting the Challenge of Emerging Diseases 138
13. Political/Legal Trends 139 13.1 AATF and Legislation 139 13.2 Bioterrorism and Biowarfare 141
14. Technological Trends 142 14.1 Anti-microbial Discovery in the Post-genomic Era 142 14.1.1 Anti-bacterial Polypharmacology 142 14.1.2 Topology of Targets 143 14.1.3 Designer Polypharmacology and Designing HIV-Therapies 143
15. Socio-Cultural Trends 144
16. Competitive Landscape 145 16.1 Introduction 145 16.2 Strengths and Weaknesses in Anti-microbial Drug Discovery—Commercial 146 16.3 Strengths and Weaknesses in Anti-microbial Drug Discovery—Academic 147 16.4 Regulatory Hurdles 147 16.5 Business Hurdles 148 16.6 Strategic Alliances, Licensing Activity, and Mergers & Acquisitions in the Anti-infectives Landscape 149
17. Sales Performance amongst the Leading Players: Detailed Analysis of Leading Anti-infective Players 152 17.1 GlaxoSmithKline 152 17.1.1 Overview 152 17.1.2 Sales Focus by Drug Class 152 17.1.3 Marketed Product Portfolio 153 17.1.4 R&D Pipeline Analysis 155 17.1.5 Strategic and Growth Analysis 155 17.2 Merck 156 17.2.1 Overview 156 17.2.2 Sales Focus by Drug Class 156 17.2.3 Marketed Product Portfolio 157 17.2.4 R&D Pipeline Analysis 159 17.2.5 Strategic and Growth Analysis 159 17.3 Pfizer 160 17.3.1 Overview 160 17.3.2 Sales Focus by Drug Class 160 17.3.3 Marketed Product Portfolio 161 17.3.4 R&D Pipeline Analysis 163 17.3.5 Strategic and Growth Analysis 163 17.4 Novartis 164 17.4.1 Overview 164 17.4.2 Sales Focus by Drug Class 164 17.4.3 Marketed Product Portfolio 164 17.4.4 R&D Pipeline Analysis 165 17.4.5 Strategic and Growth Analysis 166 17.5 Gilead Sciences 167 17.5.1 Overview 167 17.5.2 Sales Focus by Drug Class 167 17.5.3 Marketed Product Portfolio 168 17.5.4 R&D Pipeline Analysis 169 17.5.5 Strategic and Growth Analysis 169 17.6 Abbott 170 17.6.1 Overview 170 17.6.2 Sales Focus by Drug Class 170 17.6.3 Marketed Product Portfolio 170 17.6.4 R&D Pipeline Analysis 171 17.6.5 Strategic and Growth Analysis 171 17.7 Wyeth 172 17.7.1 Overview 172 17.7.2 Sales Focus by Drug Class 172 17.7.3 Marketed Product Portfolio 172 17.7.4 R&D Pipeline Analysis 173 17.7.5 Strategic and Growth Analysis 173 17.8 Sanofi-Aventis 174 17.8.1 Overview 174 17.8.2 Sales Focus by Drug Class 175 17.8.3 Marketed Product Portfolio 175 17.8.4 R&D Pipeline Analysis 176 17.8.5 Strategic and Growth Analysis 176 17.9 Bristol-Myers Squibb 177 17.9.1 Overview 177 17.9.2 Sales Focus by Drug Class 177 17.9.3 Marketed Product Portfolio 177 17.9.4 R&D Pipeline Analysis 178 17.9.5 Strategic and Growth Analysis 178 17.10 Johnson & Johnson 179 17.10.1 Overview 179 17.10.2 Sales Focus by Drug Class 179 17.10.3 Marketed Product Portfolio 179 17.10.4 R&D Pipeline Analysis 180 17.10.5 Strategic and Growth Analysis 180 17.11 Roche Pharma AG 181 17.11.1 Overview 181 17.11.2 Sales Focus by Drug Class 182 17.11.3 Marketed Product Portfolio 182 17.11.4 R&D Pipeline Analysis 182 17.11.5 Strategic and Growth Analysis 183
