Oncology Market Leaders Maintain Their Upper Hand
Drugs like Ibrance and Lynparza show that in the cancer market, it can be hard for new entrants to catch early standouts.
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While data on Sanofi's anti-CD38 antibody isatuximab impressed at ASCO, analysts believe that the position of Johnson & Johnson's Darzalex in the multiple myeloma space is unlikely to be threatened.
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.