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시장보고서
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전이성 HER2 양성 유방암 : 시장 인사이트, 역학 및 예측(2036년)Metastatic HER2 positive Breast Cancer - Market Insight, Epidemiology, and Market Forecast - 2036 |
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DelveInsight
G7 국가별 전이성 HER2 양성 유방암 시장 규모 및 전망
'전이성 HER2 양성 유방암 시장 보고서'에서는 표준 치료, 임상 실무, 진화하는 치료 알고리즘 등 현재의 치료 현황에 대한 종합적인 분석을 제공합니다. 또한, 전이성 HER2 양성 유방암 환자의 부담 동향, 수익 및 시장 점유율 동향, 정점 시기의 환자 점유율 및 치료 도입 현황에 대한 분석을 평가함과 동시에, 전 세계 각 지역 시장 규모에 대한 상세한 평가 및 성장률 예측(과거 데이터 및 2022-2036년 예측)을 제시하고 있습니다. 본 보고서에서는 전이성 HER2 양성 유방암 분야의 주요 미충족 의료 수요에 초점을 맞추어, 경쟁 구도와 임상 현황을 분석함으로써 고부가가치 성장 기회를 도출하고, 향후 시장 성장 가능성에 대한 명확한 전망을 제시하고 있습니다.
질병 부담 증가와 환자 수 증가
HER2 양성 유방암은 유방암 전체 사례의 약 15-20%를 차지하며, 이들 환자 중 상당수가 결국 전이성 질환을 발병하기 때문에 장기적인 치료 옵션에 대한 수요가 지속되고 있습니다.
HER2 표적 치료의 급속한 확산
이 시장은 이미 확립된 HER2 표적 치료제의 지속적인 사용과, 전이성 유방암의 생존율을 대폭 개선하고 치료 기간을 연장한 새로운 표적 치료법의 급속한 확산에 힘입어 성장하고 있습니다.
고부가가치 신규 치료법(특히 ADC)으로의 전환
항체-약물 복합체(ADC)와 같은 새로운 고부가가치 의약품은 치료 과정의 초기 단계에서 더 광범위하게 사용되게 됨에 따라 치료 방식을 변화시키고 있으며, 시장 가치를 높이고 있습니다.
HER2 양성 유방암의 개요 및 진단
유방암은 유방 내의 비정상적인 세포가 통제 불가능하게 증식하여, 보통 유관이나 소엽에서 발생해 종양을 형성함으로써 발병합니다. 일부 유방암은 HER2 유전자/단백질의 과발현 또는 증폭에 의해 발생하며, 이를 HER2 양성(HER2+) 유방암이라고 합니다. HER2+ 유방암은 HER2 음성 유방암에 비해 증식 속도가 빠르며, 전이 및 재발 위험이 높은 경향이 있습니다.
HER2 상태는 바이오마커 검사를 통해 판정됩니다. 가장 일반적인 방법은 면역조직화학법(IHC) 및 형광 in situ 하이브리다이제이션법(FISH)이지만, NGS, PCR, PD-1/PD-L1, MSI-H/dMMR, BRCA 검사 등 다른 검사법이 사용되기도 합니다. 일반적으로 IHC 3+ 또는 FISH 양성인 종양만이 HER2 양성으로 간주되며, HER2 표적 치료에 반응할 가능성이 높은 것으로 알려져 있습니다. IHC 2+ 결과는 경계 사례로 간주되며, 일반적으로 확인을 위한 FISH 검사가 필요합니다.
전이성 HER2 양성 유방암의 치료
전이성 유방암의 치료에는 주로 표적 치료와 호르몬 요법이 사용됩니다. 1차 치료법은 에스트로겐 수용체, 프로게스테론 수용체, HER2 수용체 등의 수용체 상태에 따라 결정됩니다. HER2 수용체와 에스트로겐 수용체가 모두 양성인 경우, 초기 치료로는 호르몬 요법, HER2 표적 요법, 또는 이 둘의 병용 요법이 고려됩니다.
