세계의 비소세포 폐암 치료제 시장은 2024년 213억 3,000만 달러에 달했고, 2033년까지 649억 2,000만 달러에 달할 것으로 예측되며, 예측 기간(2025-2033년) 중 CAGR은 11.75%를 나타낼 것으로 예측됩니다.
비소세포폐암(NSCLC)은 모든 폐암 사례 중 가장 유병률이 높은 폐암입니다. NSCLC에는 주로 선암, 편평상피암, 대세포암 등 다양한 아형이 있습니다. 가장 흔한 아형인 선암은 종종 폐 외부 영역에서 발생하며 비흡연자에게도 발생할 수 있습니다.
NSCLC의 치료에는 병기와 특징에 맞는 몇 가지 치료 옵션이 있습니다. 절제 불가능한 환자의 경우 국소 병변을 조절하기 위해 방사선 요법이 채택됩니다. 화학요법은 진행된 병기에 대한 기본이며, 종종 선행 보조 요법 또는 보조 요법으로서 수술과 병용됩니다.
최근의 진보는 종양 세포 내의 특정 유전자 변이에 초점을 맞춘 분자 표적 치료가 나타나고, 보다 맞춤 치료 옵션을 제공하게 되었습니다. 또한 면역요법은 암세포와 싸우기 위해 신체의 면역계를 이용함으로써 NSCLC 치료에 혁명을 가져오고, 많은 환자에게 큰 생존 이익을 가져오고 있습니다.
촉진요인과 억제요인
연구개발의 진전
연구개발의 진전은 기술 혁신을 촉진하고 치료효과를 높이는 것으로 비소세포폐암(NSCLC) 치료제 시장을 크게 견인할 것으로 기대됩니다. 연구개발에 대한 지속적인 투자는 특히 표적요법과 면역요법과 같은 신규 요법을 개발하여 환자의 예후 개선에 유망한 결과를 보여줍니다.
또한 암 생물학 연구가 진행됨에 따라 여러 작용기전을 활용한 병용 요법의 설계가 용이해지고 치료 효과가 더욱 향상되고 있습니다. 예를 들어, 2022년 12월, GSK plc는 전이성 비편평 상피 비소세포 폐암(NSCLC) 환자에 대한 1차 치료로서 도스타리맙과 화학요법의 병용과 펨브롤리주맙과 화학요법의 병용을 검토한 PERLA 2상 임상시험 결과를 발표했습니다.
신약 파이프라인 증가와 개인화된 의료 접근의 출현도 환자 고유의 유전자 프로파일에 대응하기 때문에 시장 확대에 기여하고 있습니다. 첨단 연구를 통한 혁신적인 솔루션 개발도 시장 확대에 기여하고 있습니다. 예를 들어, 2024년 12월, Datopotamab deruxtecan(Dato-DXd)은 미국에서 EGFR 티로신 키나아제 억제제(TKI) 및 백금 제제 기반 화학요법에 의한 치료 중 또는 치료 후 병세 진행된 국소 진행성 또는 전이성 상피 성장 인자 수용체 돌연변이(EGFRm) 비소세포폐암 성인 환자의 치료제로 BTD를 받았습니다.
게다가 암 연구에 대한 정부 및 민간 부문으로부터의 자금 제공 증가가 기술 혁신을 촉진해, 효과적인 NSCLC 치료에 대한 수요의 고조에 대응하는 것이 기대되는 선진적인 치료 옵션의 도입으로 이어지고 있습니다. 그 결과 이러한 진보는 치료에 대한 접근성을 향상시키고 전체 생존율을 개선할 가능성이 높고 NSCLC 치료제 시장의 성장을 뒷받침하고 있습니다.
높은 치료비
비소세포폐암(NSCLC)의 치료에는 높은 비용이 들기 때문에 비소세포폐암 치료제 시장의 성장은 크게 저해될 것으로 예상됩니다. 이 경제적 부담은 특히 저·중소득층에서 치료 준수의 저하 또는 치료를 완전히 포기할 수 있는 옵션을 제공합니다.
게다가 신약 간 가격 경쟁이 없기 때문에 환자의 결과가 개선되지 않은 채 가격이 계속 상승하여 상황을 악화시키고 있습니다. 결과적으로 이러한 경제적 문제는 개별 환자에게 영향을 미칠뿐만 아니라 건강 관리 시스템에도 압력을 가하여 신약 개발에 대한 투자를 줄이고 시장 개척을 제한 할 수 있습니다.
The global non-small cell lung cancer therapeutics market reached US$ 21.33 billion in 2024 and is expected to reach US$ 64.92 billion by 2033, growing at a CAGR of 11.75% during the forecast period 2025-2033.
Non-small cell lung cancer (NSCLC) is the most prevalent form of lung cancer of all lung cancer cases. It encompasses various subtypes, primarily adenocarcinoma, squamous cell carcinoma, and large cell carcinoma. Adenocarcinoma, the most common subtype, often arises in the outer regions of the lungs and can occur in non-smokers.
The treatment landscape for NSCLC includes several therapeutic options tailored to the disease's stage and characteristics. For patients with unresectable disease, radiation therapy may be employed to control local disease. Chemotherapy remains a cornerstone for advanced stages, often used in conjunction with surgery as neoadjuvant or adjuvant therapy.
Recent advancements have led to the emergence of targeted therapies that focus on specific genetic mutations within tumor cells, providing more personalized treatment options. Additionally, immunotherapy has revolutionized NSCLC treatment by harnessing the body's immune system to fight cancer cells, offering significant survival benefits for many patients.
