역형성 림프종 키나아제(ALK) 억제제 시장 - 표적 인구, 경쟁 구도, 시장 예측(2034년)

Key Highlights:

• ALK inhibitors block the activity of the ALK fusion protein, which drives tumor growth and survival in ALK positive cancers (NSCLC and ALCL). By directly targeting the underlying genetic driver, they halt cancer cell proliferation and promote tumor regression. This precision approach distinguishes them from standard chemotherapy, offering improved efficacy and a more favorable safety profile.
• In 2024, DelveInsight estimated that the 7MM had nearly 29,500 patients comprising the total eligible patient pool for ALK inhibitors across respective indications, highlighting the substantial treatment opportunity, the importance of precise biomarker identification, and the continued expansion of targeted therapeutic strategies in ALK-driven malignancies.
• DelveInsight's 2024 analysis estimated the ALK inhibitor market across the 7MM at around USD 2 billion, growing at a Compound Annual Growth Rate (CAGR) of 3.6%, reflecting increasing uptake of precision oncology and greater emphasis on biomarker-driven treatments.
• The treatment landscape for ALK-positive cancers has significantly advanced with the availability of Food and Drug Administration (FDA) approved targeted therapies, including ALECENSA (alectinib) by Roche, LORBRENA/LORVIQUA (lorlatinib) by Pfizer, ALUNBRIG (brigatinib) by Takeda, and ENSACOVE (ensartinib) by Betta Pharmaceuticals/Xcovery. These agents have transformed patient care by delivering durable responses, strong intracranial efficacy, and improved tolerability over conventional chemotherapy.
• The pipeline for ALK-positive cancers remains limited, with very few emerging therapies in development. Neladalkib (NVL-655), a fourth-generation ALK inhibitor by Nuvalent which is being investigatd in both first-line (1L) and second-line and above (2L+) settings. It represents one of the few advancing candidates, while the lack of broader innovation leaves a clear gap in future treatment options.

DelveInsight's "Anaplastic Lymphoma Kinase (ALK) inhibitors" - Target Population, Competitive Landscape, and Market Forecast - 2034" report delivers an in-depth understanding of the ALK inhibitors, historical and projected epidemiological data, competitive landscape as well as ALK inhibitors market trends in the United States, EU4 (Germany, France, Italy, and Spain), the United Kingdom, and Japan.

The ALK inhibitors market report provides current treatment practices, emerging drugs, market share of individual therapies, and current and forecasted 7MM ALK inhibitor market size from 2020 to 2034. The report also covers emerging ALK inhibitors treatment practices/algorithms and unmet medical needs to curate the best opportunities and assess the market's potential.

Geography Covered:

• The United States
• EU4 (Germany, France, Italy, and Spain) and the United Kingdom
• Japan

Anaplastic Lymphoma Kinase (ALK) inhibitors Understanding and Treatment Algorithm

Anaplastic Lymphoma Kinase (ALK) inhibitors Overview

ALK inhibitors are precision medicines that block the activity of the ALK fusion protein, a key oncogenic driver in Non-Small Cell Lung Cancer (NSCLC) and Anaplastic Large Cell Lymphoma (ALCL). By directly targeting this abnormal signaling pathway, they suppress tumor growth, induce regression, and deliver meaningful improvements in survival compared with conventional chemotherapy.

Successive generations of ALK inhibitors have been designed to address challenges such as resistance mutations and brain metastases, enabling more durable responses and broader clinical benefit. Their targeted mechanism, favorable safety profile, and ability to overcome disease progression establish ALK inhibitors as a transformative class of therapies in ALK-positive cancers.

Anaplastic Lymphoma Kinase (ALK) Treatment

ALK inhibitors are a class of targeted therapies that block the activity of the ALK rearrangement, a key driver of tumor growth and survival in NSCLC and ALCL. These drugs are designed to selectively inhibit ALK signaling, which promotes uncontrolled cancer cell proliferation and disease progression. By targeting this oncogenic driver, ALK inhibitors disrupt tumor growth and induce tumor regression.

