Vepdegestrant's 5-Month PFS Anchors Rigel-Arvinas-Pfizer Deal as Three PDUFA Dates Cluster in 2026
A concentrated wave of late-stage oncology programs — including a Rigel-Arvinas-Pfizer licensing deal, UroGen's Q3 NDA filing, and Senti Biosciences' RMAT-backed AML program — is converging on PDUFA dates in July, August, and October 2026. Vepdegestrant's VERITAC-2 data showing 5.0-month PFS versus 2.1 months for fulvestrant drove the deal structure. Biomarker-driven selection and durability data across multiple programs are attracting institutional dealmaking at scale.
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