Novartis' Kisqali Scores Big Win In Competitive CDK4/6 Space
Data at ASCO showed a statistically significant overall survival advantage in pre- and perimenopausal women with advanced HR+, HER2- breast cancer, a first for the CDK4/6 class.
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Survival Data Boost Lilly & Novartis’s CDK4/6 Assault On Pfizer’s Ibrance In Metastatic Breast Cancer
Pfizer’s dominance of the CDK4/6 inhibitor market will come under renewed pressure as the MONALEESA-3 and MONARCH-2 studies for Novartis’s Kisqali and Lilly’s Verzenio presented at ESMO confirmed their survival benefits in advanced hormone-receptor-positive, HER2-negative breast cancer. The data firmly push the drug class into front-line advanced setting in these patients.
Drugs like Ibrance and Lynparza show that in the cancer market, it can be hard for new entrants to catch early standouts.
As earnings season reaches its peak, Merck, Lilly, Gilead, Amgen and Sanofi release their second quarter results. Business development remains a dominant theme.