폐암 치료제 시장 : 치료 클래스별, 암 유형별, 분자 유형별, 투여 경로별, 최종사용자별, 유통 채널별 - 세계 예측(2025-2032년)

The Lung Cancer Drugs Market is projected to grow by USD 55.07 billion at a CAGR of 9.32% by 2032.

An authoritative introduction to how molecular science, immuno-oncology advances and care delivery changes are reshaping lung cancer treatment decisions and priorities

The lung cancer therapeutic landscape is undergoing a dramatic redefinition driven by molecular science, evolving clinical paradigms, and shifting care delivery models. Recent years have seen a transition from one-size-fits-all cytotoxic approaches toward therapies that exploit tumor biology, immune modulation, and precision targeting. Against this backdrop, clinicians, payers, and developers are confronting new choices about sequencing, combination regimens, and patient selection that hinge on diagnostic sophistication and biomarker-driven enrollment.

Consequently, stakeholders must reconcile accelerating scientific progress with practical constraints in access, manufacturing complexity, and regulatory navigation. The interplay between monoclonal antibodies and small molecule drugs, the ascendancy of systemic immunotherapies alongside targeted inhibitors, and the growing role of oral agents in outpatient care are reshaping treatment algorithms. As healthcare systems adapt, the emphasis shifts toward multidisciplinary coordination, real-world evidence generation, and scalable delivery pathways that preserve safety while optimizing outcomes.

This introduction sets the stage for a deeper examination of transformative shifts, policy and tariff implications, segmentation-driven insights, regional dynamics, competitive behaviors, and pragmatic recommendations that collectively inform strategic planning across the lung cancer therapeutics ecosystem.

How immuno-oncology, precision targeting, outpatient delivery trends and evolving diagnostics are collectively transforming clinical pathways and commercial strategies in oncology

Scientific breakthroughs have precipitated transformative shifts in how lung cancer is diagnosed, treated, and managed across care settings. Immunotherapy agents that target CTLA-4, PD-1, and PD-L1 pathways have moved from niche indications to foundational therapies for many patients, and targeted therapies against ALK, EGFR, and ROS1 alterations routinely define first-line strategies for molecularly selected populations. Simultaneously, combination therapy paradigms that pair immunomodulators with chemotherapy or targeted agents are redefining response expectations and toxicity management.

These therapeutic advances coincide with operational shifts: more care is delivered outside the inpatient setting via oral and parenteral regimens tailored to outpatient and homecare administration, while digital health and remote monitoring tools support adherence and adverse event surveillance. Diagnostic capabilities have expanded with next-generation sequencing and liquid biopsy techniques enabling earlier and more precise patient stratification, which in turn elevates the importance of integrated diagnostic-commercial strategies. Regulatory frameworks are adapting to accelerated approvals, real-world evidence requirements, and greater scrutiny of safety signals, creating both opportunities and complexities for developers and providers.

Taken together, these developments demand that stakeholders rethink clinical pathways, supply chain resilience, and stakeholder engagement models to capitalize on therapeutic potential while safeguarding patient access and system sustainability.

The cumulative impact of recent United States trade tariffs on cross-border supply chains, clinical logistics, pricing pressure and strategic manufacturing choices in oncology

The introduction of cumulative tariffs implemented in the United States in 2025 has created a ripple effect across global supply chains, procurement strategies, and pricing arrangements for lung cancer therapeutics. Manufacturers reliant on cross-border supply of active pharmaceutical ingredients, biologic components, or finished goods have faced elevated landed costs that necessitate renegotiation of supplier contracts, regionalized sourcing, or reallocation of production capacity. Consequently, procurement teams and contract manufacturers have had to revisit supplier diversification and inventory strategies to mitigate disruptions.

Clinical trial conduct has also been influenced as sites and sponsors reassess logistics for investigational product distribution, particularly for parenteral biologics that depend on cold-chain integrity. Payers and hospital systems, grappling with margin pressures, have intensified scrutiny of cost-effectiveness and utilization management mechanisms, prompting manufacturers to accelerate value-based contracting approaches and to prepare more robust outcomes data to support reimbursement discussions. In addition, tariffs have encouraged some organizations to invest in domestic manufacturing capabilities or to explore strategic partnerships to insulate supply continuity.

