항GPC3 표적치료 : 대상 환자층, 경쟁 구도 및 시장 예측(2040년)

Key Highlights:

• Glypican-3 (GPC3) is a highly cancer-specific antigen currently under active investigation for targeted cancer therapies. While anti-GPC3 monotherapy has shown limited efficacy in hepatocellular carcinoma (HCC), this is thought to be due to the need for high tumor saturation to achieve therapeutic benefit. This limitation has fueled interest in second-generation strategies, including CAR-T cells and TCR-engineered T cell therapies, which may overcome these barriers.
• According to DelveInsight, key indications contributing to the Anti-GPC3 therapy landscape include: Hepatocellular carcinoma (HCC), Non-small cell lung cancer (NSCLC), Gastric cancer, and potentially other GPC3-expressing tumors.
• HCC remains a leading focus in GPC3-targeted therapy development. Major risk factors for HCC include chronic alcohol use, HBV or HCV infections, obesity- or diabetes-related nonalcoholic steatohepatitis (NASH), less common causes: primary biliary cholangitis, haemochromatosis, and a1-antitrypsin deficiency.
• Non-small cell lung cancer (NSCLC) is also gaining attention in the GPC3 space. NSCLC accounts for approximately 85% of all lung cancers, and although it metastasizes more slowly than small cell lung cancer (SCLC), it remains highly lethal. NSCLC is subtyped into adenocarcinomas, squamous cell carcinomas (more common in men and strongly associated with smoking), large cell carcinomas, and less common forms: adenosquamous and sarcomatoid carcinomas, leading developers of anti-GPC3 therapies include Eureka Therapeutics - ECT204 (CAR-T), AstraZeneca - AZD9793 (TCE), Bayer - 225Ac-GPC3 (radiopharmaceutical), CRISPR Therapeutics - RPCAR01 (engineered cell therapy), BeOne Medicines - BGB-B2033 (undisclosed modality).
• The future of anti-GPC3 therapies looks promising. This class is well-positioned to transform the treatment landscape for hard-to-treat cancers, especially as clinical data matures and the mechanisms of GPC3-targeting become better understood.

DelveInsight's "Anti-GPC3 Targeted Therapies - Target Population, Competitive Landscape, and Market Forecast - 2040" report delivers an in-depth understanding of the Anti-GPC3 Targeted Therapies, historical and competitive landscape as well as its market trends in the United States, EU4 (Germany, France, Italy, and Spain) and the United Kingdom, and Japan.

The Anti-GPC3 Targeted Therapies market report provides current treatment practices, emerging drugs, market share of individual therapies, and current and forecasted 7MM Anti-GPC3 Targeted Therapies market size from 2020 to 2040. The report also covers current Anti-GPC3 Targeted Therapies treatment practices/algorithms and unmet medical needs to curate the best opportunities and assess the market's potential.

Geography Covered:

• The United States
• EU4 (Germany, France, Italy, and Spain) and the United Kingdom
• Japan

Study Period: 2022-2040

Anti-GPC3 Targeted Therapies Understanding and Treatment Algorithm

GPC3 Overview

Glypican-3 (GPC3) is a well-established molecular target for hepatocellular carcinoma (HCC). As a member of the heparan sulfate proteoglycan family, GPC3 is anchored to the cell membrane and plays a crucial role in tumor biology. Clinically, GPC3 has been observed to be highly expressed in malignant liver cells while demonstrating little to no expression in normal hepatic tissues. This differential expression profile positions GPC3 as an ideal candidate for HCC-specific therapeutic interventions, enabling targeted drug delivery and reducing off-target effects in non-cancerous liver tissue.

Anti-GPC3 Targeted Therapies Market Overview

In recent years, there has been a growing interest in the exploration of Anti-GPC3 Targeted Therapies for targeting indications such as HCC and NSCLC.

Anti-GPC3 Targeted Therapies Epidemiology

The epidemiology chapter of Anti-GPC3 Targeted Therapies in the report provides historical as well as forecasted epidemiology segmented as total cases in selected indications for Anti-GPC3 Targeted Therapies, total eligible patient pool in selected indications for Anti-GPC3 Targeted Therapies, and total treated cases in selected indications for Anti-GPC3 Targeted Therapies in the 7MM covering the United States, EU4 (Germany, France, Italy, and Spain), and the United Kingdom, and Japan from 2022 to 2040.

• As per Delveinsight analysis, GPC3 displays a strikingly heterogeneous yet tumor-specific expression profile. It is highly expressed in HCC (75%) and MCC (~70%), moderately in squamous cell NSCLC (~45%), and more modestly in myxoid/round cell liposarcoma (~33%) in 2025.
• In 2025, HCC represents the largest GPC3-expressing patient population in the 7MM, with approximately 80,000 cases. This highlights the central role of GPC3 as a therapeutic target in HCC and underscores the potential impact of targeted therapies in this high-burden indication.
• HCC accounts for the second-highest number of incident cases among selected indications in 7MM in 2025, with EU4 and the UK reporting ~40,000 cases, the US ~33,000 cases, and Japan ~33,000 cases.
• In Japan, HCC accounts for the largest GPC3-expressing patient population, with approximately 25,000 cases in 2025, highlighting it as the primary clinical focus for GPC3-targeted therapies, whereas Myxoid/Round Cell Liposarcoma represents a rare subset, with just ~170 cases, emphasizing the need for biomarker-driven approaches even in low-incidence malignancies.

Anti-GPC3 Targeted Therapies Drug Chapters

The drug chapter segment of the Anti-GPC3 Targeted Therapies report encloses a detailed analysis of clinical trial details of Anti-GPC3 Targeted Therapies, expressive pharmacological action, agreements and collaborations, approval, and patent details, advantages and disadvantages of each included drug and the latest news and press releases.

Emerging Drugs

BGB-B2033 +- Tislelizumab: BeOne Medicine

BGB-B2033 is a bispecific antibody that triggers 4-1BB activation on CD8+ T cells exclusively in the presence of GPC3-positive tumor cells, promoting targeted immune-mediated tumor cell destruction. Its therapeutic activity may be further potentiated in combination with anti-PD-1 agents like BeOne's tislelizumab.

BGB-B2033 is being clinically investigated in Phase I for the treatment of Advanced or metastatic HCC, AFP-producing gastric cancer, extragonadal yolk sac tumors, nondysgerminomas, and GPC3-positive squamous NSCLC as 1st line of therapy. The antibody demonstrates high specificity and strong binding affinity for its target proteins.

AZD9793: AstraZeneca

AZD9793 is a first-in-class, Trispecific IgG1 monoclonal antibody that functions as a CD8-targeted T-cell Engager (TCE). It simultaneously binds tumor-infiltrating T cells and GPC3-positive tumor cells, forming a bridge that triggers T-cell activation, tumor cell killing, and T-cell proliferation.

In June 2025, AstraZeneca showcased oncology data at ASCO 2025, highlighting RHEA-1, the first-in-human study of AZD9793, a CD8-guided T-cell Engager (TCE) for GPC3+ advanced HCC.

Recent Development in the Anti-GPC3 Targeted Therapies Market

• In January 2026, the US FDA granted Regenerative Medicine Advanced Therapy (RMAT) designation to ECT204, for the treatment of advanced HCC.
• At the 2026 ASCO Gastrointestinal Cancers Symposium (GCS), RayzeBio presented the design of the ongoing Phase I/IIb RYZ801-101 trial evaluating the theranostic pair RYZ811 (diagnostic) and RYZ801 (therapeutic) in patients with GPC3+ previously treated unresectable HCC.
• At the 2026 ASCO GCS, Zymeworks presented the design of its first-in-human, multicenter Phase I clinical trial evaluating ZW251 in patients with advanced HCC.

Anti-GPC3 Targeted Therapies Market Outlook

The global Anti-GPC3 Targeted Therapies market is expected to witness growth in the coming years, driven by the increasing incidences of cancer cases, clinical pipeline activity, and anticipated regulatory approvals.

Market players, including Bayer, Carisma Therapeutics, Moderna, Eureka Therapeutics, AstraZeneca, CRISPR Therapeutics, and others, are involved in developing drugs for Anti-GPC3 Targeted Therapies for the treatment of indications such as HCC, NSCLC, and others, respectively. Overall, this is an exciting new class with great potential for development. The maturation of current studies over the next few years will lead to a better understanding of anti-GPC3 targeted Therapies and define their role in cancer therapies.

Anti-GPC3 Targeted Therapies Drugs Uptake

This section focuses on the uptake rate of potential approved and emerging Anti-GPC3 Targeted Therapies expected to be launched in the market during 2026-2040.

Anti-GPC3 Targeted Therapies Pipeline Development Activities

The report provides insights into different therapeutic candidates in Phase III, Phase II, and Phase I. It also analyzes key players involved in developing targeted therapeutics.

The presence of numerous drugs under different stages is expected to generate immense opportunity for Anti-GPC3 Targeted Therapies market growth over the forecast period.

Pipeline Development Activities

The report covers information on collaborations, acquisitions and mergers, licensing, and patent details for Anti-GPC3 Targeted Therapies.

KOL Views

To keep up with current and future market trends, we take Industry Experts' 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 Anti-GPC3 Targeted Therapies evolving treatment landscape, patient reliance on conventional therapies, patient therapy switching acceptability, drug uptake, along challenges related to accessibility.

