Celcuity's Phase 3 Trial Significantly Improves Survival in Breast Cancer
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Should l Buy CELC?
Source: NASDAQ.COM
- Clinical Trial Success: Celcuity's VIKTORIA-1 Phase 3 trial demonstrated a statistically significant improvement in progression-free survival (PFS) for patients with PIK3CA mutant HR+/HER2- advanced breast cancer treated with gedatolisib in combination with fulvestrant and palbociclib, achieving its primary endpoint and highlighting the therapy's critical clinical relevance in a landscape with limited treatment options.
- Treatment Comparison: In the PIK3CA mutant cohort, the gedatolisib triplet showed significant PFS improvement compared to alpelisib plus fulvestrant, while the gedatolisib doublet also exhibited statistically meaningful benefits, suggesting a superior treatment effect that may offer patients better survival chances than existing therapies.
- Market Demand Addressed: HR+/HER2- breast cancer accounts for approximately 70% of all breast cancers, with about 40% of these tumors harboring PIK3CA mutations; gedatolisib's multi-target mechanism may effectively overcome resistance seen with single-target inhibitors, addressing a significant unmet medical need in this patient population.
- Regulatory Outlook Positive: The FDA has granted Priority Review for Celcuity's NDA for gedatolisib in PIK3CA wild-type HR+/HER2- advanced breast cancer, with a PDUFA date of July 17, 2026, paving the way for market entry, while Celcuity plans to submit a supplemental NDA for the PIK3CA mutant indication based on the new VIKTORIA-1 data, further expanding its market potential.
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Analyst Views on CELC
Wall Street analysts forecast CELC stock price to fall
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 130.710
Low
94.00
Averages
106.50
High
126.00
Current: 130.710
Low
94.00
Averages
106.50
High
126.00
About CELC
Celcuity Inc. is a clinical-stage biotechnology company, which develops targeted therapies for the treatment of multiple solid tumor indications. Its lead therapeutic candidate is gedatolisib, a potent, small-molecule reversible inhibitor that selectively targets all Class I isoforms of phosphatidylinositol-3-kinase (PI3K) and the two mechanistic targets of rapamycin (mTOR) sub-complexes, mTORC1 and mTORC2. Its development programs for gedatolisib focus on the treatment of patients with hormone receptor positive (HR+), human epidermal growth factor receptor 2 negative (HER2-), or HR+/HER2-, advanced or metastatic breast cancer and patients with metastatic castration resistant prostate cancer. A Phase III clinical trial of VIKTORIA-1, evaluating gedatolisib in combination with fulvestrant with or without palbociclib in patients with HR+/HER2- advanced breast has commenced. Its CELsignia companion diagnostic platform is able to analyze live patient tumor cells.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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