Although tariffs have increased friction, they have also catalyzed adaptive strategies that emphasize regional resilience, regulatory harmonization efforts, and commercial models centered on demonstrable patient benefit. Stakeholders who prioritize supply chain transparency, flexible production, and collaborative contracting are more likely to navigate the evolving trade landscape successfully.

Critical segmentation-driven insights that connect therapeutic classes, cancer types, molecule categories, administration routes and distribution pathways to commercial and clinical strategy

Segmentation illuminates distinct clinical needs and commercial pathways that demand tailored approaches from developers and providers. Based on therapeutic class, the landscape includes chemotherapy alongside combination therapy, immunotherapy with CTLA-4, PD-1, and PD-L1 inhibitors, and targeted therapy encompassing ALK, EGFR, and ROS1 inhibitors; each class carries unique efficacy profiles, safety considerations, and monitoring requirements that influence formulary and prescribing patterns. Based on cancer type, treatment paradigms differ between Non Small Cell Lung Cancer and Small Cell Lung Cancer, where molecular profiling and therapeutic responsiveness vary significantly and drive different diagnostic and care pathways.

Based on molecule type, monoclonal antibodies and small molecule drugs present divergent manufacturing, storage, and administration challenges that affect distribution channels and payer negotiations. Based on route of administration, oral and parenteral therapies require distinct adherence supports and infrastructure, with oral agents often enabling home-based care while parenteral regimens remain tethered to clinic and hospital infusion resources. Based on end user, treatment delivery spans homecare settings, hospitals, and specialty clinics, each imposing different operational workflows, reimbursement codes, and staffing profiles that must be addressed in go-to-market plans.

Finally, based on distribution channel, hospital pharmacy, online pharmacy, and retail pharmacy pathways each shape access, patient convenience, and cost structures. Integrating these segmentation lenses provides a granular perspective on patient journeys, commercial levers, and value communication that can be operationalized across development, market access, and field engagement activities.

Regional strategic perspectives that link regulatory nuance, diagnostic readiness and care delivery patterns across the Americas, Europe Middle East & Africa and Asia-Pacific to commercialization choices

Regional dynamics materially influence clinical practice, regulatory expectations, and commercial viability across the lung cancer therapeutic space. In the Americas, regulatory agility, payer competitiveness, and advanced diagnostic infrastructure support rapid adoption of immunotherapies and targeted agents, while fragmented payer landscapes require nuanced access strategies and robust health economic evidence. Transitioning from acute hospital-centered care to outpatient and home-based administration is especially evident in large oncology centers and integrated delivery networks across this region, prompting firms to calibrate distribution and support services accordingly.

In Europe, the Middle East & Africa, heterogeneous reimbursement models, variable diagnostic capacity, and distinct regulatory pathways shape adoption timelines. Stakeholders in this region contend with differential access to next-generation sequencing and biologic therapies, driving the need for tiered launch strategies and partnerships with regional diagnostic and clinical networks. Meanwhile, in Asia-Pacific, rapid investment in diagnostic capacity, growth of domestic manufacturing, and strong government interest in expanding cancer care access are creating fertile conditions for both global and local players to pursue innovative collaborations. Across regions, localized pricing pressures and supply chain considerations necessitate adaptive commercial approaches that reflect regional infrastructure, regulatory nuance, and payer priorities.

Ultimately, regional insight should inform prioritization of clinical development, market entry sequencing, and partnership models so that resources align with patient needs and systemic capabilities.

