Domination of TNF-Alpha Blockers
The BCC report quantifies the market share of biologics in immune disease treatments to be around 47% in 2010, which is expected to rise to 57% by 2015. TNF-alpha blockers dominated the market with 29% of the market share (Table). The safety and efficacy standards of these drugs have raised the bar very high for new drugs. The market failure of the IL-1 inhibitor Kineret from Amgen was mainly because it could not find a niche in the rheumatoid arthritis market.
Nevertheless, the recent success of Bristol-Myers Squibb’s Orencia offers new hopes for some of the non-TNF-alpha drugs, as more patients are being identified as nonrespondents to TNF-alpha blockers. Launched in 2005, Orencia could not gain market share in the midst of established TNF-alpha inhibitors. Recently, it found a niche in the treatment of nonrespondents to TNF-alpha blockers. The drug is on its way to becoming a blockbuster.