The global market for atopic dermatitis (AD) drugs is expected to grow significantly, reaching \$22.4 billion in sales by 2033. This marks a sharp rise from \$8.5 billion in 2023, according to a recent report by GlobalData. The forecast covers seven major markets, including the US, UK, France, Germany, Italy, Spain, and Japan, and predicts a compound annual growth rate (CAGR) of 10.2%. Although this growth is slower than that seen in the weight loss segment of metabolic diseases, it remains notable due to the large size of the AD market compared to other dermatology areas.
Filippos Maniatis, a healthcare analyst at GlobalData, explained that the AD market is expanding thanks to a strong pipeline of new products from both existing and emerging companies. He noted that older broad-acting immunomodulatory drugs are being gradually replaced by newer, more targeted therapies. This shift is driven by a better understanding of the disease’s biology and the approval of several new systemic treatments.
One of the most successful targeted drugs in the market is Dupixent (dupilumab), developed by Regeneron and Sanofi. Since its US approval in 2017, Dupixent has seen steady sales growth, with projected revenue hitting \$14.9 billion in 2024. The drug is approved for several conditions, including asthma, which adds to its commercial success.
The GlobalData report suggests that the gap in unmet needs within the AD market, which has been narrowing thanks to products like Dupixent, may continue to shrink as more targeted therapies gain approval.
Looking ahead, new drug classes are expected to disrupt the market further. One promising group is the OX40 inhibitors, which reduce inflammation by blocking T-cell activation. Drugs in development include rocatinlimab from Amgen and Kyowa Kirin, amlitelimab from Sanofi, and telazrolimab from Astria Therapeutics.
Another potential breakthrough comes from interleukin (IL) inhibitors, with several companies such as LEO Pharma, GSK, and Nektar developing candidates in this category.
Maniatis emphasized that the many drugs in the pipeline could help address key challenges in AD treatment. These include the need for personalized therapies through better diagnostics, the high cost of current treatments, limited options for chronic hand eczema, and improved long-term disease management.
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