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Celcuity to Initiate NDA Submission of Gedatolisib in PIK3CA Wild-Type Cohort in HR+/HER2- Advanced Breast Cancer Under FDA’s Real-Time Oncology Review Program
Globenewswire· 2025-08-27 20:05
MINNEAPOLIS, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Celcuity Inc. (Nasdaq: CELC), a clinical-stage biotechnology company pursuing development of targeted therapies for oncology, today announced the U.S. Food and Drug Administration (“FDA”) agreed to accept its New Drug Application (“NDA”) for gedatolisib in HR+/HER2- advanced breast cancer (“ABC”) for review under the Real-Time Oncology Review (“RTOR”) program, which facilitates earlier submission of topline efficacy and safety results, prior to the submission o ...
Celcuity Announces First Patient Dosed in Phase 3 VIKTORIA-2 Clinical Trial of Gedatolisib as a First-Line Treatment for HR+/HER2- Advanced Breast Cancer
GlobeNewswire News Room· 2025-07-24 20:01
Core Insights - Celcuity Inc. has initiated the Phase 3 clinical trial VIKTORIA-2 to evaluate gedatolisib in combination with a CDK4/6 inhibitor and fulvestrant for HR+/HER2- advanced breast cancer patients who are resistant to endocrine therapy [1][2][3] Group 1: Clinical Trial Details - The VIKTORIA-2 trial is an open-label, randomized study comparing the efficacy and safety of gedatolisib combined with fulvestrant and a CDK4/6 inhibitor against the standard treatment of fulvestrant and a CDK4/6 inhibitor [3][4] - Approximately 638 subjects will be enrolled, with random assignment to either the experimental group (gedatolisib, fulvestrant, and a CDK4/6 inhibitor) or the control group (fulvestrant and a CDK4/6 inhibitor) [4] - The trial will assess primary endpoints of progression-free survival (PFS) based on RECIST 1.1 criteria, evaluated separately for PI3KCA wild type and mutant subjects [4] Group 2: Efficacy and Safety - Previous Phase 1b trial results indicated that patients receiving gedatolisib with palbociclib and letrozole had a median progression-free survival of 48.6 months and median overall survival of 77.3 months, with an objective response rate of 79% [2] - The trial aims to provide robust data to support the potential of gedatolisib as a first-line treatment option for patients with endocrine-resistant advanced breast cancer [2][3] Group 3: Company Overview - Celcuity is a clinical-stage biotechnology company focused on developing targeted therapies for various solid tumor indications, with gedatolisib as its lead candidate [5][6] - The company is headquartered in Minneapolis and is also conducting other clinical trials, including VIKTORIA-1 and CELC-G-201, targeting different cancer types [5][6]
European Commission approves Roche's Itovebi for people with ER-positive, HER2-negative, advanced breast cancer with a PIK3CA mutation
GlobeNewswire News Room· 2025-07-23 05:00
Core Viewpoint - Roche's Itovebi™ (inavolisib) has received European Commission approval for treating adult patients with PIK3CA-mutated, ER-positive, HER2-negative advanced breast cancer, addressing a significant unmet medical need [1][2]. Group 1: Treatment Efficacy - The approval is based on the phase III INAVO120 trial, which demonstrated a 57% reduction in the risk of disease worsening or death (progression-free survival [PFS]) with the Itovebi-based regimen compared to palbociclib and fulvestrant alone (15.0 months vs. 7.3 months; hazard ratio [HR]=0.43; 95% CI: 0.32-0.59, p<0.001) [2][6]. - The Itovebi-based regimen also reduced the risk of death by 33% in the final overall survival analysis (stratified HR=0.67; 95% CI: 0.48–0.94, p-value=0.0190) [2][6]. - The treatment delayed the time to chemotherapy by approximately two years compared to the control regimen (stratified HR=0.43; 95% CI: 0.30-0.60) [2][6]. Group 2: Ongoing Research and Development - Itovebi is currently being investigated in three additional phase III studies (INAVO121, INAVO122, INAVO123) for various combinations in PIK3CA-mutated, locally advanced or metastatic breast cancer [3][7]. - The company is exploring further studies in breast cancer and other tumor types to expand the benefits of this targeted therapy [3]. Group 3: Product Characteristics - Itovebi is an oral, targeted treatment designed to provide durable disease control with minimized overall burden and toxicity, specifically targeting the PI3K alpha isoform [4][6]. - The treatment is approved in multiple countries, including the United States, Canada, and Australia, with ongoing reviews by other global health authorities [4]. Group 4: Market Context - Approximately 40% of ER-positive breast cancers have a PIK3CA mutation, which is associated with poor prognosis, highlighting the urgent need for effective treatment options [6][8]. - Roche has been advancing breast cancer research for over 30 years, focusing on identifying new biomarkers and treatment approaches for various subtypes, including ER-positive breast cancer [9].