18. Company Profiles 184 18.1 Abraxis BioScience, Inc. 184 18.2 Acambis 184 18.3 Achillion Pharmaceuticals, Inc. 184 18.4 Adlyfe, Inc. 185 18.5 Advanced Life Sciences Holdings, Inc. 186 18.6 Affinium Pharmaceuticals 186 18.7 Akonni Biosystems 186 18.8 Alnylam Pharmaceuticals 186 18.9 APP Pharmaceuticals 187 18.10 Aquapharm Biodiscovery 187 18.11 Arbor Vita Corporation 187 18.12 Arpida Ltd. 187 18.13 Avexa Ltd. 188 18.14 Basilea Pharmaceutica AG 188 18.15 Baxter International, Inc. 188 18.16 Biophage Pharma, Inc. 189 18.17 CEL-SCI Corporation 189 18.18 Cerexa, Inc. (Subsidiary of Forest Laboratories) 190 18.19 CombiMatrix Corporation 190 18.20 Cubist Pharmaceuticals, Inc. 191 18.21 Daiichi Sankyo Co., Ltd. 191 18.22 Hospira, Inc. 191 18.23 Incyte Corporation 192 18.24 Idenix Pharmaceuticals, Inc. 193 18.25 Medivir AB 194 18.26 Meiji Holdings Co., Ltd. 194 18.27 MerLion Pharmaceuticals 194 18.28 Mutabilis 194 18.29 NanoBio Corporation 195 18.30 Nanosphere, Inc. 195 18.31 Nanoviricides, Inc. 195 18.32 Novabay Pharmaceuticals, Inc. 196 18.33 Obetech, LLC 196 18.34 Optimer Pharmaceuticals, Inc. 196 18.35 Panacos Pharmaceuticals, Inc. 197 18.36 Paratek Pharmaceuticals, Inc. 197 18.37 Pharmasset, Inc. 197 18.38 Pico Pharmaceuticals, Inc. 198 18.39 PolyMedix, Inc. 198 18.40 PowderMed Ltd. (Subsidiary of Pfizer) 199 18.41 Presidio Pharmaceuticals, Inc. 199 18.42 Progenics Pharmaceuticals, Inc. 199 18.43 Protez Pharmaceuticals (a Novartis Subsidiary) 200 18.44 Ribomed Biotechnologies, Inc. 200 18.45 Rib-X Pharmaceuticals, Inc. 200 18.46 Targanta Therapeutics Corporation, Inc. 201 18.47 Theravance, Inc. 201 18.48 Trius Therapeutics 201 18.49 Vertex Pharmaceuticals, Inc. 201 18.50 X-GEN Pharmaceuticals, Inc. 202
Appendix 1: FDA Compliance Policies Regarding Approved New Drug and Antibiotic Drug Products 203 Appendix 2: Anti-HCV Drugs in Development 205 Appendix 3: The Market for Anti-infectives in Animal Health 208 Appendix 4: Diagnostics for Infectious Agents 214
INDEX OF FIGURES
Figure 1.1: Leading Causes of Death in the U.S., 1958-2005 12 Figure 1.2: Global Distribution of Anti-infective Agent Sales by Geography 15 Figure 2.1: Incidence Rates of Invasive Methicillin-resistant S. aureus (MRSA) Infections by Age 20 Figure 2.2: U.S. Child Death Rate from Preventable Diseases, 2007 22 Figure 2.3: Infection Rate of Serotype 19A by Age Group in the U.S., 1998-2006 27 Figure 2.4: U.S. Hospitalizations for Types of Respiratory Diseases in Children Under 15 Years of Age, 2005 27 Figure 2.5: Economic Burden of Select Lung Diseases in the U.S., 2007 28 Figure 2.6: Infection Rate of Invasive Pneumococcal Disease in the U.S., 1998-2006 28 Figure 2.7: Status of H5N1 Avian Influenza, 2009 29 Figure 2.8: Number of Reported and Confirmed Cases of Influenza H1N1 Strain Worldwide, 2009 31 Figure 2.9: Distribution of H1N1 Flu in the U.S., August 2009 32 Figure 2.10: Novel H1N1 Confirmed and Probable Case Rate in the U.S., By Age Group 33 Figure 2.11: Number of Tuberculosis (TB) Cases among U.S. - and Foreign-born Persons, by Year Reported in the U.S., 1993-2008 34 Figure 2.12: Rate of Tuberculosis (TB) Cases among U.S. - and Foreign-born Persons, by Year Reported in the U.S., 1993-2008 35 Figure 2.13: Rate of Tuberculosis (TB) Cases by State/Area in the U.S., 2008 36 Figure 2.14: U.S.-born TB Cases by Ethnicity, 2008 37 Figure 2.15: Rate of New Hepatitis A, Hepatitis B and Hepatitis C Infections in the U.S., 1982-2006 39 Figure 2.16: Countries Reporting Outbreaks of Cholera, 2006-2008 42 Figure 2.17: U.S. Rates of Sexually-Transmitted Diseases, 1940-2007 43 Figure 2.18: Rate of New Cases and Deaths of Cervical Cancer by Age Group Worldwide, 2008 45 Figure 2.19: Global Trend of HIV Infection, 1991-2007 48 Figure 2.20: Worldwide Percentage of Adults Living with HIV, 1990-2006 48 Figure 2.21: Worldwide Rate of New HIV Cases, 1990-2007 49 Figure 2.22: Percentage of Adult Population in African Countries with HIV, 2007 49 Figure 2.23: Ethnic Distribution of AIDS Patients in the