호산구성 식도염(EoE) : 신규 요법, 미충족 수요 및 TPP 인사이트 리포트(2026년)

Eosinophilic Esophagitis (EoE) Emerging Therapy and TPP Insights

Thelansis's "Eosinophilic Esophagitis (EoE) 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.

Eosinophilic Esophagitis (EoE) Overview

Eosinophilic Esophagitis (EoE), often described as the "asthma of the esophagus," is a chronic, immune-mediated Type 2 inflammatory disease characterized by dense eosinophilic infiltration of the esophageal mucosa, leading to progressive structural remodeling and functional impairment. The disease is driven by Th2-mediated immune pathways and is strongly associated with atopic conditions such as asthma, allergic rhinitis, eczema, and food allergies. Diagnosis is confirmed via endoscopic biopsy demonstrating >=15 eosinophils per high-power field (eos/hpf), localized to the esophagus.

EoE presents with age-dependent clinical manifestations: Pediatric patients commonly experience vomiting, abdominal pain, regurgitation, and feeding difficulties, while adolescents and adults typically present with dysphagia, food impaction, and chest discomfort, often linked to fibrostenotic changes.

The disease follows a progressive course, transitioning from inflammatory to fibrostenotic phenotypes if not adequately managed.

Current treatment strategies include proton pump inhibitors (PPIs), topical corticosteroids (e.g., budesonide, fluticasone), dietary management, and biologics (e.g., dupilumab) in moderate-to-severe cases. For patients with refractory or severe disease, biologic therapies such as dupilumab (IL-4/IL-13 inhibitor) have significantly advanced treatment by targeting the underlying immunological pathways.

Despite therapeutic advancements, EoE remains a chronic, relapsing condition requiring long-term management, with no curative or disease-modifying therapies currently available.

Key Highlights

• The incident EoE population in the United States is estimated at 27,008 cases in 2025, increasing to 28,897 by 2035, reflecting a steady rise driven by improved diagnosis and awareness.
• The prevalent population is significantly larger, projected to grow from 53,671 in 2025 to 57,423 by 2035, highlighting the chronic nature of the disease and long patient duration.
• The diagnosed population is estimated at 46,693 in 2025, increasing to 49,958 by 2035, indicating gradual improvement in diagnosis rates but still suggesting a gap between prevalence and diagnosis.
• A male predominance is observed, with male cases vs female cases increasing by 2035 (2.2:1 ratio).
• EoE affects a broad age range, with the highest burden observed in young and middle-aged adults (21-40 years), though pediatric cases remain clinically significant.
• Disease severity is largely skewed toward moderate cases, followed by severe and mild segments.
• Dysphagia is the most common symptom, affecting 29,948 patients in 2025, increasing to 32,042 by 2035, followed by abdominal pain/dyspepsia and esophageal structural complications.

Market Overview

• The EoE treatment market in the US is projected to grow from $271 million in 2025 to $370 million by 2035, reflecting a CAGR of 3.2-3.5% over the forecast period.
• Short-term growth (2025-2030) is relatively stronger, driven by increased adoption of biologics and improved diagnosis rates.
• PPIs dominate the market (36-40% share), remaining first-line therapy due to cost-effectiveness and accessibility.
• Topical corticosteroids (fluticasone, budesonide) account for 25-30% combined share.
• Biologics (Dupixent/dupilumab) represent a high-growth segment, with share increasing steadily from 4% in 2025 to 4.6%+ by 2035.
• Emerging therapies such as AK002 (lirentelimab), tezepelumab, and APT-1011 contribute incremental revenue, collectively reaching $70M+ by 2035
• Pharmacological therapies dominate, while dietary and supportive therapies contribute smaller shares but remain clinically relevant.

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
• AstraZeneca
• NexEos Diagnostics, Inc.
• Celldex Therapeutics
• Eupraxia Pharmaceuticals Inc.
• Revolo Biotherapeutics
• Celgene
• Ellodi Pharmaceuticals, LP
• Phathom Pharmaceuticals, Inc.
• AQILION AB
• Uniquity One (UNI)
• Regeneron Pharmaceuticals

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)