European Commission approves Roche’s Itovebi for people with ER-positive, HER2-negative, advanced breast cancer with a PIK3CA mutation
Globenewswire· 2025-07-23 05:00
Core Viewpoint - Roche's Itovebi™ (inavolisib) has received European Commission approval for treating adult patients with PIK3CA-mutated, ER-positive, HER2-negative advanced breast cancer, addressing a significant unmet medical need [1][6]. Summary by Sections Approval and Efficacy - The approval is based on the phase III INAVO120 trial, which demonstrated a 57% reduction in the risk of disease progression or death with the Itovebi-based regimen compared to palbociclib and fulvestrant alone (15.0 months vs. 7.3 months; HR=0.43; p<0.001) [2][3]. - The final overall survival analysis from the INAVO120 study indicated a 33% reduction in the risk of death (stratified HR=0.67; p=0.0190) and delayed the time to chemotherapy by approximately two years compared to the control group [3][9]. Treatment Characteristics - Itovebi is an oral, targeted therapy designed to minimize treatment burden and toxicity, showing high potency and specificity for the PI3K alpha isoform [5][8]. - The treatment is well-tolerated, with no new safety signals reported during the trials [2][3]. Ongoing Research - Beyond INAVO120, Itovebi is being investigated in three additional phase III studies (INAVO121, INAVO122, INAVO123) for various combinations in PIK3CA-mutated breast cancer [4][10]. - The company is exploring further studies in breast cancer and other tumor types to expand the benefits of this targeted therapy [4][10]. Market Context - Up to 40% of ER-positive breast cancers have a PIK3CA mutation, which is associated with poor prognosis, highlighting the urgent need for effective treatment options [8][11]. - Roche has been a leader in breast cancer research for over 30 years, focusing on identifying new biomarkers and treatment approaches for various subtypes, including ER-positive breast cancer [12][13].
Relay Therapeutics (RLAY) FY Conference Transcript
2025-06-11 19:42
Summary of the Conference Call Company Overview - The conference call features Relay Therapeutics, focusing on their Dynamo platform and pipeline strategy, particularly in the biotechnology sector [1][2]. Key Points on the Dynamo Platform and Pipeline - The Dynamo platform integrates computational and experimental techniques for drug discovery, leading to several programs entering clinical trials [2]. - Relay has streamlined its research portfolio to focus on generating clinical data and value for stakeholders due to current capital market conditions [2]. - The company has cash reserves projected to last until 2029, providing a strong runway for upcoming clinical catalysts [4]. Pipeline Developments - The FGFR2 program has been out-licensed to Elavar, which is expected to file an NDA soon [3][40]. - The PI3K alpha mutant selective program (ROI 2,608) is set to begin a pivotal Phase III trial, targeting a large patient population [3]. - Other pipeline assets include a vascular malformations program and two assets nearing IND status: an NRAS selective program and a fibrous program [3]. Clinical Data and Competitive Landscape - The PI3K alpha inhibitor targets a large patient population with a 40% mutation rate in hormone receptor-positive, HER2-negative breast cancer [5]. - Current therapies have shown a progression-free survival (PFS) of 5-7 months, while Relay's data indicates a PFS of over 10 months in heavily pretreated patients [11][15]. - The company aims to differentiate itself from competitors like AstraZeneca's capivasertib, which has a PFS benchmark of 5.5 months [14][15]. Safety and Efficacy - Relay's PI3K alpha inhibitor has demonstrated a clean safety profile with low rates of common toxicities associated with non-selective inhibitors [12]. - The confirmed objective response rate across all PI3K alpha mutations is 39%, with a 67% response rate in a subset of kinase domain mutations [11]. Future Trials and Strategy - The Phase III trial will focus on patients pretreated with CDK4/6 inhibitors, with plans to explore triplet combinations for earlier lines of therapy [16][24]. - The company is also considering expanding into other tumor types beyond breast cancer, such as colon and lung cancers, but will maintain focus on the current pivotal trials [31]. Vascular Malformations Program - Relay is targeting vascular malformations, a condition affecting approximately 300,000 patients in the US, with a focus on two phenotypes: PI3K-related overgrowth spectrum and lymphatic malformations [33][34]. - The company acknowledges the need for education and identification of patients due to the broad manifestations of the condition [38][39]. Manufacturing and Commercialization - Manufacturing for the small molecules is outsourced, allowing flexibility in scaling up production as needed [48]. - The company is preparing for potential commercial supply for ROI 2608, anticipating a launch later this decade [48]. Research and Development Focus - Relay is committed to generating proof of concept data and engaging with the FDA regarding accelerated approval pathways for their programs [36][46]. - The company emphasizes the importance of tangible clinical data and successful execution of pivotal trials as key to their strategy [55]. Conclusion - Relay Therapeutics is positioned strongly within the biotechnology sector, focusing on innovative drug discovery and development, with a clear strategy for clinical trials and commercialization. The company is optimistic about its pipeline and the potential for significant advancements in treating various cancers and vascular malformations [55].