In NSCLC and ALCL, ALK inhibitors work by directly interfering with the abnormal signaling pathways that sustain cancer cells, including those involved in brain metastases and resistance mutations. By addressing the underlying genetic cause of the disease, they provide a precision, disease-modifying approach, offering durable responses and improved outcomes compared with conventional chemotherapy, rather than merely alleviating symptoms.

Anaplastic Lymphoma Kinase (ALK) inhibitors Epidemiology

The ALK inhibitors epidemiology chapter in the report provides historical as well as forecasted epidemiology segmented total eligible patient pool for ALK inhibitors in respective indications, and total treated cases of ALK Inhibitors in respective indications in the 7MM covering the United States, EU4 (Germany, France, Italy, and Spain), the United Kingdom, and Japan from 2020 to 2034.

• In 2024, DelveInsight estimated approximately 10,000 patients with ALK+ NSCLC and around 1,750 patients with ALK+ ALCL in the US as eligible for ALK inhibitors, underscoring the clinical relevance of both indications and the country's importance in driving adoption of targeted therapies.
• In 2024, among EU4 and the UK, Germany accounted for the highest number of ALK+ NSCLC incident cases at 2,700 cases, followed by the UK with 2,200 cases, and the lowest in Spain with 1,300 cases. This highlights the regional distribution of ALK-positive NSCLC and underscores the importance of targeted therapy adoption across these markets.
• In 2024, Japan accounted for approximately 500 total incident cases of ALK+ ALCL, highlighting the country's clinical burden in this rare indication and the need for targeted therapeutic interventions.

Anaplastic Lymphoma Kinase (ALK) inhibitors Drug Chapters

The drug chapter segment of the ALK inhibitors reports encloses a detailed analysis of ALK inhibitors late-stage (Phase III and Phase I) and early stage pipeline drugs. It also helps understand the ALK inhibitor's clinical trial details, expressive pharmacological action, agreements and collaborations, approval and patent details, advantages and disadvantages of each included drug the latest news and press releases.

Marketed Drugs

ENSACOVE (ensartinib): Betta Pharmaceuticals/Xcovery

ENSACOVE (ensartinib) is an oral, small-molecule, next-generation ALK inhibitor being developed by Betta Pharmaceuticals/Xcovery to treat ALK-positive NSCLC and ALCL, including cases with brain metastases and resistance mutations.

• In December 2024, the US FDA approved ENSACOVE for adult patients with ALK-positive locally advanced or metastatic NSCLC who have not previously received an ALK inhibitor.
• In March 2024, the US FDA accepted the New Drug Application (NDA) for ensartinib for adult patients with metastatic ALK-positive NSCLC, based on the Phase III eXalt3 study comparing its efficacy and safety to crizotinib in the 1L setting.

ALUNBRIG (brigatinib): Takeda

ALUNBRIG (brigatinib) by Takeda is a next-generation ALK inhibitor designed to improve outcomes for patients with ALK-positive NSCLC and ALCL. By selectively targeting ALK rearrangements, it inhibits tumor cell proliferation and survival, addressing resistance mutations and intracranial disease to enhance patient response and disease control. The therapy is approved for 1L, 2L and above in patients with ALK-positive advanced or metastatic NSCLC previously treated with crizotinib.

• In May 2020, Takeda reported that the US FDA approved ALUNBRIG for adult patients with ALK-positive metastatic NSCLC as detected by an FDA-approved test. This approval expands ALUNBRIG's current indication to include the 1L setting.
• In April 2020, Takeda report that the EC extended the current marketing authorization of ALUNBRIG to include use as a monotherapy for the treatment of adult patients with ALK-positive advanced NSCLC previously not treated with an ALK inhibitor.
• In January 2021, Takeda obtained approval from the Japanese MHLW to manufacture and market ALUNBRIG tablets 30 mg and 90 mg as a 1L and 2L therapy for the treatment of patients with unresectable, advanced, or recurrent ALK fusion gene-positive NSCLC.