How leading pharmaceutical and biotechnology companies are integrating pipelines, diagnostics, manufacturing resilience and value-based contracting to compete in lung cancer therapeutics

Leading companies are evolving beyond single-product strategies toward integrated platforms that combine pipeline depth, diagnostic partnerships, and commercial support to sustain long-term competitiveness. Innovative firms are prioritizing development of both monoclonal antibodies and small molecule agents to address complementary patient populations, while investing in companion diagnostics to secure biomarker-driven prescribing and to streamline regulatory interactions. Strategic alliances, licensing agreements, and selective acquisitions are frequently used to bolster portfolios, accelerate access to novel mechanisms of action, and expand manufacturing capabilities, particularly for biologics that require specialized production.

Operationally, companies are building capabilities in cold-chain logistics, patient support programs, and digital therapeutics that enhance adherence and real-world outcomes reporting. They are also negotiating outcome-based contracts with payers and health systems, placing emphasis on longitudinal evidence generation and registries to demonstrate value. At the same time, resource allocation increasingly favors therapies with clear biomarker-driven patient selection, improved tolerability, or significant quality-of-life benefits, reflecting payer expectations and clinical demand.

As competition intensifies, corporate differentiation will derive from the ability to integrate clinical science with pragmatic commercialization, manufacturing resilience, and compelling evidence of patient-centered benefit.

Practical and actionable recommendations that align clinical development, supply chain resilience, diagnostics integration and payer-focused evidence generation to strengthen competitive positioning

Industry leaders should adopt a portfolio approach that balances innovation with supply chain resilience and payer-aligned evidence generation. Prioritize investment in companion diagnostics and next-generation sequencing partnerships to ensure actionable biomarker identification, which in turn optimizes patient selection and strengthens value propositions during reimbursement negotiations. Simultaneously, diversify sourcing and consider strategic regional manufacturing or co-manufacturing agreements to reduce exposure to tariff-driven cost volatility and to support reliable clinical trial supply.

Operationally, expand capabilities for outpatient and home-based administration through patient support programs, telehealth integration, and adherence monitoring solutions that reduce healthcare system burden and improve therapeutic continuity. Strengthen commercial arguments by collecting prospective real-world evidence and constructing outcomes-based contracting frameworks that align payment with measurable clinical benefit. Finally, pursue collaborative research with academic centers and health systems to design pragmatic clinical studies that address unmet clinical questions, safety in diverse populations, and comparative effectiveness, thereby enhancing dialogue with regulators and payers about meaningful endpoints.

A transparent and rigorous research methodology integrating primary expert interviews, secondary literature synthesis and data triangulation to validate clinical and operational insights

The research methodology combines structured primary research, comprehensive secondary review, and rigorous synthesis to ensure findings are robust and actionable. Primary research included in-depth interviews with clinical specialists, pharmacovigilance experts, supply-chain leaders, and payers, complemented by advisory-panel discussions to validate interpretation of emergent trends. Secondary research encompassed regulatory filings, peer-reviewed literature, clinical-trial registries, published guidance from health authorities, and company disclosures to cross-check clinical claims, safety profiles, and approval pathways.

Data integration relied on triangulation to reconcile disparate sources and to surface consistent signals about treatment adoption, operational challenges, and strategic behaviors. Where appropriate, sensitivity analyses were performed to test assumptions and to understand the implications of policy changes, including tariff effects on supply and distribution. Limitations of the approach are acknowledged: real-world practice can evolve rapidly, and emerging clinical trial data may alter therapeutic positioning. Therefore, the methodology emphasizes transparency in data sources, stakeholder validation, and continual monitoring to maintain relevance as the landscape evolves.

A concluding synthesis outlining how scientific progress, diagnostic precision and operational adaptations must coalesce to convert therapeutic promise into accessible and sustainable care

In summary, the lung cancer therapeutic landscape is characterized by rapid scientific progress, shifting delivery models, and complex commercial dynamics that require coordinated strategic responses. Advances in immunotherapy and targeted agents are altering treatment algorithms while diagnostic innovation enables more granular patient selection. At the same time, policy shifts and trade dynamics have exposed vulnerabilities in supply chains and pricing that necessitate proactive mitigation measures.

