Breast Cancer – Landscape & Forecast – Disease Landscape & Forecast (G7)

CDK4/6 inhibitors (Pfizer’s palbociclib, Novartis’s ribociclib, and Eli Lilly’s abemaciclib) combined with endocrine therapy are central to the treatment of metastatic HR-positive / HER2-negative disease, and we expect this class to drive robust sales in the early-stage setting. Novel biomarker-driven therapies (Novartis’s alpelisib, AstraZeneca´s capivasertib, Roche / Chugai Pharmaceutical’s inavolisib, Menarini´s elacestrant, Eli Lilly’s imlunestrant, and Arvinas / Pfizer / Rigel’s vepdegestrant) are effective treatment options, and the market will become increasingly crowded with agents seeking to tackle endocrine resistance. HER2-positive breast cancer treatment is rapidly evolving owing to approval and forecast label expansions for agents such as trastuzumab deruxtecan (Daiichi Sankyo / AstraZeneca), which has also emerged as a key therapy for the newly defined HER2-low and HER2-ultra-low subgroups. In triple-negative breast cancer, Merck & Co.’s immune checkpoint inhibitor pembrolizumab is the standard of care, while TROP2-targeted agents (Gilead’s sacituzumab govitecan and AstraZeneca / Daiichi Sankyo’s datopotamab deruxtecan), have recently moved into the lucrative earlier lines of treatment.

Questions answered

• What is the size of clinically and commercially relevant drug-treatable breast cancer populations?
• What is the expected market impact of recent regulatory events, such as the approvals of datopotamab deruxtecan, sacituzumab govitecan, imlunestrant, vepdegestrant and gedatolisib, and the label expansions for trastuzumab deruxtecan, on breast cancer subpopulations?
• Which are the most promising agents in the pipeline, and how will they shape the future of the breast cancer therapy market?
• What key drivers and constraints will affect the breast cancer therapy market over the forecast period?

Geography: United States, EU5, Japan

Primary research: Country-specific interviews with thought-leading medical oncologists; survey data collected for this and other Clarivate research

Epidemiology: Diagnosed incidence of breast cancer by country; histology, stage, and line of therapy, segmented into relevant drug-treatable populations

Forecast: 10-year, annualized, drug-level sales and patient share of key breast cancer therapies through 2035, segmented by brands and epidemiological subpopulations

Drug treatments: Coverage of select current and emerging therapies

Product description