| Major developments are likely in both the IVD | | | | Overview 47 |
| market and in imaging-based modalities, like | | | | Flow cytometry 48 |
| computed tomography, with the emphasis being | | | | Case study 49 |
| upon the personalized medicine approach, where | | | | CellSearch 49 |
| demand will come from physicians, patients and | | | | Cervical screening 50 |
| payors – all of whom want more effective | | | | Cytogenetics 52 |
| treatments and value for money. | | | | Chapter 3 Innovations in molecular diagnostics 56 |
| This report analyzes the latest innovations in | | | | Summary 56 |
| oncology diagnostics and identifies the most | | | | Introduction 57 |
| exciting new technologies and trends, ranging | | | | DNA, genes and chromosomes 59 |
| from body imaging and cytology to molecular | | | | Fluorescence in situ hybridization (FISH) 59 |
| diagnostics and pharmacogenomics. The report | | | | PCR and variants 60 |
| also identifies the key challenges facing innovative | | | | Case study 61 |
| diagnostics companies. | | | | HPV testing 61 |
| Key Features of this report | | | | Immunoassays and biomarkers 62 |
| •Analysis the latest innovations in diagnostics | | | | Case study 66 |
| imaging in the oncology sector, covering Magnetic | | | | Ovarian cancer 66 |
| Resonance Imaging (MRI), x-ray, Computed | | | | PSA testing 68 |
| Tomography (CT), ultrasound, Positron Emission | | | | Other areas of research 70 |
| Tomography (PET), Single Photon Emission | | | | Epigenomics 71 |
| Computed Tomography (SPECT) and Flow | | | | Microarrays 72 |
| Cytometry. | | | | Comparative genomic hybridization (CGH) 73 |
| •Analyzes the latest innovations in molecular | | | | Case study 74 |
| diagnostics and how they impact the diagnostics | | | | Almac 74 |
| market. The report covers technology including | | | | DiaGenic 74 |
| fluorescence in situ hybridization (FISH), | | | | Overview of clinical applications of molecular |
| polymerase chain reaction (PCR), HPV testing, | | | | diagnostics 74 |
| immunoassays & biomarkers, microarrays | | | | BCR-ABL 74 |
| and comparative genomic hybridization (CGH). | | | | LOH 75 |
| •Analyzes the latest innovations in | | | | MSI 75 |
| pharmacogenomics and covers the major | | | | Chapter 4 Innovations in pharmacogenomics 78 |
| applications for familial cancer, breast cancer, colon | | | | Summary 78 |
| cancer and lung cancer. Also, the report provides | | | | Introduction 79 |
| an overview of the regulatory and intellectual | | | | Familial cancer 79 |
| property environment for genetic-based tests. | | | | Breast cancer 80 |
| •Looks at the key commercial challenges for | | | | Colon cancer 81 |
| innovative diagnostics companies, including the | | | | Melanoma 81 |
| impact of the recession, reimbursement, | | | | Case study 82 |
| regulatory changes, pharmacoeconomics and the | | | | IP challenge 82 |
| relationship between industry and academia. | | | | Response to therapy 83 |
| The report Includes in-depth case studies on the | | | | Cytochrome P450 variants 86 |
| potential technologies available in core areas of | | | | HER2 overexpression 86 |
| un-met need such as ovarian cancer and | | | | The FDA, EMEA and PGx labeling 88 |
| colorectal cancer. | | | | Case study 89 |
| Key benefits of this report | | | | TheraScreen: KRAS 89 |
| •Understand the latest innovations in the | | | | BioTheranostics: Breast cancer 89 |
| oncology diagnostics market in the core areas | | | | Clarient: Breast cancer 90 |
| – diagnostic imaging, molecular diagnostics and | | | | Marker validation for erlotinib in lung cancer 90 |
| pharmacogenetics. This includes market | | | | Companion diagnostics 91 |
