3 Committee discussion
The evaluation committee considered evidence submitted by Regeneron, a review of this submission by the external assessment group (EAG), another submission by Regeneron for the rapid review and responses from stakeholders. After the original final guidance was published, the company submitted a revised commercial access arrangement and a cost-effectiveness analysis to be considered as a rapid review of the original guidance. This was considered by a subset of the committee. See the committee papers for full details of the evidence.
The condition
Details of the condition
3.1
Non-small-cell lung cancer (NSCLC) is staged from 1A to 4B according to the size of the tumour, location of involved lymph nodes and the presence of distant metastases. Stage 3 (locally advanced) or stage 4 (metastatic) NSCLC is considered advanced. People with locally advanced NSCLC commonly present with a cough. Other symptoms include shortness of breath, coughing up blood, and pain. People with metastatic NSCLC may also have headaches, an enlarged liver, changes in mental health, weakness and seizures. The patient expert submission noted that symptoms of untreated, advanced NSCLC can be debilitating and distressing for loved ones to observe. The committee concluded that advanced NSCLC can substantially affect health-related quality of life.
Clinical management
Treatment options
3.2
Treatment for lung cancer is defined by histology (non-squamous or squamous NSCLC) and PD-L1 expression. This is in line with NICE's guideline on lung cancer: diagnosis and management. First-line treatment options for advanced squamous NSCLC for tumours that express PD-L1 at less than 50% with no targetable mutations are:
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pembrolizumab plus carboplatin and paclitaxel (see NICE technology appraisal guidance 770 [TA770])
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platinum doublet chemotherapy.
First-line treatment options for advanced squamous NSCLC for tumours that express PD-L1 at 50% or more with no targetable mutations are:
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pembrolizumab plus carboplatin and paclitaxel, if urgent clinical intervention is needed (TA770)
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pembrolizumab alone (NICE technology appraisal guidance 531 [TA531])
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atezolizumab alone (NICE technology appraisal guidance 705 [TA705])
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platinum doublet chemotherapy.
First-line treatment options for advanced non-squamous NSCLC for tumours that express PD-L1 at less than 50% with no targetable mutations are:
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pembrolizumab plus pemetrexed and platinum chemotherapy (NICE technology appraisal guidance 683 [TA683])
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platinum doublet chemotherapy
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pemetrexed plus cisplatin (NICE technology appraisal guidance 181 [TA181])
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pemetrexed with carboplatin
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atezolizumab plus bevacizumab, carboplatin and paclitaxel (NICE technology appraisal guidance 584 [TA584]).
First-line treatment options for advanced non-squamous NSCLC for tumours that express PD-L1 at 50% or more with no targetable mutations are:
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pembrolizumab plus pemetrexed and platinum chemotherapy (TA683)
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pembrolizumab alone (TA531)
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atezolizumab alone (TA705)
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pemetrexed plus platinum chemotherapy.
Target population and comparators
3.3
The company positioned cemiplimab plus chemotherapy as a treatment for advanced PD-L1-positive (that is, tumours that express PD-L1 at 1% or more) NSCLC with no targetable mutations in adults who would otherwise be offered treatment with immunotherapy plus chemotherapy. This is a narrower population than is covered by the marketing authorisation, which does not specify 'would otherwise be offered treatment with immunotherapy plus chemotherapy' (see section 2.1). Based on its chosen target population, the company included only pembrolizumab plus chemotherapy as a comparator in its submission. The company stated that its choice of target population and comparator was because there are clinical differences between people for whom combination treatment is suitable (that is, immunotherapy plus chemotherapy) and people who would have immunotherapy or chemotherapy alone. It explained that chemotherapy alone is generally limited to people who have contraindications to immunotherapy, and so it did not believe chemotherapy alone to be a relevant comparator. It also stated that immunotherapy plus chemotherapy is used to help achieve a rapid response so the person can subsequently benefit from immunotherapy. So, combination treatment would be used in different clinical scenarios to immunotherapy alone. So, the company also did not believe pembrolizumab monotherapy or atezolizumab monotherapy were relevant comparators. The clinical experts added that they try to avoid prescribing chemotherapy if possible, because of toxicity. But if symptoms are progressing, chemotherapy may be needed as well as immunotherapy to achieve a response. They agreed with the company that combination treatment would be used in different clinical scenarios to immunotherapy monotherapy.
