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Celcuity on June 2–3 disclosed Phase 3 VIKTORIA-1 results showing its experimental drug gedatolisib cut the risk of disease progression or death by roughly half in HR-positive, HER2-negative advanced breast cancer driven by PIK3CA mutations.
In the trial, gedatolisib combined with AstraZeneca’s Faslodex and Pfizer’s Ibrance produced median progression-free survival (PFS) of about 11.1 months versus 5.6 months for the control arm of Faslodex plus Novartis’ Piqray; a gedatolisib-plus-hormone doublet achieved similar PFS. Safety signals included low white blood cell counts and stomatitis, with one treatment-related death attributed to Ibrance.
Investors had higher expectations from an earlier small study that reported longer PFS, and Celcuity shares fell about 20–25%, trading near the low $90s.
Gedatolisib is already under FDA review for patients without PIK3CA mutations, with a U.S. decision expected July 17; Celcuity plans to submit VIKTORIA-1 data as a label expansion.
Analysts differ on commercial positioning because the triplet showed limited PFS advantage over the doublet, though some call the magnitude of benefit practice-changing for this hard-to-treat subgroup.








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