ESMO: A Tale Of Two CDK 4/6 Inhibitors With monarchE Success and Failure For PALLAS
Boost For Lilly, Blow For Pfizer
Two different outcomes for two different CD4/6 inhibitors – Eli Lilly’s Verzenio and Pfizer’s Ibrance – put the Lilly drug on track to be a new standard of care in high-risk early stage HR+, HER2-negative breast cancer. Novartis’s Kisqali could follow.
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Pfizer's Ibrance still dominates the category but sales slowed in the first quarter, while Novartis’s Kisqali and Lilly's Verzenio both grew double digits.
Pfizer is looking to address breast cancer resistant to Ibrance and other CDK4/6 inhibitors, but sees potential paths to earlier lines of treatment and additional tumors.
Lilly is planning for growth even beyond the loss of patent protection for Trulicity in 2027. In addition to internal R&D, Smiley said a third of new drugs will come from business development.