The company acknowledged that atezolizumab combination therapy is recommended for non-squamous NSCLC tumours that express PD-L1 at 1% to 49%. But it did not think this was a relevant comparator because it only has an approximately 8% market share in this subpopulation. The NHS England Cancer Drugs Fund (CDF) clinical lead (from here, CDF lead) clarified that only about 2% of people in this subpopulation have atezolizumab combination therapy.
The EAG agreed that based on the company's target population, pembrolizumab plus chemotherapy was the only suitable comparator. It noted that for people with squamous NSCLC whose tumours express PD‑L1 at 50% or more, pembrolizumab plus chemotherapy is recommended only if urgent clinical intervention is needed. The committee agreed that if cemiplimab were recommended, it would be offered under the same conditions. The CDF lead and clinical experts agreed that pembrolizumab plus chemotherapy was the only relevant comparator for this evaluation. The clinical experts stated that it was challenging to describe the company's target population according to defined criteria. But healthcare professionals are experienced in identifying people for whom immunotherapy plus chemotherapy is suitable. The CDF lead confirmed that Blueteq forms would be used in NHS practice, to help healthcare professionals identify the target population for cemiplimab plus chemotherapy. They added that although pembrolizumab plus chemotherapy is licensed for untreated PD-L1-positive or PD-L1-negative metastatic NSCLC, it is also commissioned in the NHS for locally advanced disease. But cemiplimab plus chemotherapy is licensed only for advanced NSCLC that is PD-L1 positive. The committee noted that evidence for cemiplimab's clinical and cost effectiveness was based on untreated PD-L1-positive NSCLC (see section 3.6 and section 3.7). This aligned with the population who could have cemiplimab plus chemotherapy. The committee was satisfied that the company's target population could be identified by healthcare professionals in the NHS and so concluded it was an appropriate population. The committee further concluded that, for the company's target population, pembrolizumab plus chemotherapy was the only appropriate comparator.
Combination chemotherapy regimens
3.4
The chemotherapy regimens used with immunotherapies in UK practice are specified in the Bluteq protocol. For non-squamous NSCLC, the chemotherapy option is pemetrexed plus platinum-based chemotherapy. For squamous NSCLC, the chemotherapy regimens are carboplatin and paclitaxel. In the EMPOWER-Lung 3 trial (see section 3.5), of the people randomised to the cemiplimab plus chemotherapy arm, most with squamous NSCLC had cemiplimab plus paclitaxel and carboplatin or cisplatin. Most people with non-squamous NSCLC that were randomised to the cemiplimab plus chemotherapy arm had cemiplimab plus pemetrexed and carboplatin or cisplatin. Approximately one-fifth had cemiplimab plus a pemetrexed-free chemotherapy regimen. The company noted that for people with non-squamous NSCLC, pembrolizumab must be given with pemetrexed (and platinum-based chemotherapy). But, in EMPOWER-Lung 3, people with non-squamous NSCLC could have chemotherapy without pemetrexed, which the company believed allowed greater flexibility of chemotherapy treatment (see section 3.16). The company noted that it was not possible to estimate the proportion of people that would have cemiplimab without pemetrexed in clinical practice, or their characteristics, because of heterogeneity in clinical practice across England and Wales. The committee noted that chemotherapy regimens given with pembrolizumab in clinical practice may differ from the chemotherapy regimens given with cemiplimab in clinical practice, if cemiplimab were recommended. But it was uncertain what proportion of people with non-squamous NSCLC would have cemiplimab without pemetrexed in clinical practice, or if EMPOWER-Lung 3 reflected this.
