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1 Table of Contents
1 Table of Contents 4
1.1 List of Tables 6
1.2 List of Figures 6
2 Introduction 9
2.1 Therapy Area Introduction 9
2.2 Symptoms 10
2.2.1 Gastroesophageal Reflux Disease 10
2.2.2 Irritable Bowel Syndrome 10
2.2.3 Inflammatory Bowel Disease 10
2.3 Etiology and Pathophysiology 11
2.3.1 Gastroesophageal Reflux Disease 11
2.3.2 Irritable Bowel Syndrome 12
2.3.3 Inflammatory Bowel Disease 14
2.4 Co-morbidities and Complications 15
2.5 Epidemiology Patterns and Forecasts - Prevalence and Patient Segmentation 16
2.5.1 Gastroesophageal Reflux Disease 17
2.5.2 Irritable Bowel Syndrome 17
2.5.3 Inflammatory Bowel Disease 18
2.6 Treatment 19
2.6.1 Acid-Controlling Agents 19
2.6.2 Anticholinergics/Antispasmodics 20
2.6.3 Gastric Stimulants, Laxatives and Antidiarrheals 20
2.6.4 Anti-inflammatory and Systemic Immunosuppressive Agents 21
2.6.5 Biologics 22
3 Key Marketed Products 23
3.1 Overview 23
3.2 Humira (adalimumab) 24
3.3 Remicade (infliximab) 26
3.4 Soliris (eculizumab) 28
3.5 Tysabri (natalizumab) 29
3.6 Nexium (esomeprazole magnesium) 31
3.7 Entyvio (vedolizumab) 33
3.8 Protonix (pantoprazole) 35
3.9 Ocaliva (obeticholic acid) 37
3.10 Dexilant (dexlansoprazole) 38
3.11 Amitiza (lubiprostone) 40
3.12 Takecab (vonoprazan) 41
3.13 Linzess (linaclotide) 43
4 Pipeline Landscape Assessment 45
4.1 Overview 45
4.2 Molecule Types in the Pipeline 47
4.3 Molecular Targets in the Pipeline 48
4.4 Clinical Trials Landscape 50
4.4.1 Clinical Trial Failure Rates 51
4.4.2 Clinical Trial Duration 54
4.4.3 Clinical Trial Size 58
4.4.4 Cumulative Clinical Trial Size 61
4.5 Late-Stage Drugs of the Developmental Pipeline 64
4.5.1 RPC1063 (ozanimod) - Celgene 64
4.5.2 GED-0301 (mongersen) - Celgene 65
4.5.3 Stelara (ustekinumab) - Johnson & Johnson 66
4.5.4 Victoza (liraglutide) - Novo Nordisk 68
4.5.5 Plecanatide - Synergy Pharmaceuticals 69
4.6 Conclusion 70
5 Multi-scenario Market Forecast to 2022 72
5.1 Overall Market Size 72
5.2 Generic Penetration 74
5.3 Revenue Forecast by Molecular Target 75
5.3.1 Tumor Necrosis Factor Alpha 75
5.3.2 Interleukins and Receptors 76
5.3.3 H+/K+ ATPase 77
5.3.4 Integrins 78
6 Company Analysis and Positioning 80
6.1 Revenue and Market Share Analysis by Company 81
6.1.1 AbbVie - Will Patent Expiry of Humira Significantly Diminish Revenues? 85
6.1.2 Takeda - Will Entyvio and Takecab be the Predominant Contributors to Revenue Growth? 87
6.1.3 Johnson & Johnson - To What Extent Will Simponi Offset the Patent Expiry of Remicade? 88
6.1.4 AstraZeneca - Will Patent Expiration of Blockbuster Drug and Lack of Strong Pipeline Line-up Result in Loss of Market Share? 90
6.1.5 Alexion - Is Soliris’ Success Enough to Drive Strong Company Growth? 92
6.1.6 Allergan - To What Extent Will Key Gastrointestinal Product Linzess Drive Company Growth? 93
6.1.7 Celgene - Which Gastrointestinal Pipeline Drugs Will Drive Growth in Second Half of Forecast Period? 95
6.2 Company Landscape 96
6.3 Marketed and Pipeline Portfolio Analysis 96
7 Strategic Consolidations 99
7.1 Licensing Deals 99
7.1.1 Deals by Region, Year and Value 99
7.1.2 Deals by Stage of Development and Value 101
7.1.3 Deals by Molecule Type, Molecular Target and Value 102
7.1.4 Table for Licensing Deals Valued Above $300m 104
7.2 Co-development Deals 105
7.2.1 Deals by Region, Year and Value 105
7.2.2 Deals by Stage of Development and Value 106
7.2.3 Deals by Molecule Type, Molecular Target and Value 108
7.2.4 Table for Co-development Deals Valued Above $300m 109
