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질환 분석 : HER2+ 유방암

Disease Analysis: HER2+ Breast Cancer

리서치사 Datamonitor Healthcare
발행일 2021년 05월 상품코드 1019949
페이지 정보 영문 80 Pages 배송안내 1-2일 (영업일 기준)
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질환 분석 : HER2+ 유방암 Disease Analysis: HER2+ Breast Cancer
발행일 : 2021년 05월 페이지 정보 : 영문 80 Pages

본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

세계의 인간상피세포성장인자2 양성(HER2+) 유방암 시장은 2021-2025년간 미국·일본·유럽 국가를 중심으로 확대 경향이 계속되지만, 주요 브랜드 의약품(Perjeta, Kadcyla)이 바이오시밀러와의 경쟁에 노출되기 때문에 2025년 이후는 성장률이 감소할 것으로 보입니다. 또한 다수의 기업이 참여하고 있기 때문에 출시된 의약품이나 파이프라인 제품 사이에서 치열한 경쟁이 전개되고 있습니다.

세계의 HER2+ 유방암용 치료제 임상시험 상황과 시장 동향 전망에 대해 분석했으며, 질환 개요와 역학 예측, 현재 주요 치료제(출시된/파이프라인 제품)과 임상시험 진행 상황, 현재 미충족 수요와 향후 시장 기회, 임상시험/시장 전망에 관한 전문가 견해 등의 정보를 정리하여 전해드립니다.

목차

목차

개요

질환 배경

  • 정의
  • 위험인자
  • 증상
  • 진단
  • HER2 상태 결정
  • 환자 분류

치료법

  • 소개 패턴
  • 수술 가능한 스테이지 I-III HER2+ 유방암
  • 수술 불가능한 스테이지 III HER2+ 유방암
  • 선행보조/보조요법
  • 스테이지 IV/재발성 HER2+ 유방암 치료 가이드라인

역학

  • 유방암 아류형

출시된 의약품

파이프라인 의약품

규제상 주요 발전

성공 가능성

라이선스 계약/자산 인수 거래

임상시험 상황

  • 임상시험 의뢰자 분류 : 상황별
  • 임상시험 의뢰자 분류 : 상별(단계별)
  • 최근의 동향

의약품 평가 모델

시장 역학

향후 동향

  • 새로운 표적요법 개시와 라벨 확대 : 예측기간 후반의 바이오시밀러 주도형 시장 축소를 부분적으로 보충한다
  • 파이프라인 의약품 : 포화 상태 시장의 치열한 경쟁과의 직면
  • 병용요법 채용에 의한 수입 촉진
  • 트라스투주맙 바이오시밀러 : 시장 전체에 대한 영향은 극히 불과

컨센서스 예측

최근 시장 동향과 애널리스트의 견해

  • 유방암용 Oral Paclitaxel(2021년 3월 1일)
  • 유방암용 Oral Paclitaxel(2020년 12월 9일)
  • 유방암용 Poziotinib(2020년 12월 9일)
  • 유방암용 Tukysa(2020년 5월 29일)
  • 유방암용 Kadcyla(2020년 5월 13일)

향후 시장의 주요 동향

KOL(Key Opinion Leader)의 견해

미충족 수요

참고문헌

부록

KSM 21.08.20

Latest key takeaways

Human epidermal growth factor 2-positive (HER2+) breast cancer is characterized by amplification of the HER2/neu oncogene. Datamonitor Healthcare estimates that in 2018, there were 2.1 million incident cases and 8.6 million five-year prevalent cases of breast cancer worldwide. By 2027, incident and five-year prevalent cases of breast cancer are expected to increase to 2.3 million and 9.3 million cases, respectively.

The HER2+ breast cancer market will grow between 2021 and 2025, with rising sales in the US, Japan, and five major European markets (France, Germany, Italy, Spain, and the UK); however, the market will experience a slight downturn after 2025 as key brands Perjeta and Kadcyla face biosimilar erosion across all regions. Furthermore, the market for HER2+ breast cancer is also becoming increasingly crowded, creating fierce competition among approved and pipeline therapies.

High prices for combination regimens will translate to high revenues, despite the introduction of biosimilars. The increased use of combination regimens, in conjunction with the continued uptake of novel branded therapies and rising disease prevalence, will partially offset the decrease in revenues caused by biosimilars over the forecast period.

Herceptin is the current standard-of-care therapy, and is used in every line of treatment, primarily as part of a combination regimen. However, it has steadily lost market share following the introduction of trastuzumab biosimilars in 2019.