Clinical effectiveness
EMPOWER-Lung 3, part 2
3.5
The clinical evidence for cemiplimab plus platinum-based doublet chemotherapy came from part 2 of the EMPOWER-Lung 3 trial. This was a phase 3, randomised, double-blind, placebo-controlled superiority trial. It compared cemiplimab plus platinum-based doublet chemotherapy with placebo plus platinum-based doublet chemotherapy in adults with untreated advanced squamous or non-squamous NSCLC with no targetable mutations. The trial recruited people regardless of PD-L1 expression, but the company submission focused on people whose tumours expressed PD-L1 at 1% or more to align with the marketing authorisation (from here, referred to as the Medicines and Healthcare products Regulatory Agency [MHRA] label population; n=327). The trial was stopped early on the recommendation of an independent data monitoring committee because of superior overall survival. This data cut (June 2022) represented approximately 28 months of follow-up and showed a statistically significant difference in overall and progression-free survival in favour of cemiplimab plus chemotherapy compared with placebo plus chemotherapy. In the MHRA label population, median overall survival was 23.5 months for cemiplimab plus chemotherapy and 12.1 months for placebo plus chemotherapy (hazard ratio [HR] 0.51, 95% confidence interval [CI] 0.38 to 0.69). Median progression-free survival was 8.3 months for cemiplimab plus chemotherapy and 5.5 months for placebo plus chemotherapy (HR 0.48, 95% CI 0.37 to 0.62). The company also presented subgroup analyses based on histology and PD-L1 expression status. The improvements in overall survival and progression-free survival in favour of cemiplimab plus chemotherapy were statistically and clinically significant in all subgroups except for overall survival in the squamous PD-L1 50% or more subgroup. The committee thought that the trial stopping early may have resulted in the treatment effect being overestimated. It concluded that treatment with cemiplimab plus chemotherapy resulted in clinically meaningful improvements in overall and progression-free survival compared with chemotherapy alone.
Indirect treatment comparisons
Matching-adjusted indirect comparisons
3.7
In response to the draft guidance consultation, the company did anchored matching-adjusted indirect comparisons (MAICs) to address the differences in the baseline characteristics between the key trials. Covariates included in the base-case MAICs included PD-L1 expression, age, smoking status and Eastern Cooperative Oncology Group (ECOG) score. The company included scenarios exploring the impact of including additional covariates in the MAICs, including brain metastases and ethnicity. The non-squamous histology subgroup with PD-L1 expression of 1% or more from EMPOWER-Lung 3 was matched to the intention-to-treat population (any PD-L1 expression level) from KEYNOTE-189. The squamous histology subgroup with PD-L1 expression of 1% or more from EMPOWER-Lung 3 was matched to the intention-to-treat population (any PD-L1 expression level) from KEYNOTE-407. The company also did scenario analyses using the intention-to-treat (any PD-L1 expression level) populations from both the EMPOWER-Lung 3 and KEYNOTE trials. The company only incorporated published crossover-adjusted data from the KEYNOTE-407 trial into the MAIC. It stated that this was because of a lack of published crossover-adjusted data for the KEYNOTE-189 trial (non-squamous histology). It noted that TA683 reported that crossover adjustment had little effect on the results. But the company acknowledged that this analysis had only been done in a population that would not be eligible for pembrolizumab.
At the first meeting, the committee recognised that the KEYNOTE trials had longer post-progression follow-up data available than the EMPOWER-Lung 3 trial. So, the data on overall survival for pembrolizumab plus chemotherapy was more mature and less uncertain. It recalled that EMPOWER-Lung 3 was stopped early because of superior overall survival with cemiplimab (see section 3.5), which was potentially associated with a bias favouring cemiplimab plus chemotherapy. In contrast, the KEYNOTE trials did not end early, to the committee's knowledge. The committee thought that this contributed to the uncertainty in the NMA (see section 3.6). In response to draft guidance consultation, the company included MAICs using data from a 2-year follow-up period common to the EMPOWER-Lung 3 and KEYNOTE trials, and did MAICs using the extended follow-up data from the KEYNOTE trials. The company said the MAICs using the 2 follow-up periods did not change the results substantially. The EAG thought that the company's approach would have removed any potential bias associated with the different follow-up times.