8 Appendix 111
8.1 References 111
8.2 Table of Epidemiology Forecast 115
8.3 Table of All Clinical Stage Pipeline Products 116
8.4 Abbreviations 157
8.5 Disease List 158
8.6 Methodology 159
8.6.1 Coverage 159
8.6.2 Secondary Research 159
8.6.3 Market Size and Revenue Forecasts 159
8.6.4 Pipeline Analysis 160
8.6.5 Competitive Landscape 160
8.7 Contact Us 161
8.8 Disclaimer 161
1.1 List of Tables
Table 1: Gastrointestinal Disorders, EU5 and US, Epidemiology of Gastrointestinal Disorders, 2015 16
Table 2: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Humira, 2016 24
Table 3: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Remicade, 2016 26
Table 4: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Soliris, 2016 28
Table 5: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Tysabri, 2016 29
Table 6: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Nexium, 2016 32
Table 7: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Entyvio, 2016 33
Table 8: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Protonix, 2016 35
Table 9: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Ocaliva, 2016 37
Table 10: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Dexilant, 2016 38
Table 11: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Amitiza, 2016 40
Table 12: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Takecab, 2016 42
Table 13: Gastrointestinal Therapeutics Market, Global, Approved Gastrointestinal Indications for Linzess, 2016 43
Table 14: Gastrointestinal Therapeutics Market, Global, Annual Revenue Forecast for Key Products ($bn), 2015-2022 73
Table 15: Gastrointestinal Therapeutics Market, Global, Usage of Generics Across Key Indications, 2016 75
Table 16: Gastrointestinal Therapeutics Market, Global, Forecast Revenue by Company, 2015-2022 82
Table 17: Gastrointestinal Therapeutics Market, Global, Licensing Deals, 2006-2016 104
Table 18: Gastrointestinal Therapeutics Market Therapeutics Market, Global, Co-development Deals, 2006-2016 109
Table 19: Epidemiology Patterns for Gastroesophageal Reflux Disease, 2015-2022 115
Table 20: Epidemiology Patterns for Inflammatory Bowel Disease, 2015-2022 115
Table 21: Epidemiology Patterns for Inflammatory Bowel Disease, 2015-2022 115
Table 22: Gastrointestinal, Global, Table of all Clinical Stage Pipeline Products, 2016 116
Table 23: Abbreviations 157
1.2 List of Figures
Figure 1: Epidemiology Patterns for Gastroesophageal Reflux Disease (million), 2015-2022 17
Figure 2: Epidemiology Patterns for Irritable Bowel Syndrome (million), 2015-2022 18
Figure 3: Epidemiology Patterns for Inflammatory Bowel Disease (million), 2015-2022 18
Figure 4: Gastrointestinal Disorders, Global, Key Marketed Products and Approved Indications, 2016 24
Figure 5: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Humira ($bn), 2006-2022 26
Figure 6: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Remicade ($bn), 2006-2022 27
Figure 7: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Soliris ($bn), 2006-2022 29
Figure 8: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Tysabri ($bn), 2010-2022 31
Figure 9: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Nexium ($bn), 2006-2022 33
Figure 10: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Entyvio ($bn), 2014-2022 35
Figure 11: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Protonix ($bn), 2006-2022 36
Figure 12: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Ocaliva ($bn), 2016-2022 38
Figure 13: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Dexilant ($bn), 2008-2022 39
