Table of Contents
1 Table of Contents 2
1.1 List of Tables 4
1.2 List of Figures 4
2 Executive Summary 6
2.1 Exceptionally Large and Innovative Pipeline 6
2.2 Alignment of First-in-Class Molecular Target with Disease Causation 6
2.3 Highly Active Deals Landscape with Numerous Investment Opportunities 6
3 The Case for Innovation 7
3.1 Growing Opportunities for Biologic Products 7
3.2 Diversification of Molecular Targets 8
3.3 Innovative First-in-Class Product Developments Remain Attractive 8
3.4 Regulatory and Reimbursement Policy Shifts Favor First-in-Class Innovation 9
3.5 Sustained Innovation in Breast Cancer 9
3.6 Report Guidance 9
4 Clinical and Commercial Landscape 11
4.1 Overview of Breast Cancer 11
4.2 Symptoms 11
4.3 Diagnosis 11
4.4 Etiology 12
4.4.1 Age and Gender 12
4.4.2 Genetics 12
4.4.3 Environmental 13
4.5 Pathophysiology 13
4.5.1 Tumor Initiation and Aberrant Cell Proliferation and Survival 13
4.5.2 Tumor Metabolic Shift 14
4.5.3 Tumor Progression, Micro-environment Alteration and Angiogenesis 15
4.5.4 Cancer Stem Cells 16
4.6 Epidemiology 16
4.7 Complications 17
4.8 Prognosis and Disease Staging 18
4.8.1 Classification 19
4.9 Introduction to Breast Cancer Treatments 20
4.9.1 Treatment Algorithm 20
4.9.2 Treatment Options for Breast Cancer 22
4.10 Overview of Marketed Products in Breast Cancer 26
4.11 Current Unmet Needs in the Breast Cancer Market 27
5 Assessment of Pipeline Product Innovation 29
5.1 Overview 29
5.2 Breast Cancer Pipeline by Phase of Development and Molecule Type 29
5.3 Pipeline by Molecular Target 30
5.4 Comparative Distribution of Programs between the Market and Pipeline by Molecular Target Class 32
5.5 Comparative Distribution of First-in-Class and Non-First-in-Class Pipeline Programs by Molecular Target Class 32
5.5.1 Percentage Distribution of First-in-Class and Non-First-in-Class Pipeline Programs 35
5.6 Ratio of First-In-Class Programs to First-in-Class Molecular Targets within the Pipeline 36
5.7 List of All First-in-Class Pipeline Programs 38
6 Signaling Network, Disease Causation and Innovation Alignment 62
6.1 Complexity of Signaling Networks in Breast Cancer 62
6.2 Signaling Pathways, Disease-Causing Mutations and First-in-Class Molecular Target Integration 62
6.3 First-in-Class Molecular Target Matrix Assessment 63
7 First-in-Class Target Evaluation 70
7.1 Pipeline Programs Targeting XXX 70
7.2 Pipeline Programs Targeting XXX 71
7.3 Pipeline Programs Targeting XXX 72
7.4 Pipeline Programs Targeting XXX 74
7.5 Pipeline Programs Targeting XXX 74
7.6 Pipeline Programs Targeting XXX 76
7.7 Pipeline Programs Targeting XXX 79
7.8 Pipeline Programs Targeting XXX 80
7.9 Conclusion 81
8 Strategic Consolidations 83
8.1 Industry-Wide First-in-Class Deals 83
8.2 Breast Cancer Deals Landscape 84
8.3 Licensing Deals 85
8.3.1 Deals by Region, Value and Year 85
8.3.2 Deals by Stage of Development and Value 86
8.3.3 Deals by Molecule Type and Molecular Target 87
8.3.4 List of Deals with Disclosed Deal Values 88
8.4 Co-development Deals 92
8.4.1 Deals by Region, Value and Year 92
8.4.2 Deals by Stage of Development and Value 93
8.4.3 Deals by Molecule Type and Molecular Target 94
8.4.4 List of Deals with Disclosed Deal Values 95
8.5 First-In-Class Programs with and without Prior Licensing or Co-development Deal Involvement 96
9 Appendix 105
9.1 Abbreviations 105
9.2 References 106
9.3 Methodology 120
9.3.1 Data integrity 120
9.3.2 Innovative and Meaningful Analytical Techniques and Frameworks 120
9.3.3 Evidence Based Analysis and Insight 120
9.4 Secondary Research 120
9.4.1 Market Analysis 121
9.4.2 Pipeline Analysis 121
9.4.3 Licensing and Co-development Deals 121
9.5 Contact Us 122
9.6 Disclaimer 122