Alzheimer's Disease (AD) Market Outlook
Thelansis's "Alzheimer's Disease (AD) 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 Alzheimer's Disease treatment modalities options for eight major markets (USA, Germany, France, Italy, Spain, UK, Japan, and China).
Alzheimer's Disease (AD) Overview
Alzheimer's Disease (AD) is the foremost cause of dementia, accounting for approximately 60-80% of all dementia cases. It is a progressive neurodegenerative disorder characterized by cognitive decline, memory impairment, and functional deterioration, ultimately leading to complete dependency.
The disease is defined by three key pathological features within the brain:
1. Amyloid plaques - extracellular protein aggregates composed of amyloid-beta fragments
2. Neurofibrillary tangles (NFTs) - intracellular accumulations of hyperphosphorylated tau protein
3. Synaptic and neuronal loss - resulting in disruption of communication between neurons and progressive cognitive decline
These pathological changes distinguish AD from other forms of dementia such as Lewy body disease and cerebrovascular dementia, although coexisting pathologies may occur, a condition referred to as mixed dementia. AD primarily affects the elderly population, with risk increasing significantly with age. Clinically, the disease progresses from mild cognitive impairment (MCI) to moderate and severe dementia.
Recent advances have shifted the treatment paradigm from purely symptomatic management toward disease-modifying therapies (DMTs) targeting amyloid pathology, marking a significant transformation in the AD treatment landscape.
Key Highlights
- The diagnosed Alzheimer's population in the United States is projected to grow significantly, increasing from 3.0 million in 2025 to 4.9 million by 2035, reflecting a strong growth trajectory (5%+ CAGR).
- AD remains a high-burden chronic disease, with substantial clinical, economic, and caregiver impact.
- Despite large patient numbers, early-stage diagnosis remains suboptimal, limiting timely intervention and uptake of disease-modifying therapies.
- The treatment paradigm is shifting from: Symptomatic therapies (cholinesterase inhibitors, NMDA antagonists) toward Disease-modifying therapies targeting amyloid-beta pathways
- Early-stage (MCI/mild AD) patients represent the primary target population for emerging therapies, driving segmentation and treatment prioritization.
Market Overview
- The Alzheimer's market is undergoing a significant transformation, driven by the emergence and adoption of disease-modifying therapies.
- The diagnosed patient pool is expanding at 5% CAGR, creating a large and growing addressable market of the US.
- The Alzheimer's market in France is projected to grow from $27M in 2025 to $978M by 2035
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/report will cost USD 1,750 per country
Companies Mentioned
- Hoffmann-La Roche
- Halia Therapeutics, Inc.
- Novo Nordisk A/S
- BeyondBio Inc.
- Ono Pharmaceutical Co. Ltd
- Eli Lilly and Company
- Regeneration Biomedical, Inc.
- Keymed Biosciences Co.Ltd
- Amydis Inc.
- ScandiBio Therapeutics AB
- Karuna Therapeutics, Inc.
- NSC-Therapeutics
- Alzamend Neuro, Inc.
- Annovis Bio Inc.
- Bristol-Myers Squibb
- NKGen Biotech, Inc.
- Acumen Pharmaceuticals
- Lexeo Therapeutics
- Eisai Inc.
- Cassava Sciences, Inc.
- Merck Sharp & Dohme LLC
- AriBio Co., Ltd.
- Alector Inc.
- Noah Pharmaceuticals, Inc.
- Amylyx Pharmaceuticals Inc.
- TauRx Therapeutics Ltd
- Jiangsu Nhwa Pharmaceutical Co., Ltd.
- AbbVie
- Oligomerix, Inc
- Life Molecular Imaging Ltd
- Nuravax, Inc.
- Green Valley (Shanghai) Pharmaceuticals Co., Ltd.
- Novartis Pharmaceuticals
- Beijing Joekai Biotechnology LLC
- Vigil Neuroscience, Inc.
- Allyx Therapeutics
- T3D Therapeutics, Inc.
- GlaxoSmithKline
- Atridia Pty Ltd.
- Alnylam Pharmaceuticals
- Shanghai Hengrui Pharmaceutical Co., Ltd.
- Akeso
- Medesis Pharma SA
- Avid Radiopharmaceuticals
- CereMark Pharma, LLC
- Araclon Biotech S.L.
- Luye Pharma Group Ltd.