RE:RE:Pfizer announces OS results from its Phase 3 mBC trialSVB Leerink analyst Geoffrey Porges said he saw little room for Ibrance growth from here on out as the CDK class is slated to shift to early adjuvant use. He projects Ibrance sales of $5.8 billion in 2027 before its patent expiration.
However, the Ibrance proprietary franchise could potentially continue with the addition of ONCY's oncolytic virus pelareorep to the CDK4.6 inhibitor as a doublet in early breast cancer, since pelareorep is a biologic which would receive 12 years of FDA market exclusivity upon the drug's approval. If this were to arise then Pfizer would be looking to run clinical trials on the doublet years before Ibrance's 2027 patent expiration date to preclude the loss of Ibrance' market share to generic competition.