Insights on Triple-Negative Breast Cancer - Approval and Subsequent Uptake of New Targeted Therapies and Immunotherapies Driving Growth

DUBLIN, March 9, 2020 /PRNewswire/ -- The "Disease Analysis: Triple-Negative Breast Cancer" report has been added to ResearchAndMarkets.com's offering.

Latest Key Takeaways

Triple-negative breast cancer (TNBC) is characterized by the absence of estrogen and progesterone receptors, and does not involve the overexpression of human epidermal growth factor 2 (HER2). The research estimates that in 2018 there were 2.1 million incident cases and 8.6 million five-year prevalent cases of breast cancer worldwide. By 2027, incident and prevalent cases of breast cancer are expected to increase to 2.3 million and 9.3 million cases, respectively.

The TNBC market will experience rapid growth over the next 10 years across the US, Japan, and five major European markets (France, Germany, Italy, Spain, and the UK). The primary drivers for this growth are the approval and subsequent uptake of new targeted therapies and immunotherapies. The market for triple-negative breast cancer is also becoming increasingly segmented by biomarker status, creating fierce competition among both approved and pipeline therapies for small patient populations.

There will likely be reimbursement issues as payers may initially hesitate to reimburse new treatments based on novel biomarkers. Additionally, payers may be unwilling to reimburse expensive therapies with only incremental improvements in patient outcomes.

Programmed death-1 (PD-1)/programmed death-ligand 1 (PD-L1) targeted monoclonal antibodies for TNBC are forecast to become the best-selling class of drugs for this indication. Tecentriq in combination with Abraxane was the first immunotherapy approved for TNBC patients in the first-line setting, although the label was restricted to patients with PD-L1-positive tumors. Roche and Chugai are pursuing label expansions for Tecentriq in both the neoadjuvant and adjuvant settings. Keytruda is expected to be approved regardless of biomarker status in the lucrative neoadjuvant/adjuvant market and is also forecast to compete with Tecentriq in the first-line market.

Although approved poly (ADP ribose) polymerase (PARP) inhibitors Lynparza and Talzenna are restricted to the relatively small germline BRCA1/2 mutated (gBRCAm) population, they are forecast to dominate within this patient segment. An expected label expansion into the adjuvant treatment setting for gBRCAm patients will add to Lynparza's sales, making it one of the highest-selling TNBC therapies over the next 10 years.

Avastin's relatively poor risk-to-benefit profile has led to removal from the US market and difficulties with reimbursement in the UK, where it was also removed from the Cancer Drugs Fund. Additionally, Avastin will face biosimilar competition from 2019 onward.

Abraxane is a preferred treatment regimen in cases of hypersensitivity to paclitaxel, and has demonstrated efficacy as a first- and second-line monotherapy treatment. The recent approval in combination with Tecentriq has boosted Abraxane's clinical and commercial potential, although it is forecast to steadily lose market share after the introduction of generics in 2022.

Halaven has become a standard of care for third-line and later treatment of TNBC since its approval, despite encountering challenges with reimbursement. Additionally, Halaven's market share may increase with a potential label for use with the chemokine (C-X-C motif) receptor 4 (CXCR4) inhibitor balixafortide. The combination has received Fast Track status after showing promising early efficacy results in a Phase Ib study. The commercial potential of this combination will help to offset the decline in Halaven's revenues caused by competition from a number of recently approved and current pipeline drugs.

The target population for the pipeline protein kinase B alpha (Akt) inhibitors ipatasertib and capivasertib will likely be limited to patients who present with phosphatase and tensin homolog (PTEN)/phosphatidylinositol-4,5-bisphosphate 3-kinase, catalytic subunit alpha (PIK3CA)/AKT-altered tumors. Both are in development in combination with paclitaxel, and the anticipated competition between these drugs may make it difficult for one to dominate in this segment.

Key recent events include a number of Phase III trial topline results, such as Keytruda's Phase III success as a neoadjuvant/adjuvant therapy in KEYNOTE-119 and its Phase III failure as a monotherapy for second-line or later treatment in KEYNOTE-522.

Key upcoming catalysts for 2020 include topline results for the Phase III ASCENT study of sacituzumab govitecan, the Phase III IPATunity130 study of ipatasertib and paclitaxel, and the Phase III IMpassion031 and IMpassion131 studies of Tecentriq.