Market Dynamics: Drivers & Restraints
Advancements in Research and Development
Advancements in research and development are expected to significantly drive the non-small cell lung cancer (NSCLC) therapeutics market by fostering innovation and enhancing treatment efficacy. Continuous investment in R&D has led to the development of novel therapies, particularly in targeted therapy and immunotherapy, which have shown promising results in improving patient outcomes.
Additionally, the increasing studies of cancer biology have facilitated the design of combination therapies that leverage multiple mechanisms of action, further improving therapeutic efficacy. For instance, in December 2022, GSK plc announced results from the PERLA phase II clinical trial investigating dostarlimab in combination with chemotherapy versus pembrolizumab in combination with chemotherapy as a first-line treatment for patients with metastatic non-squamous non-small cell lung cancer (NSCLC).
The growing pipeline of new drugs and the emergence of personalized medicine approaches are also contributing to market expansion, as they cater to the unique genetic profiles of patients. The development of innovative solutions with advanced research is contributing to the market growth. For instance, in December 2024, Datopotamab deruxtecan (Dato-DXd) was granted Breakthrough Therapy Designation (BTD) in the US for the treatment of adult patients with locally advanced or metastatic epidermal growth factor receptor-mutated (EGFRm) non-small cell lung cancer (NSCLC) with disease progression on or after treatment with an EGFR-tyrosine kinase inhibitor (TKI) and platinum-based chemotherapy.
Furthermore, increased funding from both the government and private sectors for cancer research is promoting innovation, leading to the introduction of advanced treatment options that are expected to meet the rising demand for effective NSCLC therapies. As a result, these advancements are likely to enhance treatment accessibility and improve overall survival rates, thereby propelling growth in the NSCLC therapeutics market.
High Costs of Treatment
The high costs of treating non-small cell lung cancer (NSCLC) are expected to impede the growth of the non-small cell lung cancer therapeutics market significantly. This financial burden often results in lower treatment adherence or even the choice to skip therapy entirely, especially among low- and middle-income populations.
Additionally, the absence of price competition among new drugs worsens the situation, as prices keep increasing without any corresponding improvements in patient outcomes. As a result, these affordability issues affect individual patients and put pressure on healthcare systems, which could lead to decreased investment in new drug development and restrict market growth.
The global non-small cell lung cancer therapeutics market is segmented based on type, treatment, end-user, and region.
Targeted therapy segment is expected to dominate the global non-small cell lung cancer therapeutics market share
Targeted therapy segment is expected to dominate the non-small cell lung cancer therapeutics market. This dominance is attributed to several factors. Targeted therapies specifically address genetic mutations and molecular pathways involved in cancer growth, which can lead to improved patient outcomes and fewer side effects compared to traditional chemotherapy.
Additionally, advancements in research and the development of new targeted agents continue to enhance their effectiveness, making them a preferred choice for treating advanced NSCLC. Companies are developing advanced targeted therapies. For instance, in February 2024, Bayer announced that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy designation for BAY 2927088, a targetted drug intended for the treatment of adult patients with unresectable or metastatic non-small cell lung cancer (NSCLC) harboring activating HER2 (ERBB2) mutations who have previously received systemic therapy.
While chemotherapy remains widely used, especially in developing regions, the trend is shifting towards more personalized and effective treatment modalities like targeted therapy, which is expected to drive further growth in the NSCLC therapeutics market.
North America is expected to hold a significant position in the global non-small cell lung cancer therapeutics market share
North America is expected to dominate the non-small cell lung cancer (NSCLC) therapeutics market due to several key factors. The dominance is driven by a robust healthcare infrastructure, advanced medical technologies, and the presence of major pharmaceutical companies actively developing innovative therapies. The companies are receiving approvals for their innovative solutions which are contributing to the market growth. For instance, In August 2024, Johnson & Johnson announced that the U.S. Food and Drug Administration (FDA) granted approval for its combination treatment of RYBREVANT (amivantamab-vmjw) and LAZCLUZE (lazertinib) as a first-line therapy for adult patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) exhibiting epidermal growth factor receptor (EGFR) exon 19 deletions or exon 21 L858R substitution mutations, as identified by an FDA-approved test.
Companies in the region are increasingly investing in developing innovative therapeutics to address the disease. For instance, in March 2024, Merck announced that the Phase 3 KEYLYNK-006 trial assessing KEYTRUDA, Merck's anti-PD-1 therapy, in combination with maintenance LYNPARZA, a PARP inhibitor, did not achieve its dual primary endpoints of overall survival (OS) and progression-free survival (PFS) for the first-line treatment of certain patients with metastatic non-squamous non-small cell lung cancer (NSCLC).
Increased awareness regarding early diagnosis and treatment options has further contributed to market growth, as more patients seek timely interventions. The U.S. specifically plays a pivotal role in this landscape due to high smoking rates and air pollution contributing to lung cancer prevalence. With ongoing investments in research and development, North America is poised to maintain its leadership position in the NSCLC therapeutics market for the foreseeable future.
The major global players in the non-small cell lung cancer therapeutics market include F. Hoffmann-La Roche Ltd, Mylan N.V., Teva Pharmaceutical Industries Ltd., Pfizer Inc., Novartis AG, Bayer AG, Eli Lilly and Company, Merck & Co., Inc., AstraZeneca and Johnson & Johnson Services, Inc. among others.
The Global Non-Small Cell Lung Cancer Therapeutics Market report delivers a detailed analysis with 60+ key tables, more than 50 visually impactful figures, and 176 pages of expert insights, providing a complete view of the market landscape.
Key Market Players
Emerging Market Players
LIST NOT EXHAUSTIVE