비소세포폐암(NSCLC)의 TROP2 ADC : 시장 규모, 대상 환자층, 경쟁 구도 및 시장 예측(2040년)

Key Highlights:

• The TROP2 ADCs in NSCLC Market Size is anticipated to grow with a significant CAGR during the study period (2022-2040).
• Based on DelveInsight's assessment in 2025, the 7MM had approximately 537,700 incident cases of NSCLC. These are expected to rise due to the growing incident population and advancements in diagnostic capabilities during the forecast period (2026-2040).
• Among the 7MM, the US accounted for the highest incident cases of NSCLC in 2025. Incident cases of NSCLC in Japan are significantly lower than in EU4, the UK, and the US.
• In 2025, Germany had the highest number (~57,000) of NSCLC cases among the EU4 and the UK, while Spain had the lowest number (~26,600).
• Japan accounted for approximately 121,900 cases of NSCLC in 2025.

DelveInsight's "TROP2 ADCs in NSCLC Market Size, Target Population, Competitive Landscape and Market Forecast - 2040" report delivers an in-depth understanding of TROP2 ADCs in NSCLC, addressable patient pool, competitive landscape, and future market trends in the United States, EU4 (Germany, France, Italy, and Spain) and the UK, and Japan.

The TROP2 ADCs in NSCLC market report provides insights around existing treatment practices in patients with TROP2 ADCs in NSCLC, approved (if any) and emerging TROP2 ADCs in NSCLC market size & market share of individual therapies, patient pool eligible for treatment with TROP2 ADCs in NSCLC, along with current and forecasted 7MM TROP2 ADCs in NSCLC market size from 2022-2040 by therapies and by indication. The report also covers current unmet needs and challenges while incorporating new classes in treatment paradigm, variations in accessibility and acceptability of new TROP2 ADCs in NSCLC in different geographies, along with insights on TROP2 ADCs in NSCLC pricing reimbursements to curate the best opportunities and assess the market's potential.

TROP2 ADCs in NSCLC Drugs Market Overview

This segment will provide detailed information beginning with the inhibitor journey from discovery of the mutation or protein expression to its entry into clinical development followed by its upcoming commercial potential in the TROP2 ADCs in NSCLC Drugs Market. This segment will dive into the different indications in TROP2 ADCs in NSCLC Market Size for which the inhibitor is being developed for, which would further give insights on the potential addressable patient population. Moreover, this segment will also give a brief overview around the existing treatment paradigm of the target indications.

TROP2 ADCs in NSCLC Clinical Trials

This section will give in depth information about the existing local and systemic options in the current treatment paradigm of all the potential indications, in which most of the pharmaceutical companies are actively evaluating their inhibitors. Potential of the emerging TROP2 ADCs in NSCLC Market Size in changing the current clinical practice guidelines is crucial to analyze especially when it comes to real world scenario.

It will also include the relevance and importance of incorporation of biomarker testing at varying stages of the disease. It is also important to understand that implementing such tests in routine clinical practice is not uniform in different countries due to issues such as cost, accessibility, reimbursement and non-recommendation in guidelines.

TROP2 ADCs in NSCLC Epidemiology Insights:

• Based on DelveInsight's assessment in 2025, the 7MM had ~540,000 incident cases of NSCLC. These are expected to rise due to the growing incident population and advancements in diagnostic capabilities during the forecast period (2026-2040).
• Among the 7MM, the US accounted for the highest incident cases of NSCLC in 2025. Incident cases of NSCLC in Japan are significantly lower than in EU4, the UK, and the US.
• In 2025, Germany had the highest number (~57,000) of NSCLC cases among the EU4 and the UK, while Spain had the lowest number (~27,000).
• Japan accounted for approximately 123,000 cases of NSCLC in 2025.

TROP2 ADCs in NSCLC Drug Chapters

The TROP2 ADCs in NSCLC Drugs Market segment encloses a detailed analysis of marketed therapies and late-stage (Phase III and Phase II) therapies. It also helps understand the TROP2 ADCs in NSCLC Clinical Trial details, pharmacological action, agreements and collaborations related to TROP2 ADCs in NSCLC, their approval timelines, patent details, advantages and disadvantages, latest news and press releases.

TROP2 ADCs in NSCLC Marketed Drugs

The TROP2 ADCs in NSCLC marketed drug section will provide detailed drug profiles of already approved therapies. Information around clinical development activities, launch timing, regulatory milestones along with safety and efficacy data of the therapy will be included.

TROP2 ADCs in NSCLC Emerging Drugs

TRODELVY (sacituzumab govitecan): Gilead Sciences

TRODELVY (sacituzumab govitecan) is a first-in-class TROP2-directed ADC. It is intentionally designed with a proprietary hydrolyzable linker attached to SN-38, a topoisomerase I inhibitor payload. This unique combination delivers potent activity to TROP2-expressing cells and the microenvironment. TRODELVY is also being developed for potential investigational use in metastatic NSCLC.

Currently, TRODELVY is being evaluated in the Phase III EVOKE-03, in combination with KEYTRUDA for patients with metastatic NSCLC With PD-L1 Tumor Proportion Score (TPS) >=50%.

Sacituzumab Tirumotecan (MK-2870): Merck and Kelun-Biotech

Sacituzumab tirumotecan, developed by Kelun-Biotech and licensed to Merck outside Greater China, is an investigational TROP2-targeting ADC composed of a monoclonal antibody, a topoisomerase I inhibitor payload, and a novel hydrolyzable linker.

DB-1305/BNT325: Dualitybio/BioNTech

DB-1305 (BNT325) is a novel TROP2-targeting ADC being co-developed by DualityBio and BioNTech. It is designed to deliver potent cytotoxic agents specifically to TROP2-expressing cancer cells, leveraging the overexpression of TROP2 in a wide range of solid tumors.

Currently, DB-1305/BNT325 is getting evaluated in the Phase II including patients with NSCLC.

Recent Developments in the TROP2 ADCs in NSCLC Market

• In May 2026, Gilead Sciences announced in there presentation that ongoing Phase III EVOKE-03 trial evaluating TRODELVY (sacituzumab govitecan) in first-line metastatic NSCLC, with key clinical updates anticipated in the second half of 2026.
• In May 2026, Merck announced that results from the randomized Phase III OptiTROP-Lung05 study evaluating sacituzumab tirumotecan (sac-TMT) plus pembrolizumab versus pembrolizumab alone in first-line PD-L1-positive advanced NSCLC will be presented at ASCO 2026.
• In November 2025, Kelun-Biotech announced that the Phase III OptiTROP-Lung05 trial evaluating sacituzumab tirumotecan (sac-TMT) in combination with pembrolizumab met its primary endpoint in first-line PD-L1-positive NSCLC.

TROP2 ADCs in NSCLC Drug Class Insights

The TROP2 ADCs in NSCLC Drugs Market Insights section will provide comprehensive information on TROP2 ADCs in NSCLC as a class. This will include a broad overview of the class and its role in treating specific conditions. Insights may cover the historical clinical development of TROP2 ADCs in NSCLC, their mechanism of action, their subtypes and future commercial prospects. Additionally, the section will provide detailed information about current trends, challenges, and future prospects for this class of drugs.

TROP2 ADCs in NSCLC Market Outlook

This section will include details on changing TROP2 ADCs in NSCLC market dynamics post initiation of clinical development activities of the inhibitor. It will also provide a detailed summary and comparison of all the therapies being developed by leading players in this space. This section will highlight the advantages of one therapy over the other after assessment based on parameters such as data availability in the form of safety and efficacy, number of patients enrolled in each trial, and trial's inclusion criteria. There will be a Key focus on the importance of development and need for the commercial success of these targeted therapies to achieve treatment goals that physicians and patients are looking for. It will also sum up all the early stage players active in this space.

TROP2 ADCs in NSCLC Drugs Market Uptake

This section focuses on the TROP2 ADCs in NSCLC Drugs Market Uptake rate of potential TROP2 ADCs in NSCLC already launched and expected to be launched in the market during 2022-2040, which depends on the competitive landscape, safety, efficacy data, and order of entry. It is important to understand that the key players evaluating their novel therapies in the pivotal and confirmatory trials should remain vigilant when selecting appropriate comparators to stand the greatest chance of a positive opinion from regulatory bodies, leading to approval, smooth launch, and rapid uptake.

