Bavencio May Prove to Be a Strong Growth Driver for Pfizer



Bavencio growth trends

Pfizer (PFE) and partner Merck have developed a robust immuno-oncology research pipeline involving close to 30 studies and 6,300 enrolled patients. Pfizer makes up about 0.44% of the iShares MSCI ACWI ETF’s (ACWI) total portfolio holdings.

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Research programs    

On November 28, 2017, Bavencio, however, failed to meet its primary endpoint in phase 3 JAVELIN Gastric 300 trial, as a third line therapy for patients suffering with advanced gastric cancer. The trial evaluated the efficacy of Bavencio based on the primary endpoint of overall survival as compared to chemotherapy. Pfizer and Merck are also exploring Bavencio in other gastric cancer settings such as first-line switch maintenance settings in the JAVELIN GASTRIC 100 study.

Pfizer expects to witness data readouts from around seven more pivotal trials by 2019. The company expects data readout for Bavencio in the second-line lung cancer indication as well as the second-line ovarian cancer indication by the end of 2018 or early 2019. Additionally, data readouts from trials evaluating Bavencio in indications such as first-line maintenance therapy in gastric cancer, an earlier line of therapy for kidney cancer, first-line lung cancer, first-line bladder cancer, first-line ovarian cancer are also expected in 2019. Bavencio is expected to enable Pfizer to compete aggressively with other immuno-oncology players such as Merck (MRK), Bristol-Myers Squibb (BMY), and Roche Holdings (RHHBY).

In the next article, we will discuss Pfizer’s immuno-oncology as well as inflammation and immunology pipeline in greater detail.


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