HER2 표적 치료제는 초기 단계부터 전이성 단계에 이르기까지 모든 병기의 HER2 양성 유방암 치료에 사용되는 약물군입니다. 허셉틴(트라스투주맙)은 조기 및 진행성 HER2 양성 유방암 치료에 사용되며, 화학요법과 병용될 뿐만 아니라 경우에 따라 페르제타(페르투주맙)라고 불리는 다른 표적 치료제와 병용되기도 합니다. ENHERTU, KADCYLA, PHESGO 등의 ADC는 절제 불가능하거나 전이성인 HER2 양성 유방암의 치료에 사용됩니다. 또 다른 치료법인 NERLYNX는 화학요법과 병용하여 진행성 및 전이성 HER2 양성 유방암을 치료합니다. 이와는 별도로, TUKYSA(투카티닙)는 적어도 1종의 항HER2 약물로 치료를 받은 후, 수술로 완전히 절제할 수 없는 전이성 또는 국소 진행성 HER2 양성 유방암을 치료합니다.
전이성 HER2 양성 유방암의 역학 분석 및 예측에 관한 주요 조사 결과
전이성 HER2 양성 유방암 시장은 기존의 화학요법에서 벗어나, HER2 표적 항체, TKI, ADC가 주도하는 고도로 표적화된 바이오마커 중심 시장 양상으로 크게 진화했습니다. 로슈사의 '허셉틴' 은 이 분야에서 최초의 표적 치료제로서 치료 방식을 일변시켰으며, 그 후 ‘페르제타’, ‘카디라’, ‘엔헤르투’, ‘투키사’, ‘페스고’와 같은 신약이 등장하면서 치료 라인 전반에 걸쳐 치료 선택지가 점차 확대되어 왔습니다. 이러한 진전에도 불구하고, 시장은 여전히 재발, 내성, 치료 순서의 불확실성, 바이오시밀러 및 차세대 ADC와의 경쟁 심화 등 중요한 과제에 직면해 있습니다. '엔헬츠'의 강력한 효능은 특히 2차 치료 및 더 광범위한 치료 패러다임을 재구축했으나, 신규 파이프라인 의약품과 병용 요법의 등장으로 인해 경쟁은 더욱 치열해질 것으로 예측됩니다. 전반적으로, 지속적인 혁신, 적용 범위 확대, 라이프사이클 관리 전략, 그리고 더욱 효과적이고 편의성이 높은 HER2 표적 치료법에 대한 수요 증가에 힘입어 시장 전망은 여전히 밝습니다.
현재 전이성 HER2 양성 유방암의 치료 환경에는 HER2 표적 단일클론 항체, ADC, 티로신 키나제 억제제(TKI), 화학요법, 내분비요법(HR+/HER2+ 질환 대상), 그리고 고정 용량 피하 투여 병용 요법 등 폭넓은 치료 선택지가 존재합니다. 또한, 새로운 ADC, 면역요법을 기반으로 한 병용요법, 세포요법 등 새로운 접근법들이 임상 개발 단계에 있습니다.
이들 모두 HER2를 표적으로 하는 치료법이지만, 아스트라제네카와 다이이치산쿄의 ‘ENHERTU’와 치열한 경쟁을 벌이고 있으며, 직접 비교 임상시험에서는 KADCYLA보다 우수한 결과를 보였습니다. 이러한 좌절을 계기로, KADCYLA는 수술 후 초기 유방암 치료에 주력하는 한편, 지리적 진출 범위를 확대되고 있습니다.
HER2 억제제 : 허셉틴(트라스투주맙)이나 퍼제타(퍼투주맙) 등의 단일클론 항체는 HER2 양성 유방암(MBC) 치료의 기반을 형성하고 있습니다. 이러한 약물은 HER2 수용체를 표적으로 삼아, HER2에 의해 유도되는 신호 전달 경로를 억제함으로써 종양 세포의 증식과 생존을 억제합니다. 이들은 화학요법과 병용하여 널리 사용되고 있으며, 1차 치료 전략의 핵심적인 위치를 계속해서 차지하고 있습니다.
티로신 키나제 억제제(TKI) : TYKERB(라파티닙), NERLYNX(네라티닙), TUKYSA(투카티닙) 등의 약물은 주로 후기 치료나 난치성 사례에 사용되는 경구용 HER2 표적 치료제입니다. 이러한 저분자 화합물은 세포 내 HER2 신호전달을 억제하며, 특히 기존의 HER2 표적 치료에 대한 내성을 극복하는 데 유용합니다. 일부 TKI, 특히 투카티닙은 HER2 양성 유방암(MBC)에서 중요한 미충족 의료 수요가 있는 뇌 전이가 있는 환자들에게서도 유의미한 효능을 보여주고 있습니다.
