1 Table of Contents 1 Table of Contents 4 1.1 List of Tables 6 1.2 List of Figures 6 2 Introduction 9 2.1 Therapy Area Introduction 9 2.2 Symptoms 10 2.3 Etiology and Pathophysiology 11 2.3.1 Etiology 11 2.3.2 Pathophysiology 12 2.3.3 Tumor Initiation 13 2.3.4 Enhanced Growth, Evasion of Apoptosis and Replicative Immortality 14 2.3.5 Tumor Metabolic Shift 17 2.3.6 Tumor Progression, Invasion and Metastasis 17 2.3.7 Evasion of the Immune Response 19 2.3.8 Cancer Stem Cells 20 2.4 Co-morbidities and Complications 20 2.5 Epidemiology Patterns - Prevalence, Patient Segmentation, and Diagnostic and Treatment Usage Rates 21 2.5.1 Breast Cancer 22 2.5.2 Colorectal Cancer 22 2.5.3 Lung Cancer 23 2.5.4 Prostate Cancer 24 2.6 Treatment 25 2.6.1 Surgery and Radiation Therapy 26 2.6.2 Chemotherapy 27 2.6.3 Hormonal Therapies 29 2.6.4 Targeted Therapies 30 3 Key Marketed Products 32 3.1 Overview 32 3.2 Avastin (bevacizumab) 33 3.3 Herceptin (trastuzumab) 35 3.4 Alimta (pemetrexed) 37 3.5 Zytiga (abiraterone acetate) 38 3.6 Xtandi (enzalutamide) 39 3.7 Perjeta (pertuzumab) 40 3.8 Tarceva (erlotinib hydrochloride) 41 3.9 Yervoy (ipilimumab) 43 3.10 Conclusion 44 4 Pipeline Landscape Assessment 45 4.1 Overview 45 4.2 Pipeline Development Landscape 45 4.3 Molecular Targets in the Pipeline 49 4.4 Clinical Trials 52 4.4.1 Failure Rate by Stage of Development, Indication, Molecule Type and Molecular Target 53 4.4.2 Clinical Trial Duration by Stage of Development, Indication, Molecule Type and Molecular Target 56 4.4.3 Clinical Trial Size by Stage of Development, Indication, Molecule Type and Molecular Target 60 4.4.4 Aggregate Clinical Program Size by Stage of Development, Indication, Molecule Type and Molecular Target 64 4.4.5 Conclusion 68 4.5 Assessment of Key Pipeline Products 69 4.5.1 Neratinib - Puma Biotechnology 69 4.5.2 AZD-4736 - AstraZeneca 70 4.5.3 LY2835219 - Eli Lilly 71 4.5.4 LEE-011 - Novartis 72 4.5.5 JNJ-56021927 - Johnson & Johnson 73 4.5.6 Tremelimumab - AstraZeneca 74 4.5.7 Margetuximab - Macrogenics 75 4.5.8 Conclusion 76 5 Multi-scenario Market Forecast to 2021 77 5.1 Overall Market Size 77 5.2 Generic Penetration 79 5.3 Revenue Forecast by Molecular Target 82 5.3.1 Epidermal Growth Factor Receptors 82 5.3.2 Cyclin-Dependent Kinase 4 and 6 83 5.3.3 Programmed Cell Death Protein 1 Inhibitor 83 5.3.4 VEGF Inhibitors 84 5.3.5 ALK Tyrosine Kinase Receptor 85 5.3.6 Androgen Receptor Antagonists 86 5.4 Revenue and Market Share Analysis by Company 87 5.4.1 Roche - To What Extent Will Newly Approved and Pipeline Product Approvals Offset Avastin’s and Herceptin’s Patent Expiries? 91 5.4.2 Novartis - Markets Blockbuster Drugs, but How Much of These Revenues Are Related to Non-hematological Cancers? 92 5.4.3 Bristol-Myers - What Does Limited Product Selection for Non-hematological Cancers Mean for Revenues? 94 5.4.4 Pfizer - What Do Patent Expiries Mean for Pfizer? 