스타가르트병 : 신규 요법, 미충족 수요 및 TPP 인사이트 보고서(2026년)

Stargardt Disease Emerging Therapy and TPP Insights

Thelansis's "Stargardt Disease Emerging Therapy, with Unmet Needs and TPP Insights Report - 2026" provides a comprehensive analysis of the emerging competitive landscape, unmet needs, target product profiles (TPPs), trial designs, and KOL insights on key emerging therapies and key drug development opportunities in the indication.

Stargardt Disease Overview

Stargardt disease (STGD1) is the most common form of inherited juvenile macular degeneration, primarily caused by autosomal recessive mutations in the ABCA4 gene. This defect disrupts the transport of vitamin A derivatives, leading to toxic accumulation of bisretinoid compounds (lipofuscin) within the retinal pigment epithelium (RPE).

The resulting metabolic dysfunction drives progressive macular atrophy and secondary photoreceptor degeneration, clinically manifesting as loss of central vision, impaired color perception, and difficulty with dark adaptation, typically presenting in childhood or adolescence.

Diagnosis is supported by advanced imaging modalities such as optical coherence tomography (OCT) and fundus autofluorescence (FAF), which reveal characteristic retinal flecks and macular thinning.

Currently, there are no approved disease-modifying therapies, and management is largely supportive. However, the therapeutic landscape is evolving rapidly, with investigational approaches including visual cycle modulators, gene therapies, and cell-based treatments aimed at reducing toxic metabolite accumulation and preserving retinal function.

Key Highlights

• The incident Stargardt disease population is relatively small but steadily increasing, from 582 cases in 2025 to 622 cases by 2035, reflecting gradual improvements in diagnosis and genetic screening.
• The prevalent population is estimated at 27,426 cases in 2025, increasing to 29,343 by 2035, highlighting the chronic and progressive nature of the disease.
• The treated patient population remains high (89% treatment rate), increasing from 24,409 patients in 2025 to 26,116 by 2035, largely driven by supportive care and emerging therapy access.
• A female predominance (62%) is observed compared to males (38%), consistent across the forecast period.
• Disease burden spans across age groups but shows higher prevalence in middle-aged and older cohorts (40-70 years), reflecting cumulative disease progression over time.
• Despite treatment availability, there remains a significant unmet need, as current therapies do not address the underlying genetic cause or halt disease progression.

Market Overview

• The Stargardt disease market is currently small and largely supportive-care driven, with total market size estimated at $46.7M in 2025, projected to decline slightly in legacy segments but expand overall with pipeline entry.
• Supportive therapies dominate early years, contributing $46-47M annually (2025-2028), but decline to $25M by 2035 as novel therapies gain share.
• Pipeline therapies collectively generate substantial revenue post-2030, with:
• AAVB-039 emerging as a dominant contributor (~$1.5Bn by 2035)
• OCU410ST reaching $320M by 2035
• ALK-001 and Emixustat also showing steady uptake
• The total market transitions from a low-value, fragmented landscape to a high-growth, innovation-driven market, with gene and cell therapies driving exponential value expansion.

Insights driven by surveys* with physician / key opinion leaders:

• Survey findings are corroborated and enriched by insights from interviews with leading KOLs
• Survey is customized based on client requirements

Deliverables format:

• PowerPoint presentation
• MS Excel

Key business questions answered:

• Detailed emerging competitive landscape
• Pipeline analysis
• Target patients for emerging therapies
• Key companies
• Key mechanism of actions
• Launch date estimates, etc.
• Clinical trial landscape analysis
• Target patient segments
• Trial endpoints
• Trial design
• Recruitment criteria, etc.
• Unmet Needs and Opportunities
• Performance of key current therapies
• Top areas of unmet needs
• Opportunity sizing for key unmet needs
• Target Product Profiles
• Attributes and levels
• Physician likelihood of prescribing
• Expected patient shares
• KOL insights on key emerging therapies
• Level of awareness
• Expected use / line of therapy
• Extent to fulfil key unmet needs
• KOL quotes

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

• Sanofi
• Alkeus Pharmaceuticals, Inc.
• AAVantgarde Bio Srl
• Ray Therapeutics, Inc.
• Ocugen
• Splice Bio
• Heronova Pharmaceuticals
• Belite Bio, Inc
• Ascidian Therapeutics, Inc
• VeonGen Therapeutics GmbH
• Astellas Pharma Global Development, Inc.

Table of Contents

1. Key Findings and Analyst Commentary

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

2. Competitive Landscape

• Current therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key current therapies - profiles and KOL insights
• Emerging therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key emerging therapies - profiles and KOL insights

3. Product Attribute Analysis

• Key takeaways
• Scientific attributes
• Commercial attributes
• Product positioning

4. Primary Market Research

• Current treatment landscape
• Key therapies vs. focused patient segment
• Key attributes and benefits
• Futures treatment landscape
• Current challenges
• Unmet needs
• Emerging therapies
• Key therapies vs. focused patient segment
• Key attributes and benefits
• Futures treatment landscape
• Unmet needs and KOL expectations

5. Unmet Need and TPP Analysis

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

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

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