세포독성 물질 vc-seco-DUBA를 이용한 항-HER2 표적 치료 : 트라스투주맙·듀오카르마진(SYD985) 등의 임상시험용 약물은 강력한 세포독성 물질인 vc-seco-DUBA를 HER2 발현 종양 세포에 선택적으로 전달하도록 설계된 차세대 HER2 표적 ADC입니다. 이 접근법은 HER2 항체의 표적 정확도와 화학요법의 세포 사멸 활성을 결합한 것으로, 기존의 HER2 표적 치료로 진행이 확인된 환자에서 효능을 향상시키는 것을 목표로 합니다.
Metastatic HER2-positive Breast Cancer Market size and Forecast in the 7MM
DelveInsight's 'Metastatic HER2-positive Breast Cancer - Market Insights, Epidemiology and Market Forecast - 2036' report delivers an in-depth understanding of the metastatic HER2-positive breast cancer, historical and forecasted epidemiology, as well as the metastatic HER2-positive breast cancer market trends in the United States, EU4 (Germany, Spain, Italy, and France) and the United Kingdom, and Japan.
The metastatic HER2-positive breast cancer market report delivers a comprehensive analysis of the current treatment landscape, including standards of care, clinical practices, and evolving therapeutic algorithms. It evaluates metastatic HER2-positive breast cancer patient burden trends, revenue & market share dynamics, peak patient share & therapy uptake analysis, and provides an in-depth market size assessment, and growth rate projections (Historical & Forecast 2022-2036) across global regions. The report highlights key unmet medical needs in metastatic HER2-positive breast cancer and maps the competitive and clinical landscape to uncover high-value opportunities, providing a clear outlook on future market growth potential.
Key Factors Driving the Metastatic HER2-positive Breast Cancer Market
Rising disease burden and patient pool
HER2-positive breast cancer accounts for roughly 15-20% of breast cancer cases, and a meaningful proportion of these patients eventually develop metastatic disease, sustaining demand for long-term treatment options.
Strong uptake of HER2-targeted therapies
The market is being driven by continued use of established HER2-directed agents and rapid adoption of newer targeted therapies, which have significantly improved survival and expanded treatment duration in metastatic settings.
Shift toward premium novel therapies (especially ADCs)
Newer high-value agents such as antibody-drug conjugates (ADCs) are reshaping the treatment landscape and increasing market value because they are being used earlier and more broadly in treatment sequencing.
HER2-positive Breast Cancer Overview and Diagnosis
Breast cancer develops when abnormal cells in the breast grow uncontrollably, usually beginning in the ducts or lobules and forming a tumor. Some breast cancers are driven by overexpression or amplification of the HER2 gene/protein; these are known as HER2-positive (HER2+) breast cancers. HER2+ breast cancer tends to grow faster and is more likely to spread or recur than HER2-negative disease.
HER2 status is determined through biomarker testing, most commonly using Immunohistochemistry (IHC) and Fluorescence in Situ Hybridization (FISH), although other tests such as NGS, PCR, PD-1/PD-L1, MSI-H/dMMR, and BRCA testing may also be used. In general, only tumors that are IHC 3+ or FISH-positive are considered HER2-positive and are likely to respond to HER2-targeted therapies. An IHC 2+ result is considered borderline and typically requires confirmatory FISH testing.
Metastatic HER2-positive Breast Cancer Treatment
Metastatic breast cancer is primarily treated with targeted therapy and hormonal therapy. First-line treatment choice depends on receptor status, including estrogen, progesterone, and HER2 receptors. In cases where both HER2 and estrogen receptors are positive, initial treatment may involve hormonal therapy, HER2-targeted therapy, or a combination of both.
