{"product_id":"targeted-protein-degradation-in-oncology-markets","title":"Targeted Protein Degradation in Oncology Markets","description":"\u003cp\u003e\u003cstrong\u003eTargeted Protein Degradation in Oncology: Market Forecast, Competitive Landscape and Strategic Opportunities, 2027–2031\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eGlobal forecasts by modality, indication, target, E3 ligase and product, with country and regional breakouts and 12 company profiles.\u003c\/p\u003e\n\u003cdiv style=\"margin:24px 0;padding:20px 24px;border:2px solid #1f3a5f;border-radius:8px;text-align:center;\"\u003e\n\u003cp style=\"margin:0 0 6px;font-size:1.15em;\"\u003e\u003cstrong\u003eSee inside before you buy\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0 0 16px;\"\u003eGet a free sample: the full table of contents plus real pages of analysis, company profiles, tables and charts.\u003c\/p\u003e\n\u003cp style=\"margin:0;\"\u003e\u003ca href=\"\/pages\/request-a-sample?report=ONCTDP\" style=\"display:inline-block;padding:12px 28px;background:#1f3a5f;color:#ffffff;text-decoration:none;border-radius:6px;font-weight:bold;\"\u003eRequest a free sample\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003ch3\u003eOur Take\u003c\/h3\u003e\n\u003cp\u003eTargeted protein degradation is about to change hands. Today 98% of the $7.0 billion market is Revlimid, Pomalyst and their generics; by 2031 next-generation degraders account for two-thirds of a $10.7 billion market. CELMoDs hold the myeloma franchise for Bristol Myers Squibb, but the real growth is in PROTAC-type degraders for BTK and the androgen receptor that are still in Phase 3, and the first approved PROTAC, Veppanu, shows that approval alone does not make a commercial success.\u003c\/p\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0735\/8244\/4623\/files\/ONCTDP_Key_Graphic.png?v=1792532619\" alt=\"The degrader market turns over: oncology protein degrader market by modality, 2026 to 2031\" style=\"width:100%;height:auto;\"\u003e\u003c\/p\u003e\n\u003ch3\u003eSituation Analysis: what is really happening\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eThe IMiD franchise is going generic. \u003c\/strong\u003eRevlimid and Pomalyst, with their generics, fall from $6.4 billion to $3.4 billion as U.S. generic pomalidomide follows lenalidomide.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCELMoDs hold myeloma. \u003c\/strong\u003eZenbexus (iberdomide) won accelerated approval in August 2026 and mezigdomide has an FDA decision in May 2027. Together they reach $3.0 billion and keep myeloma revenue almost flat.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eThe growth is in PROTACs still in Phase 3. \u003c\/strong\u003eThe BTK degraders BGB-16673 and bexobrutideg and the androgen receptor degrader BMS-986365 drive PROTACs from $8 million to $3.3 billion. Their approval timing is the largest risk to the forecast.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBig pharma is buying platforms. \u003c\/strong\u003eJ\u0026amp;J's $3.05 billion Halda acquisition, Roche's upfront of more than $700 million for bexobrutideg and its October 2026 Defand deal show where large companies expect value.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eCompany Analysis: who is positioned, who is exposed\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eBristol Myers Squibb: \u003c\/strong\u003eOwns both the IMiD franchise and its replacements, Zenbexus, mezigdomide and BMS-986365, and remains the leader in oncology degraders throughout the forecast.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eArvinas, Pfizer and Rigel: \u003c\/strong\u003eVeppanu was the first PROTAC approved, but its narrow ESR1-mutated label led Arvinas and Pfizer to license it to Rigel for $70 million upfront.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRoche: \u003c\/strong\u003eThe most active dealmaker, with Nurix's BTK degrader, C4's degrader-antibody conjugates and a new molecular glue deal with China's Defand.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNurix Therapeutics: \u003c\/strong\u003eBexobrutideg, co-developed with Roche, must beat established BTK inhibitors and catch up with BeOne's more advanced BGB-16673.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eJohnson \u0026amp; Johnson \/ Halda: \u003c\/strong\u003eA $3.05 billion bet on the RIPTAC induced-proximity platform, still early in prostate cancer.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNATCO Pharma: \u003c\/strong\u003eFirst with U.S. generic pomalidomide, with shared 180-day exclusivity, and at the front of the IMiD generic wave.