The overall likelihood of approval of a Phase I breast cancer asset is 9.2%, and the average probability a drug advances from Phase III is 59.2%. Breast cancer drugs, on average, take 9.9 years from Phase I to approval, compared to 9.3 years in the overall oncology space.

The $6.9bn agreement signed in March 2019 between AstraZeneca and Daiichi Sankyo regarding the development and commercialization of trastuzumab deruxtecan is the largest deal for a breast cancer therapy.

Key Topics Covered:

1. OVERVIEW

• Latest key takeaways

2. DISEASE BACKGROUND

• Definition
• Risk factors
• Symptoms
• Diagnosis
• Patient segmentation
• Prognosis

3. TREATMENT

• Referral patterns
• Operable Stage I-III TNBC
• Inoperable Stage III TNBC
• Recommended neoadjuvant/adjuvant chemotherapy regimens
• Treatment guidelines for Stage IV or recurrent TNBC

4. EPIDEMIOLOGY

• Breast cancer subtypes

5. MARKETED DRUGS

6. PIPELINE DRUGS

7. KEY REGULATORY EVENTS

• Mid-2020 Will Be Decisive For Immunomedics' Sacituzumab Govitecan
• England's NICE Rejects Tecentriq In Triple-Negative Breast Cancer
• Tecentriq Takes EU Lead In Triple-Negative Breast Cancer
• Roche Wins Two French Early Access Programs In Breast Cancer
• Roche's Tecentriq Steals Lead In Triple-Negative Breast Cancer

8. PROBABILITY OF SUCCESS

9. LICENSING AND ASSET ACQUISITION DEALS

• Deals Shaping The Medical Industry, January 2020
• Deals Shaping The Medical Industry, January 2020
• Deals Shaping The Medical Industry, November 2019
• Boost For Daiichi's Oncology Ambitions As AZ Agrees Huge $6.9bn Deal For Lead ADC Asset

10. CLINICAL TRIAL LANDSCAPE

• Sponsors by status
• Sponsors by phase
• Recent events

11. DRUG ASSESSMENT MODEL

12. MARKET DYNAMICS

13. FUTURE TRENDS

• Approvals and subsequent uptake for new targeted therapies and immunotherapies will drive growth in the TNBC market over the forecast period
• PD-1/PD-L1 inhibitors will be the top-selling class for TNBC during the forecast period
• PARP inhibitors will see significant use in the TNBC market over the forecast period
• ADCs will have a moderate share of the TNBC market over the forecast period

14. CONSENSUS FORECASTS

15. RECENT EVENTS AND ANALYST OPINION

• Leronlimab for Breast Cancer (January 31, 2020)
• Pegilodecakin for Breast Cancer (January 30, 2020)
• Perjeta/Herceptin SQ FDC for Breast Cancer (December 12, 2019)
• Enhertu for Breast Cancer (December 11, 2019)
• Tucatinib for Breast Cancer (December 11, 2019)
• Imprime PGG for Breast Cancer (December 11, 2019)
• MCLA-128 for Breast Cancer (October 23, 2019)
• Margetuximab for Breast Cancer (October 22, 2019)
• Keytruda for Breast Cancer (September 29, 2019)
• Trilaciclib for Breast Cancer (September 28, 2019)
• Keytruda for Breast Cancer (September 28, 2019)
• Oraxol for Breast Cancer (August 7, 2019)
• ZEN-3694 for Breast Cancer (August 6, 2019)
• Keytruda for Breast Cancer (July 29, 2019)
• Mavorixafor for Breast Cancer (July 17, 2019)
• MGA012 for Breast Cancer (July 2, 2019)
• Multiple Drugs for Breast Cancer (June 25, 2019)
• Trilaciclib for Breast Cancer (June 18, 2019)
• Talzenna for Breast Cancer (June 3, 2019)
• TAVO for Breast Cancer (May 22, 2019)
• Keytruda for Breast Cancer (May 20, 2019)
• Sacituzumab Govitecan for Breast Cancer (April 29, 2019)
• Multiple Drugs for Breast Cancer (March 7, 2019)

16. KEY UPCOMING EVENTS

17. KEY OPINION LEADER INSIGHTS

18. UNMET NEEDS

19. BIBLIOGRAPHY

• Prescription information

20. APPENDIX

For more information about this report visit https://www.researchandmarkets.com/r/hnd2ee

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