Anti-HER2 therapies are a class of medicines used to treat all stages of HER2-positive breast cancer, from early-stage to metastatic. HERCEPTIN (trastuzumab) treats early-stage and advanced HER2-positive breast cancer and can be given with chemotherapy and sometimes another targeted therapy called PERJETA (pertuzumab). ADCs such as ENHERTU, KADCYLA, and PHESGO can treat unresectable or metastatic HER2-positive breast cancer. Another therapy, NERLYNX, combines chemotherapy to treat advanced-stage and metastatic HER2-positive breast cancer. Apart from this, TUKYSA (tucatinib) treats metastatic or locally advanced HER2-positive breast cancer that cannot be completely removed with surgery after the cancer has been treated with at least one anti-HER2 medicine.
Metastatic HER2-positive Breast Cancer Unmet Needs
The section "unmet needs of metastatic HER2-positive breast cancer" outlines the critical gaps between the current state of patient care, diagnosis, and the ideal & effective management of the disease. It highlights the obstacles experienced by patients, clinicians, and researchers and identifies potential solutions for future progress.
Key Findings from Metastatic HER2-positive Breast Cancer Epidemiological Analysis and Forecast
Metastatic HER2-positive Breast Cancer Drug Analysis & Competitive Landscape
The metastatic HER2-positive breast cancer drug chapter provides a detailed, market-focused review of approved therapies and the emerging pipeline across Phase I-III clinical trials. It covers mechanism of action, clinical trial data, regulatory approvals, patents, collaborations, strategic partnerships upcoming key catalyst for each therapy, along with their advantages, limitations, and recent developments. This section offers critical insights into the metastatic HER2-positive breast cancer treatment landscape, supporting market assessment, competitive analysis, and growth forecasting for the metastatic HER2-positive breast cancer market.
Approved Therapies for Metastatic HER2-positive Breast Cancer
ENHERTU (fam-trastuzumab deruxtecan-nxk): Daiichi Sankyo/AstraZeneca
ENHERTU is the lead product in the ADC franchise of the Daiichi Sankyo and the most advanced program in AstraZeneca's ADC Scientific platform. ADCs are targeted cancer medicines that deliver cytotoxic chemotherapy (payload) to cancer cells via a linker attached to a monoclonal antibody that binds to a specific target expressed on cancer cells. ENHERTU is designed by using Daiichi Sankyo's proprietary DXd ADC technology. ENHERTU comprises a HER2 monoclonal antibody attached to topoisomerase I inhibitor payload, an exatecan derivative, via a stable tetrapeptide-based cleavable linker.
In December 2025, AstraZeneca and Daiichi Sankyo's ENHERTU in combination with pertuzumab has been approved in the US for the 1st-line treatment of adult patients with unresectable or metastatic HER2-positive breast cancer. The approval follows Priority Review and Breakthrough Therapy Designation by the FDA and is based on the results of the DESTINY-Breast09 Phase III trial.
TUKYSA (tucatinib): Seagen
TUKYSA is an oral medicine that is a tyrosine kinase inhibitor of the HER2 protein. In vitro (in lab studies), TUKYSA inhibited phosphorylation of HER2 and HER3, which inhibited downstream MAPK and AKT signaling and cell growth (proliferation) and showed anti-tumor activity in HER2-expressing tumor cells. In vivo (in living organisms), TUKYSA inhibited the growth of HER2-expressing tumors.
In December 2025, Pfizer announced detailed results from the Phase III HER2CLIMB-05 trial of TUKYSA as part of an investigational first-line maintenance treatment combination, following chemotherapy-based induction, in patients with human epidermal growth factor receptor 2-positive (HER2+) metastatic breast cancer. These findings were published in the Journal of Clinical Oncology, shared in an oral presentation at the 48th San Antonio Breast Cancer Symposium (SABCS), and highlighted in the SABCS official press program.
Metastatic HER2-positive Breast Cancer Pipeline Analysis
SYD985 (trastuzumab duocarmazine): Byondis
SYD985 (trastuzumab duocarmazine) is comprised of the monoclonal antibody trastuzumab and a cleavable linker-drug called valine-citrulline-seco-DUocarmycin-hydroxyBenzamide-Azaindole (vc-seco-DUBA).
In May 2023, the FDA issued a complete response letter for a biologics license application for vic-trastuzumab duocarmazine (SYD985) to treat patients with HER2-positive, unresectable, locally advanced or metastatic breast cancer.
ARX788: Ambrx
ARX788, an anti-HER2 ADC, is currently being investigated in multiple clinical trials for the treatment of breast cancer, gastric/gastroesophageal junction (GEJ) cancer, and other solid tumors, including ongoing Phase II/III clinical trials for the treatment of HER2-positive metastatic breast cancer and gastric cancer.
