북미의 동반진단 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America companion diagnostics market size was valued at USD 3.48 billion in 2025 and is estimated to grow from USD 3.95 billion in 2026 to reach USD 7.45 billion by 2031, at a CAGR of 13.52% during the forecast period (2026-2031).

This report is Segmented by Technology (IHC, PCR, ISH, RT-PCR, NGS, Liquid Biopsy, Other Technologies), Indication (Lung, Breast, Colorectal, Leukemia, Melanoma, Other Cancers), Product & Service (Assays & Kits, Instruments, Software & Services), and Geography (United States, Canada, Mexico). Market Forecasts are Provided in Terms of Value (USD).

North America Companion Diagnostics Market Trends and Insights

Oncology Pipeline Dominated by Biomarker-Linked Drugs

Seventy-two percent of the 57 novel oncology drugs the FDA cleared during 2024-2025 required a companion diagnostic, up from 58% in the prior five-year span. Sponsors embraced biomarker-enriched trials that trimmed enrollment by nearly one-third, lowered R&D expense, and realized a 6.2-month median review versus 10.1 months for biomarker-agnostic submissions. Lung cancer led with 18 biomarker-specified approvals, spotlighting EGFR exon 20 insertions, KRAS G12C, and MET exon 14 skipping, each defining distinct patient micro-segments that benefit from precise mutation detection. Breast cancer followed, driven by HER2-low labeling that now covers over half of HER2-negative tumors, expanding reach for antibody-drug conjugates. With 23 phase III agents already tied to CDx co-development agreements for 2026-2027, clinical evidence signals durable demand that underpins the North America companion diagnostics devices market.

FDA's Streamlined Co-Approval Pathway for CDx & Drugs

The Real-Time Oncology Review program, extended to diagnostics in 2024, processed 11 co-dependent filings in 2025 with a six-month median timeline, shaving four months off traditional Premarket Approval reviews. Every month saved preserves an estimated USD 8 million in peak-sales value per therapy, aligning economic incentives between assay makers and drug sponsors. March 2025 draft guidance also let manufacturers file bridging studies to extend existing claims to new drug labels, a route Roche used three times in 2025 to widen cobas EGFR coverage without full re-validation. Joint CDRH-OCE reviews eliminated redundant data requests, and Health Canada's parallel-submission pilot now accepts the same dossier, cutting filing redundancy by 200 staff hours. These gains flow directly into the operating leverage of companies active in the companion diagnostics devices market.

High Cost of CDx Development & Clinical Validation

Bringing a single companion diagnostic from assay design to FDA approval costs USD 15-25 million and can span three years. Guardant Health allocated 42% of its 2024 R&D spending to clinical validation, underscoring heavy cash needs even for public companies. Additional FDA requirements for fresh-tissue concordance, despite 95% liquid-biopsy sensitivity, tack on USD 3-5 million and up to one year per indication. Exact Sciences invested USD 180 million over five years to build evidence for Oncotype DX, a burden that would exceed the resources of most start-ups. Consequently, economies of scale accrue to diversified incumbents such as Roche, which spreads costs across 17 label extensions on its FoundationOne CDx platform.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Uptake of NGS-Based Multi-Gene Panels
2. State-Level Biomarker-Testing Reimbursement Mandates
3. Lengthy FDA PMA Class III Review Timelines

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Polymerase chain reaction platforms generated 42.18% of 2025 revenue, buoyed by entrenched EGFR, KRAS, and BRAF single-gene workflows priced at USD 150-300 per test. Their 24-48-hour turnaround fits community oncology, which treats 70% of U.S. patients and often lacks onsite sequencing labs. Roche's cobas EGFR v2 alone processed 1.2 million samples worldwide in 2025. Yet NGS systems are scaling quickly: eight fresh FDA clearances in 2024-2025 plus payer policies that now favor comprehensive profiling drive a 14.22% CAGR for NGS through 2031 across the North America companion diagnostics devices market. Illumina's TruSight Oncology 500 ctDNA merges mutational burden and microsatellite instability in a single run, meeting both targeted-therapy and immunotherapy requirements.

Immunohistochemistry (IHC) and in-situ hybridization still matter for protein biomarkers where cellular architecture guides interpretation. Agilent's PD-L1 22C3 pharmDx processed 850,000 slides in 2025, with digital pathology cutting inter-observer variance by more than half. Liquid biopsy volumes reached a notable percentage of companion testing as clinicians adopted plasma assays for patients unable to undergo tissue biopsy. Bio-Rad's droplet digital PCR offers 0.1% sensitivity, enabling early detection of resistance alleles. Together, these modalities ensure the North America companion diagnostics devices market retains technological diversification even as NGS leads growth.

