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시장보고서
상품코드
2126047
HER2 저발현 암 : 시장 규모, 대상 환자층, 경쟁 구도 및 시장 예측((2036년)HER2-low Cancers - Market Size, Target Population, Competitive Landscape, and Market Forecast - 2036 |
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‘HER2 저발현 암’ 시장 보고서에서는 현재의 치료 실태, 신흥 의약품, 각 치료법의 시장 점유율에 더해, 2022-2036년까지 주요 7개국의 HER2 저발현 암 시장 현황 및 예측 규모를 수록하고 있습니다. 또한 이 보고서에서는 현재의 HER2 저발현 암 치료 현황·알고리즘 및 미충족 의료 수요에 대해서도 다루며, 최적의 비즈니스 기회를 엄선하고 시장의 잠재적 가능성을 평가하고 있습니다.
조사 기간: 2022-2036년
HER2 저발현 암에 대한 이해
HER2 저발현 암 개요
ERBB2 유전자에 의해 암호화되는 막 관통형 티로신 키나아제 수용체인 HER2는 세포의 증식, 분화 및 생존에 중요한 역할을 합니다. 이는 상피 성장인자 수용체 계열에 속하며, 표준 분자생물학적 기법을 사용하여 평가됩니다. 구체적으로, HER2 단백질의 과발현은 IHC를 통해 평가되며, 유전자 증폭은 FISH를 통해 판정됩니다. HER2 저발현은 IHC 점수가 1+ 또는 2+이고, ISH를 통해 증폭이 확인되지 않는(FISH 음성) 것으로 분류됩니다. HER2/neu는 주로 MAPK 및 PI3K 경로를 통해 신호 전달을 수행하며, 증폭되거나 과발현되면 악성 전이를 촉진합니다. 이 단백질의 발현은 유방암, 대장암, 난소암, 자궁내막암, 방광암, 위암, 담도암 등 다양한 암에서 관찰되지만, 그중에서도 유방암에서 가장 흔합니다.
새로운 ADC의 등장으로 HER2 저발현 종양의 치료 상황은 일변하여 생존율이 현저히 향상되었습니다. ENHERTU는 HER2를 표적으로 하는 모노클로널 항체와 토포이소머라제 I 억제제로 구성된 최첨단 ADC입니다.
이 보고서에서 다루고 있는 역학 데이터는 미국, EU4(독일, 프랑스, 이탈리아, 스페인), 영국 및 일본을 포함한 주요 7개국을 대상으로 2022-2036년까지의 기간을 다룹니다.
HER2 저발현 암 시장의 최근 동향
위암, 자궁내막암 및 기타 암을 포함한 HER2 저발현 암에 대한 현재의 치료 선택지는 이러한 악성 종양에서 HER2의 역할에 대한 연구가 진행됨에 따라 계속 진화하고 있습니다. 기존의 모노클로널 항체나 저분자 티로신 키나제 억제제(TKI)는 HER2 저발현 유방암에 대해 거의 치료 효과를 보이지 않습니다.
오랫동안 HER2 저발현 유방암은 HR 양성/HER2 음성(HR+/HER2-) 및 삼중 음성 유방암(TNBC)을 포함한 HER2 양성 유방암의 치료 순서에 통합되어 왔습니다. ENHERTU는 HER2 저발현(IHC 1+ 또는 2+/ISH-) 환자에서 유망한 결과를 보여주고 있습니다. DESTINY-Breast04 임상시험의 임상 관행을 변화시킨 결과를 바탕으로, ENHERTU는 2022년 8월 미국 식품의약국(FDA)의 승인을 받았으며, 또한 이전에 치료를 받은 HER2 저발현 전이성 유방암 환자에 대해 미국 국립종합암네트워크(NCCN) 지침에서도 권장되고 있습니다. 본 임상시험의 통계적 설계에 따라 HR 양성 환자 및 HR 음성 환자(즉, TNBC)를 포함한 전체 시험 대상에서 화학요법에 대한 ENHERTU의 유효성이 확인되었습니다. 또한 2023년 1월에는 ENHERTU가 절제 불가능하거나 전이성 HER2 저발현 유방암을 가진 성인 환자,특히 전이성 병태에서 이전에 화학요법을 받은 환자 또는 보조 화학요법 완료 중이거나 완료 후 6개월 이내에 질환 재발을 경험한 환자에 대한 단일제 요법으로 유럽연합(EU)으로부터 승인을 받았습니다. 이에 이어 같은 해 3월에는 일본에서도 승인되었습니다.