95 5.4.5 Astellas - Tarceva’s Expiry Effects 96 5.4.6 Amgen - Growth Despite Multiple Patent Expiries 97 6 Company Analysis and Positioning 98 6.1 Company Landscape 98 6.2 Marketed and Pipeline Portfolio Analysis 99 7 Strategic Consolidations 101 7.1 Licensing Deals 101 7.1.1 Deals by Region, Year and Value 101 7.1.2 Deals by Stage of Development and Value 103 7.1.3 Deals by Molecule Type, Mechanism of Action and Value 104 7.1.4 Table for Licensing Deals Valued Above $100m 106 7.2 Co-development Deals 112 7.2.1 Deals by Region, Year and Value 112 7.2.2 Deals by Stage of Development and Value 114 7.2.3 Deals by Molecule Type, Mechanism of Action and Value 115 7.2.4 Table for Co-development Deals Valued Above $100m 117 8 Appendix 121 8.1 References 121 8.2 Table of All Clinical Stage Pipeline Products 134 8.3 Abbreviations 180 8.4 Methodology 181 8.4.1 Coverage 181 8.4.2 Secondary Research 182 8.4.3 Market Size and Revenue Forecasts 182 8.4.4 Pipeline Analysis 182 8.4.5 Competitive Landscape 183 8.5 Contact Us 183 8.6 Disclaimer 183

1.1 List of Tables Table 1: Oncology, Global, Symptoms of Most Prevalent Non-hematological Cancers, 2015 10 Table 2: Complications Associated with Breast, Colorectal, Lung and Prostate Cancers 21 Table 3: Oncology, Global, Epidemiology of Most Prevalent Non-hematological Cancers, 2015 21 Table 4: Optimal and Actual Radiation Therapy Usage Rates, US, 1995-2000 27 Table 5: Optimal and Actual Chemotherapy Usage Rates, Australia, 2010 29 Table 6: Oncology Therapeutics Market, Global, Approved Indications for Avastin, 2015 34 Table 7: Oncology Therapeutics Market, Global, Approved Indications for Herceptin, 2015 36 Table 8: Oncology Therapeutics Market, Global, Approved Indications for Alimta, 2015 37 Table 9: Oncology Therapeutics Market, Global, Approved Indications for Zytiga, 2015 38 Table 10: Oncology Therapeutics Market, Global, Approved Indications for Xtandi, 2015 39 Table 11: Oncology Therapeutics Market, Global, Approved Indications for Perjeta, 2015 40 Table 12: Oncology Therapeutics Market, Global, Approved Indications for Tarceva, 2015 42 Table 13: Oncology Therapeutics Market, Global, Approved Indications for Yervoy, 2015 43 Table 14: Oncology, Global, Market Size ($bn), 2014-2021 78 Table 15: Oncology, Global, Usage of Generics Across Key Indications, 2016 81 Table 16: Oncology Therapeutics Market, Global, Forecast Revenues by Company, 2014-2021 87 Table 17: Oncology, Global, Licensing Deals by Molecule Type and Mechanism of Action, 2006-2016 106 Table 18: Oncology, Global, Co-development Deals by Molecule Type and Mechanism of Action, 2006-2016 117 Table 19: Oncology, Global, All Clinical Stage Pipeline Products, 2016 134 Table 20: Abbreviations 180 1.2 List of Figures Figure 1: Oncology, Major Markets, Treatment Usage Patterns for Breast Cancer, Patients (‘000), 2014-2021 22 Figure 2: Oncology, Major Markets, Treatment Usage Patterns for Colorectal Cancer, Patients (‘000), 2014-2021 23 Figure 3: Oncology, Major Markets, Treatment Usage Patterns for Lung Cancer, Patients (‘000), 2014-2021 24 Figure 4: Oncology, Major Markets, Treatment Usage Patterns for Prostate Cancer, Patients (‘000), 2014-2021 25 Figure 5: Non-hematological Cancer, Global, Key Marketed Products and Approved Indications, 2015 32 Figure 6: Oncology Therapeutics Market, Global, Annual Revenues for Avastin ($bn), 2006-2021 35 Figure 7: Oncology Therapeutics Market, Global, Annual Revenues for Herceptin ($bn), 2006-2021 36 Figure 8: Oncology Therapeutics Market, Global, Annual Revenues for Alimta ($bn), 2006-2021 38 Figure 9: Oncology Therapeutics