| information and an analysis of the scientific | | | | Chapter 5 Challenges in the oncology diagnostics |
| literature so as to identify what is really | | | | sector 94 |
| innovative. | | | | Summary 94 |
| •Identify what the key areas of unmet need | | | | Introduction 95 |
| are in the oncology diagnostics market and | | | | Reimbursement funding 97 |
| understand which products have the greatest | | | | Educated patients = educated decisions 98 |
| potential over the next decade. | | | | Regulation 99 |
| •Understand what the greatest challenges are | | | | Pharmacoeconomics 101 |
| for oncology diagnostics and what the best | | | | Emerging markets 104 |
| strategies are for coping with these obstacles. | | | | Partnerships between drug companies & |
| •Understand the competitive landscape and | | | | academia 105 |
| what companies are leading the way in terms of | | | | Research & development 106 |
| innovation, and what the latest partnerships | | | | Mergers & acquisitions 109 |
| regarding companion diagnostics. | | | | Chapter 6 Competitive landscape 112 |
| •Business Insights has identified five key areas | | | | Summary 112 |
| of innovation in the diagnostics markets, use this | | | | Introduction 113 |
| to help guide company strategy. | | | | Abbot Diagnostics 113 |
| Key findings from this report | | | | Affymetrix 114 |
| Molecular diagnostics and biomarkers are the key | | | | Beckman Coulter 116 |
| drivers of the oncology diagnostics market. | | | | Becton Dickinson 117 |
| Despite the deep economic recession, R&D | | | | Bio-Rad Laboratories 119 |
| spending has held up for oncology diagnostics | | | | Gen-Probe 120 |
| companies. However, M&A activity has been | | | | Johnson & Johnson (J&J) 121 |
| impacted with the value of deals conducted in | | | | Ortho Clinical Diagnostics 121 |
| 2009 far below the peak year of 2007. | | | | Luminex 121 |
| Partnerships between diagnostic firms and | | | | Tm Bioscience 122 |
| pharmaceutical firms represents the future of the | | | | Nanogen 122 |
| industry and the number of companion deals has | | | | Roche Diagnostics 123 |
| been increasing in the past few years. | | | | Siemens Healthcare Diagnostics 126 |
| Virtual colonoscopy - using CT scans to build a | | | | Sysmex 126 |
| picture of the colon - is becoming an increasingly | | | | Future perspectives in the oncology diagnostics |
| accepted alternative to invasive colonoscopy for | | | | market 127 |
| colorectal screening in high risk groups and the | | | | Science 127 |
| general population. This presents a sizeable market | | | | Infrastructure 128 |
| opportunity. | | | | Adoption of innovation 130 |
| Interesting research is being conducted in both | | | | Companion diagnostics 131 |
| ovarian cancer and for prostate cancer, which | | | | Chapter 7 Appendix 135 |
| could have wide-market implications. Specifically, | | | | Glossary 135 |
| companies are looking to validate new biomarkers | | | | Index 138 |
| to create more accurate tests. | | | | List of Figures |
| Key questions answered by this report | | | | Figure 1.1: Leading sites of new cancer US, 2009 |
| What is the market potential for in vitro diagnostic | | | | 22 |
| products? | | | | Figure 1.2: Leading sites of new cancer in |
| What is the market forecast for oncology | | | | developing countries, 2007 23 |
| diagnostics? | | | | Figure 1.3: Information required by oncologist pre |
| What are the key innovations in diagnostic testing | | | | post diagnosis 27 |
| and diagnostic imaging? | | | | Figure 1.4: Oncology diagnostics forecasts ($bn), |
| What are the major areas of unmet need in | | | | 2007-14 30 |
| oncology diagnostics? | | | | Figure 2.5: Example of the use of 3D |
| What are the most promising technology areas in | | | | tomosynthesis imaging 39 |
