Emerging Therapeutics in the U.S. Colorectal Cancer Markets

SUMMARY

Difficulty Finding Optimal Combination of Drugs Prevents Success of Individual Drugs

Developing drugs for the U.S. colorectal cancer market is a complicated task due to the complexity of the treatment process, which often involves the use of three or more drugs at a time. As a result, biotechnology companies struggle to determine the best possible combination with which they should test their drugs. Identifying this combination is crucial not only for extended survival of patients, but also for generating higher revenues, since a first-line therapy holds better revenue potential than one that is relegated to second- or third-line treatment status. The targeted therapy Avastin is a case in point -- despite having enjoyed great success in combination with the IFL regimen during its critical Phase III trial, it is the FOLFOX regimen that remains the definitive first-line of care. Since every company's drug ultimately relies on other companies' drugs to achieve success, the impact of this challenge is expected to continue to be significant.

This Frost & Sullivan research service tracks the use of pharmaceuticals in treating colorectal cancer patients and examines two distinct market segments: cytotoxic therapy and targeted therapy. The study provides detailed patient growth forecasts by stage. Additional forecasts by line of therapy provide an understanding of the revenue potential of each line and can aid companies in making strategic plans for the development of a particular drug.

Success of Targeted Therapies Increases Market Size

Following the success of targeted therapies such as Avastin and Erbitux in extending patients' lives, companies are now more confident that their targeted drugs will do equally well in the colorectal cancer market. Avastin and Erbitux are anticipated to contribute to the success of targeted drugs by increasing penetration rates of the first- and second-line of therapy.

However, the market success of these drugs is unusual given that they do not typically replace other drugs. Avastin is added to first-line therapy and Erbitux is usually added to second-line therapy. "Targeted drugs add to the value of the colorectal cancer market by being a whole new class of products," remarks the analyst of this research service. "Therapies are increasing from one or two to three drugs and this is helping drive market growth."

Strength of Targeted Therapies not enough to Counter Decline of Cytotoxic Market

The total U.S. colorectal cancer market is expected to peak in 2006 and 2007 before drastically declining soon after. Two key drugs in the cytotoxic market, Eloxatin and Camptosar, are expected to lose patent exclusivity around this time and this is likely to cause the downward spiral of the market. In such a situation, it is unlikely that even the growth of targeted therapies will be enough to counterbalance the rapid decline of the cytotoxic market.

"However, Frost & Sullivan believes that the continued growth of all drugs will combine to create a market worth over $2.58 billion in 2006," says the analyst. "The adjuvant therapy market is expected to contribute to this growth, moving from the generic 5-FU drug to the use of Eloxatin and Xeloda instead."

TABLE OF CONTENTS

• 1. U.S. Total Market for Colorectal Cancer
  • 1. Executive Summary
    • 1. Executive Summary
  • 2. Research Scope and Methodology
    • 1. Scope and Segmentation
    • 2. Research Methodology
  • 3. Disease Overview
    • 1. Introduction
    • 2. Etiology
    • 3. Screening
    • 4. Diagnosis and Staging
    • 5. Treatment Overview
  • 4. Patient Forecasts
    • 1. Incidence and Staging Forecasts
    • 2. Patient Forecasts by Line of Therapy
    • 3. Unmet Need Population Forecasts
  • 5. Total Market Forecasts
    • 1. Total Market Forecasts
    • 2. Market Share Analysis
    • 3. Adjuvant Therapy Forecasts
    • 4. First-line Therapy Forecasts
    • 5. Second and Third-line Therapy Forecasts
  • 6. General Market Trends
    • 1. Industry Challenges
    • 2. Market Drivers
    • 3. Market Restraints
  • 7. Frost & Sullivan Awards
    • 1. Company of the Year Award
    • 2. Product of the Year Award
    • 3. Entrepreneurial Company of the Year Award
    • 4. Product Differentiation Innovation of the Year Award
    • 5. Best Bang for the Buck Award
• 2. U.S. Cytotoxic Therapies Market for Colorectal Cancer
  • 1. Overview
    • 1. Introduction
    • 2. Market Engineering Measurements
  • 2. Forecasts and Trends
    • 1. Dosage and Cost of Therapy Estimations
    • 2. 5-FU Forecasts
    • 3. Camptosar/Generic Forecasts
    • 4. Eloxatin/Generic Forecasts
    • 5. Xeloda Forecasts
    • 6. Edotecarin Forecasts
  • 3. Competitive Analysis
    • 1. Competitive Structure
    • 2. Market Share Analysis
    • 3. Product Analysis
    • 4. Pipeline Analysis
• 3. U.S. Targeted Therapies Market for Colorectal Cancer
  • 1. Overview
    • 1. Introduction
    • 2. Market Engineering Measurements
  • 2. Angiogenesis Pathway
    • 1. Mechanism of Action
    • 2. Product Analysis
    • 3. Pipeline Analysis
  • 3. EGF Pathway
    • 1. Mechanism of Action
    • 2. Product Analysis
    • 3. Pipeline Analysis
  • 4. Cell Proliferation/Apoptosis Pathway
    • 1. Mechanism of Action
    • 2. Pipeline Analysis
  • 5. Immune Response Pathway
    • 1. Mechanism of Action
    • 2. Pipeline Analysis
  • 6. Revenue Forecasts
    • 1. Dosage and Cost of Therapy Estimations
    • 2. Avastin Forecasts
    • 3. Erbitux Forecasts
    • 4. PTK787 Forecasts
    • 5. ABX-EGF Forecasts
  • 7. Competitive Analysis
    • 1. Competitive Structure
    • 2. Market Share Analysis
• 4. Appendix
  • 1. Decision Support Databases
    • 1. Physicians
    • 2. Total Male Population
    • 3. Total Female Population
    • 4. Mortality of Colorectal Cancer
    • 5. Red Meat Consumption