Market, Global, Annual Revenues for Zytiga ($bn), 2011-2021 39 Figure 10: Oncology Therapeutics Market, Global, Annual Revenues for Xtandi ($bn), 2012-2021 40 Figure 11: Oncology Therapeutics Market, Global, Annual Revenues for Perjeta ($bn), 2012-2021 41 Figure 12: Oncology Therapeutics Market, Global, Annual Revenues for Tarceva ($bn), 2006-2021 43 Figure 13: Oncology Therapeutics Market, Global, Annual Revenues for Yervoy ($bn), 2011-2021 44 Figure 14: Oncology Therapeutics Market, Global, Overall Pharmaceutical Industry Pipeline by Therapy Area, 2016 45 Figure 15: Oncology Therapeutics Market, Global, Pipeline for Oncology by Stage of Development, Molecule Type and Program Type, 2016 46 Figure 16: Oncology Therapeutics Market, Global, Pipeline for Key Oncology Indications by Stage of Development, 2016 47 Figure 17: Oncology Therapeutics Market, Global, Pipeline for Key Oncology Indications by Molecule Type, 2016 48 Figure 18: Oncology Therapeutics Market, Global, Pipeline for Oncology by Molecular Target, 2016 50 Figure 19: Oncology Therapeutics Market, Global, Pipeline by Mechanism of Action and Stage of Development, 2016 51 Figure 20: Oncology Therapeutics Market, Global, Pipeline for Key Oncology Indications by Molecular Target, 2016 52 Figure 21: Oncology Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development (%), 2006-2016 53 Figure 22: Oncology Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development and Indication (%), 2006-2016 54 Figure 23: Oncology Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development and Molecule Type (%), 2006-2016 55 Figure 24: Oncology Therapeutics Market, Global, Clinical Trial Attrition Rates by Stage of Development and Molecular Target (%), 2006-2016 56 Figure 25: Oncology Therapeutics Market, Global, Clinical Trial Size by Stage of Development (months), 2006-2016 57 Figure 26: Oncology Therapeutics Market, Global, Clinical Trial Duration by Stage of Development and Indication (months), 2006-2016 58 Figure 27: Oncology Therapeutics Market, Global, Clinical Trial Duration by Stage of Development and Molecule Type (months), 2006-2016 59 Figure 28: Oncology Therapeutics Market, Global, Clinical Trial Duration by Stage of Development and Molecular Target (months), 2006-2016 60 Figure 29: Oncology Therapeutics Market, Global, Clinical Trial Size by Stage of Development (patients), 2006-2016 61 Figure 30: Oncology Therapeutics Market, Global, Clinical Trial Size by Stage of Development and Indication (participants), 2006-2016 62 Figure 31: Oncology Therapeutics Market, Global, Clinical Trial Size by Stage of Development and Molecule Type (participants), 2006-2016 63 Figure 32: Oncology Therapeutics Market, Global, Clinical Trial Size by Stage of Development and Molecular Target (participants), 2006-2016 64 Figure 33: Oncology Therapeutics Market, Global, Clinical Program Size by Stage of Development (months), 2006-2016 65 Figure 34: Oncology Therapeutics Market, Global, Clinical Program Size by Stage of Development and Indication (participants), 2006-2016 66 Figure 35: Oncology Therapeutics Market, Global, Clinical Program Size by Stage of Development and Molecule Type (participants), 2006-2016 67 Figure 36: Oncology Therapeutics Market, Global, Clinical