U.S., 2007 51 Figure 2.24: Ten Best Selling AIDS Drugs in the U.S., 2008 51 Figure 2.25: U.S. Rates for New HIV Cases, 2008 52 Figure 2.26: Global Malaria-Endemic Areas in the Eastern Hemisphere 54 Figure 2.27: Anti-Malarial Vaccine Pipeline, 2009 55 Figure 2.28: Global Anti-Malarial Drug Pipeline, 2008 56 Figure 2.29: West Nile Virus Activity in the U.S., 2009 57 Figure 3.1: Anti-infective Drug Market Projections, 2006-2013 58 Figure 3.2: Leading Companies in Anti-infectives Market Share, 2008 59 Figure 3.3: Number of New Anti-bacterial Agents Approved by the FDA in the U.S., 1983-2008 62 Figure 3.4: Total Spending on Healthcare in the U.S., 1960-2008 64 Figure 3.5: Percentage Breakdown of U.S. Healthcare Spending, 2008 65 Figure 3.6: International per Capita Healthcare Spending by Country, 2006 65 Figure 3.7: Generic Drug Applications and Approvals in the U.S., 1995-2006 67 Figure 3.8: Savings Generated by Generic Use in the U.S., by Therapeutic Category, 1999-2008 67 Figure 3.9: Anti-bacterial and Anti-HIV New Molecular Entities (NMEs) Approved by the FDA, 1993-2007 71 Figure 3.10: Cost for New Drugs by Primary Indication, 2007 72 Figure 4.1: Market Share by Leading Anti-bacterial Drug Class 74 Figure 4.2: Anti-virals in the Marketplace, 2004 83 Figure 4.3: Anti-viral Market by Indication, Excluding HIV and HCV 85 Figure 4.4: Anti-viral Therapeutics Market, by Drug Class 85 Figure 4.5: Global Distribution of the Lack of Childhood Vaccination 93 Figure 4.6: GAVI Alliance Members 95 Figure 4.7: Global Vaccines Market, 2008 97 Figure 4.8: GlaxoSmithKline’s Vaccine Pipeline, 2008 98 Figure 4.9: The Vaccine Market by Geographical Area, 2008 98 Figure 5.1: Global Market for Molecular Diagnostics, 2002-2013 101 Figure 6.1: Number of Non-elderly Americans without Health Insurance Coverage, 1994-2007 105 Figure 6.2: Percentage of Non-elderly Americans without Health Insurance Coverage, 1994-2007 105 Figure 7.1: Global Multidrug Susceptibility in P. aeruginosa 109 Figure 7.2: Global Frequency of Vancomycin-resistant Enterococci, 2006 109 Figure 7.3: MRSA Trends According to Patient Location, 1998-2005 110 Figure 9.1: Projected Growth in Market for Injectable Anti-bacterials, 2008 and 2013 116 Figure 9.2: Real and Projected Market Shares for Major Anti-bacterial Classes, 2008 and 2013 116 Figure 9.3: Frequency of S. aureus in Skin and Soft Tissue Infections 119 Figure 11.1: Current and Projected Market Size for Injectable Antiretrovirals by Class, 2008 and 2013 124 Figure 11.2: Market Share for Injectable Antiretrovirals by Drug Class, 2008 125 Figure 11.3: The Changing Face of the HCV Market: Growth and Projections by Drug Class, 2008 and 2013 129 Figure A3.1: Growth in Global Sales of Antibiotic Products in Animal Health, 2005-2012 208 Figure A4.1: FIND Pipeline for TB Diagnostics 225
INDEX OF TABLES
Table 1.1: Top Ten Causes of Death Worldwide 12 Table 1.2: Leading Pharmaceutical Companies in the Anti-infective Market—Total Global Sales, 2008 15 Table 2.1: Annual Rates of Global Infectious Diseases 21 Table 2.2: Drugs in Development for Chronic Hepatitis B, 2009 40 Table 2.3: Global HIV Statistics, 2007 50 Table 3.1: Top Selling Anti-infective Agents, 2008 59 Table 3.2: Sales for Leading Companies’ Infectious Diseases Segments, 2008 60 Table 3.3: Current Drug Development Times and Rates, by Therapeutic Indication 61 Table 3.4: Emerging Therapeutic Approaches 61 Table 3.5: New Drug Approvals in all Categories from FDA, 2000-2008 62 Table 