1. Report Overview

1.2 Why You Should Read This Report

1.3 How This Report Delivers

1.4 Main Questions Answered by This Analysis

1.5 Who Is This Study For?

1.6 Methods of Research and Analysis

1.7 Frequently Asked Questions (FAQs)

1.8 Some Associated Reports

1.9 About Visiongain

2. World AMD and Other Disease Market, 2017

2.1 What are Retinal Diseases?

2.2 Types of Retinal Diseases

2.3 Diagnostics and Treatments for AMD and Other Retinal Diseases

2.4 Nearly 200 Million People with AMD?

2.5 Over 100 Million with DR

2.6 First RVO Estimates Suggest Patient Population of 16 Million

2.7 Market to Make Rapid Pace to 2028

2.8 Eylea Became Leading drug in the Market

2.9 Regeneron the Leading Presence in the Market

2.10 Which are the Most Significant Disease Areas for the Market?

3. Retinal Disease Market Subsectors, 2017

3.1 Wet AMD Still the Main Source of Revenue in the Market

3.2 Wet AMD: Angiogenic Processes Offer Well-Defined Drug Targets

3.2.1 Revenue Forecasting for Wet AMD segment, 2017-2028

3.3 Dry AMD: Unmet Need to Arrest or Reverse Damage to RPE

3.3.1 Dry AMD Segment to Emerge in the Forecast Period

3.4 DR: Coming Into Clinical Focus, with DME the Main Target

3.4.1 Segment to Grow in Importance as Diabetes Epidemic Continues

3.5 Lucentis and Eylea Label Extensions Highlight Possibilities in Other Disease Areas

3.6 Projections for All Segmzents, 2017-2028

4. Approved Products in the AMD and Other Retinal Diseases Market, 2017-2028

4.1 Will the Current Products Dominate the Market Through 2028?

4.2 Lucentis: Second Leading Drug in the Market

4.2.1 Positive Revenue Growth Shown in Past: 2014-2017

4.2.2 Shadow of Avastin Still Hangs Over Lucentis

4.2.3 Lucentis/Avastin Matters

4.2.4 Eylea: The Bigger Threat to Lucentis?

4.2.5 Extending the Label, Widening the Battleground: Lucentis Moves Into DME and Beyond

4.2.6 Improving Cost and Compliance for Lucentis

4.2.7 Lucentis Revenue Forecast 2017-2028

4.2.8 Will Loss of Physician Goodwill Harm Lucentis’ Growth?

4.3 Eylea: Holds the Throne?

4.3.1 Increasing Revenue Growth in Past: Outside US Sale Amplified

4.3.2 VIEW 1 and VIEW 2: Is Eylea Superior or Just Non-Inferior to Lucentis?

4.3.3 First Wave of Eylea’s Expansion Finally Beginning to Break?

4.3.4 Eylea into DME and Other New Indications

4.3.5 Eylea Revenue Forecast 2017-2028

4.3.6 How Far Can Eylea’s Momentum Carry It?

4.4 Avastin: No Formal wAMD Approval but Still the Most-Used Product 4.4.1 Past Revenue illustrates Increasing Use of Avastin for wetAMD

4.4.2 Judicial Review Averted in the UK by Price Adjustment

4.4.3 Multiple Attempts to Block Off-Label Avastin Since 2007

4.4.4 Roche and Novartis Challenge CATT’s Headline Conclusions

4.4.5 Will Eylea/Zaltrap Affect Avastin’s Place in the Market?

4.4.6 Avastin Revenue Forecast, 2017-2028

4.4.7 Will Anything Dislodge Avastin from its Central Position?

4.5 Visudyne (Valeant/Novartis): Declining Sales throughout the Forecast Period

4.5.1 Visudyne Revenue Forecast, 2017-2028

4.6 Other Drugs for Macular Degeneration and Other Retinal Diseases

4.6.1 Other Drugs Revenue Forecast, 2017-2028

5. Pipeline for Wet AMD Segment, 2017-2028

5.1 The Leading Pipeline Candidates

5.2 Fovista (Ophthotech Corporation/Novartis): The Next Big Thing?

5.2.1 Three Phase 3 Trials to Confirm Fovista’s Outstanding Phase 2 Results

5.2.2 Ophthotech Goes Public to Fund Phase 3 Effort

5.2.3 Ophthotech Partners with Novartis for Fovista

5.2.4 Improving Angiogenesis Inhibition by Blocking Pericyte Recruitment

5.2.5 The Move toward Combination Therapies

5.3 Other Growth Factor Targets in the Pipeline

5.3.1 Squalamine (OHR Pharmaceutical): Combination Targeting in a Single Eyedrop

5.3.2 Allergan and Molecular Partners: Preclinical DARPin Hits VEGF and PDGF

5.3.3 NT-506 (Neurotech Pharmaceutical): Sustained-Release VEGF/PDGF Options

5.4 APL-2: Evaluation for the treatment of patients with geographic atrophy (GA) related to AMD

5.4.1 A Chinese Competitor: Where Will Conbercept Fit In?

5.4.2 Binding Affinity Comparable to Eylea

5.5 Do We Need New Anti-VEGFR Agents or Delivery Systems?

5.5.1 Abicipar Pegol (Allergan): Novel Protein with Extended Half-Life

5.5.2 Brolucizumab (Alcon): Single-Chain Monoclonal Antibody Fragment

5.5.3 NT-503 (Neurotech): New Delivery Platform for Anti-VEGF Agent

5.5.5 Pan-90806 (PanOptica): Anti-VEGF Eyedrop in Preclinical Development

5.5.6 Iontophoretic Delivery: EyeGate Pharmaceuticals Leading the Way

5.6 Novel Delivery Systems to Rejuvenate Anti-Inflammatory Approaches

5.6.1 Verisome System and IBI-30089 (Icon Bioscience)

5.6.2 CPC-551 (Colby Pharmaceutical): An Alternative Anti-Inflammatory Approach?

5.7 Other Targets Under Investigation in wAMD Drug Development

5.7.1 Are Kinase Inhibitors Still a Going Concern in wAMD?

5.7.2 Pazopanib (GlaxoSmithKline) and TG100801 (Sanofi): Two Eyedrop Kinase Inhibitors Drop Out of the Running

5.7.3 X-82 Pill (Tyrogenex): Dual Kinase Inhibitor

5.7.4 Factor C5: A More Promising Target Addressed by Zimura (Ophthotech) and LFG316 (Novartis)

5.7.5 Integrins: Another Blockable Component of the Neovascularisation Cascade?

5.7.6 Luminate (Allegro Ophthalmics): Novel Anti-Integrin Oligopeptide

5.7.7 Novel Anti-Angiogenic Treatments in Development: Ora Bio’s ORA102 and CoMentis’ ATG003

5.7.9 Zybrestat (Oxigene): New Mechanism of Action Offers Way to Disrupt Neovascularisation

5.7.10 Synthetic Biologies: Oligonucleotides and SiRNAs for wAMD

5.8 Regenerative Medicine Approaches

5.8.1 Allogeneic Stem Cells (Mesoblast): Potential Synergistic Treatment for Use alongside Lucentis

5.8.2 AVA-101 and AVA-201(Avalanche Biotechnologies): Ocular BioFactory for wAMD

5.8.3 RetinoStat (Oxford BioMedica): LentiVector Technology to Deliver Anti-Angiogenic Genes

6. Pipeline for Dry AMD Segment, 2017-2028

6.1 Who Will Achieve the Big Breakthrough in Dry AMD?

6.2 MC-1101 (MacuCLEAR): Leading the Pack?

6.2.1 Increasing Choroidal Blood Flow with Repurposed Product

6.2.2 Novel Endpoints in Phase 3 Study

6.2.3 Can MacuCLEAR Make It?

6.3 ACU-4429 (Acucela): Visual Cycle Modulator in Phase 3

6.3.1 Study Result Declared in May 2016

6.3.2 Other Visual Cycle Modulators

6.4 High Hopes for Complement Inhibition in Dry AMD

6.4.1 Lampalizumab (Roche): The Big News of ARVO 2013

6.4.2 MAHALO Study Indicates GA Progression Slowed by Lampalizumab

6.5 Corticosteroids: Targeting Inflammation’s Role in Dry AMD Pathogenesis

6.5.1 Iluvien (Alimera Sciences): Study terminated

6.5.2 AGN208397 (Allergan): New Potent Steroid Expected to Undergo Trials in Dry AMD

6.6 Neuroprotection: One of Modern Medicine’s Holy Grails

6.6.1 Tandospirone (Alcon): Not effective in GA

6.6.2 Renexsus (Neurotech): Possibly Promising Data in Dry AMD Studies

6.6.3 Novadur (Allergan): Possible Efficacy with Longer Duration of Action

6.6.4 VAR10200 (Varinel): A Preclinical Candidate to Watch

6.7 Regenerative Medicine: Dry AMD One of the Biggest Disease Targets

6.7.1 MA09-hRPE Cellular Therapy (Ocata Therapeutics): Signs of Efficacy in Landmark ESC Human Trial

6.7.2 HuCNS-SC (StemCells): Leading Company in Neural Stem Cell Space

6.7.3 Stemedyne-RPE (Stemedica Cell Technologies): Low-Oxygen Cells for Dry AMD Repair

6.7.4 OpRegen (Biotime): Stem Cell leader with Dry AMD Interests

6.7.5 First iPSC Trial in Japan in Dry AMD Patients

6.7.6 Gene Therapies Less Prominent Than Stem Cells in Dry AMD

6.8 Other Treatments for Dry AMD

7. Pipeline for Diabetic Retinopathy Segment, 2017-2028

7.1 Ozurdex/Posurdex (Allergan): Approved for General DME Patient Population

7.2 Lucentis: The Game Changer for DR?

7.3 New Anti-VEGF Additions

7.3.1 Is Eylea Better than Lucentis and Avastin for DME?

7.4 Steroids in Development for DR

7.4.1 Iluvien (Alimera/pSivida): New Option in European Markets

7.4.2 A New Hope? Optina (Ampio Pharmaceuticals)

7.4.3 Betamethasone Microsphere (Santen): Late-Stage Steroid Candidate

7.4.4 Cortiject (Santen): Prodrug Candidate

7.4.5 IBI-20089 (Icon Bioscience): Sustained-Release Formulation of Triamcinolone Acetonide

7.5 Other Products in Development for DR

7.5.1 Angiotensin Receptor Blockers/Angiotensin-Converting Enzyme Inhibitors: Some Off-Label Validation

7.5.2 Vitreosolve (Innovations in Sight): Will a Phase 3 Trial Be Initiated?

7.5.3 TriLipix (Abbott): No New Development for Promising Drug

7.5.4 iCo-007 Intravitreal Injection (iCo Therapeutics): Phase 2 Enrolment Completed June 2013

8. Regional Market Breakdown, 2017-2028

8.1 Which Markets Hold the Most Revenue Growth Potential?

8.2 The US: Leading Market for Retinal Diseases

8.3 Japan: Strong Market Potential

8.4 EU5: Ageing Populations to Drive Market Growth

8.5 BRIC Nations: The Biggest Growth Driver for the Market

9. Leading Companies in Global AMD and Other Retinal Diseases Market, 2017

9.1 Novartis AG

9.1.1 Company Overview

9.1.2 Financials

9.1.3 Key News

9.2 F. Hoffmann-La Roche Ltd

9.2.1 Company Overview

9.2.2 Financials

9.2.3 Key News

9.3 Bayer AG

9.3.1 Company Overview

9.3.2 Financials

9.3.3 Key News

9.4 Regeneron Pharmaceuticals

9.4.1 Company Overview

9.4.2 Financials

9.4.3 Key News

10. Qualitative Industry and Market Analysis, 2017-2028

10.1 Strengths: The Most Dynamic Area of the Ophthalmics Market

10.2 Weaknesses: Heavily Dependent on Anti-VEGF Approach

10.3 Opportunities: New Markets and R&D Synergies

10.4 Threats: Prevention and Management Better Than Drug Treatment for Dry AMD and DR?

10.5 Social: Low Diagnosis, Low Compliance

10.6 Technological: Innovation for the Eye

10.7 Economic: Off-Label Treatment and Reimbursement Issues

10.8 Political: The Demography and Diabetes Challenges

11. Research Interviews

11.1 Interview with Dr. Leigh J. Hsu, Vice President, Corporate Development & Strategy, Lpath, Inc.

11.1.1 Major Changes in AMD and Other Retinal Diseases Market

11.1.2 The Landscape of Emerging Markets

11.1.3 Opportunities and Plans of Marken’s Network

11.1.4 DR Market Opportunities

11.2 Interview with Philip G. Ralston, Jr., MacuCLEAR

11.2.1 MC-1101: Progress in Clinical Trials

11.2.2 MC-1101 More Effective in Early to Mid-Range AMD

11.2.3 Partnerships and Expected Launch of MC-1101

12. Conclusions

12.1 The Age of Lucentis: Nearing Its Conclusion?

12.2 Lucentis vs. Eylea vs. Avastin: The Three-Way Anti-VEGF Market

12.3 Indications Outside Wet AMD to Gain in Importance

12.4 Dry AMD Market Has Huge Potential

12.5 Fovista Most Prominent Among the Pipeline Candidates

12.6 Retinal Diseases to Continue to Be the Leading Area of Ophthalmics

Associated Visiongain Reports

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Table of Tables

Table 1.1 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 1.2 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 2.1 Overall World AMD and Other Retinal Diseases Pharmaceutical Market Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 2.2 Overall World AMD and Other Retinal Diseases Pharmaceutical Market Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 2.3 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2017

Table 3.1 Market Breakdown by Disease Segment: Revenue ($bn), Market Share (%), 2017

Table 3.2 Types of CNV in Wet AMD, Description: Approximate Proportion of Cases (%), 2017

Table 3.3 Wet AMD Segment: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2017-2022

Table 3.4 Wet AMD Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2022-2028

Table 3.5 Dry AMD Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2017-2022

Table 3.6 Dry AMD Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2022-2028

Table 3.7 DR Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2017-2022

Table 3.8 DR Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2022-2028

Table 3.9 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 3.10 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 3.11 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), Market Share (%) for 2017, 2022 and 2028

Table 4.1 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 4.2 Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 4.3 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2022

Table 4.4 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2028

Table 4.5 Lucentis: Revenue ($bn), AGR (%), 2014 & 2017

Table 4.6 Lucentis, Eylea and Avastin: Comparison of Reported Characteristics

Table 4.7 Lucentis: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 4.8 Lucentis: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 4.9 Eylea: U.S. Revenue ($bn), AGR (%), 2016-2017

Table 4.10 Eylea Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 4.11 Eylea Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 4.12 Avastin: Revenue ($bn), AGR (%), 2015-2017

Table 4.13 Avastin Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 4.14 Avastin Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 4.15 Visudyne Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 4.16 Visudyne Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 4.17 Other Drugs Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 4.18 Other Drugs Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 5.1 Selected R&D Pipeline for wAMD, 2017

Table 6.1 Selected R&D Pipeline for Dry AMD, 2017

Table 7.1 Selected R&D Pipeline for DR, 2017

Table 8.1 Regional Breakdown: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 8.2 Regional Breakdown: Revenue ($bn), AGR (%), CAGR (%), 2012-2028

Table 8.3 US Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 8.4 US Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 8.5 Japan Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 8.6 Japan Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 8.7 EU5 Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 8.8 EU5 Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 8.9 BRIC Nations Forecast: Revenue ($bn), AGR (%), CAGR (%), 2017-2022

Table 8.10 BRIC Nations Forecast: Revenue ($bn), AGR (%), CAGR (%), 2022-2028

Table 9.1 Novartis AG: Overview 2017

Table 9.2 Novartis Revenue ($bn) 2016, 2017

Table 9.3 Roche: Overview 2017

Table 9.4 Roche Revenue ($bn) 2016, 2017

Table 9.5 Bayer: Overview 2017

Table 9.6 Novartis Revenue ($bn) 2016, 2017

Table 9.7 Regeneron Pharmaceuticals: Overview 2017

Table 9.8 Regeneron Pharmaceuticals: Revenue ($bn) 2016, 2017

Table 10.1 Strengths and Weaknesses in the AMD and Other Retinal Diseases Market, 2018