Olema Pharmaceuticals (OLMA) FY Conference Transcript
2025-06-11 13:02
Summary of Olema Pharmaceuticals (OLMA) FY Conference Call Company Overview - **Company**: Olema Pharmaceuticals (OLMA) - **Date of Conference**: June 11, 2025 - **Key Speaker**: Shane Kovac, COO and CFO Key Points Industry and Company Developments - Olema is at a pivotal moment in drug development, with significant clinical data expected in the next 12 to 18 months [2] - The company is focusing on its phase two ribociclib and palazestrant combination study, with updated data presentation anticipated later this year [2][6] - The cat six program is progressing well, currently in phase one dose escalation, with potential data readouts expected this year [3] - The OPRA o one phase three trial is pivotal, with a potential filing for approval in late 2026 or early 2027 if successful [4] Clinical Trials and Data - Olema has signed a significant agreement with Novartis to support the OPRA two study, which focuses on frontline metastatic breast cancer [4] - The company aims to achieve at least a six-month progression-free survival (PFS) benefit over the control arm in the OPRA two trial, with data expected around late 2028 [5] - Olema believes it has a best-in-class molecule, palazestrant, showing superior efficacy in both mutant and wild-type populations compared to competitors [6][7] Stock Performance and Market Position - Despite positive developments and impressive data presentations, Olema's stock price has fallen below $5, attributed to negative market reactions to competitors' data [18][22] - The company has created significant value over the past year, with successful FDA interactions and trial initiations [20][22] - Olema's stock is currently trading around cash value, indicating a potential buying opportunity for investors [22] Competitor Analysis - Competitors such as AMPER three, Veritec two, and SERENNA six have reported mixed results, impacting market perceptions of Olema [18][19] - Olema differentiates itself by allowing prior fulvestrant use in its trials, potentially leading to a more favorable patient population compared to competitors [35] - The company is optimistic about its competitive edge due to its unique pharmacological profile and dosing strategy [64] Future Outlook - Olema is focused on generating new data and enrolling patients in the coming months, with the next twelve months expected to be critical for the company [67] - The breast cancer market is significant, and Olema aims to compete against major players like Roche and AstraZeneca [68] - The success of upcoming trials, including OPRA o two, is crucial for establishing Olema's position in the market [60] Conclusion - Olema Pharmaceuticals is positioned for potential growth with its innovative drug candidates and strategic partnerships, despite current stock price challenges and competitive pressures [68][69]
Olema Pharmaceuticals (OLMA) 2025 Conference Transcript
2025-06-04 16:40
Summary of Olema Pharmaceuticals (OLMA) Conference Call Company Overview - **Company**: Olema Pharmaceuticals - **Lead Asset**: Palazestrant, a complete estrogen receptor antagonist - **Current Development Stage**: Enrolling in phase three clinical trials for breast cancer treatment Key Points and Arguments 1. **Clinical Trials**: Olema is currently enrolling a phase three program for palazestrant, focusing on advanced ER-positive, HER2-negative breast cancer that has not received prior treatment in the metastatic setting [2][5] 2. **Efficacy Data**: - Palazestrant has shown a median progression-free survival (PFS) of 13.1 months in patients who progressed on CDK4/6 inhibitors plus an aromatase inhibitor, compared to a standard of care PFS of approximately 5.5 months [7][11] - In a phase two trial, palazestrant demonstrated better activity in the ESR1 mutant subset, achieving 7.3 months PFS [4][17] 3. **Combination Studies**: Olema is also testing palazestrant in combination with ribociclib, showing favorable tolerability and enhanced activity compared to other agents in the same class [6][8] 4. **Market Confusion**: The market is currently confused due to mixed results from other studies in the same class, such as Veritat II and Ember three, which have shown varying PFS outcomes [11][12] 5. **Predictive Confidence**: The CEO emphasized the importance of using