A phase 3 trial of Celcuity’s breast cancer combination has hit its primary endpoints, blasting past the biotech’s bar for success to tee up a filing for FDA approval in the fourth quarter. The study tested doublet and triplet combinations of Celcuity’s gedatolisib, a PI3K and mTOR inhibitor, as second-line treatments for PIK3CA wild-type breast cancer. The doublet combined gedatolisib with fulvestrant, the breast cancer drug AstraZeneca sells as Faslodex. The triplet added palbociclib, which Pfizer sells as Ibrance, to the mix. A control arm received fulvestrant as a monotherapy. Celcuity said the triplet reduced the risk of disease progression or death by 76% compared to fulvestrant alone. The figure for the doublet was 67%. Progression-free survival was 9.3 months on the triplet and 7.4 months on the doublet, compared to two months in the control arm. The hazard ratios for the triplet and doublet were 0.24 and 0.33, respectively. Talking at a TD Cowen event in May, Celcuity CEO Brian Sullivan said a hazard ratio of 0.5 or below “would be considered very compelling.” Sullivan cited studies of Eli Lilly’s imlunestrant and Menarini’s Orserdu with hazard ratios of 0.55 to 0.62 as references. The CEO pushed back against the idea AstraZeneca’s Serena-6 is a relevant comparison, arguing that the study “is a modified first-line indication” because of its switching design.

Full report : Celcuity achieves success in Phase 3 trials for its breast cancer drug, setting up challenge to Novartis and Roche.