Despite initially encountering reimbursement challenges, Perjeta in combination with Herceptin has become the standard of care for both neoadjuvant and first-line treatment of HER2+ breast cancer after demonstrating an overall survival benefit in the Phase III CLEOPATRA and APHINITY studies. Additionally, Roche recently launched Phesgo, a subcutaneous formulation of the combination.

Since its approval in 2013, Kadcyla has become the standard of care both for HER2+ breast cancer patients who have residual invasive disease after neoadjuvant taxane- and Herceptin-based treatment, and for patients with metastatic disease who have progressed on a trastuzumab-containing regimen.

Nerlynx, which is approved for the extended adjuvant setting, has experienced limited commercial success due to a lack of an overall survival benefit, high rates of diarrhea, and a high price. Although Puma Biotechnology is positioning Nerlynx as a third-line treatment, the drug may struggle to gain market share in the increasingly crowded third-line market.

Tykerb's unfavorable clinical results and the success of Kadcyla in later lines of therapy have limited the tyrosine kinase inhibitor's commercial potential. The introduction of Enhertu and other expected third-line treatments will further limit Tykerb's future commercial potential.

Enhertu received approval as a third-line treatment for locally advanced or metastatic patients after demonstrating strong efficacy results in the pivotal Phase II DESTINY-Breast01 study. Enhertu is currently being tested against investigator's choice of treatment in the confirmatory Phase III DESTINY-Breast02 study. Daiichi Sankyo and AstraZeneca are also testing Enhertu in the Phase III DESTINY-Breast03, DESTINY-Breast05, and DESTINY-Breast09 studies, which could support label expansions for Enhertu in multiple treatment settings.

Tukysa, which was recently approved in the US and Europe, is becoming the treatment of choice in third-line patients with brain metastases after demonstrating positive efficacy results in the pivotal Phase II HER2CLIMB study. Although Tukysa's overall commercial potential is currently somewhat limited by the small size of the heavily pretreated patient population with brain metastases, Seagen recently initiated the Phase III CompassHER2 RD trial testing Tukysa in combination with Kadcyla in the high-risk adjuvant setting in an attempt to broaden Tukysa's potential patient population.

Margenza was recently approved in the US for the third-line setting, but has a limited commercial outlook given it will face significant competition from both approved and late-phase competitors in an increasingly crowded market. Although Margenza demonstrated a progression-free survival benefit and a trend toward an overall survival benefit in the Phase III SOPHIA study, both Tukysa and Enhertu have shown better efficacy results.

Key recent events include the US launch of Margenza in the third-line setting, as well as European approvals for Tukysa, Phesgo, and Enhertu.

Key upcoming catalysts in 2021 include topline results from the registrational Phase III TULIP study of (vic-)trastuzumab duocarmazine, and topline results from the Phase III DESTINY-Breast03 trial of Enhertu.

The overall likelihood of approval of a Phase I breast cancer asset is 7.8%, and the average probability a drug advances from Phase III is 57.1%. Breast cancer drugs, on average, take 9.7 years from Phase I to approval, compared to 9.6 years in the overall oncology space.

TABLE OF CONTENTS

CONTENTS

OVERVIEW

  • Latest key takeaways

DISEASE BACKGROUND

  • Definition
  • Risk factors
  • Symptoms
  • Diagnosis
  • Determination of HER2 status
  • Patient segmentation

TREATMENT

  • Referral patterns
  • Operable Stage I-III HER2+ breast cancer
  • Inoperable Stage III HER2+ breast cancer
  • Neoadjuvant/adjuvant therapy regimens
  • Treatment guidelines for Stage IV or recurrent HER2+ breast cancer

EPIDEMIOLOGY

  • Breast cancer subtypes

MARKETED DRUGS

PIPELINE DRUGS

KEY REGULATORY EVENTS

  • NICE Funding Wins For Enhertu & Kesimpta Are Firsts For England
  • Seagen Debuts In EU With Tukysa Launch & Sees UK As 'Key' Future Market
  • Setback For Athenex, Hanmi As CRL Requests New Trial
  • Enhertu Nabs A First With UK Standalone Approval
  • Roche's Phesgo Could Reduce Healthcare Costs In EU
  • MacroGenics Gets Nod For Margenza In HER2-Positive Breast Cancer
  • Early EU Approval Wins In Line For Daiichi/AZ & Lilly
  • Phesgo & Roclanda Among New Winners At EMA
  • Scottish HTA OKs Neratinib For Early-Stage Breast Cancer
  • Updated: Multiple Biosimilars To Avastin Have Launched In EU
  • Latest EU Filings Include AstraZeneca/Daiichi Sankyo's Enhertu
  • Genentech Wins FDA Approval For Phesgo
  • Accord Backed In EU For Trastuzumab And Apixaban
  • England's NICE Says Yes To Kadcyla In Early Breast Cancer

