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ESMO Breast Cancer 2024 – Arvinas rises as vepdegestrant stays the same

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)

VenueSABCS 2023ESMO Breast Cancer 2024ESMO Breast Cancer 2024
Presentation date5 Dec 202316 May 202416 May 2024
Cutoff date6 June 202318 Dec 202313 Mar 2024
PatientsMedian 4 prior lines, 87% post CDK4/6iMedian 1/2 prior lines, 70% post CDK4/6i
Clinical benefit rate63% (29/46 pts)*63% (29/46 pts)*85% (11/13 pts)**
Overall response rate42% (13/31 pts)^42% (13/31 pts)^22% (5/23 pts)^^
Duration of responseNot given14.6 monthsNot given
mPFS11.1 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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