Stakeholders who align biomarker-driven development with pragmatic distribution strategies, invest in domestic or regional manufacturing resilience, and embrace outcomes-based engagement models with payers will be better positioned to deliver sustained patient benefit. Cross-functional collaboration among developers, diagnostics providers, providers, and payers is essential to translate therapeutic potential into accessible, safe, and economically sustainable care. Continued surveillance of clinical trial results, regulatory decisions, and regional access dynamics will be critical to iteratively refine strategy and to ensure that innovations reach the patients who can benefit most.

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Rapid adoption of KRAS G12C inhibitors reshaping second-line NSCLC treatment strategies
• 5.2. Integration of liquid biopsy minimal residual disease monitoring to guide adjuvant NSCLC therapy decisions
• 5.3. Expansion of bispecific antibodies targeting PD-L1 and LAG-3 in early-stage lung cancer clinical trials
• 5.4. Emergence of personalized neoantigen vaccines enhancing immunotherapy efficacy in lung tumor management
• 5.5. Acceleration of combination regimens with EGFR inhibitors and VEGF antagonists in EGFR-mutant NSCLC

6. Cumulative Impact of United States Tariffs 2025

7. Cumulative Impact of Artificial Intelligence 2025

8. Lung Cancer Drugs Market, by Therapeutic Class

• 8.1. Chemotherapy
• 8.2. Combination Therapy
• 8.3. Immunotherapy
  • 8.3.1. Ctla-4 Inhibitors
  • 8.3.2. Pd-1 Inhibitors
  • 8.3.3. Pd-L1 Inhibitors
• 8.4. Targeted Therapy
  • 8.4.1. Alk Inhibitors
  • 8.4.2. EgfR Inhibitors
  • 8.4.3. Ros1 Inhibitors

9. Lung Cancer Drugs Market, by Cancer Type

• 9.1. Non Small Cell Lung Cancer
• 9.2. Small Cell Lung Cancer

10. Lung Cancer Drugs Market, by Molecule Type

• 10.1. Monoclonal Antibodies
• 10.2. Small Molecule Drugs

11. Lung Cancer Drugs Market, by Route Of Administration

• 11.1. Oral
• 11.2. Parenteral

12. Lung Cancer Drugs Market, by End User

• 12.1. Homecare Settings
• 12.2. Hospitals
• 12.3. Specialty Clinics

13. Lung Cancer Drugs Market, by Distribution Channel

• 13.1. Hospital Pharmacy
• 13.2. Online Pharmacy
• 13.3. Retail Pharmacy

14. Lung Cancer Drugs Market, by Region

• 14.1. Americas
  • 14.1.1. North America
  • 14.1.2. Latin America
• 14.2. Europe, Middle East & Africa
  • 14.2.1. Europe
  • 14.2.2. Middle East
  • 14.2.3. Africa
• 14.3. Asia-Pacific

15. Lung Cancer Drugs Market, by Group

• 15.1. ASEAN
• 15.2. GCC
• 15.3. European Union
• 15.4. BRICS
• 15.5. G7
• 15.6. NATO

16. Lung Cancer Drugs Market, by Country

• 16.1. United States
• 16.2. Canada
• 16.3. Mexico
• 16.4. Brazil
• 16.5. United Kingdom
• 16.6. Germany
• 16.7. France
• 16.8. Russia
• 16.9. Italy
• 16.10. Spain
• 16.11. China
• 16.12. India
• 16.13. Japan
• 16.14. Australia
• 16.15. South Korea

17. Competitive Landscape

• 17.1. Market Share Analysis, 2024
• 17.2. FPNV Positioning Matrix, 2024
• 17.3. Competitive Analysis
  • 17.3.1. Hoffmann-La Roche Ltd
  • 17.3.2. AstraZeneca PLC
  • 17.3.3. Merck & Co., Inc.
  • 17.3.4. Bristol-Myers Squibb Company
  • 17.3.5. Pfizer Inc.
  • 17.3.6. Novartis International AG
  • 17.3.7. Boehringer Ingelheim International GmbH
  • 17.3.8. Janssen Pharmaceutical Companies of Johnson & Johnson
  • 17.3.9. AbbVie Inc.
  • 17.3.10. Amgen Inc.