In March 2024, Johnson & Johnson announced that it had successfully completed the acquisition of Ambrx Biopharma. The acquisition presents a distinct opportunity for Johnson & Johnson to design, develop and commercialize targeted oncology therapeutics.
Metastatic HER2-positive Breast Cancer Key Players, Market Leaders and Emerging Companies
Metastatic HER2-positive Breast Cancer Drug Updates
The metastatic HER2-positive breast cancer market has evolved significantly from conventional chemotherapy to a highly targeted, biomarker-driven treatment landscape led by HER2-directed antibodies, TKIs, and ADCs. Roche's HERCEPTIN transformed care as the first targeted therapy in this setting, followed by newer agents such as PERJETA, KADCYLA, ENHERTU, TUKYSA, and PHESGO, which have progressively expanded treatment options across lines of therapy. Despite these advances, the market continues to face key challenges including relapse, resistance, treatment sequencing uncertainty, and increasing competition from biosimilar and next-generation ADCs. ENHERTU's strong efficacy has notably reshaped the second-line and broader treatment paradigm, while newer pipeline agents and combination approaches are expected to further intensify competition. Overall, the market outlook remains positive, driven by continued innovation, label expansions, lifecycle management strategies, and growing demand for more effective and convenient HER2-targeted therapies.
At present, the HER2-positive metastatic breast cancer treatment landscape includes a broad range of therapeutic options, such as HER2-targeted monoclonal antibodies, ADCs, tyrosine kinase inhibitors (TKIs), chemotherapy, endocrine therapy (for HR+/HER2+ disease), and fixed-dose subcutaneous combinations, with emerging approaches including novel ADCs, immunotherapy-based combinations, and cell-based therapies under clinical development.
While both are HER2-targeted therapies, they face formidable competition from AstraZeneca and Daiichi Sankyo's ENHERTU, which outperformed KADCYLA in a head-to-head trial. Following this setback, KADCYLA has been focusing on its use in post-surgical early-stage breast cancer and expanding its reach geographically.
Drug Class/Insights into Leading Emerging and Marketed Therapies in Metastatic HER2-positive Breast Cancer (2022-2036 Forecast)
The HER2-positive MBC treatment landscape comprises HER2 inhibitors, tyrosine kinase inhibitors (TKIs), and HER2-targeted ADCs, each designed to target distinct mechanisms involved in tumor growth, HER2 signaling, and treatment resistance.
HER2 inhibitors: Monoclonal antibodies such as HERCEPTIN (trastuzumab) and PERJETA (pertuzumab) form the backbone of HER2+ MBC treatment. These agents target the HER2 receptor and inhibit HER2-driven signaling pathways, thereby suppressing tumor cell proliferation and survival. They are widely used in combination with chemotherapy and remain central to first-line treatment strategies.
Tyrosine kinase inhibitors (TKIs): Agents such as TYKERB (lapatinib), NERLYNX (neratinib), and TUKYSA (tucatinib) represent oral HER2-directed therapies used mainly in later-line or refractory settings. These small molecules inhibit intracellular HER2 signaling and are particularly valuable in overcoming resistance to prior HER2-targeted therapies. Some TKIs, especially tucatinib, have also shown meaningful activity in patients with brain metastases, an important unmet need in HER2+ MBC.
Anti-HER2 targeted therapy with cytotoxic vc-seco-DUBA: Investigational agents such as trastuzumab duocarmazine (SYD985) represent next-generation HER2-targeted ADCs designed to selectively deliver a potent cytotoxic payload, vc-seco-DUBA, to HER2-expressing tumor cells. This approach combines the targeting precision of HER2 antibodies with the cell-killing activity of chemotherapy, with the goal of improving efficacy in patients who have progressed on earlier HER2-directed therapies.
Metastatic HER2-positive Breast Cancer Drug Uptake
This section focuses on the uptake rate of potential drugs expected to be launched in the market during the forecast period (2026-2036). The analysis covers the HER2-positive MBC drug's uptake, performance at peak, factors affecting performance during prime years of growth, patient uptake by therapy, and anticipated sales generated by each drug.
