US Biopharmaceuticals: ASCO Preview vol 3: State of the market, ovarian, breast, and prostate cancer

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US Biopharmaceuticals: ASCO Preview vol 3: State of the market, ovarian, breast, and prostate cancer

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US Biopharmaceuticals

ASCO Preview vol 3: State of the market,

ovarian, breast, and prostate cancer

Industry Overview

Setting the stage for ovarian, breast and prostate cancers 28 May 2026

ASCO (May 29–June 2; Chicago) is one of the major oncology meetings, notable for Equity

unveiling novel drugs and targets while shaping standards of care. We have previously United States

previewed abstracts relevant to our universe (see our solid tumor and hematology Biopharmaceuticals

planners) but thought it would be useful to provide an overview of current market Jason Zemansky

dynamics across ovarian, breast and prostate cancers, to help frame the backdrop for Research Analyst

new entrants, including coverage names like Eikon and Kura, as they look to establish BofAS+1 646 855 4280

differentiated roles within crowded and evolving treatment paradigms. jason.zemansky@bofa.com

Jacqueline Plesset

Stable landscapes; emerging therapies likely for combo ResearchBofAS Analyst

According to BrandImpact, chemo remains the backbone of ovarian cancer, particularly +1 646 855 0014

jacqueline.plesset@bofa.com

with Avastin in 1L, while 2L+ is fragmented though Elahere is fast emerging (Exhibits 1-

4). In HR+ HER2- mBC, CDK4/6is lead most modalities, while endocrine therapy accounts

for the majority of adjuvant disease (Exhibits 5-10). In prostate cancer, AR-targeted

therapies dominate but radio-ligands are starting to gain (Exhibit 11-14). See pg. 2-8.

Looking ahead, our KOLs expect increasing uptake of combo therapies across the

paradigms. In ovarian tumors, FRα-targeted approaches are gaining traction, particularly Abbreviations:

in platinum-resistant disease.