MonarchE reigns for Lilly’s Verzenio


When the Pallas study of Pfizer’s Ibrance failed in high risk early breast cancer at the beginning of the month, expectations around Eli Lilly’s similar trial of Verzenio, MonarchE, plunged. Surprise all round today when an interim analysis from MonarchE showed that adding Verzenio to standard adjuvant endocrine therapy significantly decreased the risk of recurrence or death, over hormone therapy alone. The actual benefit remains important to know however Lilly described the results as definitive. The company's decision to enrol patients with relatively severe disease – at least four lymph nodes positive or 1-3 nodes positive plus either tumours greater than 5cm in size, grade 3 histology or high risk of recurrence – has paid off. Pfizer enrolled a broader population in Pallas, hoping for a bigger ultimate market, but the likeliest outcome now is that Verzenio will be the first CDK 4/6 to market, probably next year, with any sort of early breast cancer indication. The Penelope-B trial of Ibrance, again in a broad group, is still running with data expected later this year. Lilly’s shares surged 13% in early trade, adding a huge $18bn to the company's market cap.

Selected trials of CDK 4 & 6 inhibitors in early breast cancer
Group Drug Trial Details N Results 2026e BC sales ($m)
Lilly Verzenio MonarchE Verzenio + ET vs. ET alone in resected node-positive, early stage HR+, HER2- invasive BC 4,580 Interim hit on recurrence or death 2,596
Pfizer Ibrance Pallas Ibrance for 2 years + ET vs. ET alone in HR+/HER2- stage II or III early invasive BC 5,794 Stopped for futility 11,036*
Pfizer Ibrance Penelope-B Ibrance + ET in HR+/HER normal patients with residual disease after neoadjuvant chemotherapy and surgery 1,250 Expected early 2021 11,036*
Novartis Kisqali Natalee Kisqali + ET or ET alone in patients with stage II or III HR+/HER2- early BC 4,000 2025 1,470
ET=endocrine therapy; BC=breast cancer. * Forecasts predate Pallas halt for futility. Source: EvaluatePharma,

Share This Article