Question · Q4 2025
Anastasia inquired about the post-Enhertu breast cancer patient population, including its size, typical treatment pathways, potential market penetration for zanidatamab, and whether a price adjustment would be considered to enhance access.
Answer
Rob Iannone, EVP of Research and Development, explained that the landscape is evolving with Enhertu moving to frontline, creating an opportunity for zanidatamab in the post-Enhertu setting, potentially in third-line plus. He mentioned approximately 150,000 HER2-positive breast cancer patients in target markets. Sam Pearce, Chief Commercial Officer, stated it was too early to comment on pricing strategy. Renée Galá, President and CEO, added that the study readout is expected late 2027/early 2028, allowing time to consider pricing.
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