The global Breast Cancer Drugs market
size was valued at $19.73 billion in 2018 and $34.8 billion in 2024. Global
revenues are projected to be $37.43 billion in 2025 and $52.35 billion in 2030
growing at a CAGR of 7.05% from 2024 to 2030.
Key Market Trends
& Insights
- Based on therapy, the targeted therapy segment captured the largest
share of 86% in 2024. HER2-targeted therapy led the
market with the largest revenue share of 39.6% in 2024 followed by CDK4/6
inhibitors (36.5% share in
2024). By 2030, CDK4/6 and HER2-targeted agents are expected to
maintain their share (72%) of breast cancer sales, attributing for
approximately $18 billion and $19
billion, respectively.
- Leading
Brand in 2024:
(Verzenio) - Verzenio has
firmly established a leading position, holding 15% market share ($5.31
billion) in 2024 driven by strong clinical efficacy, expanding
indications, and rapid adoption in both high-risk early and metastatic settings
in HR+/HER2– breast cancer.
- Leading
Players Globally (Top 5): Genentech
(ROCHE GROUP): 28% Market Share followed by Eli Lilly and Company, Pfizer,
AstraZeneca & Novartis.
- Top
Selling Drug in 2030: Enhertu - T-DXd is positioned
to become the biggest breast cancer drug ever in 2030 ($11.5 billion with ~$9.8
billion from breast cancer indications); its rapid uptake in approved
patient populations (Eligible Patient Opportunity for ENHERTU® will Grow
to > 80k in 2026 (HER2+ mBC; HER2+ eBC; HER2 low
BC).
- TROP2-targeted
agents (Trodelvy & Datroway) are forecasted to add around $5.25 billion in sales in 2030
from breast cancer.
- Immunotherapy segment in
breast cancer represents the fastest-growing therapy class, projected to
expand at a CAGR of approximately 14.26%
(2025-2030).
- Roche’s Itovebi is set to become a cornerstone therapy in
PIK3CA-mutated, HR-positive, HER2-negative breast cancer. The product is expected to reach
around CHF 1.5 billion (~$2.3
billion) by 2030, with peak sales (~CHF 2 B) likely to be achieved
after 2030, once global
rollout and real-world confidence mature.
- Oral
SERDs: Exciting
new drug class with positive results in many trials displacing
first-generation agents like fulvestrant due to their convenience and
improved pharmacokinetics. The approximate revenue from Oral SERDs is
estimated to between $1.5 billion
to $2 billion in 2030. If both camizestrant
by AstraZeneca and giredestrant by
Roche are approved by 2027/2028
and if one of these agents demonstrates a practice-changing overall
survival benefit in an earlier line (e.g., 1st-line) setting), then the
market is expected to be above $3
billion by the end of the decade.
1.
Introduction
1.1
Market Definition
1.2
Segmentation
1.3
Assumptions
2.
Epidemiology: Breast Cancer Statistics
3.
Executive Summary
3.1. Overview
4.
Market Dynamics
4.1.
Drivers
4.2.
Restraints
5.
Market Analysis
5.1.
Porter’s Analysis
5.2.
PESTEL Analysis
6.
Market Segmentation: Market Size & Market Estimation
6.1.
Global Breast Cancer Drugs Market Estimates and Forecasts, by Molecular
Subtype, Revenue (USD Million)
6.1.1.
Hormone Receptor (ER+/HER2-): Market estimates and forecasts, 2018 to 2030 (USD
Million)
6.1.2.
HER2+: Market estimates and forecasts, 2018 to 2030 (USD Million)
6.1.3.
Triple-Negative: Market estimates and forecasts, 2018 to 2030 (USD Million)
6.2.
Global Breast Cancer Drugs Market Estimates and Forecasts, by
Therapy, Revenue (USD Million)
6.2.1.
Targeted therapy: Market estimates and forecasts, 2018 to 2030 (USD Million)
6.2.1.1
CDK4/6 inhibitors: Market estimates and forecasts, 2018 to 2030
(USD Million)
6.2.1.2
HER2-targeting agents: Market estimates and forecasts, 2018 to
2030 (USD Million)
6.2.1.3
mTOR inhibitor/ PI3K inhibitors/ AKT inhibitor: Market estimates
and forecasts, 2018 to 2030 (USD Million)
6.2.1.4
TROP2-targeted agents: Market estimates and forecasts, 2018 to
2030 (USD Million)
6.2.1.5
PARP inhibitors: Market estimates and forecasts, 2018 to 2030
(USD Million)
6.2.2. Immunotherapy: Market
estimates and forecasts, 2018 to 2030 (USD Million)
6.2.2.1. PD-1 inhibitor: Market estimates and forecasts, 2018 to 2030
(USD Million)
6.2.3.
Hormone Therapy: Market estimates and forecasts, 2018 to 2030 (USD Million)
6.2.3.1.
Selective estrogen receptor modulators (SERMs): Market estimates and forecasts,
2018 to 2030 (USD Million)
6.2.3.2.
Selective estrogen receptor degraders (SERDs): Market estimates and forecasts,
2018 to 2030 (USD Million)
6.2.3.3. Aromatase inhibitors (AIs): Market estimates
and forecasts, 2018 to 2030 (USD Million)
6.2.4. Chemotherapy: Market estimates and forecasts,
2018 to 2030 (USD Million)
7.
Pipeline Analysis
8.
Competitive Landscape
8.1. Company market share analysis, 2023 & 2024
8.2. Brand Analysis (Top 5 Brands by Revenue - 2024)
8.3. Vendor Profiles
1
2
3
4
5
6
7
8
8.1
8.2
8.3
8.3.1 Genentech (ROCHE GROUP)
8.3.2 Eli Lilly and Company
8.3.3 Pfizer Inc.
8.3.4
Novartis
8.3.5
Merck
& Co., Inc.
8.3.6
AstraZeneca
8.3.7
Daiichi
Sankyo
8.3.8
Gilead Sciences, Inc
8.3.9
Puma Biotechnology, Inc.
8.3.10
Bristol-Myers
Squibb Company
8.
9.
Pricing and Reimbursement Analysis
10.
Collaborations, Mergers & Acquisitions
11.
Conclusion & Strategic Recommendations
12.
Research Methodology
13.
Author’s Note
14.
Appendix
15.
Disclaimer
1. Genentech
(ROCHE GROUP) – Herceptin, Perjeta,
Phesgo, Kadcyla, Itovebi
2. Pfizer
Inc. – Ibrance, Tukysa, Talzenna, Trazimera
3. Eli
Lilly and Company - Verzenio
4. Novartis
– Kisqali, Piqray
5. Merck
& Co., Inc. – Keytruda, Lynparza
6. AstraZeneca
– Enhertu, Lynparza, Truqap, Datroway, Faslodex, Zoladex
7. DAIICHI
SANKYO – Enhertu, Datroway
8.
Gilead Sciences, Inc.– Trodelvy
9. Puma Biotechnology, Inc.– Nerlynx
10. Bristol-Myers
Squibb Company - Abraxane
