Definitely a real opportunity, and the patent does identify the indication, however, these subsets are not as large as NSCLC. Only ~5% of breast cancer contains Her2 mutations, as opposed to 25% amplifications, and of those only ~15% are Exon 20 insertions (see below from Foundation Medicine). Using a developed country, advanced stage, incidence of 240,000 patients you get ~1,800 patients with unmet need. Of course '788 could address all Her2 mutations but that remains to be seen. IMO beyond NSCLC, there will be more pressing opportunities to explore, such as EGFR & Her2 mutations in colorectal, with potential unmet needs of more than 10,000 patients.
(C) Frequencies of ERBB2 alterations in 134 breast carcinoma patient samples from Foundation Medicine. Amp, amplification.
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