CONTENTS

6 OVERVIEW

7 KEY TAKEAWAYS

8 DISEASE BACKGROUND

9 TREATMENT

9 Anemia

9 Splenomegaly

10 Curative treatment

12 EPIDEMIOLOGY

15 MARKETED DRUGS

17 PIPELINE DRUGS

24 RECENT EVENTS AND ANALYST OPINION

24 Bomedemstat for Myelofibrosis (December 5, 2020)

25 Momelotinib for Myelofibrosis (December 5, 2020)

26 Pelabresib for Myelofibrosis (December 5, 2020)

27 Momelotinib for Myelofibrosis (May 6, 2020)

29 Navitoclax for Myelofibrosis (December 9, 2019)

30 Reblozyl for Myelofibrosis (November 6, 2019)

32 KEY UPCOMING EVENTS

33 KEY REGULATORY EVENTS

33 BMS Buoyed By EU Approval Of Myelofibrosis Drug

33 EU Approvals Beckon For Inrebic and Novel Adalimumab Biosimilar

33 CTI's Pacritinib Rolls Toward A Return

33 Winners and Losers: A Deep-Dive Into The EMA's PRIME Scheme

35 PROBABILITY OF SUCCESS

36 LICENSING AND ASSET ACQUISITION DEALS

36 Nippon Shinyaku Licenses Menarini's Tagraxofusp For Japan

36 Bristol Acquisition Of Forbius Driven By TGF-beta Assets

37 REVENUE OPPORTUNITY

38 CLINICAL TRIAL LANDSCAPE

39 Sponsors by status

40 Sponsors by phase

42 BIBLIOGRAPHY

43 APPENDIX

LIST OF FIGURES

14 Figure 1: Trends in prevalent cases of myelofibrosis, 2019-28

17 Figure 2: Overview of pipeline drugs for myelofibrosis in the US

17 Figure 3: Pipeline drugs for myelofibrosis, by company

18 Figure 4: Pipeline drugs for myelofibrosis, by drug type

18 Figure 5: Pipeline drugs for myelofibrosis, by classification

29 Figure 6: Momelotinib for Myelofibrosis (May 6, 2020): Phase III - Simplify 2 (vs Best Available Therapy)

31 Figure 7: Reblozyl for Myelofibrosis (November 6, 2019): Phase II - MF-001

32 Figure 8: Key upcoming events in myelofibrosis

35 Figure 9: Probability of success in the hematologic pipeline

38 Figure 10: Clinical trials in myelofibrosis

38 Figure 11: Top 10 drugs for clinical trials in myelofibrosis

39 Figure 12: Top 10 companies for clinical trials in myelofibrosis

39 Figure 13: Trial locations in myelofibrosis

40 Figure 14: Myelofibrosis trials status

41 Figure 15: Myelofibrosis trials sponsors, by phase

LIST OF TABLES

13 Table 1: Prevalent cases of myelofibrosis, 2019-28

16 Table 2: Marketed drugs for myelofibrosis

19 Table 3: Pipeline drugs for myelofibrosis in the US

24 Table 4: Bomedemstat for Myelofibrosis (December 5, 2020)

25 Table 5: Momelotinib for Myelofibrosis (December 5, 2020)

26 Table 6: Pelabresib for Myelofibrosis (December 5, 2020)

28 Table 7: Momelotinib for Myelofibrosis (May 6, 2020)

29 Table 8: Navitoclax for Myelofibrosis (December 9, 2019)

30 Table 9: Reblozyl for Myelofibrosis (November 6, 2019)

37 Table 10: Historical global sales, by drug ($m), 2016-20
37 Table 11: Forecasted global sales, by drug ($m), 2021-25