prior clinical trial data to predict outcomes, arguing that palazestrant's design addresses weaknesses seen in other agents [13][15] 6. **Upcoming Data**: Olema anticipates a top-line PFS readout from its phase three study next year, with ongoing updates on enrollment data expected later this year [71][72] Additional Important Insights 1. **Regulatory Pathways**: The CEO discussed the complexities of regulatory pathways for competing drugs, particularly highlighting the challenges faced by Lilly's Ember three trial [20][22] 2. **Patient Population**: The discussion highlighted that a significant portion of patients in the Serena six study had already been on therapy for extended periods, which may affect the outcomes of first-line studies [36][38] 3. **Future Studies**: Olema is preparing for upcoming phase three readouts from Roche and AstraZeneca, which could impact market perceptions of the entire class of drugs [57][59] 4. **Cat6 Inhibitor**: Olema is also in phase one dose escalation for a Cat6 inhibitor, with potential data presentation expected next year [94][96] This summary encapsulates the critical aspects of Olema Pharmaceuticals' current position in the breast cancer treatment landscape, focusing on the development and potential of palazestrant, while also addressing market dynamics and future expectations.
Relay Therapeutics (RLAY) 2025 Conference Transcript
2025-06-04 13:47
Summary of Relay Therapeutics Conference Call Company Overview - **Company**: Relay Therapeutics (Ticker: RLAY) - **Focus**: Development of selective PI3K alpha inhibitors for breast cancer and vascular malformations Key Points on Breast Cancer Treatment - **Mechanism**: Relay Therapeutics is developing a selective PI3K alpha inhibitor, ROI 2,608, which has shown promising results in clinical trials - **Clinical Data**: - Achieved an **11-month progression-free survival (PFS)** in the second line of therapy combined with fulvestrant - Reported a **39% overall response rate** and a **67% response rate** in the kinase-only subset of patients [4][9] - **Patient Population**: Approximately **40%** of hormone receptor-positive, HER2-negative breast cancer patients have a PI3K alpha mutation, indicating a significant market opportunity [5] - **Comparison with Competitors**: - ROI 2,608's PFS is **2x** that of capivasertib, which has a PFS of **5.5 months** [10] - Relay's drug is positioned to have a better safety profile, addressing issues like grade three hyperglycemia and diarrhea seen with other treatments [12][13] - **Future Trials**: Plans to initiate pivotal trials in the post-CDK4/6 population, aiming to establish ROI 2,608 as a frontline therapy [8][20] Insights on Competitive Landscape - **Roche's Data**: Roche has shown an overall survival benefit with a **15-month PFS** in a triplet therapy setting, but concerns about toxicity remain [14][16] - **Patient Selection**: Relay's trials are designed to include a broader patient population, allowing for those with pre-diabetic conditions, which may enhance the applicability of their treatment [27] Vascular Malformations Opportunity - **Market Size**: Approximately **170,000** patients in the U.S. have PI3KCA mutation-driven vascular malformations, with **5,000 to 15,000** specifically in the PIK3CA-related overgrowth spectrum [46][47] - **Current Treatments**: - Sirolimus is used off-label, and alpelisib (Vijoice) has received accelerated approval but has shown significant side effects like hyperglycemia [50][54] - **Relay's Approach**: The company aims to provide a more effective and tolerable treatment option, starting with a **400 mg BID** dosing regimen in their studies [57] Regulatory Path and Future Studies - **Accelerated Approval**: There is potential for an accelerated approval pathway due to the lack of fully approved treatments in the vascular malformations space [55] - **Study Design**: The upcoming trials will utilize a randomized dose selection approach, starting at the oncology phase three dose [57] Conclusion - Relay Therapeutics is positioned to capitalize on significant unmet needs in both breast cancer and vascular malformations through innovative therapies that promise improved efficacy and safety profiles. The company is actively preparing for pivotal trials and regulatory discussions to advance its promising drug candidates.