또한 최근, 2025년 1월에는 ENHERTU가 미국 식품의약국(FDA)으로부터 FDA 승인 검사를 통해 판정된 절제 불가능하거나 전이성인 HR 양성,HER2 저발현 또는 HER2 초저발현(IHC 0에서 막 염색 있음) 유방암을 가진 성인 환자 중, 전이 병기에서 1회 이상의 내분비 요법을 받은 후 진행된 환자에 대한 치료제로 승인받았습니다. 그 후, 2025년 2월에는 유럽에서 전이성 유방암 상태에서 적어도 1회 이상의 내분비 요법을 받았으며, 다음 치료 단계로 추가 내분비 요법이 적절하지 않다고 판단된, HR 양성,HER2 저발현 또는 HER2 초저발현(IHC 0에서 막 염색 있음) 유방암 환자에 대한 ENHERTU의 승인을 획득했습니다.
HR 음성/HER2 저발현 유방암 환자의 치료에서는 일반적으로 1차 화학요법에 더해, PD-L1 양성인 경우 면역요법을 시행하고, 그 후 단일제제 화학요법을 순차적으로 실시합니다. HR 양성 유방암의 경우, 화학요법에 비해 무진행 생존 기간(PFS)의 우월성이 인정되고 있으므로, 생식세포계열 BRCA 변이를 가진 환자에 대해서는 PARP 억제제 투여가 검토됩니다.
HER2 저발현 유방암 치료의 미래는 혁신적인 치료법, 특히 DATROWAY, TRODELVY, 트라스투주맙-파밀테칸,BB-1701, DF1001, 에밀타투그·레다도틴 등의 ADC(항체-약물 접합체) 개발에 따라 크게 좌우될 전망입니다. 이러한 ADC는 HER2 저발현 암세포를 표적으로 하여 강력한 세포독성 약물을 종양에 직접 전달함으로써, 정상 조직에 대한 손상을 최소화하면서 치료 효과를 향상시키도록 설계되었습니다. 또한 독소루비신을 함유한 면역 리포좀인 HF158K1/HF-K1은 화학요법제를 리포좀에 봉입하여 표적 전달을 수행하는 새로운 접근 방식을 제시하고 있습니다. 또 다른 유망한 치료법인 에프틸라기모드-알파는 APC를 활성화하는 용해성 LAG-3 단백질로, 암에 대한 면역계의 반응을 높이는 것을 목적으로 합니다. 이러한 치료법들을 종합함으로써 HER2 저발현 암 치료 방식에 혁명을 일으킬 가능성을 내포하고 있습니다.
전반적으로 HER2 저발현 암 시장은 예측 기간(2026-2036년) 동안 더욱 확대될 것으로 전망됩니다.
DelveInsight's " HER2-low Cancers - Market Size, Target Population, Competitive Landscape, and Market Forecast-2036" report delivers an in-depth understanding of the HER2-low Cancers, historical and forecasted epidemiology as well as the HER2-low Cancers market trends in the United States, EU4 (Germany, France, Italy, and Spain), and the United Kingdom, and Japan.
HER2-low Cancers market report provides current treatment practices, emerging drugs, and market share of the individual therapies, current and forecasted 7MM HER2-low Cancers market size from 2022 to 2036. The report also covers current HER2-low Cancers treatment practices/algorithms, and unmet medical needs to curate the best of the opportunities and assess the underlying potential of the market.
Study Period: 2022-2036
HER2-low Cancers Understanding
HER2-low Cancers Overview
HER2, a transmembrane tyrosine kinase receptor encoded by the ERBB2 gene, plays a key role in cell growth, differentiation, and survival. It belongs to the epidermal growth factor receptor family and is assessed using standard molecular methods-HER2 protein overexpression is evaluated via IHC, while gene amplification is determined by FISH. HER2-low is classified as an IHC score of 1+ or 2+ without amplification by ISH (FISH-negative). HER2/neu primarily signals through the MAPK and PI3K pathways, driving malignant transformation when amplified or overexpressed. Its expression is observed in various cancers, including breast, colorectal, ovarian, endometrial, bladder, gastric, and biliary tract cancers, with breast cancer being the most common.
The emergence of novel ADCs has transformed the treatment landscape for HER2-low tumors, significantly improving survival. ENHERTU is a cutting-edge ADC composed of a HER2-targeting monoclonal antibody and the topoisomerase I inhibitor.
The epidemiology covered in the report provides historical as well as forecasted epidemiology segmented by total targeted patient pool of HER2-low cancers, treatment eligible pool of HER2-low cancers, total incident cases of breast cancer, age-specific cases of HER2-low breast cancers, and stage-specific cases of HER2-low breast cancers in the 7MM, covering the United States, EU4 (Germany, France, Italy, and Spain), and the United Kingdom, and Japan from 2022 to 2036.
The drug chapter segment of the HER2-low cancers report encloses a detailed analysis of HER2-low cancers marketed and emerging (Phase III and Phase II and Phase I/II) pipeline drugs. It also helps to understand HER2-low cancers 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.
