Tagrisso has been a pleasant surprise for Astrazeneca (NYSE:AZN), outperforming initial expectations thanks in part to withdrawal of its rival Clovis Oncology (NASDAQ:CLVS) from the EGFR-positive lung cancer space. But Astra might soon have Pfizer to contend with.
Phase III data for Pfizer's (NYSE:PFE) dacomitinib showed it outperforming Iressa in first-line treatment, beating Astrazeneca to a pivotal readout in this setting for Tagrisso. Tagrissio's own confirmatory trial is due later this year, and its outcome relative to dacomitinib should help determine if bullish forecasts can be achieved.
