EXECUTIVE SUMMARY
Traditionally, diseases have been classified based on physiological
symptoms and diagnostic methods often detected substances only
indirectly correlated with a particular disease. As our
understanding of the molecular basis of diseases increases, so does
our ability to select the most appropriate molecular markers of
different diseases. Both proteins and nucleic acids may be specific
markers of disease and have diagnostic utility.
Based on deeper understanding, molecular diagnostics are being
designed to enable early diagnosis of disease, prediction of
individual drug responses (theranostic tests), and determination of
genetic susceptibility to disease (predisposition tests).
Molecular diagnostics are transforming the pharmaceuticals market.
Earlier diagnosis permits earlier prescription of appropriate
medications and may offer a broader range of therapeutic options;
information about individual drug responses enables choice of the
most effective drugs for the indiviual patient and avoidance of
drugs likely to cause toxic side effects; information about disease
predisposition may enable preventative drug treatment. In addition,
new drugs are increasing being developed in conjunction with a
diagnostic based on the same molecular target. Companies that
develop novel gene- or protein-based molecular diagnostics may
obtain intellectual property protection and, therefore, may
generate higher margins than has traditionally been the case in the
diagnostics industry.
Molecular diagnostics that are showing strong growth use two
technology platforms - immunoassay and nucleic acid testing (NAT).
The report reviews developments in both immunoassay technology and
NAT technology which are leading to the development of improved
molecular diagnostics. Technologically advanced rapid assay formats
are driving a point-of-care (POC) market in immunoassays. In the
post-genomic era, the potential for new protein biomarker discovery
is enormous. Developments in amplification techniques, genotyping
methods, DNA microarrays and microfluidics are revolutionizing NAT-
based diagnostic testing. A number of efforts are currently
underway to discover numerous associations between single
nucleotide polymorphisms (SNPs) and diseases.
This report focuses on high growth potential immunoassays
(principally tumour markers, together with specialty tests such as
cardiac, bone, and neurological markers) and nucleic acid tests.
The market for such tests was estimated to be worth $2.1 billion
worlwide in 2001 (37% of which were NAT tests). This market is
forecast to grow at a compound annual growth rate of 16%, to $5
billion worldwide by 2007, of which 50% by value will be NAT tests.
This growth rate greatly exceeds that of the IVD market as a whole,
which is subject to severe cost containment pressures in most
national markets, and is unlikely to increase by more than 4-5% per
year.
Our forecast annual growth rates for the leading application groups
are: tumour markers 8%, speciality immunoassay markers 15%, NAT for
infectious disease 21% (except genotyping applications, where we
forecast 44%), cancer screening (NAT) 34%, genetic testing 10%, and
predispositional/theranostic testing (NAT) 26%. The leading
application by sales volume is (and is expected to remain) NAT-
based infectious disease testing.
The markets for these tests overall will grow slowly in Japan,
somewhat faster in the US, and relatively rapidly in Europe (with
the exception of Italy). By the end of the forecast period, both
the US and Europe will each have around 35% of the worldwide IVD
market. Faster growth rates and therefore superior commercial
opportunities are expected in Latin America and a few other
developing regions. The major suppliers of established immunoassay
systems have proved able to leverage their experience in dealing
with clinical laboratories in order also to become leading
suppliers of NAT products. Such companies include Roche, Abbott,
and Bayer, which have at least 30% of the market between them.
Molecular diagnostics have already made an impact on the diagnosis
and management of communicable diseases, cardiovascular disease and
cancer. This report surveys recent developments in each of these
therapy areas with an emphasis on commercial products recently
launched and those under development.
Infectious diseases are the leading cause of death worldwide and
take third place in the US. A particular area in which rapid
immunoassays are currently making an impact is parasitology, where
traditional diagnosis requires microscopy expertise. Early and
sensitive detection of viruses and bacteria is currently achieved
by means of nucleic acid testing using amplification technologies.
Viral load testing has become standard for management of HIV,
hepatitis C virus (HCV), and human cytomegalovirus infections,
while nucleic acid probe-based testing for HIV and HCV is now in
general use for the entire US blood supply. There is a growing
clinical acceptance that genotyping to detect emerging drug
resistance is vital in guiding the treatment of viral infections.
Coronary artery disease (CAD) remains the number one killer in the
western world, causing 50% of all death, and is also responsible
for 15%-20% of all deaths in developing countries. The market for
rapid cardiac immunoassays is particularly dynamic with many new
products entering the market. This report reviews emerging protein
biomarkers for cardiovascular risk assessment tests and those for
early detection of myocardial infarction and congestive heart
failure. Predisposition tests on the market and under commercial
development detect genetic polymorphisms indicating increased risk
for conditions associated with cardiovascular diseases, in
particular hypertension or chronic inflammation. Pharmacogenomic
tests are becoming available which predict an individual's response
to marketed statins or ACE inhibitors.
Cancer is the second most common cause of pathological death in
developed coutries after cardiovascular disease and is a growing
market due to the ageing population. Currently, cancer IVDmarket
consists predominantly of immunoassay-based methods which detect
tumor markers only indirectly correlated with the cancer. Newer
tests have better specificities. Theranostic tests based on protein
biomarkers already exist and allow selection of cancer patients for
treatment with the drug Herceptin. A number of companies are
developing tests which aim to detect genomic abnormalities
associated with early-stage cancer. Predisposition tests based on
sequencing are available for the major hereditary forms of cancer.
Pharmacogenomic tests which will allow tailoring chemotherapeutic
therapy to the genetic characteristics of an individual patient and
his or her tumor have began to appear on the market. Post-genomic
technologies are also enabling researchers to discover molecular
signatures of different cancers which may enable earliest possible
pre-symptomatic diagnosis.
Rapid POC immunoassays based on specific, often novel biomarkers
are increasingly employed in prenatal diagnosis, and in the
detection and management of a variety of medical conditions and
illnesses. Nucleic acid testing already plays an important role in
prenatal and pre-implantation diagnosis, identity testing and other
conditions. Genetic susceptibility tests for conditions such as
periodontal disease, osteoporosis, and diabetes have been
developed. Theranostic tests are also becoming available for the
prediction of susceptibility to adverse drug reactions, and
prediction of responses to drugs used in the treatment of
Alzheimer's disease, asthma, rheumatoid arthritis, and
schizophrenia.
Molecular diagnostics are expected to play an important role in
bioterrorism preparedness. Rapid tests to determine the presence of
anthrax and other biological warfare agents in the environment
already exist, and more sensitive tests are in development.
Molecular diagnostics are also being developed for the rapid
detection of anthrax in clinical samples.