ALECENSA (alectinib): Roche

ALECENSA (alectinib) by Roche is a next-generation ALK inhibitor targeting ALK rearrangements, which drive tumor growth and survival in ALK-positive NSCLC and ALCL. The drug, already approved in multiple indications, has demonstrated potent systemic and intracranial activity, with a well-characterized safety profile, and is being further explored for expanded clinical applications. The therapy is approved across the US, Europe, and Japan for multiple treatment settings, including adjuvant, 1L, 2L and above therapy.

• In August 2024, Chugai Pharmaceutical reported that the MHLW had approved the additional indication of ALECENSA for adjuvant therapy for ALK fusion gene-positive NSCLC. The application for regulatory approval for ALECENSA was filed in December 2023.
• In June 2024, the European Commission (EC) approved ALECENSA monotherapy as adjuvant treatment following tumour resection for adult patients with ALK-positive NSCLC at high risk of recurrence (Stage IB [=4 cm]-IIIA NSCLC).
• In April 2024, the US FDA approved ALECENSA for adjuvant treatment following tumor resection in patients with ALK-positive NSCLC, as detected by an FDA-approved test.

Emerging Drugs

Neladalkib (NVL-655): Nuvalent

Neladalkib (NVL-655) is an oral, small-molecule, fourth-generation ALK inhibitor being developed by Nuvalent to treat ALK-positive NSCLC and ALCL, including patients with tumors harboring resistance mutations or brain metastases. Designed to overcome limitations of earlier-generation ALK inhibitors, Neladalkib exhibits potent systemic and intracranial activity, aiming to provide durable responses in patients with advanced ALK-driven cancers. The drug is under evaluation in two trials: the Phase III ALKAZAR study in 1L treatment and the Phase I/II ALKOVE-1 trial in 2L and above settings, with pivotal topline results from ALKOVE-1 in TKI-pretreated ALK+ NSCLC expected by late 2025.

• In July 2025, Nuvalent reported the initiation of the ALKAZAR Phase III randomized, controlled trial evaluating Neladalkib (NVL-655) in patients with TKI-naive ALK-positive NSCLC
• In May 2024, Nuvalent reported that the US FDA granted Breakthrough Therapy Designation (BTD) to NVL-655 for patients with locally advanced or metastatic ALK-positive NSCLC previously treated with two or more ALK TKIs, based on early clinical evidence of safety and efficacy. The FDA also awarded Orphan Drug Designation (ODD) for NVL-655 in ALK-positive NSCLC.

Anaplastic Lymphoma Kinase (ALK) inhibitors Market Outlook

The market for ALK inhibitors is expected to expand significantly in the coming years, driven by the increasing incidence of ALK-positive NSCLC and ALCL, growing awareness of the clinical benefits of targeted therapy, the emergence of next- and fourth-generation ALK inhibitors, and continued investment from major pharmaceutical companies.

ALK inhibitors represent a transformative class of therapies that selectively target ALK rearrangements, a key driver of tumor growth and survival. In NSCLC and ALCL, these agents not only suppress tumor proliferation but also demonstrate potent intracranial activity, addressing the high unmet need in patients with brain metastases and resistance mutations. Emerging compounds, such as neladalkib (NVL-655), are designed to overcome limitations of earlier-generation therapies, offering durable systemic and intracranial responses even in heavily pretreated patients.

By targeting the oncogenic driver at the molecular level, ALK inhibitors provide precision, disease-modifying benefits compared with conventional chemotherapy, improving outcomes and quality of life for patients with ALK-driven cancers. Ongoing clinical studies and regulatory milestones will continue to expand treatment options and solidify the role of ALK inhibitors as a cornerstone in the management of ALK-positive malignancies.

• The total market size of ALK inhibitors in the 7MM was approximately USD 2 billion in 2024 and is projected to increase during the forecast period (2025-2034).
• The market size for ALK inhibitors in the US was more than USD 1 billion in 2024 and is anticipated to increase due to the launch of emerging therapies.
• The total market size of EU4 and the UK was calculated to be approximately USD 450 million in 2024, which was nearly 22% of the total market revenue for the 7MM and is expected to increase by 2034.
• In 2024, Germany dominated the market between EU4 and the UK, generating more than USD 110 million. The UK followed closely with around USD 90 million, while Spain recorded around USD 60 million.
• In 2024, the total market size of ALK inhibitors was approximately USD 340 million in Japan, which is anticipated to increase during the forecast period (2025-2034).

