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

Asthma Emerging Therapy and TPP Insights

Thelansis's "Asthma 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.

Asthma Overview

Asthma is a chronic inflammatory airway disease characterised by variable, reversible airflow obstruction, bronchial hyperresponsiveness, and airway remodelling, driven predominantly by Th2-mediated eosinophilic inflammation - with type 2 cytokines IL-4, IL-5, and IL-13 central to its pathobiology - alongside non-eosinophilic neutrophilic and mixed phenotypes recognising asthma's considerable biological heterogeneity. Genetic susceptibility, allergen sensitisation, respiratory viral infections, occupational exposures, and obesity interact as key disease determinants. Patients present with episodic wheeze, dyspnoea, chest tightness, and cough - characteristically worse nocturnally and with triggers - with spirometry demonstrating reversible obstructive pattern and bronchodilator responsiveness confirming diagnosis; fractional exhaled nitric oxide and blood eosinophil counts guide type 2 inflammatory burden assessment. Management follows a stepwise GINA framework prioritising symptom control and exacerbation prevention; inhaled corticosteroids remain the therapeutic cornerstone, with long-acting beta-agonists, leukotriene receptor antagonists, and long-acting muscarinic antagonists as add-on therapies. Biologic agents - dupilumab, mepolizumab, benralizumab, and tezepelumab - have transformed severe, refractory type 2 asthma management by targeting specific inflammatory pathways. Allergen immunotherapy offers disease modification in allergic phenotypes. Regular review, inhaler technique optimisation, trigger avoidance, and personalised action plans underpin long-term management; prognosis is generally favourable with treatment adherence, though severe uncontrolled asthma carries significant morbidity and mortality risk.

Key Highlights

• In France, drug-treated asthma cases are projected to increase from 4,385,128 to 4,701,939, indicating steady growth in treated population.
• Diagnosis rate stands at 75.0%, highlighting a gap in identified patient population.
• Disease distribution shows 58% intermittent/mild and 42% moderate-to-severe population, reflecting a significant segment requiring advanced therapy.
• Rising burden driven by environmental factors, urbanization, and improved detection rates.
• Increasing adoption of biologics in moderate-to-severe asthma is reshaping treatment landscape.

Market Overview

• The France asthma market is projected to grow from $1.1B to $1.7B, reflecting strong market expansion.
• Market growth is driven by:
• Increased uptake of combination inhalers (ICS/LABA) and biologics
• Expansion of treated patient population
• Despite high prevalence, market value is supported by chronic therapy use and premium biologic adoption.
• Improved awareness and diagnosis are contributing to higher treatment penetration.
• Future growth will depend on biologic expansion, personalized therapy approaches, and improved adherence strategies.

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

• Chiesi Farmaceutici S.p.A.
• Shanghai Mabgeek Biotech.Co.Ltd
• Apogee Therapeutics, Inc.
• GlaxoSmithKline
• AstraZeneca
• Trio Medicines Ltd.
• Amgen
• Arrowhead Pharmaceuticals
• Guangdong Hengrui Pharmaceutical Co., Ltd
• Innovent Biologics (Suzhou) Co. Ltd.
• Akeso
• Keymed Biosciences Co.Ltd
• Qilu Pharmaceutical Co., Ltd.
• Sanofi
• Novartis Pharmaceuticals
• Eli Lilly and Company
• Upstream Bio Inc.
• Regeneron Pharmaceuticals
• Equillium
• Pfizer
• Beijing Kanova Biopharmaceutical Co., LTD
• Generate Biomedicines
• SinoMab BioScience Ltd

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)