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Short sharp targeted treatment may take the sting out of PD-1 market

Amit Roy

Anti PD-1 commercial potential still appears vastly overestimated

With PD-1 checkpoint inhibition clearly set to improve the landscape of cancer therapy for thousands of sufferers, we update our original proprietary in-depth analysis of anti PD-1/PD-L1 of and CTLA4 drugs one year on, with over 246 clinical trial designs across 42 separate lines of cancer therapy in twenty cancers and continue to find that the global anti PD-1/PD-L1 market is worth an un‑risk adjusted $10.9bn a year, materially less than the optimistic (in our view) $20-$30bn forecasts in the market today

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