Arvinas (ARVN) Earnings Call Presentation
2025-06-02 14:09
VERITAC-2 Trial Results - Vepdegestrant demonstrated a 5-month median PFS in patients with tumors harboring ESR1 mutations, a 2.9-month improvement over fulvestrant[17] - In the ESR1 mutant population, the 6-month PFS was 45.2% with vepdegestrant compared to 22.7% with fulvestrant[33] - Vepdegestrant showed statistically significant improvements in CBR and ORR in the ESR1 mutant population[37] - In patients with ESR1m, CBR was 42.1% for Vepdegestrant vs 20.2% for Fulvestrant, ORR was 18.6% for Vepdegestrant vs 4.0% for Fulvestrant[40] - In the ITT population, median PFS by BICR was 3.7 months for Vepdegestrant and 3.6 months for Fulvestrant[35] Safety and Tolerability - The rate of treatment discontinuation due to TEAEs was 3% in the vepdegestrant group and 1% in the fulvestrant group[45] - Any grade TRAEs occurred in 57% of patients treated with vepdegestrant and 40% of patients treated with fulvestrant[45] Market and Regulatory - Approximately 20,000 patients with ESR1-mutated ER+/HER2- advanced or metastatic breast cancer are treated each year in the U S in the 2L setting[17, 51, 52] - Arvinas and Pfizer plan to submit a New Drug Application to the U S Food and Drug Administration in the coming weeks[60]
Arvinas (ARVN) Update / Briefing Transcript
2025-06-02 13:00
Summary of Arvinas ASCO Data Conference Call Company and Industry Overview - **Company**: Arvinas - **Industry**: Biotechnology, specifically focused on cancer treatment, particularly for ER positive HER2 negative breast cancer Key Points and Arguments 1. **Phase III VERITAGE II Study Results**: The conference discussed the results of the Phase III VERITAGE II study of beftegastrant (Vepdeg) as a monotherapy for ER positive HER2 negative breast cancer, highlighting its potential as a best-in-class second-line therapy for ESR1 mutant breast cancer [2][4][5] 2. **Mechanism of Action**: Vepdeg works by directly inducing degradation of the estrogen receptor via the proteasome, which differentiates it from other ER-targeting therapies [4][5] 3. **Unmet Medical Need**: There is a significant unmet need for effective treatments in the second-line setting for patients with ESR1 mutant metastatic breast cancer, with approximately 20,000 new patients diagnosed each year in the U.S. [6][7][19] 4. **Efficacy Data**: In the VERITAGE II trial, Vepdeg achieved a median progression-free survival (PFS) of 5.0 months compared to 2.1 months for fulvestrant, representing a statistically significant improvement of 2.9 months [12][22] 5. **Comparison with Other Treatments**: Vepdeg demonstrated a better PFS compared to other recent SERDs, such as elacestrant and molesterine, which showed improvements of 1.9 months and 1.7 months, respectively, over fulvestrant [7][8] 6. **Safety Profile**: Vepdeg was generally well tolerated, with low rates of treatment-emergent adverse events, particularly gastrointestinal issues, which are common with oral SERDs [17][19] 7. **Regulatory Plans**: Arvinas is on track to submit a new drug application (NDA) to the FDA in the coming weeks, indicating confidence in the product's potential [20][24] Additional Important Content 1. **Patient Population**: The trial included a representative real-world patient population, with all patients having received prior CDK4/6 inhibitors and endocrine therapy [12][22] 2. **Market Research Insights**: Clinicians remain underwhelmed by current monotherapy options, indicating a strong market opportunity for Vepdeg [19] 3. **Future Development**: Discussions with Pfizer regarding the commercialization strategy are ongoing, especially in light of the recent trial results and the potential for Vepdeg to be a leading treatment option [40][45] 4. **QT Prolongation Concerns**: The study noted a mild QT prolongation effect of 11.1 milliseconds, which was not considered a significant concern by investigators [70][71] 5. **Patient Reported Outcomes**: Future presentations will include patient-reported outcome data, which showed statistically significant improvements in quality of life and pain interference [20] This summary encapsulates the critical insights from the Arvinas ASCO Data Conference Call, focusing on the company's advancements in cancer treatment and the promising data surrounding Vepdeg.