Novartis: Will Afinitor be able to take a share of the HER2+ BC pie?
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Roche is so convincing in the defence but also the expansion of the HER2+ breast cancer franchise that it is hard to believe that anyone could be able to take a share of this market segment. However as Novartis said that the BOLERO-3 phase III trial was positive, there is now a chance for Afinitor to capture a portion of the advanced stage HER2+ BC market as it says that, like Perjeta, it is able to overcome resistance to Herceptin. Now the full data are needed, which will be unveiled during the next ASCO meeting, to fully assess if and how Afinitor will first compete against T-DM1.
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