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ESMO Breast Cancer 2024 – Arvinas rises as vepdegestrant stays the same
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In the battle of SERDs Arvinas looks to have prevailed again over Olema Oncology. Updated results from the Veritac trial, testing Arvinas’s Pfizer-partnered vepdegestrant plus Ibrance in late-line ER-positive, HER2-negative breast cancer, are very similar to those reported last December at SABCS. Arvinas rose 5% this morning, probably helped by yesterday's confusing update from Olema, but ended up closing flat. Vepdegestrant plus Ibrance’s ORR of 42% eclipses the 22% seen with Olema’s palazestrant plus Novartis’s Kisqali – and the latter number flatters Olema, with this analysis only including 23 of 50 treated patients. Still, Veritac’s ORR analysis also excluded 15 patients; only 31 of 46 subjects were evaluable as they had measurable disease at baseline as well as scans available to assess response, a spokesperson for Arvinas told ApexOnco. Arvinas could have a time advantage too, with the phase 3 Veritac-2 trial, testing vepdegestrant monotherapy in second-line-plus breast cancer, due to read out in the second half. Olema’s analagous trial, Opera-01, isn’t set to yield data until 2026. Both projects have yet to start their pivotal first-line combo studies.
Cross trial comparison of Arvinas/Pfizer’s vepdegestrant + Ibrance and Olema’s palazestrant + Kisqali
Veritac vepdegestrant + Ibrance cohort (n=46) | OP-1250 palazestrant + Kisqali study (n=50) | ||
---|---|---|---|
Venue | SABCS 2023 | ESMO Breast Cancer 2024 | ESMO Breast Cancer 2024 |
Presentation date | 5 Dec 2023 | 16 May 2024 | 16 May 2024 |
Cutoff date | 6 June 2023 | 18 Dec 2023 | 13 Mar 2024 |
Patients | Median 4 prior lines, 87% post CDK4/6i | Median 1/2 prior lines, 70% post CDK4/6i | |
Clinical benefit rate | 63% (29/46 pts)* | 63% (29/46 pts)* | 85% (11/13 pts)** |
Overall response rate | 42% (13/31 pts)^ | 42% (13/31 pts)^ | 22% (5/23 pts)^^ |
Duration of response | Not given | 14.6 months | Not given |
mPFS | 11.1 months (based on 22 events) | 11.2 months (based on 27 events) | Not given |
Notes: *defined as confirmed CR, PR or SD ≥24 wks; **defined as SD or better for ≥24 wks; ^excludes patients with no measurable disease at baseline; ^^includes unconfirmed responses. Source: company releases.
This story has been updated to include Arvinas's closing share price and more details on evaluable patients.
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