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Honing in on targeted therapy may take the sting out of the PD-1 market
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Anti PD-1 commercial potential may be vastly overestimated
With PD-1 checkpoint inhibition clearly set to improve the landscape of cancer therapy for thousands of sufferers, we present our proprietary in-depth analysis of anti PD-1/PD-L1 and CTLA-4 drugs over 85 clinical trial designs across 25 separate lines of cancer therapy in eleven of the commonest cancer in humans and conclude that the global anti PD-1/PD-L1 market is worth an un risk adjusted $10bn a year, materially less than the optimistic (in our view) $20-$30bn forecasts in the market today.