The Protein Biotherapeutics Market
Biologics already account for 12% (>$60bn) of total pharma sales
Biologics already account for 12% (>$60bn) of total pharma sales
- Pharmaceuticals companies have invested heavily in production capacity that needs filling.
- Threats of patent expiry: Biosimilars are now entering the market.
- Simple stability and production methodology and formulation improvements have been shown to provide new IP space and extend product lifespan as well as allow Follow On Biologics to attack market share eg PEGINTRON® (Schering Plough) & PEGASYS® (Roche), Pegfilgrastim® (PEG-GMCSF) and Kirin-Amgen v Transkaryotic Therapies infringement decision (EPO manufacture IP- House of Lords 2004) over EPO
- More than 400 antibody based drugs in development and antibodies accounted for $24 billion in sales
- Novel recombinant proteins, follow on biologics and next generation antibodies, Fab fragments and nanobodies and similar variants will all potentially benefit from PermalinkTM and PermacarbTM
- Acquisitions accelerating: GlyCart by Roche in 2005 for c. $180m, and of GlycoFi by Merck for $400m in 2006 and Domantis by GSK for c.$400m demonstrate the value of improving antibody PD efficacy and PK properties. These will be a threat to competitors without these resources.
Protein Therapeutics Sales by Category, 2008
