Last month the FDA greenlit four oncology approvals early and the first GnRH antagonist in uterine fibroids.
Qinlock’s real potential lies in earlier lines of therapy and a second-line study should readout next year. Ayvakit meanwhile looks like it will be limited to a niche group of patients with specific mutations, where it is already approved.
Another early win was Bristol Myers Squibb’s Opdivo/Yervoy/chemo triplet in front-line lung cancer. The approval was based on the Checkmate-9LA study, and came despite ongoing questions around what Yervoy brings to the regimen, given its known toxicities.
Earlier in the month Opdivo plus Yervoy was approved in ≥1% PD-L1 expressers; Merck & Co’s Keytruda can already be used as a monotherapy in these patients, and a Keytruda/chemo combo is approved in all-comers.
Lastly, two targeted therapies were greenlit early, Eli Lilly’s Ret inhibitor Retevmo and Novartis’s Met inhibitor Tabrecta, however both come with safety warnings.
Retevmo, which Lilly gained through its Loxo acquisition, was approved in advanced Ret-driven lung and thyroid cancers. The label includes warnings about QTc prolongation, hypersensitivity, and haemorrhagic events; analysts have noted that these toxicities have not been reported with Blueprint’s rival Ret inhibitor, pralsetinib.
Pralsetinib is due to hear on US approval in lung cancer in November, and Blueprint plans to file in thyroid cancer this month.
Novartis’s Tabrecta meanwhile was greenlit early for metastatic NSCLC with Met exon 14 skipping. The label includes a precaution about interstitial lung disease /pneumonitis, which occurred in 4.5% of patients in the phase II Geometry mono-1 study, with 1.8% experiencing Grade 3 side effects.
Notable first-time US approval decisions in May | |||
---|---|---|---|
Project | Company | 2026e sales ($m) | Outcome |
Qinlock (ripretinib) | Deciphera | 1,311 | Approved (early 3 months) |
Retevmo (selpercatinib) | Eli Lilly | 1,172 | Approved (early ~2 months) |
Ayvakit | Blueprint Medicines | 918 | CRL |
Phexxi (Amphora vaginal pH regulator) | Evofem biosciences | 541 | Approved |
Oriahnn (Orilissa/elagolix) | Abbvie/Neurocrine | 510 | Approved |
Tabrecta (capmatinib) | Novartis | 355 | Approved (early ~2 months) |
Kynmobi (apomorphine sublingual film/APL-130277) | Sunovion/Aquestive Therapeutics | 189 | Approved |
Dasotraline/SEP-225289 | Sumitomo Dainippon Pharma | 119 | NDA withdrawn |
Zilxi (FMX103/minocycline) | Menlo Therapeutics | 112 | Approved |
Intravenous artesunate | Amivas | – | Approved |
Cerianna (fluoroestradiol F 18) | Petnet Solutions/Zionexa | – | Approved |
Tauvid (flortaucipir F 18) | Eli Lilly/Avid Radiopharmaceuticals | – | Approved |
Sources: EvaluatePharma, Go or no go? Oncology dominates upcoming decisions |
Oncology aside, Abbvie’s Oriahnn became the first approved GnRH receptor antagonist for uterine fibroids at the end of May. However, strict language surrounding contraindications could potentially limit Oriahnn’s use, and indeed other projects in the GnRH class, according to SVBLeerink analysts.
Those advised against using the drug include women with an increased risk of blood clots, and those over 35 who smoke or have uncontrolled hypertension.
Oriahnn’s label discloses two thrombotic events in the phase III program that were not discussed previously; one thrombosis in the calf and a pulmonary embolism. It is probable that these events were caused by the hormone add-back therapy (ABT) needed to counteract the menopause-like symptoms associated with GnRH inhibition.
ABT carries its own risks and is not advised in patients with high BMI, diabetes and cardiovascular disease. Nonetheless, a contraindication in smokers for Oriahnn was not expected by analysts.
No thromboembolic signals have been disclosed from competitors Myovant or Obseva to date. Myovant’s relugolix in combination with ABT was filed in uterine fibroids this week, while Obseva is also developing a low dose version of its antagonist linzagolix without ABT.
Obseva hopes that excluding ABT will open up linzagolix as a first-line treatment, although the project has safety issues of its own in terms of bone mineral density loss.
Supplementary and other notable approval decisions in May | |||
---|---|---|---|
Product | Company | Indication (clinical trial) | Outcome |
Alunbrig | Takeda | IL ALK positive NSCLC (Alta -1L) | Approved |
Darzalex Faspro (subcutaneous Darzalex) | J&J | Multiple myeloma (Columba MMY3012) | Approved |
Dupixent | Sanofi | Atopic dermatitis in children aged 6 to 11 years | Approved |
Farxiga | Astrazeneca | Reduce the risk of CV death or the worsening of heart failure in adults with HFrEF with and without type 2 diabetes (Dapa-HF) | Approved |
Icosapent ethyl capsules (generic Vascepa)q | Hikma | To reduce the risk of cardiovascular events among adults with elevated triglyceride levels | Approved |
Lynparza | Astrazeneca | mCRPC and germline or somatic HRR mutations (Profound) | Approved |
Lynparza + Avastin | Astrazeneca | Advanced ovarian cancer maintenance with Avastin (Paola-1) | Approved |
Opdivo + Yervoy | Bristol Myers Squibb | 1L NSCLC without chemo (Checkmate-227) | Approved |
Opdivo + Yervoy + chemo | Bristol Myers Squibb | 1L NSCLC (Checkmate-9LA) | Approved (early 3 months) |
Pomalyst | Bristol Myers Squibb | Adult patients with AIDS-related Kaposi sarcoma | Approved |
Rubraca | Clovis | BRCA1/2-mutant recurrent mCRPC (Triton2) | Approved |
Tecentriq | Roche | Monotherapy 1L NSCLC with high PD-L1 expression (Impower110) | Approved |
Tecentriq + Avastin | Roche | Unresectable or metastatic hepatocellular carcinoma who have not received prior systemic therapy (IMbrave150) | Approved |
Vesicare LS | Astellas | Neurogenic detrusor overactivity in paediatric patients | Approved |
Sources: EvaluatePharma, Go or no go? Oncology dominates upcoming decisions |
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