DelveInsight's analysts connected with 10+ KOLs to gather insights; however, interviews were conducted with 10+ KOLs in the 7MM. Centers such as the University of Miyazaki, University of Pittsburgh Medical Center, Ochsner Lafayette General Medical Center, National Cancer Center, Memorial Sloan Kettering Cancer Center, and others.

Their opinion helps understand and validate current and emerging therapy treatment patterns or Anti-GPC3 Targeted Therapies market trends. This will support the clients in potential upcoming novel treatments by identifying the overall scenario of the market and the unmet needs.

Qualitative Analysis

We perform Qualitative and market Intelligence analysis using various approaches, such as SWOT analysis. In the SWOT analysis, 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. These pointers are based on the analyst's discretion and assessment of the patient burden, cost analysis, and existing and evolving treatment landscape.

Market Access and Reimbursement

Reimbursement may be referred to as the negotiation of a price between a manufacturer and payer that allows the manufacturer access to the market. It is provided to reduce the high costs and make the essential drugs affordable. Health Technology Assessment (HTA) plays an important role in reimbursement decision-making and recommending the use of a drug. These recommendations vary widely throughout the seven major markets, even for the same drug.

In the US healthcare system, both Public and Private health insurance coverage are included. Also, Medicare and Medicaid are the largest government-funded programs in the US. The major healthcare programs including Medicare, Continuing Medical Education (CME) program, the Children's Health Insurance Program (CHIP), and the state and federal health insurance marketplaces are overseen by the Centers for Medicare & Medicaid Services (CMS). Other than these, Pharmacy Benefit Managers (PBMs), and third-party organizations that provide services, and educational programs to aid patients are also present.

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 abstract list is not exhaustive, will be provided in the final report

Scope of the Report:

• The report covers a segment of key events, an executive summary, and a descriptive overview of the Anti-GPC3 Targeted Therapies, explaining its mechanism, and therapies (current and emerging).
• Comprehensive insight into the competitive landscape, and forecasts, the future growth potential of treatment rate, drug uptake, and drug information have been provided.
• Additionally, an all-inclusive account of the current and emerging therapies and the elaborative profiles of late-stage and prominent therapies will impact the current landscape.
• A detailed review of the Anti-GPC3 Targeted Therapies market, historical and forecasted market size, market share by therapies, detailed assumptions, and rationale behind our approach is included in the report, covering the 7MM drug outreach.
• The report provides an edge while developing business strategies, by understanding trends, through SWOT analysis, expert insights/KOL views, and treatment preferences that help shape and drive the 7MM Anti-GPC3 Targeted Therapies market.

Anti-GPC3 Targeted Therapies Report Insights

• Anti-GPC3 Targeted Therapies Targeted Patient Pool
• Therapeutic Approaches
• Anti-GPC3 Targeted Therapies Pipeline Analysis
• Anti-GPC3 Targeted Therapies Market Size and Trends
• Existing and Future Market Opportunities

Anti-GPC3 Targeted Therapies Report Key Strengths

• 15 years Forecast
• The 7MM Coverage
• Key Cross Competition
• Drugs Uptake and Key Market Forecast Assumptions

Anti-GPC3 Targeted Therapies Report Assessment

• Current Treatment Practices
• Unmet Needs
• Pipeline Product Profiles
• Market Attractiveness
• Qualitative Analysis (SWOT)

Key Questions:

• What was the total market size of Anti-GPC3 Targeted Therapies, the market size by therapies, market share (%) distribution, and what would it look like in 2040? What are the contributing factors for this growth?
• Which drug is going to be the largest contributor in 2040?
• Which is the most lucrative market for Anti-GPC3 Targeted Therapies?
• What are the pricing variations among different geographies for approved therapies?
• How the reimbursement landscape has for Anti-GPC3 Targeted Therapies evolved since the first one was approved? Do patients have any access issues that are driven by reimbursement decisions?
• What are the risks, burdens, and unmet needs of treatment with Anti-GPC3 Targeted Therapies? What will be the growth opportunities across the 7MM for the patient population of Anti-GPC3 Targeted Therapies?
• What are the key factors hampering the growth of the market for Anti-GPC3 Targeted Therapies?
• What are the indications for which recent novel therapies and technologies have been developed to overcome the limitations of existing treatments?
• What key designations have been granted to the therapies for Anti-GPC3 Targeted Therapies?
• What is the cost burden of approved therapies on the patient?
• Patient acceptability in terms of preferred therapy options as per real-world scenarios?
• What are the country-specific accessibility issues of expensive, recently approved therapies?

