다발성 경화증(MS) : 시장 전망, 역학, 경쟁 구도, 시장 예측 보고서(2025-2035년)

Multiple Sclerosis (MS) Market Outlook

Thelansis's "Multiple Sclerosis (MS) Market Outlook, Epidemiology, Competitive Landscape, and Market Forecast Report - 2025 To 2035" covers disease overview, epidemiology, drug utilization, prescription share analysis, competitive landscape, clinical practice, regulatory landscape, patient share, market uptake, market forecast, and key market insights under the potential Multiple Sclerosis treatment modalities options for eight major markets (USA, Germany, France, Italy, Spain, UK, Japan, and China).

Multiple Sclerosis (MS) Overview

Multiple sclerosis (MS) is a chronic, immune-mediated, demyelinating, and neurodegenerative disorder of the central nervous system (CNS), driven by autoreactive T- and B-cell infiltration across a compromised blood-brain barrier. This immune-mediated attack leads to focal inflammation, myelin destruction, axonal injury, and progressive neurodegeneration, resulting in the formation of characteristic sclerotic plaques across the brain and spinal cord.

The disease predominantly affects young adults, with clinical presentation marked by episodic neurological deficits such as optic neuritis, motor and sensory impairment, coordination dysfunction, and severe fatigue. Disease progression follows patterns including relapsing-remitting and progressive forms, characterized by dissemination in space and time.

Diagnosis is based on the McDonald criteria, integrating MRI findings (e.g., periventricular lesions such as Dawson's fingers) and cerebrospinal fluid analysis showing oligoclonal bands.

Management has evolved toward a proactive, high-efficacy treatment approach, emphasizing early initiation of disease-modifying therapies (DMTs) to prevent irreversible disability. Current standards prioritize targeted therapies, including anti-CD20 monoclonal antibodies (e.g., ocrelizumab), S1P receptor modulators, and integrin inhibitors, which effectively suppress neuroinflammation and reduce relapse rates.

Despite therapeutic advances, challenges remain in addressing progressive disease, treatment resistance, long-term safety, and neurodegeneration independent of inflammation, highlighting ongoing unmet need in MS management.

Key Highlights

• In the United States, diagnosed MS cases are projected to increase from 717,716 to 737,991, indicating steady growth in disease burden.
• MS predominantly affects young adults, leading to long-term disability and significant socioeconomic impact.
• Treatment paradigm has shifted toward early use of high-efficacy DMTs to delay disease progression.
• Persistent unmet need exists in progressive MS and neurodegeneration beyond inflammation control.
• Increasing focus on B-cell targeted therapies and advanced immunomodulation strategies.

Market Overview

• The United States MS market is projected to grow from $8.6B to $18.5B, reflecting strong and sustained expansion.
• Market growth is driven by:
• Increased adoption of high-cost biologics and targeted therapies (e.g., anti-CD20 agents)
• Expansion of treated patient population and early intervention strategies
• Market value is supported by chronic, lifelong treatment and premium pricing of DMTs.
• Strong pipeline of next-generation therapies targeting remyelination and neuroprotection.
• Future growth will depend on innovations addressing progressive MS and long-term disability prevention.

Insights driven by robust research, including:

• In-depth interviews with leading KOLs and payers
• Physician surveys
• RWE analysis for claims and EHR datasets
• Secondary research (e.g., peer-reviewed journal articles, third-party research databases)

Deliverables format and updates*:

• Detailed Report (PDF)
• Market Forecast Model (MS Excel-based automated dashboard)
• Epidemiology (MS Excel; interactive tool)
• Executive Insights (PowerPoint presentation)
• Others: regular updates, customizations, consultant support
• As per Thelansis's policy, we ensure that we include all the recent updates before releasing the report content and market model.

Salient features of Market Forecast model:

• 10-year market forecast (2025-2035)
• Bottom-up patient-based market forecasts validated through the top-down sales methodology
• Covers clinically and commercially-relevant patient populations/ line of therapies
• Annualized drug-level sales and patient share projections
• Utilizes our proprietary Epilansis and Analog tool (e.g., drug uptake and erosion) datasets and conjoint analysis approach
• Detailed methodology/sources & assumptions
• Graphical and tabular outputs
• Users can customize the model based on requirements

Key business questions answered:

• How can drug development and lifecycle management strategies be optimized across G8 markets (US, EU5, Japan, and China)?
• How large is the patient population in terms of incidence, prevalence, segments, and those receiving drug treatments?
• What is the 10-year market outlook for sales and patient share?
• Which events will have the greatest impact on the market's trajectory?
• What insights do interviewed experts provide on current and emerging treatments?
• Which pipeline products show the most promise, and what is their potential for launch and future positioning?
• What are the key unmet needs and KOL expectations for target profiles?
• What key regulatory and payer requirements must be met to secure drug approval and favorable market access?

Countries Covered

• G8
  • United States
  • EU5
    • France
    • Germany
    • Italy
    • Spain
    • U.K.
  • Japan
  • China

Apart from the G8 Market, adding any additional country data to the dashboard will cost USD 1,750 per country

Companies Mentioned

• Hoffmann-La Roche
• TG Therapeutics, Inc.
• Biogen
• Tr1X, Inc.
• Sanofi
• Biocad
• Kite, A Gilead Company
• Zenas BioPharma (USA), LLC
• Novartis Pharmaceuticals
• AstraZeneca
• Truway Health, Inc.
• Miltenyi Biomedicine GmbH
• Autolus Limited
• Qilu Pharmaceutical (Hainan) Co., Ltd.
• Vidya Therapeutics Inc
• Genentech, Inc.
• Cabaletta Bio
• NeuroGenesis Ltd.
• Tiziana Life Sciences LTD
• Sandoz
• Celgene
• ModernaTX, Inc.
• Amgen
• Contineum Therapeutics
• Abata Therapeutics
• Cellerys AG
• Bristol-Myers Squibb
• Kyverna Therapeutics
• Reveal Pharmaceuticals Inc.
• Eli Lilly and Company
• Juno Therapeutics, Inc., a Bristol-Myers Squibb Company
• Motric Bio
• LAPIX Therapeutics Inc.
• Inventage Lab., Inc.
• Ever Supreme Bio Technology Co., Ltd.
• AB Science
• Ashvattha Therapeutics, Inc.
• Immunic AG
• GlaxoSmithKline
• ImStem Biotechnology
• Anokion SA
• Clene Nanomedicine
• Actelion
• Genzyme, a Sanofi Company

Table of Contents

1. Key Findings and Analyst Commentary

• Key trends: market snapshots, SWOT analysis, commercial benefits and risks, etc.

2. Disease Context

• Disease definition, classification, etiology and pathophysiology, drug targets, etc.

3. Epidemiology

• Key takeaways
• Incidence / Prevalence
• Diagnosed and Drug-Treated populations
• Comorbidities
• Other relevant patient segments

4. Market Size and Forecast

• Key takeaways
• Market drivers and constraints
• Drug-class specific trends
• Country-specific trends

5. Competitive Landscape

• Current therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key current therapies - profiles and KOL insights
• Emerging therapies
• Key takeaways
• Notable late-phase emerging therapies - profiles, launch expectations, KOL insights
• Notable early-phase pipeline

6. Unmet Need and TPP Analysis

• Top unmet needs and future attainment by emerging therapies
• TPP analysis and KOL expectations

7. Regulatory and Reimbursement Environments (by country and payer insights)

8. Appendix (e.g., bibliography, methodology)