List Of Figures

U.S. Total Market

• Colorectal Cancer Market: Most Common Chemotherapy Regimens (U.S.), 2004
• Colorectal Cancer Market: Patient Forecasts of Colon Cancer Incidence by Stages (U.S.), 2001-2011
• Colorectal Cancer Market: Patient Forecasts of Rectal Cancer Incidence by Stages (U.S.), 2001-2011
• Adjuvant Therapy Colorectal Cancer Market: Patient Forecasts (U.S.), 2001-2011
• First-line Therapy Colorectal Cancer Market: Patient Forecasts (U.S.), 2001-2011
• Second- and Third-line Therapy Colorectal Cancer Market: Patient Forecasts (U.S.), 2001-2011
• Colorectal Cancer Market: Untreated Stage IV Patient Forecasts (U.S.), 2001-2011
• Colorectal Cancer Market: Unmet Need Patient Forecasts (U.S.), 2001-2011
• Colorectal Cancer Market: Revenue Forecasts (U.S.), 2001-2011
• Colorectal Cancer Market: Company Market Share by Revenues (U.S.), 2004
• Colorectal Cancer Market: Company Market Share by Treatment Months (U.S.), 2004
• Colorectal Cancer Market: Adjuvant Therapy Revenue Forecasts (U.S.), 2004-2011
• Colorectal Cancer Market: First-line Therapy Revenue Forecasts (U.S.), 2004-2011
• Colorectal Cancer Market: Second- and Third-line Therapy Revenue Forecasts (U.S.), 2004-2011
• Colorectal Cancer Market: Impact of Top Industry Challenges (U.S.), 2005-2011
• Colorectal Cancer Market: Market Drivers Ranked in Order of Impact (U.S.), 2005-2011
• Colorectal Cancer Market: Market Restraints Ranked in Order of Impact (U.S.), 2005-2011

U.S. Cytotoxic Therapies

• Cytotoxic Therapy Colorectal Cancer Market: Revenue Forecasts (U.S.), 2001-2011
• Cytotoxic Therapy Colorectal Cancer Market: Dosage and Cost of Therapy Estimations (U.S.), 2004
• Cytotoxic Therapy Colorectal Cancer Market: Revenue Forecasts for 5-FU (U.S.), 2001-2011
• Cytotoxic Therapy Colorectal Cancer Market: Revenue Forecasts for Camptosar/Generics (U.S.), 2001-2011
• Cytotoxic Therapy Colorectal Cancer Market: Revenue Forecasts for Eloxatin/Generics (U.S.), 2001-2011
• Cytotoxic Therapy Colorectal Cancer Market: Revenue Forecasts for Xeloda (U.S.), 2001-2011

U.S. Targeted Therapies

• Targeted Therapy Colorectal Cancer Market: Angiogenesis Pipeline Overview (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: EGF Pipeline Overview (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: Cell Proliferation/Apoptosis Pipeline Overview (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: Immune Response Pipeline Overview (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: Dosage and Cost of Therapy Estimations (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: Revenue Forecasts for Avastin (U.S.), 2001-2011
• Targeted Therapy Colorectal Cancer Market: Revenue Forecasts for Erbitux (U.S.), 2001-2011
• Targeted Therapy Colorectal Cancer Market: Revenue Forecasts for PTK787 (U.S.), 2001-2011
• Targeted Therapy Colorectal Cancer Market: Revenue Forecasts for ABX-EGF (U.S.), 2001-2011
• Targeted Therapy Colorectal Cancer Market: Competitive Structure (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: Market Share Analysis by Revenues (U.S.), 2004
• Targeted Therapy Colorectal Cancer Market: Market Share Analysis by Treatment Months (U.S.), 2004