Pfizer, Arvinas Win FDA Nod for PROTAC Therapy Cutting Progression Risk 43%

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Pfizer and Arvinas won FDA approval for VEPPANU, the first PROTAC therapy for advanced ESR1-mutated breast cancer. Phase 3 VERITAC-2 data showed VEPPANU reduced disease progression risk by 43% versus fulvestrant, extending median PFS to 5 months from 2.1, and Guardant360 CDx gained companion diagnostic approval.

1. FDA Approval Overview

The FDA has approved VEPPANU (vepdegestrant), the first PROTAC-based therapy for women with advanced breast cancer harboring ESR1 mutations, marking a novel modality in targeted oncology treatment.

2. Phase 3 VERITAC-2 Trial Data

In the Phase 3 VERITAC-2 trial, VEPPANU achieved a 43% reduction in risk of disease progression compared to fulvestrant, with patients showing a median progression-free survival of 5.0 months versus 2.1 months.

3. Companion Diagnostic Approval

Guardant Health’s Guardant360 CDx assay received approval as a companion diagnostic to identify ESR1-mutated patients eligible for VEPPANU therapy, facilitating personalized treatment selection.

4. Market and Financial Implications

This approval could bolster Pfizer’s oncology revenues as VEPPANU addresses a high unmet need segment, with analysts forecasting peak annual sales in the multibillion-dollar range ahead of major patent expirations.

Sources

BFB