APHINITY Combo Details Contain No Surprise, Puma's Nerlynx May Benefit
Details of Roche's early stage breast cancer study APHINITYs were positive as previously headlined, but it's likely to confine use of Perjeta, Herceptin and chemotherapy to higher-risk, node-positive patients.
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Better than expected FDA labeling for rising star Perjeta in neoadjuvant (before surgery) and adjuvant (after surgery) breast cancer could boost sales greatly beyond expectations, some analysts say.
A “phenomenal” start by Ocrevus and the use of two other newly launched medicines, Tecentriq and Alecensa, drove sales growth at Roche in the first half of 2017 – with the previously cautious company now upgrading its financial outlook for the year and expecting further growth from breast cancer therapy Perjeta.
Roche is betting that its tumor immunophenotype research can guide combination therapy that will alter the tumor microenvironment, making tumor types than have been resistant to PD-1/L1 inhibitors sensitive to immunotherapy.