Anaplastic Lymphoma Kinase (ALK) inhibitors Uptake

This section focuses on the uptake rate of potential emerging ALK inhibitors expected to be launched in the market during 2020-2034.

Anaplastic Lymphoma Kinase (ALK) inhibitors Pipeline Development Activities

The report provides insights into different therapeutic candidates in preregistration, Phase III, and early stage molecule. It also analyzes key players involved in developing targeted therapeutics.

The presence of numerous drugs under different stages is expected to generate immense opportunity for ALK inhibitors market growth over the forecasted period.

Pipeline Development Activities

The report covers information on collaborations, acquisitions and mergers, licensing, and patent details for ALK inhibitors emerging therapies.

KOL Views

To keep up with current and future market trends, we take industry experts' opinions working in the domain through primary research to fill the data gaps and validate our secondary research. Industry experts were contacted for insights on ALK inhibitors evolving treatment landscape, patient reliance on conventional therapies, patient therapy switching acceptability, drug uptake, along challenges related to accessibility.

DelveInsight's analysts connected with 25+ KOLs to gather insights; however, interviews were conducted with 10+ KOLs in the 7MM. Centers like the Dana-Farber Cancer Institute, US; University Hospital Heidelberg, Germany; Comprehensive Cancer Center, France; San Raffaele Scientific Institute, Italy; La Paz University Hospital, Spain; Royal Marsden Hospital, United Kingdom; Tokyo Medical University, Japan.

Their opinion helps understand and validate current and emerging therapy treatment patterns or ALK inhibitors market trends. This will support the clients in potential upcoming novel treatments by identifying the overall scenario of the market and the unmet needs.

Physician's View

As per KOL from the US, "ALK-positive lung cancer represents a small subset of NSCLC, and guidelines recommend routine testing in advanced nonsquamous cases. ALK inhibitors have transformed outcomes, with adjuvant alectinib, with or without chemotherapy, now also endorsed in resected early-stage disease."

As per KOL from the UK, "Brigatinib not only shows superior efficacy and tolerability over crizotinib but also signals a potential survival advantage in patients with brain metastases, underscoring its ability to address both systemic and CNS disease, which remains a critical challenge in ALK-positive NSCLC. This highlights the importance of CNS-active therapies in shaping future treatment strategies."

As per KOL from Japan, "CNS metastases and acquired resistance remain major challenges in ALK-positive advanced NSCLC. Network meta-analyses demonstrate that third-generation ALK inhibitors provide the greatest benefit in prolonging progression-free survival, although differences in CNS-active efficacy between individual agents may be less pronounced. These findings underscore the importance of generation- and drug-specific selection in developing individualized treatment strategies and support ongoing translational and clinical research to optimize outcomes in patients with CNS involvement."

Qualitative Analysis

We perform Qualitative and market Intelligence analysis using various approaches, such as SWOT analysis. In the SWOT analysis, strengths, weaknesses, opportunities, and threats in terms of disease diagnosis, patient awareness, patient burden, competitive landscape, cost-effectiveness, and geographical accessibility of therapies are provided. These pointers are based on the analyst's discretion and assessment of the patient burden, cost analysis, and existing and evolving treatment landscape.

Market Access and Reimbursement

Reimbursement for ALK inhibitors is well established in the United States and is steadily expanding across Europe. Manufacturers offer patient assistance programs that provide free or discounted access for eligible uninsured or underinsured patients. While these programs can significantly reduce out-of-pocket costs, patients remain responsible for co-pays, deductibles, and clinic visit fees. Coverage typically excludes claims reimbursed by Medicaid, Medicare, or other federal or state healthcare programs. In the US, programs for ALECENSA (alectinib) include the Genentech Oncology Co-pay Assistance Program, independent co-pay assistance foundations, and the Genentech Patient Foundation, helping eligible patients access therapy at reduced or no cost.

