EXECUTIVE SUMMARY
Protein kinases play a central role in diverse signal transduction
pathways involved in the control of cell growth, metabolism,
differentiation, and apoptosis. The 518 human protein kinase genes
which were identified in 2002 offer a bewildering choice of
potential kinase targets.
Although this is nascent market, the first two widely launched
agents, Genentech's Herceptin and Novartis' Gleevec, have already
achieved combined sales of $1 billion in 2002. We are forecasting
sales of $4.6 billion for 2007, mainly in the therapeutic area of
cancer.
Beginning with an overview of the kinase family and the signaling
pathways in which kinases play a key role, this report
comprehensively reviews and assesses kinase targets currently under
commercial investigation, and highlights unexplored areas of
opportunity. The scope is wide, covering small molecule, monoclonal
antibody, antisense and RNA-based kinase inhibitors under commercial
development for a broad range of clinical indications. Although most
endeavour is currently directed at the development of kinase
inhibitors, kinase activation is also of potential importance, and
developments in this area are included.
Kinase inhibitors under commercial development are directed at
extracellular as well as intracellular kinase targets. Most agents
target the kinase catalytic domain. We report on ongoing efforts to
improve traditional ATP competitive inhibitors and develop
alternative approaches to inhibition of kinase catalytic function.
We also review traditional agents targeting extracellular ligand-
binding kinase domains, as well as newer agents targeting kinase
activation domains and substrate binding domains.
Proteomic technologies are enabling rational drug design, providing
new insights into conformational variability between kinases, and
expanding our understanding of the role of kinases in health and
disease.
The rate of drug discovery in this area is set to accelerate. This
is likely to be enabled by the growing trend to direct the early
portion of the drug discovery process toward target gene families,
rather than therapeutic areas. We review curent trends in kinase
drug discovery, highlight promising proprietary approaches to target
identification, target validation, lead generation, and lead
optimization, and identify issues of special relevance to kinase
drug discovery, such as inhibitor specificity, surrogate biomarkers,
and substrate identification.
Protein kinase genes are commonly mutated or dysregulated in cancer,
and as a result rationally designed kinase inhibitors are set to be
major players in the next generation of targeted cancer therapies.
The trailblazing targeted anti-cancer kinase inhibitors Herceptin
and Gleevec have given the world a foretaste of personalized
medicine of the future. We review kinases which have been considered
prime targets for the development of selective inhibitors - the
epidermal growthfactor receptor kinase family, kinases involved in
hematologic malignancies, kinases involved in the neo-
vascularization of tumors, the protein kinase C family, and the cell
cycle regulating kinases. The range of kinase targets has been
steadily expanded to include other kinase families believed to play
an important part in the etiology of cancer. We comment on positive
findings as well as setbacks encountered and highlight areas of
opportunity.
Outside the cancer field, blockbuster potential resides in kinase-
targeting drugs in late stages of clinical development for the
treatment of inflammatory diseases and for the treatment of diabetic
microvascular complications. In rheumatoidarthritis, potential
challenge to injectable biologics comes in the form of orally active
small molecule inhibitors of p38 kinase. Protein kinase C-targeting
inhibitors in clinical trials address the causes of diabetic
retinopathy, for which no treatments currently exist. Promising
agents for treating insulin resistance associated with type 2
diabetes are also under investigation.
The range of clinical indications for kinase inhibitors is being
extended with preclinical studies and early stage clinical trials
addressing diseases as diverse as neurodegenerative diseases,
osteoporosis, macular degeneration, septic shock, bacterial
infections, and viral infections.
Despite the progress so far, many promising targets in cancer and
other diseases remain unexplored. In 2002, the Human Kinome Project
(HKP) published findings which revealed that 164 kinases map to
cancer loci and a further 80 kinases map to loci implicated in other
diseases. Many of those potential kinase targets in cancer have yet
to be explored. Likewise, important non-malignant conditions
associated with specific kinases identified by the HKP are not
currently a major focus of investigation.
The report profiles 30 key companies active in the kinase drug
discovery, which includes small specialist companies, commercial-
stage biotech companies, and large pharmaceutical companies.
Information is provided on recent acquisitions and collaborations in
this area. Although the report is focused on protein kinases,
company profiles also contain information on drugs targeting protein
phosphatases, which despite their potential importance, are
currently few in number.