Weekly Snapshots
Curated weekly summaries of key competitive intelligence insights
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Weekly Competitive Intelligence Snapshot
This weekly snapshot provides a curated summary of the most important competitive intelligence developments across your disease states of interest for the week of May 22-28, 2025.
Executive Summary
- Multiple Myeloma: Pfizer initiated Phase 3 trial for BCMA-targeted therapy, positioning as direct competitor to MM-302 program
- Psoriasis: BMS completed enrollment for deucravacitinib in adolescent population 3 months ahead of schedule
- Severe Asthma: AstraZeneca presented positive Phase 2b data for AZD-1402 at ATS 2025, showing superior efficacy to current SOC
- Regulatory: FDA Advisory Committee voted 12-1 in favor of approving Roche's new immunotherapy for breast cancer
Clinical Trial Updates
Pfizer Initiates Phase 3 Trial for BCMA-targeted Therapy
Pfizer has initiated a Phase 3 trial (BCMA-MM-301) evaluating PF-06863135, a BCMA-targeted therapy, in patients with relapsed/refractory multiple myeloma who have received at least one prior line of therapy. The trial will enroll 525 participants across 120 sites globally.
Implications
This positions Pfizer as a direct competitor to our MM-302 program with a potentially more favorable dosing schedule. The trial design includes similar endpoints and patient population to our ongoing studies.
BMS Completes Enrollment for Deucravacitinib in Adolescent Psoriasis
Bristol Myers Squibb has completed enrollment for its Phase 3 trial evaluating deucravacitinib (BMS-986165) in adolescent patients with moderate to severe plaque psoriasis. The trial status has changed from "Recruiting" to "Active, not recruiting."
Implications
BMS is now on track for potential adolescent indication approval by Q3 2026, ahead of our projected timeline for similar expansion. The completed enrollment occurred 3 months faster than anticipated.
Conference & Publication Highlights
AstraZeneca Presents Positive Phase 2b Data for IL-13 Inhibitor at ATS 2025
At the American Thoracic Society (ATS) 2025 International Conference, AstraZeneca presented positive Phase 2b data for AZD-1402, a novel IL-13 inhibitor for severe asthma. The data showed significant improvements in lung function and reduction in exacerbations compared to placebo.
Implications
The efficacy data appears superior to current standard of care treatments, with a 68% reduction in exacerbations vs. 50-55% for existing biologics. This could position AZD-1402 as a potential best-in-class therapy.
New NEJM Publication on Pfizer's CDK Inhibitor in HR+/HER2- Breast Cancer
The New England Journal of Medicine published results from Pfizer's Phase 2 study of PF-07104091, a next-generation CDK inhibitor, in HR+/HER2- breast cancer patients. The study demonstrated a 42% objective response rate in patients who had progressed on prior CDK4/6 inhibitor therapy.
Implications
These results suggest potential efficacy in the post-CDK4/6 setting, a significant unmet need. The safety profile appears improved compared to first-generation CDK inhibitors, with lower rates of neutropenia.
Regulatory Updates
FDA Advisory Committee Votes in Favor of Roche's Breast Cancer Immunotherapy
The FDA Oncologic Drugs Advisory Committee (ODAC) voted 12-1 in favor of approving Roche's new immunotherapy for the treatment of triple-negative breast cancer (TNBC). The PDUFA date is set for July 15, 2025.
Implications
With this strong advisory committee vote, approval is highly likely. This would represent the first approval in this specific mechanism of action for TNBC and could significantly change the treatment landscape.
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