Jun. 3 at 10:29 PM
$ATNM key notes:
However, with the confirmation of B7-H3 targeting and the new SNMMI 2026 data validating its effectiveness in KRAS and EGFR-mutant Non-Small Cell Lung Cancer (NSCLC) and HER2/endocrine-resistant breast cancers, the addressable market has expanded exponentially:United States TAM Increase:Old TAM (Advanced Prostate Only): ~31,000 to 40,000 patients annually progressing to metastatic castration-resistant stages.New TAM (Prostate + NSCLC + Breast): Over 400,000 eligible patients annually in the US alone. New annual diagnoses for lung cancer (~230,000) and breast cancer (~310,000), where B7-H3 resistance-induced overexpression occurs, have effectively increased the US patient volume by roughly 10x.Worldwide TAM Increase:Old TAM: ~1.5 million annual prostate cancer cases globally (with a fraction entering late-stage resistance).New TAM: Adding global lung and breast cancer populations elevates the raw global footprint to over 5 million patients annually.