3.6: Top Ten Global Pharmaceutical Markets, 2008 63 Table 3.7: BRIC countries, Percentage of GDP Spent on Healthcare, 2008 63 Table 3.8: Percentage of GDP Healthcare Spending by Country, 2008 64 Table 3.9: Top 20 Generic Drugs by Prescriptions, 2008 68 Table 3.10: Anti-bacterial Agents Undergoing Clinical Development 69 Table 3.11 Leading Tuberculosis R&D Candidates 69 Table 3.12: Pipeline for Repositioned Drugs 70 Table 4.1: Potential Anti-bacterial Protein Drug Targets 75 Table 4.2: In vitro Susceptibility of Staphylococci to New Agents in Development 75 Table 4.3: Anti-staphylococcal Vaccines and Immunoglobulins in the Late Stage Pipeline, 2009 76 Table 4.4: Bacterial Targets of Antibiotics and Resistance Mechanisms 76 Table 4.5: Guideline Summary for Antibiotic Selection for Skin and Soft Tissue Infections 77 Table 4.6: Selected Anti-viral Drugs 86 Table 4.7: Anti-reterovirals in Development, 2008 86 Table 4.8: New Types of HIV Drugs 87 Table 4.9: Recommended Daily Dosage of Seasonal Influenza Anti-viral Medications for Treatment and Chemoprophylaxis in the U.S., 2008-2009 88 Table 4.10: Percentage Drug Resistance for Common Influenza Virus Strains, 2009 89 Table 4.11: Selected HCV Drugs in Development, 2009 90 Table 4.12: Therapeutic Agents in Development for Treating Hepatitis B, 2008 91 Table 4.13: Anti-fungal Compounds in Late Stage Development 92 Table 4.14: New Vaccines Licensed, 2005-2008 94 Table 4.15: Global Top Selling Blockbuster Vaccines, 2008 99 Table 4.16: Selected Anti-infective Monoclonal Antibodies in Clinical Development, 2009 99 Table 5.1: FDA-approved Commercial Kits for the Detection of Infectious Agents 101 Table 5.2: Examples of Personalized Medicine in Treatment of Infectious Disease 102 Table 6.1: Competitive Landscape for Anti-viral Drugs in Development, 2009 106 Table 6.2: Competitive Landscape for Anti-biotic Drugs in Development, 2009 106 Table 8.1 Anti-HIV Therapeutics Approved by the FDA 113 Table 9.1: Major Classes of Antibiotics 115 Table 10.1: Major Classes of Anti-fungals 121 Table 11.1: CCR-5 Receptor Agonists in Development, 2009 128 Table 12.1: Major Pathogens Identified in the Last 30 Years 133 Table 12.2: Emerging and Re-emerging Infectious Diseases and their Geographical Location 136 Table 16.1: Pharmaceutical Companies Ranked by Total R&D Expenditures, 2008 146 Table 16.2: International Regulatory Measures Indicated by the International Forum of Anti-bacterial Resistance 148 Table A2.1: Anti-HCV Pipeline, 2009 205 Table A3.1: U.S. Volume of Animal Health Antibiotics Used, 2000-2006 209 Table A3.2: European Sales of Animal Health Antibiotics, 2005-2012 209 Table A3.3: Use of Antibiotics as Growth Promotants 211 Table A4.1: The Market Structure for Infectious Disease Diagnostics 215 Table A4.2: Rapid Strep Tests on the Market 216 Table A4.3: Rapid Tests for Chlamydia 218 Table A4.4: Rapid Tests for Gonorrhea 220 Table A4.5: The Burden of Influenza 221 Table A4.6: Global Market Potential for TB Diagnostic Testing 226 Table A4.7: Global Market for HBV Diagnostic Testing 228 Table A4.8: U.S. Market for HBV Diagnostic Testing 228 Table A4.9: Serological Diagnosis of Hepatitis B Virus Infections 231 Table A4.10: Lower Detection Limits of HBV DNA Assays 232 Table A4.11: Summary of Hepatitis B Test Technology 235 Table A4.12: Global Market for HCV Diagnostic Testing 239 Table A4.13: Efficiency of Available HCV Screening Tests 240 Table A4.14: Recommendations for Diagnostic Testing for Hepatitis C 241 |