Complete Report Scope:

• By Technology
  • Immunohistochemistry (IHC)
  • Polymerase Chain Reaction (PCR)
  • In-situ Hybridization (ISH)
  • Real-time PCR (RT-PCR)
  • Next-Generation Sequencing (NGS)
  • Liquid Biopsy-based Assays
  • Other Technologies
• By Indication
  • Lung Cancer
  • Breast Cancer
  • Colorectal Cancer
  • Leukemia
  • Melanoma
  • Other Indications
• By Product & Service
  • Assays & Kits
  • Instruments & Analyzers
  • Software & Services
• By Country
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Abbott Laboratories
2. Agilent Technologies
3. Amgen
4. ARUP Laboratories
5. bioMerieux
6. Bio-Rad Laboratories
7. Caris Life Sciences
8. Danaher Corp. (Beckman Coulter & Leica)
9. Exact Sciences Corp.
10. Roche
11. Guardant Health
12. Hologic
13. Illumina
14. LabCorp
15. Myriad Genetics
16. NeoGenomics Laboratories
17. Novartis AG (Foundation Medicine)
18. QIAGEN
19. Siemens Healthineers
20. Thermo Fisher Scientific

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Oncology pipeline dominated by biomarker-linked drugs
  • 4.2.2 FDA's streamlined co-approval pathway for CDx & drugs
  • 4.2.3 Rapid uptake of NGS-based multi-gene panels
  • 4.2.4 State-level biomarker-testing reimbursement mandates
  • 4.2.5 24-hour bench-to-bedside rapid NGS platforms
  • 4.2.6 On-shoring of reagent manufacturing post-2025 tariffs
• 4.3 Market Restraints
  • 4.3.1 High cost of CDx development & clinical validation
  • 4.3.2 Lengthy FDA PMA Class III review timelines
  • 4.3.3 Tightening state-level genomic-privacy legislation
  • 4.3.4 Shortage of molecular pathologists & bioinformaticians
• 4.4 Regulatory Landscape
• 4.5 Technological Outlook
• 4.6 Porter's Five Forces
  • 4.6.1 Threat of New Entrants
  • 4.6.2 Bargaining Power of Buyers
  • 4.6.3 Bargaining Power of Suppliers
  • 4.6.4 Threat of Substitute Products
  • 4.6.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value, USD)

• 5.1 By Technology
  • 5.1.1 Immunohistochemistry (IHC)
  • 5.1.2 Polymerase Chain Reaction (PCR)
  • 5.1.3 In-situ Hybridization (ISH)
  • 5.1.4 Real-time PCR (RT-PCR)
  • 5.1.5 Next-Generation Sequencing (NGS)
  • 5.1.6 Liquid Biopsy-based Assays
  • 5.1.7 Other Technologies
• 5.2 By Indication
  • 5.2.1 Lung Cancer
  • 5.2.2 Breast Cancer
  • 5.2.3 Colorectal Cancer
  • 5.2.4 Leukemia
  • 5.2.5 Melanoma
  • 5.2.6 Other Indications
• 5.3 By Product & Service
  • 5.3.1 Assays & Kits
  • 5.3.2 Instruments & Analyzers
  • 5.3.3 Software & Services
• 5.4 By Country
  • 5.4.1 United States
  • 5.4.2 Canada
  • 5.4.3 Mexico

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Market Share Analysis
• 6.3 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.3.1 Abbott Laboratories
  • 6.3.2 Agilent Technologies Inc.
  • 6.3.3 Amgen Inc.
  • 6.3.4 ARUP Laboratories
  • 6.3.5 bioMerieux SA
  • 6.3.6 Bio-Rad Laboratories Inc.
  • 6.3.7 Caris Life Sciences
  • 6.3.8 Danaher Corp. (Beckman Coulter & Leica)
  • 6.3.9 Exact Sciences Corp.
  • 6.3.10 F. Hoffmann-La Roche Ltd.
  • 6.3.11 Guardant Health Inc.
  • 6.3.12 Hologic Inc.
  • 6.3.13 Illumina Inc.
  • 6.3.14 Labcorp
  • 6.3.15 Myriad Genetics Inc.
  • 6.3.16 NeoGenomics Laboratories Inc.
  • 6.3.17 Novartis AG (Foundation Medicine)
  • 6.3.18 Qiagen N.V.
  • 6.3.19 Siemens Healthineers
  • 6.3.20 Thermo Fisher Scientific Inc.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment