1. Report Overview

1.1 Overview of the World Market for Macular Degeneration and Other Retinal Diseases

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, 2018

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 Grow Rapidly by 2029

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, 2018

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, 2019-2029

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 of all Segments, 2019-2029

4. Approved Products in the AMD and Other Retinal Diseases Market, 2019-2029

4.1 Will the Current Products Dominate the Market through 2029?

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 2019-2029

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 the 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 2019-2029

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, 2019-2029

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, 2019-2029

4.6 Other Drugs for Macular Degeneration and Other Retinal Diseases

4.6.1 Other Drugs Revenue Forecast, 2019-2029

5. Pipeline for Wet AMD Segment

5.1 The Leading Pipeline Candidates

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

5.2.1 Three Phase III Trials to Confirm Fovista’s Outstanding Phase II Results

5.2.2 Ophthotech Goes Public to Fund Phase III 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 towards 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

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

5.5.5 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

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

5.7.9 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

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 III Study

6.2.3 Can MacuCLEAR Make It?

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

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

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 III 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, 2019-2029

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, 2018

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

9.5 Valent Pharmaceuticals International, Inc.

9.5.1 Company Overview

9.5.2 Financials

9.5.3 Key News

9.6 Pfizer Inc.

9.6.1 Company Overview

9.6.2 Financials

9.6.3 Key News

9.7 Acucela, Inc.

9.7.1 Company Overview

9.7.2 Key News

9.8 IVERIC bio, Inc.

9.8.1 Company Overview

9.8.2 Financials

9.8.3 Key News

9.9 GlaxoSmithKline Pharmaceuticals Ltd.

9.9.1 Company Overview

9.9.2 Financials

9.10 Allergan PLC

9.10.1 Company Overview

9.10.2 Financials



10. Qualitative Industry and Market Analysis

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. Conclusions

11.1 The Age of Lucentis: Nearing Its Conclusion?

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

11.3 Indications Outside Wet AMD to Gain in Importance

11.4 Dry AMD Market Has Huge Potential

11.5 Fovista Most Prominent Among the Pipeline Candidates

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

Appendices

Associated Visiongain Reports

Visiongain Report Sales Order Form

About Visiongain

Visiongain Report Evaluation Form

List of Tables

Table 2.1 Overall World AMD and Other Retinal Diseases Pharmaceutical Market Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 2.2 Overall World AMD and Other Retinal Diseases Pharmaceutical Market Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 2.3 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2018

Table 3.1 Market Breakdown by Disease Segment: Revenue ($bn), Market Share (%), 2018

Table 3.2 Types of CNV in Wet AMD, Description: Approximate Proportion of Cases (%), 2018

Table 3.3 Global Wet AMD Segment: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2018-2023

Table 3.4 Global Wet AMD Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2023-2029

Table 3.5 Global Dry AMD Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2018-2023

Table 3.6 Global Dry AMD Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2023-2029

Table 3.7 Global DR Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2018-2023

Table 3.8 Global DR Segment Forecast: Revenue ($bn), AGR (%), CAGR (%), Market Share (%), 2023-2029

Table 3.9 Global Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 3.10 Global Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 3.11 Global Retinal Diseases Market Forecasts by Segment: Revenue ($bn), Market Share (%) for 2018, 2023 and 2029

Table 4.1 Global Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 4.2 Global Retinal Diseases Market Forecasts by Segment: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 4.3 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2023

Table 4.4 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2029

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 (%), 2018-2023

Table 4.8 Lucentis: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 4.9 Eylea: U.S. Revenue ($bn), AGR (%), 2017-2018

Table 4.10 Eylea Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 4.11 Eylea Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 4.12 Avastin: Revenue ($bn), AGR (%), 2016-2018

Table 4.13 Avastin Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 4.14 Avastin Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 4.15 Visudyne Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 4.16 Visudyne Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 4.17 Other Drugs Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 4.18 Other Drugs Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 5.1 Selected R&D Pipeline for wAMD, 2018

Table 6.1 Selected R&D Pipeline for Dry AMD, 2018

Table 7.1 Selected R&D Pipeline for DR, 2017

Table 8.1 Regional Breakdown: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 8.2 Regional Breakdown: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 8.3 US Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 8.4 US Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 8.5 Japan Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 8.6 Japan Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 8.7 EU5 Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 8.8 EU5 Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 8.9 BRIC Nations Forecast: Revenue ($bn), AGR (%), CAGR (%), 2018-2023

