Breast cancer prescription shifts: As Enhertu moves to earlier lines, how will share gains translate into revenue?
Goldman Sachs prescription tracking shows that Enhertu is changing the treatment mix in HER2-positive breast cancer, while Kisqali is expanding in adjuvant treatment. But Roche faces a lower-priced product mix and Novartis is constrained by pricing pressure, so prescription strength and revenue expectations are not moving in step.
Goldman Sachs ·