The company said that a limitation of the MAICs was that a constant hazard ratio was estimated for each data set, but that the proportional hazards assumption was violated for some outcomes. The company said that the results of the MAICs were consistent with the results from its original NMA (see section 3.6) and further supported its conclusions that there was no meaningful difference in efficacy between cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy. The EAG noted that although the company followed established methods to adjust for crossover, these methods are generally limited in their robustness. It added that there was still uncertainty about the relative effectiveness of cemiplimab plus chemotherapy compared with pembrolizumab plus chemotherapy.
The committee noted that by matching to the populations of the KEYNOTE trials, the MAIC populations no longer reflected the EMPOWER-Lung 3 trial population. The company acknowledged that EMPOWER-Lung 3 was more generalisable to NHS clinical practice than the KEYNOTE trials. This was because use of immunotherapy after progression in the placebo plus chemotherapy arm of the EMPOWER-Lung 3 trial better reflected NHS practice. The committee was concerned that the relative treatment effect estimated by the MAICs may not have been generalisable to NHS clinical practice. It was also concerned that the MAIC in the company's model appeared to increase the incremental quality-adjusted life years (QALYs). It recalled that crossover in the KEYNOTE trials diluted the overall survival treatment effect for pembrolizumab plus chemotherapy and so using the MAIC with crossover-adjusted data in the model was expected to improve outcomes for pembrolizumab plus chemotherapy. The company explained that ECOG status could not be matched for in the MAIC with KEYNOTE-407 because of low numbers of people with an ECOG score of 0 in EMPOWER-Lung 3. The company said that although adjusting for crossover improved the overall survival hazard ratios for pembrolizumab plus chemotherapy, adjusting for ECOG status improved the hazard ratios for cemiplimab plus chemotherapy. The committee recalled its conclusion that the NMA results were highly uncertain, especially for overall survival (see section 3.6). It appreciated that the company had presented indirect treatment comparison results using crossover-adjusted data from KEYNOTE-407. But it remained concerned that the data from KEYNOTE-189 was not adjusted for crossover. The committee recalled that indirect treatment comparison results not being statistically significantly different did not equate to the treatments being equivalent in efficacy or non-inferior (see section 3.6). It concluded that the results of the MAIC were highly uncertain and did not resolve its concerns with the results of NMAs.
Economic model
Model structure
3.8
The company provided a 3-state partitioned survival model, with a 30-year time horizon. In its base case, it applied estimates of treatment effects from the 2-step NMA to the shape and scale parameters of the reference curve (EMPOWER-Lung 3 chemotherapy arm) to generate progression-free survival and overall survival curves for cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy. The EAG thought the model structure was appropriate. The committee noted that the incremental QALY gain for cemiplimab plus chemotherapy predicted by the company's modelling primarily resulted from the NMA hazard ratio point estimates favouring cemiplimab plus chemotherapy for overall survival. But it recalled that it thought the NMA results were highly uncertain, and that overall survival was potentially biased in favour of cemiplimab plus chemotherapy (see section 3.6). So, the partitioned survival model structure may have been biased in favour of cemiplimab plus chemotherapy, because overall survival was modelled independently of progression-free survival. The committee would have expected post-progression survival to be similar for people who had cemiplimab plus chemotherapy and people who had pembrolizumab plus chemotherapy. This is because in NHS clinical practice, the same treatment options would be available to both groups after progression. So, at the first meeting the committee requested a Markov model structure based on progression-free survival data from the NMA, with the assumption of equal mortality risk after progression for cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy.