Among the first-line transplant, Taxane + Trastuzumab + PERJETA (Pertuzumab) +- Hormone therapies, and PHESGO, are expected to capture the largest market share.
Detailed insights of emerging therapies' drug uptake is included in the report...
Market Access and Reimbursement of Approved therapies in Metastatic HER2-positive Breast Cancer
The report further provides detailed insights on the country-wise accessibility and reimbursement scenarios, cost-effectiveness scenario of approved therapies, programs making accessibility easier and out-of-pocket costs more affordable, insights on patients insured under federal or state government prescription drug programs, etc.
The United States
MARGENZA is indicated, in combination with chemotherapy, for the treatment of adult patients with metastatic HER2- positive breast cancer who have received two or more prior anti-HER2 regimens, at least one of which was for metastatic disease.
Coding & Reimbursement support
MARGENZA Access Support is here to help healthcare professionals (HCPs) obtain insurance reimbursement for MARGENZA.
HERCEPTIN has been the foundation of traditional HER2+ cancer treatment. It targets HER2 receptors, which may keep the cancer from growing.
The Genentech Oncology Co-pay Assistance Program helps people with commercial health insurance.
Reimbursement is a crucial factor that affects the drug's access to the market. Often, the decision to reimburse comes down to the price of the drug relative to the benefit it produces in treated patients. To reduce the healthcare burden of these high-cost therapies, many payment models are being considered by payers and other industry insiders.
NOTE: Further Details are provided in the final report....
Metastatic HER2-positive Breast Cancer therapies Price Scenario & Trends
Pricing and analogue assessment of metastatic HER2-positive breast cancer therapies highlights evolving price dynamics structures. This section summarizes the cost of approved treatments, closest and most appropriate analogue selection for emerging therapies, and understanding of how pricing influences market access, adherence, and long-term uptake.
PHEGSO is administered as SC as initial dose, followed by the maintenance dose over approximately 5 min every 3 weeks. The estimated annual treatment cost is approximately USD 143,122.
Industry Experts and Physician Views for Metastatic HER2-positive Breast Cancer
To keep up with metastatic HER2-positive breast cancer market trends, we take Key Opinion Leaders (KOLs) and Subject Matter Experts (SMEs) opinions working in the domain through primary research to fill the data gaps and validate our secondary research. Industry Experts were contacted for insights on the metastatic HER2-positive breast cancer emerging therapies, evolving treatment landscape, patient adherence to conventional therapies, therapy switching trends, drug adoption and uptake, accessibility challenges, and epidemiology and real-world prescription patterns in metastatic HER2-positive breast cancer, including MD, PhD, Instructor, Postdoctoral Researcher, Professor, Researcher, and others.
DelveInsight's analysts connected with 10+ KOLs to gather insights at country level. Centers such as the National Breast Cancer Foundation (NBCF), University of Texas MD Anderson Cancer Center, and Iwate Medical University, etc. were contacted. Their opinion helps understand and validate current and emerging metastatic HER2-positive breast cancer therapies, highlight unmet medical needs, provide epidemiological context, and support strategic decisions for market access, therapy adoption, and pipeline prioritization in metastatic HER2-positive breast cancer.
Qualitative Analysis: SWOT and Conjoint Analysis
We perform qualitative and market Intelligence analysis using various approaches, such as SWOT analysis and conjoint analysis.
In the SWOT analysis of metastatic HER2-positive breast cancer, strengths, weaknesses, opportunities, and threats in terms of disease diagnosis, patient awareness, patient burden, competitive landscape, cost-effectiveness, and geographical accessibility of therapies are provided.
Conjoint analysis analyzes emerging therapies based on relevant attributes such as safety, efficacy, frequency of administration, route of administration, and order of entry. Scoring is given based on these parameters to analyze the effectiveness of therapy. The team of analysts analyzes promising emerging therapies based on relevant attributes such as safety, efficacy, frequency of administration, route of administration, and order of entry. In efficacy, the trial's primary and secondary outcome measures are evaluated, whereas the therapies' safety is evaluated, wherein the acceptability, tolerability, and adverse events are majorly observed. In addition, the scoring is also based on the route of administration, order of entry, probability of success, and the addressable patient pool for each therapy. According to these parameters, the final weightage score and the ranking of the emerging therapies are decided.
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