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003ePlus 3 more company profiles covering molecular glue platform companies and big pharma partners.\u003c\/p\u003e\n\u003ch3\u003eQuestions this report answers\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHow fast will Revlimid and Pomalyst revenue fall as generics spread?\u003c\/li\u003e\n\u003cli\u003eCan CELMoDs replace the IMiD franchise in multiple myeloma?\u003c\/li\u003e\n\u003cli\u003eWhich PROTACs will reach the market by 2031, and how large can they become?\u003c\/li\u003e\n\u003cli\u003eWill BTK and androgen receptor degraders beat the inhibitors they aim to replace?\u003c\/li\u003e\n\u003cli\u003eHow fast is China moving in degraders and generic IMiDs?\u003c\/li\u003e\n\u003cli\u003eIs cereblon still the only E3 ligase that matters commercially?\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat’s inside\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e161 pages, 23 chapters, 34 tables and 55 figures\u003c\/li\u003e\n\u003cli\u003e12 company profiles with technology, pipeline, strategy and risks\u003c\/li\u003e\n\u003cli\u003eForecasts 2027–2031 from a 2026 base (actual) year, by modality, indication, target, E3 ligase and product, for 14 countries and regions\u003c\/li\u003e\n\u003cli\u003eApproved product registry and 2025 sales benchmarks\u003c\/li\u003e\n\u003cli\u003eGeneric erosion of the IMiDs, regulatory pathways, and a China ecosystem chapter\u003c\/li\u003e\n\u003cli\u003eDelivered as 3 files: full report PDF, Situation Analysis PDF, and Excel workbook of all charts and tables\u003c\/li\u003e\n\u003cli\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0735\/8244\/4623\/files\/ONCTDP_1026_Table_of_Contents.pdf\" target=\"_blank\" rel=\"noopener\"\u003eDownload the Table of Contents (PDF)\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv style=\"margin:24px 0;padding:20px 24px;border:2px solid #1f3a5f;border-radius:8px;text-align:center;\"\u003e\n\u003cp style=\"margin:0 0 6px;font-size:1.15em;\"\u003e\u003cstrong\u003eSee inside before you buy\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0 0 16px;\"\u003eGet a free sample: the full table of contents plus real pages of analysis, company profiles, tables and charts.\u003c\/p\u003e\n\u003cp style=\"margin:0;\"\u003e\u003ca href=\"\/pages\/request-a-sample?report=ONCTDP\" style=\"display:inline-block;padding:12px 28px;background:#1f3a5f;color:#ffffff;text-decoration:none;border-radius:6px;font-weight:bold;\"\u003eRequest a free sample\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003ch3\u003eWho buys this report\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness development and licensing teams: \u003c\/strong\u003efind platform and asset partners and track who leads each modality.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvestors and equity analysts: \u003c\/strong\u003emodel the IMiD generic decline and the timing of next-generation launches.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDegrader developers: \u003c\/strong\u003echoose the targets, E3 ligases and indications with the most room to grow.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGeneric manufacturers: \u003c\/strong\u003esize the lenalidomide and pomalidomide generic opportunity.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicences and support\u003c\/h3\u003e\n\u003cp\u003eYour order is delivered to your inbox immediately. Every licence includes unlimited questions to the analyst and custom data breakouts, including any country not shown. Single User, Five User and Enterprise licences contain the same report; they differ only in how many people may use it.\u003c\/p\u003e\n\u003ch3\u003eAbout the author\u003c\/h3\u003e\n\u003cp\u003eGreg Powell, B.Sc., M.B.A., has worked in laboratory testing and management for more than 20 years, with executive training at Harvard Business School and the Burke Institute.\u003c\/p\u003e","brand":"OncoPharma Insights","offers":[{"title":"Single User","offer_id":67819174527055,"sku":null,"price":6995.0,"currency_code":"USD","in_stock":true},{"title":"Five User","offer_id":67819174559823,"sku":null,"price":9995.0,"currency_code":"USD","in_stock":true},{"title":"Enterprise License","offer_id":67819174592591,"sku":null,"price":13995.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0735\/8244\/4623\/files\/ONCTDP_1026_Cover.png?v=1792532620","url":"https:\/\/oncopharmainsights.com\/products\/targeted-protein-degradation-in-oncology-markets","provider":"OncoPharma Insights","version":"1.0","type":"link"}