martes, 22 de septiembre de 2020

Keytruda rules the immunotherapy market, but challengers are lining up

Keytruda rules the immunotherapy market, but challengers are lining up

The Readout

Damian Garde & Meghana Keshavan

Regeneron's curious decision might have been prescient

Two years ago, when Regeneron Pharmaceuticals first won approval for the cancer treatment Libtayo, it was fair to wonder whether the world really needed a sixth so-called checkpoint inhibitor. But the latest data in lung cancer suggest the company’s future in oncology might be brighter than many expected.

As STAT’s Adam Feuerstein reports, Regeneron and partner Sanofi presented data from a Phase 3 study showing that their checkpoint inhibitor, Libtayo, reduced the risk of death by 43% compared to chemotherapy in patients with lung tumors expressing high levels of the biomarker PD-L1.

The data, while promising, don’t mean Libtayo has unseated Merck’s Keytruda, an $11 billion-a-year drug that has become the standard of care in lung cancer. But they do suggest Regeneron’s come-from-behind strategy has merit, and, as Piper Sandler analyst Christopher Raymond wrote in a note to investors, that Libtayo could become a mainstay component of future combination therapies.

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