다발성 경화증 : 신규 요법, 미충족 수요 및 TPP 인사이트 리포트(2026년)

Multiple Sclerosis (MS) Emerging Therapy and TPP Insights

Thelansis's "Multiple Sclerosis (MS) 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.

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 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

• 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 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)