Program Size by Stage of Development and Molecular Target (participants), 2006-2016 68 Figure 37: Oncology Therapeutics Market, Global, Revenue Forecast for neratinib ($m), 2014-2021 70 Figure 38: Oncology Therapeutics Market, Global, Revenue Forecast for AZD-4736 ($m), 2014-2021 71 Figure 39: Oncology Therapeutics Market, Global, Revenue Forecast for LY2835219 ($m), 2014-2021 72 Figure 40: Oncology Therapeutics Market, Global, Revenue Forecast for LEE-011 ($m), 2014-2021 73 Figure 41: Oncology Therapeutics Market, Global, Revenue Forecast for JNJ-56021927 ($m), 2014-2021 74 Figure 42: Oncology Therapeutics Market, Global, Revenue Forecast for Tremelimumab ($m), 2014-2021 75 Figure 43: Oncology Therapeutics Market, Global, Revenue Forecast for Margetuximab ($m), 2014-2021 76 Figure 44: Oncology, Global, Market Size ($bn), 2014-2021 77 Figure 45: Oncology, Global, Annual Revenue Forecast for Key Products ($bn), 2014-2021 80 Figure 46: Oncology, Global, Annual Revenue Forecast for Epidermal Growth Factor Receptors ($bn), 2014-2021 82 Figure 47: Oncology, Global, Annual Revenue Forecast for Cyclin-Dependent Kinase 4 and 6 ($bn), 2014-2021 83 Figure 48: Oncology, Global, Annual Revenue Forecast for Programmed Cell Death Protein 1 ($bn), 2014-2021 84 Figure 49: Oncology, Global, Annual Revenue Forecast for VEGF Inhibitors ($bn), 2014-2021 84 Figure 50: Oncology, Global, Annual Revenue Forecast for ALK Tyrosine Kinase Receptor ($bn), 2014-2021 85 Figure 51: Oncology, Global, Annual Revenue Forecast for Androgen Receptor ($bn), 2014-2021 86 Figure 52: Oncology Therapeutics Market, Global, Forecast Market Share by Company (%), 2014-2021 89 Figure 53: Oncology, Global, Companies by Compound Annual Growth Rate (%), 2014-2021 90 Figure 54: Oncology, Global, Revenues by Product Type, 2014-2021 91 Figure 55: Oncology, Global, Roche Oncology Annual Revenue Forecast ($bn), 2014-2021 92 Figure 56: Oncology, Global, Novartis AG Annual Revenue Forecast ($m), 2014-2021 93 Figure 57: Oncology, Global, Bristol-Myers Annual Revenue Forecast ($m), 2014-2021 94 Figure 58: Oncology, Global, Pfizer Annual Revenue Forecast ($m), 2014-2021 95 Figure 59: Oncology, Astellas Annual Revenue Forecast ($m), 2014-2021 96 Figure 60: Oncology, Amgen Annual Revenue Forecast ($m), 2014-2021 97 Figure 61: Oncology, Global, Companies by Type, 2014-2021 98 Figure 62: Oncology, Global, Pipeline, High-Activity and Late-Stage Developers by Level of Non-Haematological Cancer Specialization, 2014-2021 99 Figure 63: Oncology, Global, Proportion of Total Company Revenue Attributed to Non-Haematological Cancer, 2014-2021 100 Figure 64: Oncology, Global, Licensing Deals, 2006-2016 102 Figure 65: Oncology, Global, Licensing Deals by Indication and Value, 2006-2016 103 Figure 66: Oncology, Global, Licensing Deals, 2006-2016 104 Figure 67: Oncology, Global, Licensing Deals by Molecule Type and Mechanism of Action, 2006-2016 105 Figure 68: Oncology, Global, Co-development Deals, 2006-2016 113 Figure 69: Oncology, Global, Co-development Deals by Indication and Value, 2006-2016 114 Figure 70: Oncology, Global, Co-development Deals, 2006-2016 115 Figure 71: Oncology, Global, Co-development Deals by Molecule Type and Mechanism of Action, 2006-2016 116