Marketed Drugs
ENHERTU (trastuzumab deruxtecan): Daiichi Sankyo and AstraZeneca
ENHERTU is a HER2-directed ADC. Designed using Daiichi Sankyo's proprietary DXd ADC Technology, ENHERTU is the lead ADC in the oncology portfolio of Daiichi Sankyo and the most advanced program in AstraZeneca's ADC scientific platform. It received FDA approval in August 2022 and 2025, EMA approval in 2023 and 2025, and PMDA approval in 2023. As per AstraZeneca's full-year 2024 clinical trial appendix, published in February 2025, the company anticipates a regulatory decision for ENHERTU (DESTINY-Breast06) in Japan for the treatment of HER2-low and ultralow metastatic breast cancer in the second half of 2025.
Emerging Drugs
DATROWAY (datopotamab deruxtecan/Dato-DXd): AstraZeneca and Daiichi Sankyo
Datopotamab deruxtecan is an investigational TROP2-directed ADC. Designed using Daiichi Sankyo's proprietary DXd ADC Technology, datopotamab deruxtecan is one of six DXd ADCs in the oncology pipeline of Daiichi Sankyo and one of the most advanced programs in AstraZeneca's ADC scientific platform. Recently, in January 2025, DATROWAY received approval in the US for the treatment of adult patients with unresectable or metastatic HR-positive, HER2-negative (IHC 0, IHC 1+ or IHC 2+/ISH-) breast cancer who have received prior endocrine-based therapy and chemotherapy for unresectable or metastatic disease.
In March 2025, Daiichi Sankyo's DATROWAY has been launched in Japan for the treatment of adult patients with HR positive, HER2 negative (IHC 0, IHC 1+ or IHC 2+/ISH-) unresectable or recurrent breast cancer after prior chemotherapy.
According to AstraZeneca's full-year 2024 clinical trial appendix, published in February 2025, the company anticipates the data from Phase I of the TROPION-PanTumor01 (NCT03401385) trial to be available in the second half of 2025.
DB-1303/BNT323 (trastuzumab pamirtecan): Duality Biologics and BioNTech
BNT323/DB-1303 is a third-generation topoisomerase-1 inhibitor-based ADC-targeting HER2, which was built from DualityBio's proprietary Duality Immune Toxin Antibody Conjugates (DITAC) platform. The candidate has exhibited antitumor activity in both HER2-positive and HER2-low tumor models as well as in several solid tumor indications, including patients with breast, gastric, endometrial, biliary tract cancers, and other advanced solid tumors.
BNT323/DB-1303 is currently being evaluated in an ongoing Phase I/II study (NCT05150691) in patients with advanced/metastatic solid tumors and a pivotal Phase III study (NCT06018337) in patients with HR-positive and HER2-low, metastatic breast cancer that has progressed on hormone and/or Cyclin-dependent Kinase 4/6 (CDK4/6) therapy.
Recent Developments in the HER2-low Cancers Market
Drug Class Insights
ADCs have transformed HER2-low cancer treatment, with a breakthrough in 2022 when ENHERTU became the first approved therapy for HER2-low metastatic breast cancer. This game-changing advancement is reshaping precision oncology, setting new treatment benchmarks. Beyond introducing a vital option for tumors with low HER2 expression, ENHERTU secured a stronger position in the treatment sequence, now approved for HER2-low metastatic breast cancer after the failure of one or more endocrine therapies.
In January 2025, the FDA expanded ENHERTU's approval to include patients with unresectable or metastatic hormone receptor-positive, HER2-low, or HER2-ultralow breast cancer based on the DESTINY-Breast06 trial. This approval removed the prior chemotherapy requirement, enabling earlier use after endocrine-based therapy. The trial demonstrated a significant PFS advantage with ENHERTU over standard chemotherapy (13.2 months vs. 8.1 months). Exploratory analysis confirmed comparable efficacy between HER2-low and HER2-ultralow patients. ENHERTU's safety profile remained consistent with previous trials, with no new concerns identified. With this expanded indication, ENHERTU is emerging as a potential new standard of care for HR-positive, HER2-low, or HER2-ultralow metastatic breast cancer. However, it carries a black boxed warning for ILD and embryo-fetal toxicity. Due to black box warning we have given less score in safety.
The current treatment options for HER2-low cancers, including gastric, endometrial, and other cancers, are evolving as research continues to uncover more about the role of HER2 in these malignancies. Traditional monoclonal antibodies and small molecular Tyrosine Kinase Inhibitors (TKIs) have little therapeutic effect on breast cancer with HER2-low expression.