TROP2 ADCs in NSCLC Pipeline Development Activities

The TROP2 ADCs in NSCLC Market report provides insights into TROP2 ADCs clinical trials within Phase III and Phase II stages. It also analyzes key players involved in developing targeted therapeutics.

TROP2 ADCs in NSCLC Pipeline Development Activities

The TROP2 ADCs in NSCLC Market report covers information on collaborations, acquisitions and mergers, licensing, and patent details for TROP2 ADCs in NSCLC.

KOL Views

To keep up with current and future market trends, we incorporate Key physicians, Therapy Area Researcher's, and other Industry Experts' opinions working in the domain through primary research to fill in the data gaps and validate our secondary research. 25+ Key Opinion Leaders (KOLs) were contacted for insights on TROP2 ADCs in NSCLC' incorporation in the evolving treatment landscape, patient reliance on conventional therapies, patient therapy switching acceptability, drug uptake, along with challenges related to accessibility.

TROP2 ADCs in NSCLC Qualitative Analysis

We perform qualitative and market Intelligence analysis using various approaches, such as SWOT analysis and Analyst views. In the SWOT analysis, strengths, weaknesses, opportunities, and threats in terms of disease diagnosis, patient awareness, competitive landscape, cost-effectiveness, and geographical accessibility of therapies are provided. These pointers are based on the analyst's discretion and assessment of the cost analysis and existing and evolving treatment landscape.

TROP2 ADCs in NSCLC Market Access and Reimbursement

This section will include TROP2 ADCs in NSCLC market insights around the standard HTA pricing, recent reformations in 2024 and modifications in reimbursement process in the 7MM. For example, In the United States, a multi payer model exists when it comes to drug pricing regime, which is currently undergoing significant changes, with recent federal legislation, such as the Prescription Drug Pricing Reform provisions of the Inflation Reduction Act, significantly altering the pricing regime under certain federal programs. Whereas in Germany, the market access differs from the systems followed in many other countries as no pricing and reimbursement approval is required during launch of a new therapy.

Moreover, this section will also provide details on reimbursement of approved therapy, if any.

Scope of the TROP2 ADCs in NSCLC Market Report

• The TROP2 ADCs in NSCLC Market report covers a segment of key events, an executive summary, target patient pool, epidemiology and TROP2 ADCs in NSCLC market forecast, information around patient journey and varying biomarker testing rates
• Additionally, an all-inclusive account of the current and emerging therapies drug chapters, insights on TROP2 ADCs in NSCLC addressable patient pool
• A detailed review of the TROP2 ADCs in NSCLC market, historical and forecasted market size, market share by therapies, detailed assumptions, and rationale behind our approach is included in the report
• The report provides an edge while developing business strategies by understanding trends through SWOT analysis and expert insights/KOL views, and treatment preferences that help in shaping and driving the 7MM TROP2 ADCs in NSCLC market.
• TROP2 ADCs in NSCLC Market Size of Inhibitors by therapies and indication will be provided

TROP2 ADCs in NSCLC Report Key Strengths

• 15 Years TROP2 ADCs in NSCLC Market Forecast
• The 7MM Coverage for TROP2 ADCs in NSCLC Market Forecast
• TROP2 ADCs in NSCLC Competitive Landscape of current and emerging therapies
• TROP2 ADCs in NSCLC Total Addressable patient population
• TROP2 ADCs in NSCLC Drugs Uptake
• Key TROP2 ADCs in NSCLC Market Forecast Assumptions
• TROP2 ADCs in NSCLC Approved and Emerging therapy Profiles
• Physician's perspectives/KOL opinions
• Biomarker testing and Patient journey
• Qualitative Analysis (SWOT and Analyst Views)
• TROP2 ADCs in NSCLC Market Size by therapy and indication
• Existing and Future Market Opportunity
• TROP2 ADCs in NSCLC Unmet Needs

FAQs:

• What was the TROP2 ADCs in NSCLC total market size, the market size by therapies, market share (%) distribution in 2020, and what would it look like by 2040? What are the contributing factors for TROP2 ADCs in NSCLC market growth?
• Which drug is going to be the largest contributor by 2040?
• What is the market access and reimbursement scenario of TROP2 ADCs in NSCLC?
• What are the pricing variations among different geographies?
• How would the market drivers, barriers, and future opportunities affect the market dynamics and subsequent analysis of the associated trends?
• What are the recent novel therapies, targets, mechanisms of action, and technologies developed to overcome the limitations of existing therapies?
• Patient acceptability in terms of preferred treatment options as per real-world scenarios?