Table 10.2 Opportunities and Threats in the AMD and Other Retinal Diseases Market, 2018

Table 10.3 Social, Technological, Economic and Political Factors Influencing the AMD and Other Retinal Diseases Pharmaceutical Market (STEP Analysis), 2017-2028

Table of Figures

Figure 2.1 Overall World AMD and Other Retinal Diseases Pharmaceutical Market Forecast: Revenue ($bn), 2017-2028

Figure 2.2 Market Breakdown by Product Revenue ($bn), Market Share (%), 2017

Figure 2.3 Market Breakdown by Company: Market Share (%), 2017

Figure 2.4 Leading Causes of Blindness Worldwide, Proportion of Total (%), 2017

Figure 2.5 Leading Causes of Visual Impairment (Inclusive of Blindness) Worldwide, Proportion of Total (%), 2017

Figure 3.1 Market Breakdown by Disease Segment: Revenues ($bn), 2017

Figure 3.2 Market Breakdown by Disease Segment: Market Share (%), 2022

Figure 3.3 Wet AMD Segment Forecast: Revenue ($bn), 2017-2028

Figure 3.4 Dry AMD Segment Forecast: Revenue ($bn), 2017-2028

Figure 3.5 DR Segment Forecast: Revenue ($bn), 2017-2028

Figure 3.6 Retinal Diseases Market Breakdown by Segment: Revenue ($bn), 2017-2028

Figure 3.7 Retinal Diseases Market Breakdown by Segment: Revenue ($bn), 2017, 2022 and 2028

Figure 3.8 Market Breakdown by Disease Segment: Market Share (%), 2022

Figure 3.9 Market Breakdown by Disease Segment: Market Share (%), 2028

Figure 4.1 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2022

Figure 4.2 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2028

Figure 4.3 Market Forecast by Product: Revenue ($bn), 2017-2028

Figure 4.4 Market Breakdown by Product: Revenue ($bn), 2017, 2022 and 2028

Figure 4.5 Lucentis: Revenues Forecast ($bn), 2017-2028

Figure 4.6 Eylea Forecast: Revenue ($bn), 2017-2028

Figure 4.7 Drivers and Restraints for Eylea, 2017

Figure 4.8 Avastin Forecast: Revenue ($bn), 2017-2028

Figure 4.9 Drivers and Restraints for Avastin, 2017

Figure 4.10 Visudyne Forecast: Revenues ($bn), 2017-2028

Figure 4.11 Other Drugs Forecast: Revenues ($bn), 2017-2028

Figure 8.1 Regional Breakdown: Revenue ($bn), 2017-2028

Figure 8.2 Regional Breakdown: Revenue ($bn), 2017, 2022 and 2028

Figure 8.3 Regional Market Share (%), 2017

Figure 8.4 Regional Market Share (%), 2022

Figure 8.5 Regional Market Share (%), 2028

Figure 8.6 US Market: Revenue ($bn), 2017-2028

Figure 8.7 Japan: Revenue ($bn), 2017-2028

Figure 8.8 EU5: Grouped Revenue ($bn), 2017-2028

Figure 8.9 EU5 Breakdown Forecasts: Revenue ($bn), 2017-2028

Figure 8.10 EU5 Breakdown: Market Share (%), 2017

Figure 8.11 EU5 Breakdown: Market Share (%), 2022

Figure 8.12 EU5 Breakdown: Market Share (%), 2028

Figure 8.13 BRIC Nations Forecast: Revenue ($bn), 2017-2028

Figure 8.14 BRIC Nations Forecasts: Revenue ($bn), 2017-2028

Figure 8.15 Market Share (%) within BRIC Group by Country, 2017

Figure 8.16 Market Share (%) within BRIC Group by Country, 2022

Figure 8.17 Market Share (%) within BRIC Group by Country, 2028