I have a (rough) guess below but an accurate answer would be quite complicated...
MET/RON - $1-2B peak WW annual
Her2/Her3 - $2-3B peak WW annual
EGFRm 2L (shelved candidate) - $1-2B peak WW annual
MET is amplified/mutated in approx. 4% on NSCLC, 10% of CRC, and 20% of gastric, but MET is highly indicated for metastatic progression in several major cancers including breast, colorectal, renal cell carcinoma, lung, and gastric. So a potent, pan-MET(RON) inhibitor could be used in numerous combinations with Mabs in advanced stage cancers. Current MET TKIs such as tivantinib, carbozantinib, and foretinib leave plenty of room for a next-gen to be best in class.
Her2 is indicated in 20-25% of breast, lung, prostate, gastric, and ovarian. If a TKI could prevent Her2 from dimerizing with Her3 and Her1(EGFR) then it could also be used in combination with other therapies in something like 20-30% of most cancers. Current TKIs lapatinib and afatinib also leave room for best-in-class, largely approved as combination therapy with the more effective Mabs. |
