Bay­er, Ori­on prostate can­cer drug de­lays spread of dis­ease in PhI­II, but can it make a mark in a crowd­ed mar­ket?

Bay­er and Fin­land’s Ori­on (ORN­BV: $FH) on Wednes­day said their prostate can­cer drug, daro­lu­tamide, met the main goal in a late-stage tri­al, lift­ing Ori­on’s shares up in Helsin­ki by near­ly 10%. But the two drug­mak­ers may be late to the par­ty, with oth­er such an­dro­gen re­cep­tor (AR) in­hibitors such as Pfiz­er’s $PFE Xtan­di as well as J&J’s $JNJ new­er Er­lea­da al­ready on the mar­ket.

The tri­al test­ed daro­lu­tamide against a place­bo in more than 1,500 pa­tients with non-metasta­t­ic cas­tra­tion-re­sis­tant prostate can­cer (nm­CR­PC) that were al­ready on stan­dard-of-care an­dro­gen de­pri­va­tion ther­a­py, and were at risk of the dis­ease spread­ing.  Da­ta showed the drug met the pri­ma­ry end­point of metas­ta­sis-free sur­vival, as it thwart­ed the can­cer from spread­ing over the course of the study. De­tailed re­sults will be pre­sent­ed at an up­com­ing sci­en­tif­ic meet­ing, the com­pa­nies said.

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