---

name: target-competition description: | Analyze target competitive landscape including existing drugs, pipeline companies, differentiation opportunities, and market maturity assessment.

Keywords: target competition, landscape, differentiation, pipeline analysis, market share category: Competitive Intelligence tags: [competition, landscape, pipeline, differentiation, market] version: 1.0.0 author: Drug Discovery Team dependencies:

• drugbank
• chembl
• pharma-projects
• citeline

---

Target Competition Skill

Comprehensive competitive landscape analysis for targets.

Quick Start

Copy/target-compete EGFR --full
/competition "KRAS G12C" --include pipeline,patents,market
/landscape --target "PD-1" --by-phase

Competition Dimensions

1. Approved Drugs

2. Pipeline Drugs

3. Company Coverage

4. Patent Landscape

Output Structure

Copy# Target Competition: KRAS G12C

## Competitive Landscape Summary

| Dimension | Assessment |
|-----------|------------|
| Approved drugs | 2 (Sotorasib, Adagrasib) |
| Pipeline drugs | 15 |
| Active companies | 18 |
| Patent density | Medium |
| Market maturity | Early-growth |

**Overall Competition**: Medium-High

## Approved Drugs

| Drug | Company | Approval Year | Sales (2023) | Market Share |
|------|---------|--------------|---------------|--------------|
| Sotorasib | Amgen | 2021 | $0.8B | 45% |
| Adagrasib | Mirati | 2022 | $0.2B | 15% |
| Others (off-label) | Various | - | $0.5B | 40% |

## Pipeline Analysis

### Phase 3

| Drug | Company | Differentiation | Timeline |
|------|---------|-----------------|----------|
| GDC-6036 | Gilead | CNS-penetrant | 2025 |
| JDQ443 | J&J | Combination | 2026 |

### Phase 2

| Drug | Company | Differentiation |
|------|---------|-----------------|
| RMC-6236 | Revolution | Oral macrocycle |
| BI 1701963 | Boehringer | Pan-KRAS |

### Phase 1

| Drug | Company | Novel Mechanism |
|------|---------|-----------------|
| 4 compounds | Various | Degraders |
| 3 compounds | Various | Allosteric |

## Company Analysis

### Big Pharma Activity

| Company | Pipeline | Strategy |
|----------|----------|----------|
| Amgen | 2 assets | Market leader |
| Mirati | 2 assets | Innovation |
| J&J | 3 assets | Multiple approaches |
| Roche | 2 assets | Combinations |

### Biotech Activity

| Company | Pipeline | Focus |
|----------|----------|-------|
| Revolution Medicine | 2 assets | Oral macrocycle |
| Kura Oncology | 1 asset | Selective inhibitor |
| BridgeBio | 2 assets | Different indications |

## Patent Landscape

| Metric | Value |
|--------|-------|
| Active patents (US) | 45 |
| Key patents expiring | 2033-2037 |
| Freedom to operate | Challenging |
| White space | Allosteric, degraders |

## Differentiation Opportunities

### Unmet Needs

1. **CNS penetration**: Current drugs don't reach brain mets
2. **Resistance mutations**: G12D, Y96D emerging
3. **Combination therapy**: With SHP2, SOS1
4. **Pan-KRAS**: Beyond G12C

### White Space

| Area | Competition | Opportunity |
|------|-------------|------------|
| CNS-penetrant | Low | High |
| G12D inhibitors | Medium | Medium |
| Pan-KRAS | Medium | Medium |
| Degraders | Low | High (early) |
| Allosteric | Low | Medium |

## Market Dynamics

### Market Evolution

2020: No approved drugs 2021: Sotorasib approval (first-in-class) 2022: Adagrasib approval (second-in-class) 2023-2025: Generics, biosimilars enter 2026+: Next-generation launch (CNS, combinations)

Copy
### Future Outlook

| Year | Event | Impact |
|------|--------|--------|
| 2025 | GDC-6036 launch | CNS opportunity |
| 2027 | Key patents expire | Generic entry |
| 2028 | Multiple 4th-gen | Market fragmentation |

## Strategic Recommendations

### For New Entrants

**Avoid**: Me-too G12C inhibitors (crowded)

**Consider**:
- CNS-penetrant molecules
- Resistance mutation coverage
- Novel mechanisms (degraders, covalent allosteric)
- Combination approaches

**Differentiation Strategies**:
1. **CNS penetration**: Brain metastasis indication
2. **Pan-KRAS**: Broad mutation coverage
3. **Combination-first**: Co-develop with SHP2/SOS1
4. **Resistance-focused**: Target emerging mutations

Competition Scoring

Market Maturity Index

Competitive Intensity

Overall: 3.8/5 (High competition)

Running Scripts

Copy# Full competitive analysis
python scripts/target_competition.py KRAS --full

# Pipeline only
python scripts/target_competition.py EGFR --pipeline

# Patent landscape
python scripts/target_competition.py ALK --patents

# Company breakdown
python scripts/target_competition.py BRAF --companies

Reference

• reference/pipeline-analysis.md - Pipeline analysis methods
• reference/patent-landscape.md - Patent landscape reference

Best Practices

1. Include off-label: Approved drugs used in other indications
2. Track discontinued: Why did programs fail?
3. Assess innovation quality: Not all Phase 1s equal
4. Monitor startups: Often most innovative
5. Check conference abstracts: Early pipeline visibility

Common Pitfalls