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1、GlobalPharmaceuticalsPrimerontheDepressionMarket§DepressionStillaLargeMarket,withPotentialtoReturntoGrowth:DepressionremainsatherapeuticareaofsignificantinvestorinterestgiventhelargepatientpopulationApril3,2019RESEARCHANALYSTSVamilDivan,MD(212)538-5394vamil.divan@credit-suisse.comUyEa
2、r(212)325-1729uy.ear@credit-suisse.comInancCaner(212)325-5051inanc.caner@credit-suisse.comMichaelV.Morabito,Ph.D.(212)-325-7298michael.morabito@credit-suisse.comEuropeanPharmaTeam(44)-207-888-0304creditsuisse.pharmateam@credit-suisse.com(~16.5MMadultsandgrowingintheUSalone)andtheimpa
3、ctthemarketcanhaveonmultiplebiopharmacompanies,withsalesof$4Bnin2018(comingmostlyfromgenericproducts)andgrowingto$6Bnby2026basedonourestimates.Wearepublishingaprimeronthedepressionspacewithalookatcurrentmarkettrendsandthelatestnoveldrugsthatlooktodisruptthemarket.Wewillalsodiscussthis
4、variousdynamicsinthismarketduringoneofourexpertpanelsatour11thAnnualTherapeuticsDaythisFriday,April5.Pleaseletusknowifyouneedmoreinformationonthisevent.§NovelMechanismsLookingtoRejuvenateGenericizedMarket:GenericversionsofolderdrugswithsimilarMOAs(e.g.,SSRIs,SNRIs,NDRIs)currentlyaccou
5、ntfor80%ofprescriptionsintheanti-depressionmarket.Deliveringpositiveclinicaldataindepressiontrialsremainnotoriouslychallenginggivenunpredictableplaceboresponseratesseeninthesetrials.However,weareseeingarenewedinterestbybiopharmacompaniestodevelopnovelanti-depressantswithdifferentmecha
6、nismstoaddresswhatremainsanareaofsignificantunmetmedicalneedandwherethereisapotentiallylargemarketopportunity.§Spravato,ZulressoNewEntrantsIntoAnti-DepressantMarket:BothJNJ’sSpravato(esketamine)fortreatment-resistantdepressionandSAGE’sZulresso(brexanolone)forpost-partumdepressionareno
7、wFDA-approvedandhighlighttheinnovationwecontinuetoseeinthedepressionmarket.However,commercializationandreimbursementdynamicswillbeimportanttowatchforbothproductsgiventhattheirindicationsareforspecificsub-segmentsofthebroaderdepressionpopulationanduniquefeaturesaroundhowthesedrugswillb
8、eadmi
