EXECUTIVE SUMMARY
During the last five years, eight anticancer kinase inhibitors received FDA
approval, increasing recognition of kinases as an important class of drug
targets. In order to comprehensively assess the scientific, clinical, and
commercial progress and prospects in this field, the following surveys were
carried out exclusively for this report: a search of Pharmaprojects, the
leading database tracking pharmaceutical R&D worldwide; a survey of the
last six years of kinase-related patenting at the US PTO; and an on-line
survey of pharmaceutical industry and academic personnel.
We forecast that the kinase-targeted drug market will grow from $12.7
billion in 2005 to $58.6 billion in 2010. Cancer (mainly solid tumors)
will remain the dominant application throughout the forecast period.
Reversible protein phosphorylation, catalyzed by kinases, is a ubiquitous
mechanism for the control of signal transduction networks that regulate
many vital biological processes. Cancer and other proliferation-related
disorders are associated with stimulation of intra-cellular signaling, and
since kinases (most of the time) positively relay signaling events, their
inhibition offers a powerful way to block aberrant signal transduction
cascades. The focus throughout this report is on inhibitors of protein
kinases, although, where appropriate, protein kinase stimulators are also
discussed, as are modulators of lipid and sugar kinases.
The search of the Pharmaprojects database generated 803 drug profiles
representing 243 unique companies, 184 unique targets, and 68 unique
indications/drug types. A subsequent search of the Entrez Gene database
for human genes with kinase activity led us to conclude that (according to
Pharmaprojects) 145 kinase-related genes are currently drug targets, while
627 kinase-related genes remain unexplored as drug targets.
Examination of the Pharmaprojects dataset revealed that the kinase drug
market is at an early stage; overall 80% of drugs are still in preclinical
development. By far the largest indication for kinase-targeted drugs,
almost 41% of the total, is cancer. Of the top five kinase drug targets,
only one is not primarily a cancer target. Other important indications for
kinase-targeted drugs include inflammation, arthritis, diabetes, and
cardiovascular disease. Of the top ten companies most active in this area,
only Pfizer, Novartis, AstraZeneca, and GlaxoSmithKline have launched
products.
Currently, the emphasis is on small molecule approaches to kinase
inhibition. The majority of the respondents to our on-line survey felt
that small molecule inhibitors were preferable to monoclonal antibodies and
that multi-target kinase inhibitors were more likely to prove commercially
successful that single-target inhibitors. Now that many kinases have been
sequenced and their structures have been determined, more efficient
approaches to small molecule kinase inhibitor discovery are urgently
needed. We discuss recent advances in this area, with a particular focus
on the development of newassays for use in high throughput screening for
potential inhibitors, specificity profiling of candidate drugs, and
identifying physiological substrates of targeted kinases.
Despite the current focus on small molecule inhibitors, the industry
appears to be moving towards a more balanced portfolio of small molecules
and biopharmaceuticals. According to Pharmaprojects, more than 20% of
kinase-targeted drugs in development, especially those addressing cancer,
are biopharmaceuticals. Our patent search identified 3,687 kinase-related
US patents and patent applications filed since January 2000 and revealed
that they are being filed at a steady rate of around 730 per year. Amongst
other findings, the data on patented materials suggest that many more
innovative biotherapeutics targeting kinases can be expected over the next
10-15 years.
We review established and emerging kinase drug targets in cancer and the
status and nature of drugs directed at them. A large proportion of
late-stage clinical trials target receptor tyrosine kinases. The discovery
of activating and resistance mutations has fueled the drive towards
mutation-specific therapies that could provide patients with a drug that
matches the genetic profile of their biopsied tumor. While some companies
endeavour to design highly selective single-target inhibitors, others are
developing multi-target kinase inhibitors. Companies betting on the latter
approach can screen drugs for desirable effects on cancer processes such as
proliferation or angiogenesis which are mediated by kinases frequently
mutated or overexpressed in tumors, without investing heavily in the
technologies needed to develop highly selective drugs.
Outside of cancer, the only launched drugs are agents which were not
developed with kinase modulation in mind, but are now known to affect
disease-associated kinases. Although kinase-targeted drugs are currently
under investigation for over 50 unique indications, most commercial
activity centres in the areas of inflammation and tissue injury, diabetes
and cardiovascular disease. We review the progress that is being made in
these areas, the major kinase drug targets and the status and nature of
drugs directed at them.