The company did not provide the model requested by committee in response to consultation and instead provided MAICs (see section 3.7) that had not been requested. The company said that partitioned survival models are a well-established approach to modelling treatments in previous appraisals in NSCLC. At the second committee meeting, the company verbally stated that according to a publication that compared Markov models to partitioned survival models, Markov models are not appropriate unless individual patient data is available for both treatment arms. But it did not state this or provide a reference to the publication in its response to the draft guidance consultation. The company said it had provided MAICs to address the committee's uncertainty about the comparative effectiveness of cemiplimab and pembrolizumab in terms of progression-free survival. It expected that this, alongside a scenario assuming no difference in overall survival between cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy, would mitigate the need to provide a Markov state transition model. The company explained that the results of its indirect treatment comparisons showed no meaningful differences in effectiveness between cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy (see sections 3.6 and 3.7), and that this supported a cost-comparison approach, which it had provided as an alternative to its cost–utility analysis. The company said this was further supported by precedent in previous technology appraisals in NSCLC of comparing treatment costs in the absence of evidence of a meaningful difference in effectiveness between immunotherapies, such as in TA705. But the committee for TA705 had thought that the company took a conservative approach to modelling cost effectiveness, modelling a QALY loss and cost savings in its base case.
Updated model for rapid review
3.9
For the rapid review, the company submitted an updated cost-effectiveness analysis. The analysis assumed:
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equal efficacy (for overall and progression-free survival) for cemiplimab and pembrolizumab, both with platinum-based chemotherapy; the company survival analyses used data from EMPOWER-Lung 3, representing approximately 28 months of follow-up, applied to the pembrolizumab arm
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longer time on treatment with cemiplimab (see section 3.10)
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a gradual waning of treatment effect from 3 to 5 years (see section 3.12)
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a treatment stopping rule differentiated by treatment arm (see section 3.11)
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subsequent treatment being the same after treatment progression
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grade 3 and above adverse event rates from EMPOWER-Lung 3 being equal for both treatments
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a lifetime horizon of 30 years with a discount rate of 3.5%.
The committee subset understood that the results of the indirect treatment comparison showed there was no significant difference in clinical effectiveness between cemiplimab and pembrolizumab. But it noted the results were highly uncertain and did not equate to the treatments being equivalent in efficacy or non-inferior (see section 3.6 and section 3.7). There is no established method for determining non-inferiority through an indirect treatment comparison and efficacy could plausibly be better, worse or the same. But on balance, it concluded that this analysis, assuming equal effectiveness and accounting for a longer time on cemiplimab than on pembrolizumab, was acceptable for decision making.
Time to treatment discontinuation
3.10
The EMPOWER-Lung 3 protocol allowed people to continue having cemiplimab after disease progression. The company stated that in this trial, most people did not have access to post-progression second-line immunotherapy treatments, which likely led to staying on cemiplimab longer than they would have otherwise. But the marketing authorisation for cemiplimab differs from the trial protocol and specifies that cemiplimab treatment 'may be continued until disease progression or unacceptable toxicity'. Based on this and clinical expert opinion, the company did not anticipate that treatment would continue after disease progression in clinical practice. So, it assumed that time on treatment was equal to progression-free survival for cemiplimab plus chemotherapy. The same assumption also applied for pembrolizumab plus chemotherapy. The company also provided a scenario analysis in which a ratio was applied to the progression-free survival curve to generate the time-on-treatment curve. For EMPOWER-Lung 3, the ratio was estimated using a Cox model. But the company noted that this ratio should be interpreted with caution, because the underlying assumption of independence of groups was violated. For pembrolizumab plus chemotherapy, the company estimated the weighted ratio from the median progression-free survival time and median time on treatment reported in the KEYNOTE studies, using an exponential distribution. This resulted in estimated ratios (for time on treatment compared with progression-free survival) of 1.17 for cemiplimab plus chemotherapy and 0.84 for pembrolizumab plus chemotherapy (a ratio above 1 indicated longer time on treatment than progression-free survival). The company stated that healthcare professionals at an advisory board meeting said that differences in time on treatment between pembrolizumab and cemiplimab may be because of 'immunotherapy experience bias or reporting variations between trials'.