For a long time, HER2-low breast cancer has been included in the treatment sequence of HER2- breast cancer, including HR+/HER2- and TNBC. ENHERTU has demonstrated promising results in patients with HER2-low expression (IHC 1+ or 2+/ISH-). Based on the practice-changing results of the DESTINY-Breast04 trial, ENHERTU has been approved by the US FDA in August 2022 and has also been recommended in National Comprehensive Cancer Network (NCCN) guidelines for patients with previously treated HER2-low metastatic breast cancer. The statistical design of this trial allowed for confirming the benefit of ENHERTU over chemotherapy both in HR-positive patients and the overall study population, including HR-negative patients (i.e., TNBC). Additionally, in January 2023, ENHERTU received approval from the European Union as a monotherapy for the treatment of adult patients with unresectable or metastatic HER2-low breast cancer, specifically those who had previously undergone chemotherapy in the metastatic setting or experienced disease recurrence during or within six months of completing adjuvant chemotherapy. This was followed by approval in Japan in March of the same year.
Recently, in January 2025, ENHERTU was granted approval by the US FDA for the treatment of adult patients with unresectable or metastatic HR-positive, HER2-low, or HER2-ultralow (IHC 0 with membrane staining) breast cancer, as determined by an FDA-approved test, who have progressed on one or more endocrine therapies in the metastatic setting. Subsequently, in February 2025, ENHERTU received approval in Europe for HR-positive, HER2-low, or HER2-ultralow breast cancer patients who have received at least one endocrine therapy in the metastatic setting and are not deemed suitable for further endocrine therapy as the next-line-of treatment.
For patients with HR-negative/HER2-low breast cancer, treatment commonly involves first-line chemotherapy, plus immunotherapy if PD-L1 positive, followed by sequential lines of single-agent chemotherapy. As for HR-positive breast cancer, given the PFS advantage over chemotherapy, PARP inhibitors is considered for patients with germline BRCA mutation.
The future of HER2-low cancer treatment is set to be significantly influenced by the development of innovative therapies, particularly ADCs like DATROWAY, TRODELVY, trastuzumab pamirtecan, BB-1701, DF1001, and emiltatug ledadotin. These ADCs are designed to target HER2-low-expressing cancer cells, delivering potent cytotoxic agents directly to the tumor, thereby improving efficacy while minimizing damage to healthy tissue. Additionally, HF158K1/HF-K1, an immunoliposome containing doxorubicin, offers a novel approach by encapsulating the chemotherapy drug in liposomes for targeted delivery. Another promising treatment, Eftilagimod alpha, is an APC-activating soluble LAG-3 protein that aims to enhance the immune system's response against cancer. Together, these therapies hold the potential to revolutionize the treatment landscape for HER2-low cancers.
Overall, HER2-low Cancers market is further expected to increase in the forecast period (2026-2036).
This section focuses on the rate of uptake of the potential drugs expected to be launched in the market during the study period 2022-2036. The analysis covers HER2-low Cancers market uptake by drugs; patient uptake by therapies; and sales of each drug. The emerging pipeline of HER2-low cancer is majorly focused on treating HER2-low breast cancer patients. With zanidatamab already approved for HER2-positive biliary tract cancer, its potential expansion into breast cancer could provide a valuable new treatment option.
HER2-low Cancers Pipeline Development Activities
The report provides insights into different therapeutic candidates in Phase III, Phase II, and Phase I/II stage. It also analyzes key players involved in developing targeted therapeutics.
Pipeline Development Activities
The report covers detailed information on collaborations, acquisitions and mergers, licensing, and patent details for HER2-low Cancers emerging therapies.
KOL- Views
To keep up with current market trends, we take KOLs and' 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 HER2-low Cancers' evolving treatment landscape, patient reliance on conventional therapies, patient therapy switching acceptability, and drug uptake along with challenges related to accessibility.
DelveInsight's analysts connected with 20+ KOLs to gather insights; however, interviews were conducted with 10+ KOLs in the 7MM. Centers and University such as National Cancer Center, Keio University School of Medicine, University of Nottingham, University of California Los Angeles, and other organizations. Their opinion helps understand and validate current and emerging therapies or market trends in HER2-low Cancers. 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 Analyst views. 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.
The analyst analyzes multiple 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.
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.
Market Access and Reimbursement
Because newly authorized drugs are often expensive, some patients escape receiving proper treatment or use off-label, less expensive prescriptions. Reimbursement plays a critical role in how innovative treatments can enter the market. The cost of the medicine, compared to the benefit it provides to patients who are being treated, sometimes determines whether or not it will be reimbursed. Regulatory status, target population size, the setting of treatment, unmet needs, the number of incremental benefit claims, and prices can all affect market access and reimbursement possibilities.
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.
If a patient has commercial insurance, the ENHERTU Patient Savings Program may help them with out-of-pocket costs.
Eligible patients may pay as little as USD 0 per ENHERTU prescription, up to USD 26,000 annually, to help with ENHERTU out-of-pocket costs. The annual benefit can be used for the cost of the drug itself and may cover up to USD 100 in infusion costs per administration. There are no income requirements to participate in the program.
Eligibility criteria include