The research firm said the NSCLC market is being reshaped by targeted therapies, immunotherapy and biomarker-driven treatment, with multiple late-stage pipeline candidates expected to influence growth through 2036.
DelveInsight said the non-small cell lung cancer market totaled USD 33 billion across the seven major markets in 2025 and forecast a 6.6% compound annual growth rate through 2036. The report covers the United States, EU4, the United Kingdom and Japan, and said the 7MM recorded about 539,000 incident NSCLC cases in 2025, with cases expected to rise over the forecast period as diagnostic capabilities improve. The firm highlighted biomarker-defined segments as major commercial drivers. In the United States, the EGFR-mutated NSCLC market was nearly USD 3.8 billion in 2025, with TAGRISSO described as the dominant EGFR inhibitor, while the ALK-mutated NSCLC market was nearly USD 1.28 billion and ALECENSA was identified as the first approved ALK inhibitor in the adjuvant setting after surgical resection. Sadaf Javed, Functional Head, Forecasting at DelveInsight, said the KRAS-mutated NSCLC market in the U.S. was nearly USD 2.23 billion in 2025, with KRAS G12C the most common KRAS variant and KRAZATI showing slightly stronger competitive positioning than LUMAKRAS in later-line treatment. DelveInsight said real-world treatment patterns have shifted from conventional systemic therapy toward targeted drugs and immunotherapies, while KEYTRUDA plus platinum-based chemotherapy remains a standard first-line option for many patients regardless of PD-L1 expression. The report said resistance to PD-1 and PD-L1 inhibitors remains a major challenge, leaving many patients with limited options after progression and supporting demand for new combinations and next-generation therapies. Among therapies in development, the report pointed to candidates including BMS-986504 plus Pembrolizumab, Iza-bren, Neladalkib and PF-08046054, alongside a wider late-stage pipeline spanning KRAS, EGFR, ALK and immuno-oncology approaches. Recent developments cited included June 2026 translational research findings on sacituzumab tirumotecan plus osimertinib from Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd., Phase 2 trial site expansion for ateganosine by MAIA Biotechnology, and ASCO 2026 data updates from Bristol Myers Squibb, BioNTech, Innovent Biologics and Dizal.