Please login to the form below

Not currently logged in
Email:
Password:

Lilly surges on Verzenio survival data in early breast cancer

Company steals a march on rival drugs from Pfizer and Novartis

Eli Lilly

New data with Eli Lilly’s CDK4/6 inhibitor Verzenio has sent the drug to the top of the class in patients with hormone receptor-positive, HER2-negative early-stage breast cancer.

Shares in the company leaped 16% in brisk trading after it announced the top-line results of the phase 3 MonarchE trial, saying that Verzenio (abemaciclib) given on top of hormone treatment cut the risk of breast cancer coming back or death compared to hormone treatment alone.

Verzenio is the first drug in the CDK 4/6 inhibitor class to show it improves on standard adjuvant (post-surgery) hormone therapy aimed at reducing the chances of cancer recurring in high-risk patients, stealing a march on rivals Ibrance (palbociclib) from Pfizer – the current class leader – and Novartis’ Kisqali (ribociclib).

Lilly now says it plans to file for approval of Verzenio as adjuvant therapy in this patient population to regulators before the end of the year, opening up what could be a lucrative new market for the drug.

Verzenio has gradually climbed into the mid-table of Lilly’s drugs since its first approval in 2017 as a second-line therapy for HR+/HER2- breast cancer, helped by a green light as a front-line therapy alongside hormonal therapy the following year.

Sales more than doubled to around $580m last year, but were still a long way behind Ibrance which knocked on the door of $5bn in revenues over the same period. At the same time, Kisqali has gathered momentum after a slow start and also doubled its sales to $480m.

With the MonarchE data Lilly now has an opportunity to expand Verzenio into a market where it isn’t playing catch-up with Ibrance, particularly as Pfizer said last month its adjuvant trial in this type of breast cancer – PALLAS – isn’t expected to show a significant improvement on disease-free survival.

Analysts said the size of the market in adjuvant, early-stage breast cancer could be upwards of $2bn worldwide. Around two-thirds of all breast cancer cases fall into the HR+/HER2- category, and  roughly a third of people diagnosed with HR-+/HER2- early breast cancer are at high risk of the disease returning.

Meanwhile, Lilly also showed that Verzenio could have a benefit in the HER2+ population in the MonarcHER trial reported last year.

That study found that the drug – given with Roche’s anti-HER2 antibody Herceptin (trastuzumab) and fulvestrant – cut the risk of disease progression or death by a third compared to Herceptin plus chemo.

Article by
Phil Taylor

17th June 2020

From: Research

Share

Tags

COVID-19 Updates and Daily News

Featured jobs

PMHub

Add my company
Cuttsy + Cuttsy

How do you understand what patients really need, without actually living their lives? How do you walk in someone else’s...

Latest intelligence

Emotion-driven clinical trial marketing: A missed opportunity?
Whether we’re conscious of it or not, our emotions play a huge role in day-to-day decision making. Psychological scientists have long explored emotional influences on decision making. Experts like Herbert...
Virtual Hackathon on Healthcare Innovation: a Customer Story
How participants from 9 different countries in the APAC region were brought together to participate in a pharmaceutical company-wide 3-day virtual "hackathon," with spectacular results....
OPEN Health at the World Orphan Drug Conference USA
Our Director of Rare Disease, Gavin Jones looks forward to his conversation with Emily Crossle & Betsy Bogard at #WODCUSA2020 !...

Infographics