Reasons to Buy the TROP2 ADCs in NSCLC Market Forecast Report:

• The TROP2 ADCs in NSCLC Market report will help in developing business strategies by understanding the latest trends and changing treatment dynamics driving the TROP2 ADCs in NSCLC Market.
• Understand the existing TROP2 ADCs in NSCLC market opportunities and future trends in varying geographies
• Identifying strong upcoming players in the market will help devise strategies to help get ahead of competitors.
• 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 and acceptability of emerging treatment options along with unmet need of current therapies
• Details on report methodology, top indications covered, market assumptions, patient journey and KOLs to strengthen the pharmaceutical companies' development and launch strategy.

Table of Contents

1. Key Insights

2. Report Introduction

3. Executive Summary of TROP2 ADCs in NSCLC

4. Key Events

5. TROP2 ADCs in NSCLC Market Overview At A Glance

• 5.1. Market Share (%) Distribution of TROP2 ADCs in NSCLC By Therapy in 2025
• 5.2. Market Share (%) Distribution of TROP2 ADCs in NSCLC By Therapy in 2040

6. Background And Overview

7. TROP2 ADCs in NSCLC Target Population

8. TROP2 ADCs in NSCLC Marketed Drugs

• 8.1. Key Competitors
  • 8.1.1. Product Description
  • 8.1.2. Regulatory Milestones
  • 8.1.3. Other Developmental Activities
  • 8.1.4. Ongoing Clinical Development
  • 8.1.5. Safety and Efficacy

9. TROP2 ADCs in NSCLC Emerging Drugs

• 9.1. Key Competitors
  • 9.1.1. Product Description
  • 9.1.2. Other Development Activities
  • 9.1.3. Clinical Development
    • 9.1.3.1. Clinical Trials Information
  • 9.1.4. Safety and Efficacy

10. TROP2 ADCs in NSCLC: The 7MM Analysis

• 10.1. Key Findings
• 10.2. TROP2 ADCs in NSCLC Market Outlook
• 10.3. Key Market Forecast Assumptions
• 10.4. Total Market Size of TROP2 ADCs in NSCLC in the 7MM
  • 10.4.1. Market Size of TROP2 ADCs in NSCLC By Therapies In the 7MM
  • 10.4.2. Market Size of TROP2 ADCs in NSCLC By Indication In the 7MM
• 10.6. TROP2 ADCs in NSCLC United States Market Size
  • 10.6.1. Total Market Size of TROP2 ADCs in NSCLC in the United States
  • 10.6.2. Market Size of TROP2 ADCs in NSCLC By Therapies in the United States
• 10.7. TROP2 ADCs in NSCLC EU4 and the UK Market Size
  • 10.7.1. Total Market Size of TROP2 ADCs in NSCLC in EU4 and the UK
  • 10.7.2. Market Size of TROP2 ADCs in NSCLC By Therapies in EU4 and the UK
• 10.8. TROP2 ADCs in NSCLC Japan Market Size
  • 10.8.1. Total Market Size of TROP2 ADCs in NSCLC in Japan
  • 10.8.2. Market Size of TROP2 ADCs in NSCLC By Therapies in Japan

11. TROP2 ADCs in NSCLC Unmet Needs

12. SWOT Analysis

13. KOL Views

14. TROP2 ADCs in NSCLC Market Access and Reimbursement

• 14.1. United States
  • 14.1.1. Centre for Medicare & Medicaid Services (CMS)
• 14.2. EU4 and the UK
  • 14.2.1. Germany
  • 14.2.2. France
  • 14.2.3. Italy
  • 14.2.4. Spain
  • 14.2.5. United Kingdom
• 14.3. Japan
  • 14.3.1. MHLW

15. Appendix

• 15.1. Bibliography
• 15.2. Report Methodology

16. Delveinsight Capabilities

17. Disclaimer

18. About DelveInsight