Capivasertib

AstraZeneca's Truqap (capivasertib) showed improved rPFS in PTEN-deficient mHSPC in the CAPItello-281 study, marking a recovery from earlier setbacks. Despite a restricted label and a TNBC trial failure, Truqap's potential in prostate cancer and its $125M Q3 sales highlight its significance. AZ plans to seek label expansion based on these findings.

AstraZeneca's stock fell 14% in three months due to China subsidiary investigations and sector-wide downturns. Despite challenges, it boasts 12 blockbuster drugs, with oncology leading 40% of revenues. AstraZeneca aims for 25 blockbusters by 2030, focusing on innovation and new technologies, despite recent setbacks and China's VBP impact on Farxiga.

Optum Rx prefers Amgen’s Amjevita over Sandoz’s Hyrimoz and Cyltezo on its 2025 commercial formularies, aiming to reduce costs and improve affordability. Humira remains on the formulary but with stricter controls. Biosimilars, including Humira’s, have struggled with adoption despite cost savings potential. Optum Rx also adds and removes various oncology and CNS medications for 2025.

Optum Rx prefers Amgen’s Amjevita over Sandoz’s Hyrimoz and Cyltezo on its 2025 commercial formularies, aiming to reduce costs and improve affordability. Humira remains on the formulary but is subject to prior authorization. Biosimilars have struggled with low adoption despite cost advantages, but large PBMs like CVS Health are shifting towards biosimilars. Optum Rx also adds and removes various oncology and CNS medications from its 2025 formulary.

AstraZeneca's phase III CAPItello-281 study showed that combining Truqap with J&J’s Zytiga and ADT significantly improved rPFS in PTEN-deficient mHSPC patients. An early trend toward OS improvement was noted, with further study planned. Truqap, already FDA-approved for breast cancer, is under evaluation in additional late-stage studies for breast and prostate cancer.

Roche to acquire Poseida Therapeutics for $1 billion. Merck, AstraZeneca, and Novartis see success in new drug studies. Novartis' Kisqali approved for broader breast cancer treatment in EU.

CAPItello-281 Phase III trial results show AstraZeneca's Truqap (capivasertib) + abiraterone + ADT significantly improves rPFS in PTEN-deficient mHSPC patients, with early OS trend improvement. Trial continues for OS assessment.

Truqap, the first AKT inhibitor, has arrived in Korea, offering new hope for HR+/HER2- breast cancer patients with PIK3CA, AKT1, and PTEN mutations. Despite its potential, challenges like the domestic diagnostic environment and drug reimbursement limit its impact. Professor Park Kyong-hwa highlights unmet needs in HR+/HER2- treatment, Truqap's clinical benefits, and the importance of genetic analysis for precision medicine.

AstraZeneca's AKT inhibitor Truqap showed significant improvement in radiographic progression-free survival in PTEN-deficient metastatic hormone-sensitive prostate cancer patients, with an early trend towards overall survival improvement.

AstraZeneca's Phase III CAPItello-281 trial showed Truqap (capivasertib) + abiraterone + ADT improved rPFS in PTEN-deficient metastatic hormone-sensitive prostate cancer. Early OS signs also suggest benefit, with ongoing trial for further assessment. Truqap + Faslodex was approved in the EU for ER-positive, HER2-negative advanced breast cancer with PIK3CA, AKT1, or PTEN alterations.