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EXECUTIVE SUMMARY Scope Datamonitor insight into the breast cancer market The innovative products are a high risk, but high return product category. With the biotechnology sector fuelling the breast cancer innovative pipeline, the level of clinical trial failure has promoted levels of industry and investor skepticism surrounding product development. However, a product approval is highly likely to ensure lucrative revenues. The antisense compounds in development for breast cancer represent a highly efficacious group of compounds combined with favorable side effect profiles. However, the levels of industry skepticism surrounding the product class has the potential to undermine their revenue potential. AstraZeneca’s Faslodex (fulvestrant) represents the most important hormonal therapy development, representing the introduction of a new mechanism of action as a selective estrogen receptor down-regulator (SERD). The clinical results surrounding the compound combined with the marketing power behind the drug is likely to ensure strong revenue returns. However, with Arimidex and tamoxifen within the same portfolio, Faslodex is likely to cannibalize their sales through indication overlap. Summary analysis Key metrics TABLE OF CONTENTS DISEASE OVERVIEW Definition of disease Diagnosis Treatment Classification of disease Patient population Risk factors Classification of pipeline products Cytotoxics Angiogenesis inhibitors Immunotherapies Gene therapies Clinical endpoints in disease Survival Quality of Life Toxicity Cancer Response Unmet needs in breast cancer Metastatic disease Tamoxifen resistant breast cancer Side effects Compliance BREAST CANCER PIPELINE ANALYSIS Key drug discovery strategies in breast cancer Key R&D protocol strategies in breast disease Key drug delivery strategies in disease Key licensing strategies in disease Pipeline analysis by class Pipeline analysis by region Pipeline analysis by individual company DRUG ANALYSIS Cytotoxics Gemzar (gemcitabine) Doxil (liposomal doxirubicin) Tesmilifene (DPPE) Hormonals Evista (raloxifene) Faslodex (fulvestrant) Arzoxifene Lasofoxifene (CP 336,156) ERA-923 Innovative therapies Theratope (sTn-KLH) Genasense (augmerosen/G3139) Almita (pemetrexed disodium/LY231514) Avastin (bevacizumab/anti-VEGF) Table 32 displays the primary response rates to Avastin in colorectal cancer Arcitumomab/CEA-SCAN Targretin (bexarotene) Onconase (ranpirnase) Apomine (SR-45023A/ farnesoid X receptor agonist) Tarceva (erlotinib/OSI-774; formerly CP-358,774) SGN-15 ET-743 COMPARATIVE ANALYSIS Comparison by class Comparative analysis of the individual drug classes Administration Compliance Marketing power Efficacy Side-effects Patient populations Comparative analysis of cytotoxics Comparative analysis of hormonals Comparative analysis of the innovative therapies FUTURE FOCUS Methodology Market drivers in breast cancer Patent expiries New hormonal therapy launches Price cuts in Japan Factors affecting individual classes, 2002–2010 Future trends in the incidence of Breast cancer Prospective drug launches in Breast cancer Launch forecast methodology Forecast launches in Breast cancer from 2002 to 2010 Cytotoxic product forecasts Hormonal product forecasts Innovative product forecasts Summary of the key R&D product forecasts Forecast market expansion within breast cancer APPENDIX LIST OF TABLES REFERENCES Additional information