Genentech’s Tecentriq Stakes New Claim With FDA Lung Cancer Approval
Genentech’s PD-L1 inhibitor Tecentriq could steal market share from the PD-1 inhibitors Opdivo and Keytruda in its new indication, but the Roche subsidiary’s drug is a year behind competitors from Bristol-Myers and Merck in NSCLC with seven Phase III trials under way to expand its reach in lung cancer.
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The PD-L1 inhibitor is the first checkpoint immunotherapy to gain approval in the tough-to-treat disease setting.
Pfizer got Bavencio to market by focusing on an unmet need, but the PD-L1 inhibitor is still a few years behind, competing with other checkpoint inhibitors over more valuable indications.
New cancer immunotherapies are doing well in lung cancer, with Merck's Keytruda picking up share in the first-line setting and Roche's Tecentriq in second-line. Bristol-Myers Squibb is banking on combo therapy to restore its momentum.