시신경 척수염 스펙트럼 장애(NMOSD) : 시장 전망, 역학, 경쟁 구도, 시장 예측 보고서(2025-2035년)

Neuromyelitis Optica Spectrum Disorder (NMOSD) Market Outlook

Thelansis's "Neuromyelitis Optica Spectrum Disorder (NMOSD) 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 NMOSD treatment modalities options for eight major markets (USA, Germany, France, Italy, Spain, UK, Japan, and China).

Neuromyelitis Optica Spectrum Disorder (NMOSD) Overview

Neuromyelitis optica spectrum disorder (NMOSD) is a rare, severe autoimmune inflammatory central nervous system disorder that predominantly targets the optic nerves and spinal cord. It is driven by pathogenic aquaporin-4 (AQP4-IgG) autoantibodies that destroy astrocytes at the blood-brain barrier. Patients present with severe optic neuritis causing visual loss, longitudinally extensive transverse myelitis spanning three or more vertebral segments, and area postrema syndrome causing intractable hiccups and vomiting. Serum testing for AQP4-IgG and MOG-IgG is mandatory to differentiate NMOSD from multiple sclerosis and MOG-IgG-associated disease (MOGAD). Acute attacks are managed with high-dose corticosteroids and prompt plasma exchange. Because NMOSD relapses cause cumulative, irreversible disability, immediate maintenance therapy is essential. Approved targeted maintenance options include the IL-6 receptor antagonist satralizumab, the CD19 B-cell depletor inebilizumab, and the complement inhibitors eculizumab and long-acting ravulizumab. While rituximab remains a widely utilized off-label standard, ublituximab is not approved for this condition. Crucially, maintenance selection must respect antibody status: while B-cell depletion is highly effective in AQP4-positive disease, it carries high failure rates and potential risk of paradoxically exacerbating relapses in MOGAD cohorts. Long-term multidisciplinary care is vital to preserve functional independence.

Key Highlights

• In Germany, prevalent NMOSD cases are projected to increase from 3,363 in 2025 to 3,510 by 2035.
• NMOSD is a rare autoimmune disorder of the central nervous system characterized by recurrent attacks causing severe neurological disability.
• Despite recent therapeutic advances, preventing relapses remains a major treatment priority.
• Significant unmet need remains for therapies that provide durable relapse prevention and improved long-term outcomes.

Market Overview

• The Spain NMOSD market is projected to grow from $21M in 2025 to $52M by 2035.
• Market growth is driven by:
• Increasing adoption of targeted biologics and complement inhibitors
• Improved diagnosis and growing disease awareness
• Future growth will depend on therapies capable of achieving sustained relapse prevention with favorable safety profiles.

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

• Amgen
• Alexion Pharmaceuticals, Inc.
• Hoffmann-La Roche
• Beijing Mabworks Biotech Co., Ltd.
• Bio-Thera Solutions
• CorestemChemon, Inc.

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)