B7-H4 표적치료 : 시장 규모, 대상 환자층, 경쟁 구도 및 시장 예측(2040년)

Key Highlights:

• B7-H4 has been identified as a novel marker and therapeutic target for treating various conditions, including tumors, inflammation, autoimmune diseases, and organ transplantation. Currently, it is being developed for advanced solid tumors and in an early stage of development.
• B7-H4-targeted therapies generally show manageable side effects, with no reported infusion reactions. Common toxicities include fatigue, neutropenia, anemia, neuropathy, and GI symptoms. ADC-related side effects match those of known cytotoxic agents.
• In a range of tumor types, such as bladder, ovarian, and breast malignancies, B7-H4-directed ADCs have shown potential. Patients with these tumors frequently still have substantial unmet requirements for safe and efficient targeted therapy, particularly if they have become resistant to or relapsed on standard-of-care treatments.
• Several companies, including AstraZeneca, Pfizer (Seagen), Mersana Therapeutics, GlaxoSmithKline, and others are engaged in the development of B7-H4 targeting therapies with a range of emerging drugs.
• FPA-150 was being developed by Five Prime Therapeutics in Phase I for Epithelial Ovarian Cancer. The company has not reported any development since its acquisition by Amgen.
• Combining B7-H4-targeted therapies with PD-1, PD-L1, or PARP inhibitors may help address resistance by activating complementary antitumor pathways. Such combinations could improve overall treatment efficacy and reduce the development of resistance.

DelveInsight's "B7-H4 - Target Population, Competitive Landscape, and Market Forecast - 2040" report delivers an in-depth understanding of the B7-H4, historical and Competitive Landscape as well as the B7-H4 targeted therapies market trends in the United States, EU4 (Germany, France, Italy, and Spain) and the United Kingdom, and Japan.

The B7-H4 market report provides current treatment practices, emerging drugs, market share of individual therapies, and current and forecasted 7MM B7-H4 market size from 2022 to 2040. The report also covers current B7-H4 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

Understanding

B7-H4 Overview

The inhibitory molecule B7-H4, an important member of the B7 family, is abnormally expressed in tumors, inflammation, and autoimmune diseases. B7-H4 negatively regulates T cell immune response and promotes immune escape by inhibiting the proliferation, cytokine secretion, and cell cycle of T cells. Moreover, B7-H4 plays an extremely important role in tumorigenesis and tumor development including cell proliferation, invasion, metastasis, anti-apoptosis, etc. In addition, B7-H4 has other biological functions, such as protection against type 1 diabetes (T1D) and islet cell transplantation. Therefore, B7-H4 has been identified as a novel marker or a therapeutic target for the treatment of tumors, inflammation, autoimmune diseases, and organ transplantation. The transmembrane protein B7-H4 has emerged as an interesting therapeutic target in multiple solid tumors, with investigators mostly focusing on the development of antibody-drug conjugates (ADCs) aimed at the pathway.

However, overexpression of B7-H4 has been reported in many tumor types, including ovarian, lung, renal, breast, and gastric cancers. B7-H4 expression has been associated with increased tumor size, increased primary tumor classification, and/or diminished survival in these and other tumor types. Additionally, the protein has a role in tumorigenesis and tumor development via cell proliferation, invasion, metastasis, antiapoptosis, and other mechanisms.

B7-H4 Epidemiology

The B7-H4 epidemiology chapter in the report provides historical as well as forecasted epidemiology segmented as total cases of selected indication for B7-H4, total eligible patient pool for B7-H4 in selected indication, total treated cases in selected indication for B7-H4 in the 7MM covering the United States, EU4 (Germany, France, Italy, and Spain), and the United Kingdom, and Japan from 2022 to 2040.

• In 2025, the incident cases of BTC among the 7MM were ~66,000.
• Among the EU4 and the UK, BTC incident cases were highest in Italy (~25%) followed by Germany (~20) and lowest in Spain in 2025.
• According to Delveinsight's analysis, among the 7MM, the United States accounted for ~20,000 BTC cases in 2025.
• Among the 7MM, the United States accounted for the highest number of incident cases of ovarian cancer, with nearly ~21,000 cases in 2025.

B7-H4 Drug Chapters

The drug chapter segment of the B7-H4 reports encloses a detailed analysis of late-stage (Phase II and Phase I) pipeline drugs. It also helps understand the B7-H4's clinical trial details, 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

Puxitatug samrotecan: AstraZeneca

Puxitatug samrotecan is a B7-H4-directed ADC in clinical development for 2-3L B7-H4+ endometrial cancer. It was granted BTD by the US FDA for relapsed/metastatic B7-H4-positive endometrial and ovarian cancer. It is being studies in Bluestar-Endometrial01 Phase III trial.

In May 2026, AstraZeneca announced results from Phase I/IIa BLUESTAR study that puxitatug samrotecan produced a cORR of 47.1% and a median progression-free survival (PFS) of 7.2 months in patients with B7-H4-expressing recurrent or progressive endometrial cancer.

