globaldataThe lupus market, which is set to reach $3.2 billion by 2025 and has historically been dominated by inexpensive generic drugs, will see a future R&D landscape dominated by partnerships among Big Pharma and small biotech, according to research and consulting firm GlobalData.

GlobalData’s report states that drug development for systemic lupus erythematosus (SLE) and lupus nephritis (LN) is associated with high risk of late-stage failures, but also high rewards in terms of commercial potential.

Given the enormous challenges and hurdles faced by companies in the past when developing products for the management of SLE and LN, pharmaceutical companies are pursuing a range of different strategies to build their product portfolios.

Sebastian S. Gehrke, PhD, Healthcare Analyst for GlobalData, explains: “Companies are focusing on a very narrow patient population in the SLE market. Clinical trials tend to recruit treatment-naïve SLE patients with high disease activity, as this patient population has been shown to have the greatest measurable benefit for a possible clinical outcome.”

“The high risk associated with late-stage failure means that the burden of development is mostly in the hands of small biotechnology companies such as Anthera, Aurinia, and ImmuPharma, or is shared among the larger players by strategic partnerships. For example, anifrolumab is developed by AstraZeneca and licensed from Bristol-Myers Squibb (BMS), and Orencia is co-developed by BMS and Ono.”

While in the past LN pipeline drugs were developed to rescue a potential pipeline product developed for SLE or to seek label extension for drugs already approved for the disease such as GlaxoSmithKline’s Benlysta, GlobalData anticipates that a new corporate strategy in the lupus market is emerging, wherein development programmes are aimed specifically at approval for LN (Aurinia’s voclosporin), or aimed at both SLE and LN (Anthera’s blisibimod and AstraZeneca’s anifrolumab).

Whereas GlobalData expects anifrolumab to be the market leader in LN by 2025, with annual sales of $144.9 million, a tremendous amount of unmet need will still be unaddressed, giving other players plenty of opportunity to enter the field.