Breast Cancer Report February 2017

21 February 2017

In this report we highlight some of the major recent developments, important catalysts and current trends occurring in the breast cancer drug development field.

Report Contents:

Investigative News
  • Roche’s Perjeta has strong market potential as adjuvant HER2+ breast cancer therapy; pricing scrutiny expected
  • Puma’s neratinib uptake chances depend on Perjeta failure, use likely in high-risk HR+ patients
  • Herceptin biosimilars spur uptick in oncologist enthusiasm for breast cancer, Roche’s Perjeta combo data to solidify confidence
  • Medivation’s talazoparib rides Phase I optimism for Phase III breast cancer success; past PARP failure triggers expert reservations
  • GTx’s enobosarm’s MOA does not infuse scientific rationale confidence for TNBC, likely lower Phase II success bar
  • Merus’ Her2-Her3 bispecific antibody MCLA-128 will likely need additional criteria beyond Her2 positivity to enrich for responders
  • And more
Data Analysis
  • Drug and Biologic Interventional Breast Cancer Clinical Trial Initiations with Patient Enrollment Numbers from 2007 – 2016
  • Key Milestones and 2020E Sales for Select Approved and Late-Stage Breast Cancer Drugs
  • Global Herceptin (trastuzumab) Sales from 2014 - 2022
  • Top 5 Breast Cancer Drug Licensing Deals from 2012 - 2016



Companies Included in this Report: AstraZeneca, Eli Lilly, GTx, Immunomedics, Johnson and Johnson, Medivation, Merus, Novartis, Puma, Roche, Sanofi and more.