The report further details country-wise reimbursement and accessibility status, cost-effectiveness assessments, patient assistance initiatives that improve affordability, and insights into coverage under government prescription drug programs.

Scope of the Report:

• The report covers a segment of key events, an executive summary, and a descriptive overview of ALK Inhibitor, explaining their mechanism and therapies (current and emerging).
• Comprehensive insight into the competitive landscape, and forecasts, the future growth potential of treatment rate, drug uptake, and drug information have been provided.
• Additionally, an all-inclusive account of the current and emerging therapies and the elaborative profiles of late-stage and prominent therapies will impact the current landscape.
• A detailed review of the ALK inhibitor market, historical and forecasted market size, market share by therapies, detailed assumptions, and rationale behind our approach is included in the report, covering the 7MM drug outreach.
• The report provides an edge while developing business strategies, by understanding trends, through SWOT analysis, expert insights/KOL views, and treatment preferences that help shape and drive the 7MM ALK Inhibitor market.

Anaplastic Lymphoma Kinase (ALK) Inhibitors Report Insights

• ALK Inhibitors Targeted Patient Pool
• ALK Inhibitors Therapeutic Approaches
• ALK Inhibitors Pipeline Analysis
• ALK Inhibitors Market Size and Trends
• Existing and Future Market Opportunity

Anaplastic Lymphoma Kinase (ALK) Inhibitors Report Key Strengths

• 10 years Forecast
• The 7MM Coverage
• Key Cross Competition
• Attribute Analysis
• Drugs Uptake and Key Market Forecast Assumptions

Anaplastic Lymphoma Kinase (ALK) Inhibitors Report Assessment

• Current Treatment Practices
• Unmet Needs
• Pipeline Product Profiles
• Market Attractiveness
• Qualitative Analysis (SWOT)

Key Questions:

• What was the ALK inhibitors total market size, the market size by therapies, market share (%) distribution in 2024, and what would it look like in 2034? What are the contributing factors for this growth?
• Which drug is going to be the largest contributor in 2034?
• Which is the most lucrative market for ALK inhibitors?
• Which drug accounts for maximum ALK inhibitors sales?
• What are the risks, burdens, and unmet needs of treatment with ALK inhibitors? What will be the growth opportunities across the 7MM for the patient population ALK inhibitors?
• What are the key factors hampering the growth of the ALK inhibitors market?
• What are the indications for which recent novel therapies and technologies have been developed to overcome the limitations of existing treatments?
• What key designations have been granted to the therapies for ALK inhibitors?
• Patient acceptability in terms of preferred therapy options as per real-world scenarios?

Reasons to buy:

• The report will help develop business strategies by understanding the latest trends and changing dynamics driving the ALK inhibitors market.
• Understand the existing market opportunities in varying geographies and the growth potential over the coming years.
• Identifying strong upcoming players in the market will help devise strategies to help get ahead of competitors.
• Detailed analysis and ranking of indication-wise current and emerging therapies under the attribute analysis section to provide visibility around leading indications.
• To understand key opinion leaders' perspectives around the accessibility, acceptability, and compliance-related challenges of existing treatment to overcome barriers in the future.
• Detailed insights on the unmet needs of the existing market so that the upcoming players can strengthen their development and launch strategy.

Table of Contents

1. Key Insights

2. Report Introduction

3. Executive Summary

4. Key Events

• 4.1. Upcoming Key Catalyst
• 4.2. Key Conference and Meeting Insights
• 4.3. Key Transactions and Collaborations
• 4.4. News Flow

5. Epidemiology and Market Forecast Methodology

6. ALK inhibitor Market Overview at a Glance

• 6.1. Clinical Landscape (Analysis by Molecule Type, Phase, and Route of Administration [RoA])
• 6.2. Market Share (%) Distribution by Therapies in the 7MM in 2024
• 6.3. Market Share (%) Distribution by Therapies in the 7MM in 2034

7. ALK Inhibitors Background and Overview

• 7.1. Introduction
• 7.2. Mechanism of Action
• 7.3. Potential of ALK Inhibitors
• 7.4. Adverse Reactions
• 7.5. Current and Emerging ALK Inhibitor Therapies
• 7.6. Potential of ALK Inhibitors in Different Indications
• 7.7. Diagnosis
  • 7.7.1. Biomarkers

