Over the 10-year forecast period for Ovarian Cancer (OC) from 2019 to 2029, we expect:
- A total market growth from ~$1.1billion to ~$1.9billion
- A major shift in treatment paradigms with adoption of a diverse range of targeted therapies in a category where the broad standard of care for most patients has been platinum-based regimens.
- Rapid adoption of PARPi and PD-1/PD-L1 targeting regimens and the emergence of first in class therapies (e.g. P53 activator APR-246, GAS-6i, tisotumab vedotin, oncolytic virus ONCOS-102 and cancer vaccine-DPX-Survivac).
- Targeted therapies will drive longer treatment duration to deliver better treatment outcomes (evidenced in clinical trial results), offer better value and command premium pricing.
- Roche will continue to dominate the market as the single largest player with approx. ~40% of total market revenue in 2029 (down from ~63% in 2019). Tecentriq (atezolizumab, PD-L1) gaining approval in OC in 2021 will offset some of the impact from loss of market protection on Avastin (bevacizumab) in 2019.
- Generics increase in total market revenue share from a fifth to just below a third by 2029.
- Approximately a quarter of the remaining market revenue will be generated by current OC drug manufacturers AstraZeneca and Tesaro as well as new market entrants Merck, Genmab and Aprea Therapeutics.