Celcuity's Gedatolisib Shows Superior Efficacy in Phase 3 Breast Cancer Trial
Summary
Celcuity announced detailed positive Phase 3 trial results for gedatolisib in PIK3CA mutant breast cancer, showing superior efficacy and a favorable safety profile, reinforcing its potential as a new standard of care.
Key Events
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Superior Efficacy in PIK3CA Mutant Breast Cancer
The gedatolisib-triplet regimen doubled the likelihood of survival without disease progression or death (HR=0.50; p<0.0001) and achieved a median progression-free survival (PFS) of 11.1 months versus 5.6 months for the comparator (alpelisib plus fulvestrant).
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New Milestones Achieved
The VIKTORIA-1 trial is the first Phase 3 study to demonstrate superiority of one PAM inhibitor over another. The gedatolisib-triplet also achieved the highest reported median PFS (11.1 months) and objective response rate (48.9%) in second-line HR+/HER2- advanced breast cancer.
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Favorable Safety Profile
Both gedatolisib regimens were generally well tolerated with mostly low-grade treatment-related adverse events and lower discontinuation rates compared to the alpelisib plus fulvestrant group.
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Upcoming sNDA Submission
Celcuity intends to submit these detailed data as a supplemental New Drug Application (sNDA) to the U.S. Food and Drug Administration (FDA) and other regulatory authorities.
Analysis
This filing provides detailed, highly positive efficacy and safety results from the PIK3CA mutant cohort of the Phase 3 VIKTORIA-1 trial for gedatolisib. The data demonstrates statistically significant and clinically meaningful superiority over a comparator drug, establishing new benchmarks for progression-free survival and objective response rates in this patient population. These results strengthen the drug's commercial potential and will support a supplemental New Drug Application (sNDA) submission, building on the existing FDA Priority Review for the wild-type cohort.
At the time of this filing, CELC was trading at $91.98 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $6B. The 52-week trading range was $10.50 to $151.02. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.