Emiltatug ledadotin (Emi-Le): Servier (Day One Biopharmaceuticals)

Emi-Le is a B7-H4-directed dolasynthen ADC with a precise, target-optimized drug-to-antibody ratio (DAR 6) and a proprietary auristatin-F HPA payload with controlled bystander effect. This candidate is under evaluation in an ongoing Phase I clinical trial. The US FDA has granted Fast Track Designations (FTD) to Emi-Le for the treatment of adult patients with advanced or metastatic TNBC and advanced or metastatic HER2 low/HER2 negative breast cancer post-topo-1 ADC.

In May 2026, Servier announced that the US FDA had granted Breakthrough Therapy Designation (BTD) to Emi-Le for treatment of patients with locally advanced, recurrent or metastatic Adenoid Cystic Carcinoma (ACC) with solid histology or high-grade transformation.

GSK5733584: GSK and Hansoh Pharmaceutical

Mocertatug rezetecan (Mo-Rez) (GSK5733584) is an investigational B7-H4-targeted antibody-drug conjugate (ADC). Promising efficacy and safety profile supports start of 5 pivotal Phase III trials in 2026, starting with Platinum-resistant Ovarian Cancer (PROC) (BEHOLD-Ovarian01) and 2-line endometrial cancer (BEHOLD-Endometrial01). Additional Phase III studies will evaluate Mo Rez in platinum sensitive ovarian cancer (BEHOLD-Ovarian02) and in 1 line maintenance settings for ovarian cancer without homologous recombination deficiency (BEHOLD-Ovarian03) and mismatch repair-proficient endometrial cancer (BEHOLD-Endometrial02).

In April 2026, GSK announced positive findings from its global Phase I BEHOLD-1 clinical trial for mocertatug rezetecan (Mo-Rez). At the highest doses, Mo-Rez monotherapy achieved confirmed objective response rates (cORR) of 62% in PROC and 67% in recurrent or advanced endometrial cancer.

Recent Developments in the B7-H4 Targeted Therapies Market

• In June 2026, BeOne Medicines announced new data from its solid tumor pipeline (Phase I study of BG-C9074) being presented at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting.
• In February 2026, Hansoh Pharmaceutical announced the presentation of data from two clinical studies evaluating mocertatug rezetecan at the 27th European Society of Gynaecological Oncology Congress (ESGO 2026).
• In January 2026, NextCure announced that it expects to provide a trial progress update on LNCB74 in breast and gynecological cancers in 2H of 2026.

B7-H4 Market Outlook

The market for B7-H4 targeting therapies is expected to grow significantly in the coming years. This is due to the increasing number of patients who are being diagnosed with cancer, the growing awareness of B7-H4, and the increasing number of B7-H4 targeting therapies that are under clinical trials.

The market outlook for B7-H4 targeted therapeutics is promising, driven by significant advancements in the development of innovative treatments for various cancers. Although no FDA-approved B7-H4 agents currently exist, preclinical and early-phase studies have demonstrated substantial potential, particularly with B7-H4 directed antibody-drug conjugate. Felmetatug vedotin, developed by Seagen, is a notable investigational antibody-drug conjugate comprising a B7-H4 directed human monoclonal antibody conjugated to monomethyl auristatin E (MMAE) via a clinically validated vedotin linker-payload system. It is in Phase I trials targeting advanced solid tumors, including ovarian and triple-negative breast cancers. Similarly, Mersana's emiltatug ledadotin, a B7-H4-directed Dolasynthen antibody-drug conjugate, features a target-optimized drug-to-antibody ratio and a controlled bystander effect. Emiltatug ledadotin is undergoing a multicenter Phase I trial for its safety and efficacy in breast, endometrial, and ovarian cancers, and has received FDA fast-track designation for advanced triple-negative breast cancer. Additionally, AstraZeneca's AZD8205 is in Phase I/IIa trials, targeting advanced solid tumors. These developments underscore the high potential of B7-H4-targeted therapies to address unmet needs in oncology, particularly for patients with refractory or relapsed cancers, positioning B7-H4 as a critical focus in the next generation of cancer treatment strategies.

Several key players, including AstraZeneca, Mersana Therapeutics, Pfizer (Seagen), GSK, and others, are involved in developing drugs for B7-H4 for various indications such as breast cancer, and non-small cell lung cancer. Overall, this is an exciting new class of agents with great potential for development. The maturation of current studies over the next few years will lead to a better understanding of B7-H4 and define their role in the therapy of cancer.

B7-H4 Drugs Uptake

This section focuses on the uptake rate of potential emerging B7-H4 expected to be launched in the market during 2026-2040.

B7-H4 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 B7-H4 market growth over the forecast period.

Pipeline Development Activities

The report covers information on collaborations, acquisitions and mergers, licensing, and patent details for B7-H4 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 B7-H4' evolving treatment landscape, patient reliance on conventional therapies, patient therapy switching acceptability, drug uptake, along challenges related to accessibility.