The EAG noted that assuming that time on treatment was equal to progression-free survival ignored that time on treatment affects progression-free survival and overall survival. It thought that this assumption underestimated the costs for cemiplimab plus chemotherapy and overestimated the costs for pembrolizumab plus chemotherapy. In its base case, the EAG used the ratios calculated by the company to estimate the time-on-treatment curves for cemiplimab and pembrolizumab. The committee agreed with the EAG that time on treatment affects progression-free survival and overall survival. It thought that there was uncertainty about the impact on overall survival of treatment after progression. It also noted there was uncertainty about the impact on progression-free survival and overall survival of continued treatment beyond the protocol-defined 108-week stopping rule (see section 3.11). The committee noted that the summary of product characteristics for cemiplimab states that it should be used 'until disease progression or unacceptable toxicity'. It was mindful that it could only make recommendations within the marketing authorisation. The committee noted that cemiplimab was given after disease progression in EMPOWER-Lung 3. It noted that it was important to align modelled costs and benefits. The committee decided that it would be appropriate to use time-on-treatment data directly from EMPOWER-Lung 3 and the KEYNOTE trials. It acknowledged that the company did not have access to Kaplan–Meier data for time on treatment from the KEYNOTE trials. So it concluded at the first meeting that it preferred the ratio method to calculate time on treatment for pembrolizumab (until the stopping rule was applied; see section 3.11) rather than assuming time on treatment was equal to progression-free survival. For cemiplimab, it requested further analyses using the time-on-treatment Kaplan–Meier data from EMPOWER-Lung 3, either directly or using the best fitting parametric survival model fitted to that data, in line with the NICE Decision Support Unit's technical support document 14. It said that this should also include treatment costs for people who continued treatment beyond 108 weeks (see section 3.11).
In response to draft guidance consultation, the company explained that, given its use of adjusted survival data for cemiplimab, which was not aligned with the observed time on treatment, it did not model time on treatment using the EMPOWER-Lung 3 Kaplan–Meier data as requested. At the second committee meeting, it added that it was not appropriate to use the Kaplan–Meier data for cemiplimab. This was because Kaplan–Meier data and the shape of a respective Kaplan–Meier curve were not available to similarly model pembrolizumab time on treatment, so this would likely introduce bias. So the company retained its approach of assuming that time on treatment was equal to progression-free survival for both treatment arms in its base case.
For the rapid review the company updated its assumptions for time on treatment with cemiplimab. A hazard ratio was applied to the progression-free survival curve to generate the time-on-treatment curve. The company used the ratio of mean time to treatment discontinuation and median progression-free survival. This was derived using the 5-year follow-up data from the EMPOWER-Lung-3 trial. For pembrolizumab the same method was applied using the KEYNOTE-189 and -407 trials. This resulted in estimated ratios (for time on treatment compared with progression-free survival) of 1.30 for cemiplimab plus chemotherapy and 0.84 for pembrolizumab plus chemotherapy (a ratio above 1 indicated longer time on treatment than progression-free survival). The committee subset was satisfied that the company had captured a longer time on treatment with cemiplimab compared with pembrolizumab. It cautioned that the modelled increase in time on treatment with cemiplimab compared with pembrolizumab may not fully capture any potential differences in terms of health-related quality of life from needing to have treatment for longer. But it noted that this was likely to have a minor impact. The committee subset concluded that the company's approach to modelling time to treatment discontinuation in the updated cost-effectiveness analysis was appropriate.
Stopping rule
3.11
The company's model included a 2-year stopping rule for cemiplimab. This rule is not stated in the summary of product characteristics for cemiplimab. The company chose this stopping rule in line with guidance for pembrolizumab plus chemotherapy in TA683 and TA770. It added that this was also in line with EMPOWER-Lung 3, in which the protocol allowed treatment for a maximum of 108 weeks. The CDF lead stated that, in clinical practice, pembrolizumab treatment given every 3 weeks is stopped after 35 cycles. The EAG stated that the company modelled the stopping rule for cemiplimab and pembrolizumab such that treatment stopped at 2 calendar years. The committee noted that this differed to how the stopping rule for pembrolizumab is implemented in NHS practice. It also noted that, based on Kaplan–Meier time-to-treatment-discontinuation data, some people in EMPOWER-Lung 3 appeared to have continued treatment beyond the protocol-defined maximum of 108 weeks; at approximately 27 months, 42 people were still having cemiplimab. At the first committee meeting, the committee requested that the stopping rule for cemiplimab in the model should reflect the EMPOWER-Lung 3 protocol. For pembrolizumab, the committee requested that the company update the stopping rule in the model to reflect NHS practice (that is, 35 3-weekly cycles).