8. Epidemiology and Patient Population

• 8.1. Key Findings
• 8.2. Epidemiology Scenario in the 7MM
  • 8.2.1. Total Eligible Patient Pool for ALK Inhibitors in Respective Indications
  • 8.2.2. Total Treated Cases of ALK Inhibitors in Respective Indications

9. Marketed Therapies

• 9.1. Key Cross Competition
• 9.2. ENSACOVE (ensartinib): Betta Pharmaceuticals/Xcovery
  • 9.2.1. Product Description
  • 9.2.2. Regulatory Milestones
  • 9.2.3. Other Development Activities
  • 9.2.4. Summary of Pivotal Trials
  • 9.2.5. Analyst Views
• 9.3. ALUNBRIG (brigatinib): Takeda
  • 9.3.1. Product Description
  • 9.3.2. Regulatory Milestones
  • 9.3.3. Other Development Activities
  • 9.3.4. Summary of Pivotal Trials
  • 9.3.5. Analyst Views
• 9.4. LORBRENA/LORVIQUA (lorlatinib): Pfizer
  • 9.4.1. Product Description
  • 9.4.2. Regulatory Milestones
  • 9.4.3. Other Development Activities
  • 9.4.4. Summary of Pivotal Trials
  • 9.4.5. Analyst Views
• 9.5. ALECENSA (alectinib): Roche/Chugai Pharmaceutical
  • 9.5.1. Product Description
  • 9.5.2. Regulatory Milestones
  • 9.5.3. Other Development Activities
  • 9.5.4. Summary of Pivotal Trials
  • 9.5.5. Analyst Views

List of drugs to be continued in the final report...

10. Emerging Therapies

• 10.1. Key Cross Competition
• 10.2. Neladalkib: Nuvalent
  • 10.2.1. Product Description
  • 10.2.2. Other Development Activities
  • 10.2.3. Clinical Development
  • 10.2.4. Safety and Efficacy
  • 10.2.5. Analyst Views

List of drugs to be continued in the final report...

11. ALK inhibitor: Seven Major Market Analysis

• 11.1. Key Findings
• 11.2. Market Outlook
• 11.3. Attribute Analysis
• 11.4. Key Market Forecast Assumptions
  • 11.4.1. Cost Assumptions and Rebates
  • 11.4.2. Pricing Trends
  • 11.4.3. Analogue Assessment
  • 11.4.4. Launch Year and Therapy Uptake
• 11.5. Total Market Size of ALK Inhibitor in the 7MM
• 11.6. Total Market Size of ALK Inhibitor by Therapies in the 7MM
• 11.7. The United States Market Size
  • 11.7.1. Total Market Size of ALK Inhibitor in the United States
  • 11.7.2. Total Market Size of ALK Inhibitor by Therapies in the United States
• 11.8. EU4 and the UK Market Size
  • 11.8.1. Total Market Size of ALK Inhibitor in EU4 and the UK
  • 11.8.2. Total Market Size of ALK Inhibitor by Therapies in EU4 and the UK
• 11.9. Japan Market Size
  • 11.9.1. Total Market Size of ALK Inhibitor in Japan
  • 11.9.2. Total Market Size of ALK Inhibitor by Therapies in Japan

12. Unmet Needs

13. SWOT Analysis

14. Key Opinion Leaders' Views

15. Market Access and Reimbursement

• 15.1. The United States
  • 15.1.1. CMS
• 15.2. EU4 and the UK
  • 15.2.1. Germany
  • 15.2.2. France
  • 15.2.3. Italy
  • 15.2.4. Spain
  • 15.2.5. The United Kingdom
• 15.3. Japan
  • 15.3.1. MHLW
• 15.4. Market Access and Reimbursement of ALK Inhibitors

16. Appendix

• 16.1. Acronyms and Abbreviations
• 16.2. Bibliography
• 16.3. Report Methodology

17. DelveInsight Capabilities

18. Disclaimer

19. About DelveInsight