Figure 14: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Amitiza ($bn), 2006-2022 41
Figure 15: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Takecab ($bn), 2014-2022 43
Figure 16: Gastrointestinal Therapeutics Market, Global, Annual Revenue for Linzess ($bn), 2012-2022 44
Figure 17: Gastrointestinal Therapeutics Market, Global, Overall Pharmaceutical Industry Pipeline by Therapy Area, 2016 45
Figure 18: Gastrointestinal Therapeutics Market, Global, Gastrointestinal Pipeline by Stage of Development and Molecule Type, 2016 46
Figure 19: Gastrointestinal Therapeutics Market, Global, Pipeline for Key Gastrointestinal Indications by Stage of Development, 2016 47
Figure 20: Gastrointestinal Therapeutics Market, Global, Pipeline for Key Gastrointestinal Indications by Molecule Type, 2016 48
Figure 21: Gastrointestinal Therapeutics Market, Global, Gastrointestinal Pipeline by Molecular Target, 2016 49
Figure 22: Gastrointestinal Therapeutics Market, Global, Pipeline for Key Gastrointestinal Indications by Molecular Target, 2016 50
Figure 23: Gastrointestinal Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development (%), 2006-2016 51
Figure 24: Gastrointestinal Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development and Indication (%), 2006-2016 52
Figure 25: Gastrointestinal Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development and Molecule Type (%), 2006-2016 53
Figure 26: Gastrointestinal Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development and Molecular Target (%), 2006-2016 54
Figure 27: Gastrointestinal Therapeutics Market, Global, Clinical Trial Duration by Stage of Development (months), 2006-2016 55
Figure 28: Gastrointestinal Therapeutics Market, Global, Clinical Trial Duration by Stage of Development and Indication (months), 2006-2016 56
Figure 29: Gastrointestinal Therapeutics Market, Global, Clinical Trial Duration by Stage of Development and Molecule Type (months), 2006-2016 57
Figure 30: Gastrointestinal Therapeutics Market, Global, Clinical Trial Duration by Stage of Development and Molecular Target (months), 2006-2016 58
Figure 31: Gastrointestinal Therapeutics Market, Global, Clinical Trial Size by Stage of Development (participants), 2006-2016 59
Figure 32: Gastrointestinal Therapeutics Market, Global, Clinical Trial Size by Stage of Development and Indication (participants), 2006-2016 59
Figure 33: Gastrointestinal Therapeutics Market, Global, Clinical Trial Size by Stage of Development and Molecule Type (participants), 2006-2016 60
Figure 34: Gastrointestinal Therapeutics Market, Global, Clinical Trial Size by Stage of Development and Molecular Target (participants), 2006-2016 61
Figure 35: Gastrointestinal Therapeutics Market, Global, Clinical Program Size by Stage of Development (participants), 2006-2016 62
Figure 36: Gastrointestinal Therapeutics Market, Global, Clinical Program Size by Stage of Development and Indication (participants), 2006-2016 63
Figure 37: Gastrointestinal Therapeutics Market, Global, Clinical Program Size by Stage of Development and Molecule Type (participants), 2006-2016 63
Figure 38: Gastrointestinal Therapeutics Market, Global, Clinical Program Size by Stage of Development and Molecular Target (participants), 2006-2016 64
Figure 39: Gastrointestinal Therapeutics Market, Global, Revenue Forecast for RPC1063 ($m), 2018-2022 65
Figure 40: Gastrointestinal Therapeutics Market, Global, Revenue Forecast for GED-0301 ($m), 2018-2022 66
Figure 41: Gastrointestinal Therapeutics Market, Global, Revenue Forecast for Stelara ($m), 2018-2022 67