DelveInsight's analysts connected with 15+ KOLs to gather insights; however, interviews were conducted with 10+ KOLs in the 7MM. Centers such as Johns Hopkins Sidney Kimmel Cancer Center, UCSF Health, Memorial Sloan Kettering Cancer Center, and others.

Their opinion helps understand and validate current and emerging therapy treatment patterns or B7-H4 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 and Conjoint Analysis. In the SWOT analysis, strengths, weaknesses, opportunities, and threats in terms of gaps in disease diagnosis, patient awareness, physician acceptability, competitive landscape, cost-effectiveness, and geographical accessibility of therapies are provided.

Conjoint Analysis analyzes multiple approved and 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.

In efficacy, the trial's primary and secondary outcome measures are evaluated; for instance, in event-free survival, one of the most important primary outcome measures is event-free survival and overall survival.

Further, the therapies' safety is evaluated wherein the acceptability, tolerability, and adverse events are majorly observed, and it sets a clear understanding of the side effects posed by the drug in the trials. In addition, the scoring is also based on the 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.

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, Medicaid, 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 B7-H4, explaining its mechanism, and therapies (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 emerging therapies and the elaborative profiles of late-stage and prominent therapies will impact the current landscape.
• A detailed review of the B7-H4 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 B7-H4 market.

B7-H4 Report Insights

• B7-H4 Targeted Patient Pool
• Therapeutic Approaches
• B7-H4 Pipeline Analysis
• B7-H4 Market Size and Trends
• Existing and Future Market Opportunity

B7-H4 Report Key Strengths

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

B7-H4 Report Assessment

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

Key Questions:

• What was the B7-H4 total market size, 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 B7-H4?
• What are the risks, burdens, and unmet needs of treatment with B7-H4 based therapies? What will be the growth opportunities across the 7MM for the patient population of B7-H4 based therapies?
• What are the key factors hampering the growth of the B7-H4 market?
• 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 B7-H4?
• 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 B7-H4 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) and 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 B7-H4

4. Key Events

5. Epidemiology and Market Forecast Methodology

6. B7-H4 Market Overview at a Glance in the 7MM

• 6.1. Market Share (%) Distribution by Therapies in 2027
• 6.2. Market Share (%) Distribution by Therapies in 2040
• 6.3. Market Share (%) Distribution by Indications in 2027
• 6.4. Market Share (%) Distribution by Indications in 2040

7. B7-H4: Background and Overview

• 7.1. Introduction
• 7.2. Potential of B7-H4 Inhibitor in Different Indications
• 7.3. Clinical Applications of B7-H4 Inhibitor

8. B7-H4 Target Patient Pool

• 8.1. Key Findings
• 8.2. Assumptions and Rationale: 7MM
• 8.3. Epidemiology Scenario in the 7MM
  • 8.3.1. Total Cases of Selected Indication for B7-H4 in the 7MM
  • 8.3.2. Total Eligible Patient Pool for B7-H4 in Selected Indication in the 7MM
  • 8.3.3. Total Treatable Cases in Selected Indication for B7-H4 in the 7MM

9. B7-H4 Emerging Therapies

• 9.1. Key Competitors
• 9.2. Felmetatug vedotin: Pfizer (Seagen)
  • 9.2.1. Product Description
  • 9.2.2. Other developmental activities
  • 9.2.3. Clinical development
  • 9.2.4. Safety and efficacy
• 9.3. Emiltatug ledadotin: Mersana Therapeutics
  • 9.3.1. Product Description
  • 9.3.2. Other developmental activities
  • 9.3.3. Clinical development
  • 9.3.4. Safety and efficacy

10. B7-H4: Seven Major Market Analysis

• 10.1. Key Findings
• 10.2. Market Outlook
• 10.3. Conjoint Analysis
• 10.4. Key Market Forecast Assumptions
  • 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 Size by Indication in the 7MM
• 10.6. Total Market Size by therapies in the 7MM
• 10.7. The United States
  • 10.7.1. Total Market Size of B7-H4 in the United States
  • 10.7.2. Market Size of B7-H4 by Indication in the United States
  • 10.7.3. Market Size of B7-H4 by Therapies in the United States
• 10.8. EU4 and the UK
  • 10.8.1. Total Market Size of B7-H4 in EU4 and the UK
  • 10.8.2. Market Size of B7-H4 by Indication in EU4 and the UK
  • 10.8.3. Market Size of B7-H4 by Therapies in EU4 and the UK
• 10.9. Japan
  • 10.9.1. Total Market Size of B7-H4 in Japan
  • 10.9.2. Market Size of B7-H4 by Indication in Japan
  • 10.9.3. Market Size of B7-H4 by Therapies in Japan

11. SWOT Analysis of B7-H4

12. KOL Views of B7-H4

13. Unmet Needs of B7-H4

14. Market Access and Reimbursement of B7-H4

15. Appendix

• 15.1. Bibliography
• 15.2. Report Methodology

16. DelveInsight Capabilities

17. Disclaimer

18. About DelveInsight