In the phase 2 trial, 43% of patients with localized basal cell carcinoma saw their tumors shrink or their skin cancer lesions healed. In patients with cancer that had spread to other parts of the body, the response rate was 30%.
How did patients who didn't receive vismodegib fare? There wasn't a control group to compare them to. Of course, it's not like spontaneous shrinkage happens all that often in cancer, so we can assume it would be close to zero if there was a control group.
The data should give Curis' investors added confidence that vismodegib works, but whether it can get approved with this limited data remains to be seen.
Roche plans to file for an accelerated approval for vismodegib using the uncontrolled phase 2 data from 104 patients. That's not exactly a strong data package.
Working in vismodegib's favor is that these basal cell carcinoma patients have limited additional treatment options. Basal cell carcinoma is a different type of skin cancer than melanoma, which has seen recent advances from Bristol-Myers Squibb
Working against Curis is that Roche's track record for accelerated approvals hasn't been that great lately. The FDA refused to accept the marketing application for Roche and ImmunoGen's
Those weren't necessarily Roche's fault, but they are indicative of the FDA's current conservative attitude toward accelerated approvals.
The good news for Curis: Even in the worst-case scenario, where Roche isn't able to get an accelerated approval, it's pretty clear that vismodegib should show an effect in a phase 3 trial and possibly other cancer types.
Fool contributor Brian Orelli holds no position in any company mentioned. Click here to see his holdings and a short bio. Motley Fool newsletter services have recommended buying shares of Immunogen. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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