| oncology diagnostics, and which companies are | | | | Figure 2.6: Number of CT scans in the US, |
| exploiting these? | | | | 1995-2008 43 |
| What will be the key trends impacting the market | | | | Figure 2.7: Women having mammograms (%) in |
| in the long-term? | | | | the US, 2004* 45 |
| How can big pharma fully exploit the opportunities | | | | Figure 2.8: Global flow cytometry market forecast |
| in the oncology diagnostics sector? | | | | ($bn), 2008-14 48 |
| | | | | Figure 3.9: IV diagnostics market forecast ($bn), |
| Abbott Diagnostics | | | | 2007-2014) 58 |
| Affymetrix | | | | Figure 3.10: Use of biomarkers 63 |
| Beckman Coulter | | | | Figure 3.11: Obstacles to biomarker development |
| Beckton Dickinson | | | | 64 |
| Bio-Rad | | | | Figure 3.12: US 5-year survival (%) for ovarian |
| Gen-Probe | | | | cancer at time of diagnosis 67 |
| Johnson & Johnson | | | | Figure 4.13: Myriad: Molecular diagnostics sales |
| Luminex | | | | ($m), 2005-09 83 |
| Nanogen | | | | Figure 4.14: Number of biologics regulated by |
| Roche Diagnostics | | | | CDER that have existing PGx information 85 |
| Siemens | | | | Figure 4.15: Herceptin therapy cost ($) per patient |
| Sysmex | | | | relative to HER2 testing 87 |
| | | | | Figure 5.16: Decline in S&P global sector |
| | | | | indices (%), 12 months to December 2008 96 |
| | | | | Figure 5.17: IV diagnostics risk-based classification |
| Table of Contents : | | | | 100 |
| Innovations in oncology diagnostics | | | | Figure 5.18: FDA validated biomarkers by |
| Executive summary 10 | | | | therapeutic area, September 2009 102 |
| Setting the scene 10 | | | | Figure 5.19: Roche Diagnostics regional sales |
| Innovations in diagnostic imaging 11 | | | | (CHFm), 2008 105 |
| Innovations in molecular diagnostics 12 | | | | Figure 5.20: Leading diagnostic firms increase in |
| Innovations in pharmacogenomics 13 | | | | R&D spend (%) y-o-y, 2008 107 |
| Challenges in the oncology diagnostics sector 14 | | | | List of Tables |
| Competitive landscape 15 | | | | Table 1.1: WHO cancer mortality forecasts by |
| Chapter 1 Setting the scene 18 | | | | region (‘000), 2008-30 21 |
| Summary 18 | | | | Table 1.2: In vitro diagnostics market forecast |
| Introduction 19 | | | | ($bn), 2008-14 29 |
| Cancer facts, current and projected 19 | | | | Table 2.3: Overview of imaging systems 37 |
| History of oncology diagnostics 23 | | | | Table 2.4: Mortality reduction (%) attributed to |
| Elements of a cancer diagnosis 26 | | | | FOBT screening, 1985-96 41 |
| Pathology 27 | | | | Table 2.5: Organ radiation data from various clinical |
| Oncology diagnostics market 28 | | | | studies 44 |
| Chapter 2 Innovations in diagnostic imaging 34 | | | | Table 3.6: Extensively investigated cancer |
| Summary 34 | | | | biomarkers 65 |
| Introduction 35 | | | | Table 3.7: Market potential for Epigenomics' cancer |
| Body imaging 35 | | | | specialty tests 72 |
| Overview 35 | | | | Table 4.8: Absent/incomplete efficacy (%) of |
| X-ray 38 | | | | drugs by therapeutic class 84 |
| Breast cancer 38 | | | | Table 5.9: Leading M&A deals in the |
| Computed tomography 40 | | | | diagnostics industry ($m), 2009 109 |
| Lung cancer 40 | | | | Table 6.10: Sales for the leading innovative |
| Colon cancer 40 | | | | oncology diagnostics companies ($m), 2006-08 113 |
| Others 42 | | | | Table 6.11: Beckman Coulter R&D investment |
| Ultrasound 44 | | | | ($m), 2004-08 116 |
| Magnetic resonance imaging 44 | | | | Table 6.12: Bio-Rad sales ($bn) 2004-2008 119 |
| Nuclear medicine – PET & SPECT 45 | | | | Table 6.13: Roche Diagnostics sales by division |
| Case study 47 | | | | (CHFm), H109 123 |
| HYPERImage 47 | | | | Table 6. |
| Cytology 47 | | | | |