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 them 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, and Eli Lilly’s imlunestrant) 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), are positioned to enter 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 and imlunestrant, 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 2034, segmented by brands and epidemiological subpopulations

Drug treatments: Coverage of select current and emerging therapies

Product description