Jul. 25 at 4:14 PM
$PFE has gained another meaningful oncology catalyst. The FDA granted Priority Review to Talzenna + Xtandi for patients with HRR-mutated metastatic castration-sensitive prostate cancer.
In the Phase 3 trial, the combination reduced the risk of disease progression or death by 52% versus Xtandi alone. An FDA decision is expected in Q4 2026.
This supports Pfizer’s strategy of replacing declining Covid revenue with oncology growth, strengthened by the Seagen acquisition. Astellas Pharma
$ALPMY is also worth watching because it is involved with Pfizer in Xtandi.
The next key factors are FDA approval, commercial execution and Pfizer’s upcoming earnings.
Not financial advice. Do your own research.