In response to draft guidance consultation, the company updated its stopping rules to align with the committee's preferences. It explained that treatment with cemiplimab appeared to continue beyond 108 weeks in the EMPOWER-Lung 3 trial because of dose delays (occurring in 51% of people), and that no more than the maximum of 36 doses were given, equivalent to 108 weeks. The company further explained that some people in the KEYNOTE trials were similarly reported as having remained on pembrolizumab treatment beyond the maximum 2-year treatment duration specified in the study protocols. It also noted that there was a lack of evidence that continued immunotherapy use results in improved outcomes compared with fixed-duration immunotherapy for the population of interest. The committee noted that the stopping rule for cemiplimab was reported as a maximum of 36 doses in the consultation response but a treatment period of 108 weeks in the company submission and publications for the EMPOWER-Lung 3 trial. It said this added to the uncertainty about the appropriate stopping rule for cemiplimab. The company explained that a maximum of 36 doses of cemiplimab given over 108 weeks was in line with the trial protocol, assuming no dose pauses. It noted that treatment periods extending beyond trial protocol stopping rules was a result of dose pauses, which were expected to affect the KEYNOTE trials as well as EMPOWER-Lung 3. The committee concluded that the company's updated modelling of the stopping rules was appropriate. The company's updated cost-effectiveness analysis maintained the committee's preferred stopping rule assumption.
Waning of treatment effect after stopping treatment
3.12
For both cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy, the company assumed that the treatments continued to be effective after stopping treatment and so continued extrapolation of the treatment effect from year 2 to year 5. At year 5, the hazard of progression and death was assumed to immediately equal the hazard of progression and death for the placebo plus platinum-based doublet chemotherapy arm of the EMPOWER-Lung 3 trial. The company claimed that the 5-year waning time point was supported by 5-year follow-up data from KEYNOTE-189 and KEYNOTE-407 which demonstrated a continued benefit after stopping treatment. It added that this assumption was also supported by clinical experts that the company consulted, who stated that it was reasonable to generalise follow-up data for pembrolizumab to cemiplimab. The clinical experts also stated that people continue to benefit after 2 years of immunotherapy treatment because of T-cell activation through 3 to 5 years.
The EAG thought that the company's assumption of an immediate waning of treatment effect at 5 years overestimated the treatment effect for both cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy. It also thought that applying waning on an immediate basis did not reflect the mechanism of action of immunotherapies and lacked face validity. For its base case, it assumed a gradual waning of treatment effect for both treatments. Specifically, it assumed a gradual waning of treatment effect starting at 2 years and ending at 5 years, at which point the hazard of progression and death for both treatments equalled that of placebo plus platinum-based doublet chemotherapy.
The company had not provided any analysis of 5-year follow-up data from KEYNOTE-189 and KEYNOTE-407 to support its assumption of a 5-year treatment waning time point. At the first meeting, the committee concluded that it preferred a gradual approach to treatment waning, rather than an immediate waning of treatment effect. It further concluded that the long-term treatment effect of cemiplimab plus chemotherapy was uncertain. The committee requested further justification from the company to support a 5-year waning time point; for example, estimates of the hazards over time from the longer-term data from the KEYNOTE‑189 and KEYNOTE‑407 trials compared with the modelled hazards. It also requested further evidence to support a 5-year waning time point based on data specifically for cemiplimab plus chemotherapy.