Table 8.10 BRIC Nations Forecast: Revenue ($bn), AGR (%), CAGR (%), 2023-2029

Table 9.1 Novartis AG: Overview 2018

Table 9.2 Novartis Revenue ($bn) 2016, 2017

Table 9.3 Roche: Overview 2018

Table 9.4 Roche Revenue ($bn) 2017, 2018

Table 9.5 Bayer: Overview 2018

Table 9.6 Bayer AG Revenue ($bn) 2017 and 2018

Table 9.7 Regeneron Pharmaceuticals: Overview 2017

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

Table 9.9: Valent Pharmaceuticals International Inc.: Overview 2018

Table 9.10 Valent Pharmaceuticals International Inc: Revenue ($bn) 2016 and 2017

Table 9.11: Pfizer Inc.: Overview 2018

Table 9.12 Pfizer Inc: Revenue ($bn) 2017, 2018

Table 9.13: Acucela Inc.: Overview 2018

Table 9.14: IVERIC bio, Inc.: Overview 2018

Table 9.15 IVERIC bio, Inc. ($bn) 2017, 2018

Table 9.16: GlaxoSmithKline Pharmaceuticals Ltd.: Overview 2018

Table 9.17 GlaxoSmithKline Pharmaceuticals Ltd ($bn) 2017, 2018

Table 9.18: Allergan PLC: Overview 2018

Table 9.19 Allergan PLC ($bn) 2017, 2018

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)

List of Figures

Figure 2.1 Overall World AMD and Other Retinal Diseases Pharmaceutical Market Forecast: Revenue ($bn), 2018-2029

Figure 2.2 Market Breakdown by Product Revenue ($bn), Market Share (%), 2018

Figure 2.3 Market Breakdown by Company: Market Share (%), 2018

Figure 2.4 Leading Causes of Blindness Worldwide, Proportion of Total (%), 2018

Figure 2.5 Leading Causes of Visual Impairment (Inclusive of Blindness) Worldwide, Proportion of Total (%), 2018

Figure 3.1 Market Breakdown by Disease Segment: Revenues ($bn), 2018

Figure 3.2 Market Breakdown by Disease Segment: Market Share (%), 2023

Figure 3.3 Global Wet AMD Segment Forecast: Revenue ($bn), 2019-2029

Figure 3.4 Global Dry AMD Segment Forecast: Revenue ($bn), 2019-2029

Figure 3.5 DR Segment Forecast: Revenue ($bn), 2019-2029

Figure 3.6 Global Retinal Diseases Market Breakdown by Segment: Revenue ($bn), 2019-2029

Figure 3.7 Global Retinal Diseases Market Breakdown by Segment: Revenue ($bn), 2018, 2023 and 2029

Figure 3.8 Market Breakdown by Disease Segment: Market Share (%), 2023

Figure 3.9 Market Breakdown by Disease Segment: Market Share (%), 2029

Figure 4.1 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2023

Figure 4.2 Market Breakdown by Product: Revenue ($bn), Market Share (%), 2029

Figure 4.3 Market Forecast by Product: Revenue ($bn), 2019-2029

Figure 4.4 Market Breakdown by Product: Revenue ($bn), 2018, 2023 and 2029

Figure 4.5 Lucentis: Revenues Forecast ($bn), 2019-2029

Figure 4.6 Drivers and Restraints for Lucentis, 2018

Figure 4.7 Eylea Forecast: Revenue ($bn), 2018-2029

Figure 4.8 Drivers and Restraints for Eylea, 2018

Figure 4.9 Avastin Forecast: Revenue ($bn), 2019-2029

Figure 4.10 Drivers and Restraints for Avastin, 2018

Figure 4.11 Visudyne Forecast: Revenues ($bn), 2019-2029

Figure 4.12 Other Drugs Forecast: Revenues ($bn), 2019-2029

Figure 8.1 Regional Breakdown: Revenue ($bn), 2019-2029

Figure 8.2 Regional Breakdown: Revenue ($bn), 2018, 2023 and 2029

Figure 8.3 Regional Market Share (%), 2018

Figure 8.4 Regional Market Share (%), 2023

Figure 8.5 Regional Market Share (%), 2029

Figure 8.6 US Market: Revenue ($bn), 2019-2029

Figure 8.7 Japan: Revenue ($bn), 2019-2029

Figure 8.8 EU5: Grouped Revenue ($bn), 2019-2029

Figure 8.9 EU5 Breakdown Forecasts: Revenue ($bn), 2019-2029

Figure 8.10 EU5 Breakdown: Market Share (%), 2018

Figure 8.11 EU5 Breakdown: Market Share (%), 2023

Figure 8.12 EU5 Breakdown: Market Share (%), 2029

Figure 8.13 BRIC Nations Forecast: Revenue ($bn), 2019-2029

Figure 8.14 BRIC Nations Forecasts: Revenue ($bn), 2019-2029

Figure 8.15 Market Share (%) within BRIC Group by Country, 2018

Figure 8.16 Market Share (%) within BRIC Group by Country, 2023

Figure 8.17 Market Share (%) within BRIC Group by Country, 2029