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Perjeta Could Drive Roche’s Long-Term Growth

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APHINITY trial

In June 2017, Roche (RHHBY) presented the results from the Phase 3 APHINITY trial. Roche conducted it to evaluate the safety and efficacy of Perjeta, Herceptin, and chemotherapy combination treatment for individuals with operable HER2 (human epidermal growth factor receptor 2) positive early breast cancer (or eBC).

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Results from APHINITY trial

In the Phase 3 APHINITY trial, Perjeta, Herceptin, and the chemotherapy combination substantially diminished the risk of breast cancer recurrence or death by 19.0% in individuals with HER2 positive eBC versus Herceptin and chemotherapy alone treatment.

At three years, the Phase 3 APHINITY trial demonstrated that 94.1% of the patients on a Perjeta-based triple regimen didn’t have a recurrence of breast cancer compared to 93.1% of patients on the Herceptin and chemotherapy alone regimen.

At a median follow-up of 45.4 months, individuals with lymph node–positive or hormone receptor negative disease demonstrated a greater reduction in risk of invasive breast cancer recurrence when treated with a triple regimen consisting of Perjeta, Herceptin, and chemotherapy. In the APHINITY trial, at three years, 92.0% of the patients on a Perjeta triple regimen with lymph node–positive disease didn’t show any recurrence of breast cancer compared to 90.2% of patients treated with Herceptin and chemotherapy alone. Overall, the APHINITY trial confirmed the clinical benefit of a Perjeta-based triple regimen over the present standard of care. The success in the clinical trial will help in label expansion and could strengthen the marketing capabilities of Perjeta.

Roche’s peers in the oncology drugs market include Novartis (NVS), Amgen (AMGN), AbbVie (ABBV), AstraZeneca, Bristol-Myers Squibb, Pfizer, and others. Growth in sales of Roche’s oncology portfolio could boost the share price of the Vanguard FTSE Developed Markets ETF (VEA). Roche makes up ~0.84% of VEA’s total portfolio holdings.

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