Pfizer's LORBRENA Shows Significant Efficacy Improvement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Source: NASDAQ.COM
- Survival Rate Improvement: In the seven-year follow-up of the Phase 3 CROWN trial, 55% of patients treated with LORBRENA remained alive without disease progression, compared to only 3% in the XALKORI group, demonstrating LORBRENA's significant advantage in treating ALK-positive advanced non-small cell lung cancer.
- Risk Reduction: LORBRENA reduced the risk of disease progression or death by 81% compared to XALKORI, providing a more effective treatment option for ALK-positive non-small cell lung cancer patients and potentially changing clinical treatment standards.
- Consistent Safety Profile: Pfizer reported no new safety signals in this trial, with the safety profiles of both treatments remaining consistent with earlier findings, further enhancing clinical confidence in LORBRENA's use.
- Future Presentation Plans: Pfizer plans to present these results at the 2026 American Society of Clinical Oncology Annual Meeting and publish them in Annals of Oncology, which is expected to garner significant attention in the industry and boost LORBRENA's market recognition.
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Analyst Views on PFE
Wall Street analysts forecast PFE stock price to rise
16 Analyst Rating
5 Buy
11 Hold
0 Sell
Moderate Buy
Current: 26.140
Low
24.00
Averages
28.56
High
35.00
Current: 26.140
Low
24.00
Averages
28.56
High
35.00
About PFE
Pfizer Inc. is a research-based, global biopharmaceutical company. The Company is engaged in the discovery, development, manufacture, marketing, sale and distribution of biopharmaceutical products worldwide. Its Biopharma segment includes the Pfizer U.S. Commercial Division, and the Pfizer International Commercial Division. Its product categories include oncology, primary care and specialty care. Its oncology products include Ibrance, Xtandi, Padcev, Adcetris, Inlyta, Lorbrena, Bosulif, Tukysa, Braftovi, Mektovi, Orgovyx, Elrexfio, Tivdak and Talzenna. Its primary care products include Eliquis, Nurtec ODT/Vydura, Zavzpret, the Prevnar family, Comirnaty, Abrysvo, FSME/IMMUN-TicoVac, Nimenrix, Trumenba, and Paxlovid. Its specialty care products include Xeljanz, Enbrel (outside the United States and Canada), Inflectra, Abrilada, Cibinqo, Litfulo, Eucrisa, Velsipity, the Vyndaqel family, Genotropin, and others. Its PF-08653944 is an ultra-long-acting fully biased GLP-1 receptor agonist.
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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- Risk Reduction: LORBRENA reduced the risk of disease progression or death by 81% compared to XALKORI, providing a more effective treatment option for ALK-positive non-small cell lung cancer patients and potentially changing clinical treatment standards.
- Consistent Safety Profile: Pfizer reported no new safety signals in this trial, with the safety profiles of both treatments remaining consistent with earlier findings, further enhancing clinical confidence in LORBRENA's use.
- Future Presentation Plans: Pfizer plans to present these results at the 2026 American Society of Clinical Oncology Annual Meeting and publish them in Annals of Oncology, which is expected to garner significant attention in the industry and boost LORBRENA's market recognition.
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- Global Market Expansion: This partnership allows Innovent to retain rights in Greater China while co-developing and commercializing projects in the U.S. and Europe, significantly enhancing its global market presence and business reach.
- R&D Resource Integration: By integrating Innovent's early clinical capabilities with Pfizer's global R&D resources, both companies aim to accelerate the development of new drugs, providing more effective treatment options for cancer patients worldwide and pushing the industry standards forward.
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- Shortening R&D Timelines: The agency noted that current R&D timelines extend 10 to 12 years, and this proposal aims to shorten that duration, enhancing the efficiency of bringing new therapies to market to meet urgent healthcare demands.
- Public Comment Period: The draft guidance is open for public comments until July 30, as the FDA seeks to refine this policy through stakeholder feedback, further promoting regulatory pathways for drug development.
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- Valuation Metrics Analysis: The grades are based on various valuation metrics, including P/E, PEG, EV/Sales, and others, utilizing both current and forward estimates to help investors identify potential investment opportunities.
- Market Performance Comparison: Among the cheapest U.S. stocks rated, Pfizer, FNMA, and EIX all received an A grade, suggesting these companies are relatively inexpensive in their respective industries, which may attract value investors' attention.
- Future Outlook: As the market reassesses valuations, Pfizer's $10.5 billion oncology deal with China's Innovent could further enhance its market position and boost investor confidence.
See More
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- Survival Rate Improvement: In the seven-year follow-up of the Phase 3 CROWN trial, 55% of patients treated with LORBRENA remained alive without disease progression, compared to only 3% in the XALKORI group, demonstrating LORBRENA's significant advantage in treating ALK-positive advanced non-small cell lung cancer.
- Risk Reduction: LORBRENA reduced the risk of disease progression or death by 81% compared to XALKORI, providing a more effective treatment option for ALK-positive non-small cell lung cancer patients and potentially changing clinical treatment standards.
- Consistent Safety Profile: Pfizer reported no new safety signals in this trial, with the safety profiles of both treatments remaining consistent with earlier findings, further enhancing clinical confidence in LORBRENA's use.
- Future Presentation Plans: Pfizer plans to present these results at the 2026 American Society of Clinical Oncology Annual Meeting and publish them in Annals of Oncology, which is expected to garner significant attention in the industry and boost LORBRENA's market recognition.
See More
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- Manufacturing Capability: Briefing documents revealed that manufacturers like Moderna, Pfizer-BioNTech, and Novavax confirmed their ability to produce updated vaccines in time for the 2026-27 season, ensuring continuity in vaccine supply.
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