유방암 : 신규 요법, 미충족 수요 및 TPP 인사이트 보고서(2026년)

Breast Cancer Emerging Therapy and TPP Insights

Thelansis's "Breast Cancer Emerging Therapy, with Unmet Needs and TPP Insights Report - 2026" provides a comprehensive analysis of the emerging competitive landscape, unmet needs, target product profiles (TPPs), trial designs, and KOL insights on key emerging therapies and key drug development opportunities in the indication.

Breast Cancer Overview

Breast cancer is the most commonly diagnosed malignancy among women worldwide and is broadly classified into HR+/HER2-negative, HER2-positive, and triple-negative breast cancer (TNBC) subtypes, each associated with distinct biological characteristics and treatment approaches. The disease is characterized by uncontrolled growth of breast tissue cells, with progression influenced by hormonal, genetic, and molecular factors. Advanced disease can metastasize to distant organs, significantly impacting survival and quality of life.

Management involves a multimodal approach including surgery, radiation therapy, chemotherapy, endocrine therapy, targeted therapy, and immunotherapy depending on disease stage and molecular subtype. In HR+ disease, endocrine therapy combined with CDK4/6 inhibitors remains the standard of care, while HER2-targeted therapies and antibody-drug conjugates (ADCs) such as trastuzumab deruxtecan and T-DM1 have transformed outcomes in HER2-positive and HER2-low disease. TNBC treatment has evolved with the introduction of immunotherapy and ADCs such as sacituzumab govitecan, although chemotherapy continues to play a major role in aggressive disease management.

The treatment landscape is increasingly shifting toward precision medicine through genomic profiling and biomarker-driven therapy selection, including PARP inhibitors for BRCA-mutated patients. Despite therapeutic advancements, challenges such as treatment resistance, metastatic recurrence, safety concerns, and unequal access to advanced therapies continue to impact optimal disease management. Future innovation is focused on next-generation ADCs, combination targeted therapies, and personalized treatment strategies aimed at improving survival and long-term patient outcomes.

Key Highlights

• In France, incident breast cancer cases are projected to increase from approximately 62,000 to nearly 73,000 by 2035, reflecting a rising disease burden.
• HR+/HER2-negative breast cancer continues to account for the largest patient population across major markets.
• HER2-targeted ADCs are significantly reshaping treatment paradigms in HER2-positive and HER2-low disease.
• TNBC remains an area of high unmet need despite recent advances in immunotherapy and ADC-based therapies.
• Increasing adoption of genomic profiling and biomarker-driven treatment selection is accelerating precision oncology approaches.

Market Overview

• The Spain breast cancer market is projected to grow from approximately $1.9B to $3.6B, reflecting strong market expansion.
• Market growth is supported by:
• Increased uptake of CDK4/6 inhibitors and HER2-targeted ADCs
• Rising adoption of immunotherapy and precision medicine approaches
• Market value growth is driven by premium targeted therapies, sequential treatment use, and longer treatment duration.
• Future growth will depend on next-generation ADCs, novel endocrine therapies, and expanded biomarker-guided treatment strategies.

Insights driven by surveys* with physician / key opinion leaders:

• Survey findings are corroborated and enriched by insights from interviews with leading KOLs
• Survey is customized based on client requirements

Deliverables format:

• PowerPoint presentation
• MS Excel

Key business questions answered:

• Detailed emerging competitive landscape
• Pipeline analysis
• Target patients for emerging therapies
• Key companies
• Key mechanism of actions
• Launch date estimates, etc.
• Clinical trial landscape analysis
• Target patient segments
• Trial endpoints
• Trial design
• Recruitment criteria, etc.
• Unmet Needs and Opportunities
• Performance of key current therapies
• Top areas of unmet needs
• Opportunity sizing for key unmet needs
• Target Product Profiles
• Attributes and levels
• Physician likelihood of prescribing
• Expected patient shares
• KOL insights on key emerging therapies
• Level of awareness
• Expected use / line of therapy
• Extent to fulfil key unmet needs
• KOL quotes

Countries Covered

• G8
  • United States
  • EU5
    • France
    • Germany
    • Italy
    • Spain
    • U.K.
  • Japan
  • China

Apart from the G8 Market, adding any additional country data to the dashboard will cost USD 1,750 per country

Companies Mentioned

• Pfizer
• Merck Sharp & Dohme LLC
• Boundless Bio, Inc.
• Sichuan Baili Pharmaceutical Co., Ltd.
• MedSIR
• ExpreS2ion Biotechnologies
• Stemline Therapeutics, Inc.
• Genentech, Inc.
• Cellectar Biosciences, Inc.
• SURGE Therapeutics
• Eli Lilly and Company
• Celcuity Inc
• Arvinas Estrogen Receptor, Inc.
• Tolmar Inc.
• Jazz Pharmaceuticals
• Hoffmann-La Roche
• Regor Pharmaceuticals Inc.
• AstraZeneca
• Eisai Inc.
• SCRI Development Innovations, LLC
• Beijing Wehand-Bio Pharmaceutical Co., Ltd.
• Shandong Suncadia Medicine Co., Ltd.
• InventisBio Co., Ltd
• Daiichi Sankyo
• TransThera Sciences (Nanjing), Inc.
• Atridia Pty Ltd.
• Novartis Pharmaceuticals
• Olema Pharmaceuticals, Inc.
• Greenwich LifeSciences, Inc.
• Incyclix Bio

Table of Contents

1. Key Findings and Analyst Commentary

• Key trends: market snapshots, SWOT analysis, commercial benefits and risk, etc.

2. Competitive Landscape

• Current therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key current therapies - profiles and KOL insights
• Emerging therapies
• Key takeaways
• Dx and Tx journey/algorithm
• Key emerging therapies - profiles and KOL insights

3. Product Attribute Analysis

• Key takeaways
• Scientific attributes
• Commercial attributes
• Product positioning

4. Primary Market Research

• Current treatment landscape
• Key therapies vs. focused patient segment
• Key attributes and benefits
• Futures treatment landscape
• Current challenges
• Unmet needs
• Emerging therapies
• Key therapies vs. focused patient segment
• Key attributes and benefits
• Futures treatment landscape
• Unmet needs and KOL expectations

5. Unmet Need and TPP Analysis

• Top unmet needs and future attainment by emerging therapies
• TPP analysis and KOL expectations

6. Regulatory and Reimbursement Environments (by country and payer insights)

7. Appendix (e.g., bibliography, methodology)