Editor's Note: Overall Survival was reached in the phase 3 trial and favored Imbruvica.

Pharmacyclics (NASDAQ: PCYC) and Johnson & Johnson's (JNJ 0.90%) Imbruvica has had a great roll-out thus far.

And the celebration may not be over yet. 

New data indicate that Imbruvica embarrassed the competition, GlaxoSmithKline's (GSK 0.13%) Arzerra. Imbruvica was associated with almost an 80% decline in the risk of cancer progression or death compared to Arzerra in a head-to-head phase 3 trial. And the safety profiles of the drugs were fairly similar.

But, there are some threats on the horizon, including AbbVie's (ABBV 1.30%) ABT-199.

In the video below, from Market Checkup, the Motley Fool's health care-focused investing show, health care analysts Michael Douglass and David Williamson discuss the data and what investors need to know about Imbruvica.