Move over, Roche. There’s a new small-cell lung cancer therapy on the scene, and it belongs to AstraZeneca.
Monday, the FDA cleared the British drugmaker’s Imfinzi—in tandem with standard-of-care chemo—for use in previously untreated patients with extensive-stage small cell lung cancer. About 15% of all lung cancer cases are small cell, a fast-growing form of the disease.
The agency based its decision on results from the phase 3 Caspian trial, which showed last year that the Imfinzi-chemo combo could slash patients’ risk of death by 27% compared with solo chemo. Later in the year, the FDA doled out its priority review status to hasten the regulatory process.
SVB Leerink analyst Andrew Berens has estimated that SCLC could pad Imfinzi’s sales by $413 million in the U.S. and about $828 million worldwide. Those revenues would add to the lung cancer sales the drug is generating in previously treated, stage 3 disease, where competitors are far behind.
Unfortunately for AstraZeneca, it’s not alone in its new field, where it’ll be working to play catch up to Roche. The Swiss pharma giant’s Tecentriq has already spent a year on the market after becoming the first in its class of PD-1/PD-L1 drugs to snag an FDA green light.
AZ, though, has a differentiator it was quick to tout in its approval announcement. Imfinzi can be used alongside etoposide and a choice of either carboplatin or cisplatin chemo, giving patients more flexibility than they have with Tecentriq, which isn’t cleared for use with cisplatin chemo.
Of course, the company was looking for an even bigger leg up when it trialed Imfinzi with CTLA4 candidate tremelimumab, going for a chemo-free option for patients. But that study recently came up short, with the immuno-oncology duo failing to show it could extend the lives of newly diagnosed patients.