Oncology Market Leaders Maintain Their Upper Hand

Drugs like Ibrance and Lynparza show that in the cancer market, it can be hard for new entrants to catch early standouts. 

competitive edge and business difference concept, many grey balls and one green sphere onto a white background with movement effect and blur. - Illustration
Later entrants in several cancer classes have failed to catch the leader

Being first-in-class usually means a market advantage, but the benefit has been particularly amplified in certain competitive cancer categories when there is limited clinical differentiation. Drug categories like CDK4/6 and PARP inhibitors, for example, are striking in terms of how the early advantage has played out long term.

Pfizer Inc.'s experience with the CDK4/6 inhibitor Ibrance (palbociclib) has been notably stellar. Ibrance generated $1

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