Reasons to buy:

• The report will help develop business strategies by understanding the latest trends and changing dynamics driving the Anti-GPC3 Targeted Therapies market.
• Understand the existing market opportunities in varying geographies and the growth potential over the coming years.
• Distribution of historical and current patient share based on real-world prescription data along with reported sales of approved products in the US, EU4 (Germany, France, Italy, and Spain) the United Kingdom, and Japan.
• Identifying strong upcoming players in the market will help devise strategies to help get ahead of competitors.
• Detailed analysis and ranking of indication-wise current and emerging therapies under the conjoint analysis section to provide visibility around leading indications.
• Highlights of access and reimbursement policies of approved therapies, barriers to accessibility of expensive off-label therapies, and patient assistance programs.
• To understand Key Opinion Leaders' perspectives around the accessibility, acceptability, and compliance-related challenges of existing treatment to overcome barriers in the future.
• Detailed insights on the unmet needs of the existing market so that the upcoming players can strengthen their development and launch strategy.

Table of Contents

1. Key Insights

2. Report Introduction

3. Executive Summary of Anti-GPC3 Targeted Therapies

4. Key Events

5. Epidemiology Market Forecast Methodology of Anti-GPC3 Targeted Therapies

6. Anti-GPC3 Targeted Therapies Market Overview at a Glance in the 7MM

• 6.1. Market Share (%) Distribution by Therapies in 2025
• 6.2. Market Share (%) Distribution by Therapies in 2040
• 6.3. Market Share (%) Distribution by Indications in 2025
• 6.4. Market Share (%) Distribution by Indications in 2040

7. Anti-GPC3 Targeted Therapies: Background and Overview

• 7.1. Introduction
• 7.2. Potential of Anti-GPC3 Targeted Therapies in Different Indications
• 7.3. Clinical Applications of Anti-GPC3 Targeted Therapies

8. Target Patient Pool of Anti-GPC3 Targeted Therapies

• 8.1. Assumptions and Rationale
• 8.2. Key Findings
• 8.3. Total Cases of Selected Indication for Anti-GPC3 Targeted Therapies in the 7MM
• 8.4. Total Eligible Patient Pool of Selected Indication for Anti-GPC3 Targeted Therapies in the 7MM
• 8.5. Total Treatable Cases in Selected Indication for Anti-GPC3 Targeted Therapies in the 7MM

9. Emerging Anti-GPC3 Targeted Therapies

• 9.1. Key Competitors
• 9.2. ECT204: Eureka Therapeutics
  • 9.2.1. Product Description
  • 9.2.2. Other Developmental Activities
  • 9.2.3. Clinical Development
  • 9.2.4. Safety and Efficacy
  • 10.2.5. Analyst Views
• 9.3. AZD9793: AstraZeneca
  • 9.3.1. Product Description
  • 9.3.2. Other Developmental Activities
  • 9.3.3. Clinical Development
  • 9.3.4. Safety and Efficacy
  • 10.3.5. Analyst Views

10. Anti-GPC3 Targeted Therapies: 7MM Analysis

• 10.1. Key Findings
• 10.2. Market Outlook of Anti-GPC3 Targeted Therapies
• 10.3. Conjoint Analysis of Anti-GPC3 Targeted Therapies
• 10.4. Key Market Forecast Assumptions of Anti-GPC3 Targeted Therapies
  • 10.4.1. Cost Assumptions and Rebates
  • 10.4.2. Pricing Trends
  • 10.4.3. Analogue Assessment
  • 10.4.4. Launch Year and Therapy Uptakes
• 10.5. Total Market Sizes of Anti-GPC3 Targeted Therapies by Indications in the 7MM
• 10.6. The United States
  • 10.6.1. Total Market Size of Anti-GPC3 Targeted Therapies in the United States
  • 10.6.2. Market Size of Anti-GPC3 Targeted Therapies by Indication in the United States
  • 10.6.3. Market Size of Anti-GPC3 Targeted Therapies by Therapies in the United States
• 10.7. EU4 and the UK
  • 10.7.1. Total Market Size of Anti-GPC3 Targeted Therapies in EU4 and the UK
  • 10.7.2. Market Size of Anti-GPC3 Targeted Therapies by Indications in EU4 and the UK
  • 10.7.3. Market Size of Anti-GPC3 Targeted Therapies by Therapies in EU4 and the UK
• 10.8. Japan
  • 10.8.1. Total Market Size of Anti-GPC3 Targeted Therapies in Japan
  • 10.8.2. Market Size of Anti-GPC3 Targeted Therapies by Indications in Japan
  • 10.8.3. Market Size of Anti-GPC3 Targeted Therapies by Therapies in Japan

11. SWOT Analysis

12. KOL Views

13. Unmet Needs

14. Market Access and Reimbursement

15. Appendix

• 15.1. Bibliography
• 15.2. Report Methodology

16. DelveInsight Capabilities

17. Disclaimer

18. About DelveInsight