PROBABILITY OF SUCCESS

LICENSING AND ASSET ACQUISITION DEALS

  • Twice As Nice: Seattle Genetics, Merck & Co Partner On Two Cancer Drugs

CLINICAL TRIAL LANDSCAPE

  • Sponsors by status
  • Sponsors by phase
  • Recent Events

DRUG ASSESSMENT MODEL

MARKET DYNAMICS

FUTURE TRENDS

  • Launches of new targeted therapies and label expansions will partially counteract biosimilar-led market decline later in the forecast period
  • Pipeline drugs will face strong competition in a saturated market
  • Uptake of combination regimens will drive high revenues
  • Trastuzumab biosimilars will have a minor impact on the overall market

CONSENSUS FORECASTS

RECENT EVENTS AND ANALYST OPINION

  • Oral Paclitaxel for Breast Cancer (March 1, 2021)
  • Oral Paclitaxel for Breast Cancer (December 9, 2020)
  • Poziotinib for Breast Cancer (December 9, 2020)
  • Tukysa for Breast Cancer (May 29, 2020)
  • Kadcyla for Breast Cancer (May 13, 2020)

KEY UPCOMING EVENTS

KEY OPINION LEADER INSIGHTS

UNMET NEEDS

BIBLIOGRAPHY

APPENDIX

LIST OF FIGURES

  • Figure 1: Staging of HER2+ breast cancer
  • Figure 2: Trends in incident cases of breast cancer, 2018-27
  • Figure 3: Overview of pipeline drugs for breast cancer in the US
  • Figure 4: Pipeline drugs for breast cancer, by company
  • Figure 5: Pipeline drugs for breast cancer, by drug type
  • Figure 6: Pipeline drugs for breast cancer, by classification
  • Figure 7: Probability of success in the breast cancer pipeline
  • Figure 8: Clinical trials in breast cancer
  • Figure 9: Top 10 drugs for clinical trials in breast cancer
  • Figure 10: Top 10 companies for clinical trials in breast cancer
  • Figure 11: Trial locations in breast cancer
  • Figure 12: Breast cancer trials status
  • Figure 13: Breast cancer trials sponsors, by phase
  • Figure 14: Datamonitor Healthcare's drug assessment summary for HER2+ breast cancer
  • Figure 15: Market dynamics for HER2+ breast cancer
  • Figure 16: Future trends in HER2+ breast cancer
  • Figure 17: Oral Paclitaxel for Breast Cancer (December 9, 2020): Phase III - KX-ORAX-001 (S. America)
  • Figure 18: Poziotinib for Breast Cancer (December 9, 2020): Phase II - HER2+ (U.S.)
  • Figure 19: Tukysa for Breast Cancer (May 29, 2020): Phase II - HER2CLIMB
  • Figure 20: Kadcyla for Breast Cancer (May 13, 2020): Phase III - KAITLIN (w/Perjeta, HER2+)
  • Figure 21: Key upcoming events in breast cancer (one of two)
  • Figure 22: Key upcoming events in breast cancer (two of two)
  • Figure 23: Unmet needs in HER2+ breast cancer

LIST OF TABLES

  • Table 1: Preferred branded treatments for HER2+ breast cancer
  • Table 2: Incident cases of breast cancer, 2018-27
  • Table 3: Five-year prevalent cases of breast cancer, 2018-27
  • Table 4: Breast cancer subtypes
  • Table 5: Marketed drugs for HER2+ breast cancer
  • Table 6: Pipeline drugs for HER2+ breast cancer in the US
  • Table 7: Historical global sales, by drug ($m), 2016-20
  • Table 8: Forecasted global sales, by drug ($m), 2021-25
  • Table 9: Oral Paclitaxel for Breast Cancer (March 1, 2021)
  • Table 10: Oral Paclitaxel for Breast Cancer (December 9, 2020)
  • Table 11: Poziotinib for Breast Cancer (December 9, 2020)
  • Table 12: Tukysa for Breast Cancer (May 29, 2020)
  • Table 13: Kadcyla for Breast Cancer (May 13, 2020)
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