Figure 42: Gastrointestinal Therapeutics Market, Global, Revenue Forecast for Victoza ($m), 2018-2022 69
Figure 43: Gastrointestinal Therapeutics Market, Global, Revenue Forecast for Plecanatide ($m), 2017-2022 70
Figure 44: Gastrointestinal Therapeutics Market, Global, Market Size ($bn), 2015-2022 72
Figure 45: Gastrointestinal Therapeutics Market, Global, Annual Revenue Forecast for Premium and Generic Products ($bn), 2015-2022 74
Figure 46: Gastrointestinal Therapeutics Market, Global, Annual Revenue Forecast for Tumor Necrosis Factor Alpha Inhibitors ($bn), 2015-2022 76
Figure 47: Gastrointestinal Therapeutics Market, Global, Annual Revenue Forecast for Interleukin Inhibitors ($bn), 2018-2022 77
Figure 48: Gastrointestinal Therapeutics Market, Global, Annual Revenue Forecast for H+/K+ ATPase Inhibitors ($bn), 2015-2022 78
Figure 49: Gastrointestinal Therapeutics Market, Global, Annual Revenue Forecast for Integrin Inhibitors ($bn), 2015-2022 79
Figure 50: Gastrointestinal Therapeutics Market, Global, Cluster by Growth and Market Share, 2015-2022 80
Figure 51: Gastrointestinal Therapeutics Market, Global, Forecast Market Share by Company (%), 2015-2022 83
Figure 52: Gastrointestinal Therapeutics Market, Global, Companies by Compound Annual Growth Rate (%), 2015-2022 84
Figure 53: Gastrointestinal Therapeutics Market, Global, Revenues by Product Type, 2015-2022 85
Figure 54: Gastrointestinal Therapeutics Market, Global, AbbVie Annual Revenue Forecast ($bn), 2015-2022 86
Figure 55: Gastrointestinal Therapeutics Market, Global, Takeda Annual Revenue Forecast ($bn), 2015-2022 88
Figure 56: Gastrointestinal Therapeutics Market, Global, Johnson & Johnson Annual Revenue Forecast ($bn), 2015-2022 89
Figure 57: Gastrointestinal Therapeutics Market, Global, AstraZeneca Annual Revenue Forecast ($bn), 2015-2022 91
Figure 58: Gastrointestinal Therapeutics Market, Global, Alexion Annual Revenue Forecast ($bn), 2015-2022 92
Figure 59: Gastrointestinal Therapeutics Market, Global, Allergan Annual Revenue Forecast ($bn), 2015-2022 94
Figure 60: Gastrointestinal Therapeutics Market, Global, Celgene Annual Revenue Forecast ($bn), 2015-2022 95
Figure 61: Gastrointestinal Therapeutics Market, Global, Companies by Type, 2016 96
Figure 62: Gastrointestinal Therapeutics Market, Global, Pipeline, High-Activity and Late-Stage Developers by Level of Gastrointestinal Specialization, 2016 97
Figure 63: Gastrointestinal Therapeutics Market, Global, Proportion of Total Company Revenue Attributed to Gastrointestinal, 2015-2022 98
Figure 64: Gastrointestinal Therapeutics Market, Global, Licensing Deals by Region, Year and Value, 2006-2015 100
Figure 65: Gastrointestinal Therapeutics Market, Global, Licensing Deals by Indication, 2006-2016 101
Figure 66: Gastrointestinal Therapeutics Market, Global, Licensing Deals by Stage of Development and Value, 2006-2016 102
Figure 67: Gastrointestinal Therapeutics Market, Global, Licensing Deals by Molecule Type and Molecular Target, 2006-2016 103
Figure 68: Gastrointestinal Therapeutics Market, Global, Co-development Deals by Region, Year and Value, 2006-2016 105
Figure 69: Gastrointestinal Therapeutics Market, Global, Co-development Deals by Indication, 2006-2016 106
Figure 70: Gastrointestinal Therapeutics Market, Global, Co-development Deals by Stage of Development and Value, 2006-2016 107
Figure 71: Gastrointestinal Therapeutics Market, Global, Co-development Deals by Molecule Type and Molecular Target, 2006-2016 108