The approval of Herceptin (trastuzumab) in 1998 transformed the treatment of this aggressive disease, leading to increased disease-free progression and survival outcomes in patients with human epidermal growth factor receptor 2-positive (HER2+) breast cancer. The subsequent development of additional HER2-targeted therapies has increased the treatment options available to patients, although Herceptin continues to dominate in the majority of treatment settings. HER2 is overexpressed in approximately 25% of breast cancers, and is associated with more aggressive tumors, poor short-term survival rates, and poor overall outcomes.
- Uptake of Perjeta and Kadcyla will offset declining Herceptin revenues over the forecast period.
- Herceptin remains the most popular therapy in all markets.
- Cases of breast cancer are expected to increase, with the highest proportion being the luminal A subtype.
- Trastuzumab biosimilars threaten sales of Roche’s multi-blockbuster Herceptin.
- All pipeline candidates will face stiff competition from established drug Herceptin if approved in this indication.
- High prices of novel therapies are limiting uptake in cost-conservative markets.