In response to draft guidance consultation, the company updated its base case to align with the committee's preference for gradual waning of treatment effect for both arms, applied from 3 to 5 years. It also provided a comparison of the modelled hazard rates over time compared with hazards from KEYNOTE-189 and KEYNOTE-407. The company said that the hazards decreased up to the end of follow-up for overall survival and progression-free survival, and so the EAG's application of waning from 2 to 5 years was conservative. The EAG noted that the hazards were highly uncertain and did not show the change in relative effectiveness over time. The company did not provide the requested evidence to support a 5-year waning time point for cemiplimab plus chemotherapy because of the early stopping of EMPOWER-Lung 3. It instead presented evidence from the 5-year follow-up from EMPOWER-Lung 1, a trial of cemiplimab monotherapy compared with chemotherapy in advanced or metastatic NSCLC with PD-L1 expression at 50% or more. The company said the evidence suggested the assumption of treatment benefit for cemiplimab plus chemotherapy lasting for up to 5 years was reasonable. The committee recalled that clinical experts had said that people continue to benefit after 2 years of immunotherapy treatment because of T-cell activation through 3 to 5 years. It also recalled that some people in EMPOWER-Lung 3 continued to have treatment beyond 108 weeks because of dose pauses (see section 3.10). So the committee expected that waning of treatment effect would start later than 2 years. The committee concluded that the company's modelling of a gradual waning of treatment effect from 3 to 5 years was appropriate. The company's updated cost-effectiveness analysis maintained the committee's preferred treatment waning assumptions.
Adverse event rates
3.13
In its model, the company included adverse events that were grade 3 and above and occurred in at least 5% of people in either treatment arm of EMPOWER-Lung 3 or the KEYNOTE trials. The rate of grade 3 and above adverse events for cemiplimab plus chemotherapy was sourced from EMPOWER-Lung 3. For pembrolizumab plus chemotherapy, the rates were sourced from KEYNOTE-189 and KEYNOTE-407 and weighted by histology as reported in EMPOWER-Lung 3. The EAG received clinical advice that the grade 3 and above adverse events included in the model would almost exclusively be caused by the chemotherapy regimens rather than the immunotherapies. The EAG noted that the company assumed the same chemotherapy regimens for cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy. So, the EAG preferred to apply the adverse event rates for pembrolizumab plus chemotherapy to both treatment arms. The committee noted that the choice of approach had a small impact on the cost-effectiveness results. It thought that it would be reasonable to source adverse event rates directly from the respective trials. It concluded that it preferred using the grade 3 and above adverse event rates from EMPOWER-Lung 3 and the KEYNOTE trials to model adverse event rates for cemiplimab plus chemotherapy and pembrolizumab plus chemotherapy, respectively.
For the rapid review, the company assumed the same rate of grade 3 and above adverse event rates. The company sourced this from EMPOWER-Lung 3 for both cemiplimab and pembrolizumab to align with the assumption of equal effectiveness between the treatments. The committee subset was satisfied that this was appropriate.
Results of the updated cost-effectiveness analysis
3.14
Because of the confidential commercial arrangements for cemiplimab, the comparators and other treatments in the model, the exact results of the updated cost-effectiveness analysis are confidential and cannot be reported here. The committee subset was satisfied that the costs for cemiplimab are similar or lower than the costs for pembrolizumab.
Other factors
Equality
3.15
A clinical expert stated that for people with non-squamous NSCLC, pembrolizumab is given with pemetrexed plus platinum chemotherapy. In contrast, cemiplimab can be used without pemetrexed (given with paclitaxel plus platinum chemotherapy). The clinical expert considered this to be a potential equality issue because pemetrexed is associated with toxicity and may not be suitable for all people. The committee noted that the clinical expert had not highlighted any groups with protected characteristics, as per the Equality Act 2010, for whom pemetrexed would not be suitable. At the first meeting, the committee said it would welcome further comment during draft guidance consultation on any particular groups with a protected characteristic for whom pemetrexed would not be suitable. No comments on this were received during consultation. The committee noted that it had not identified any particular groups with a protected characteristic for whom pemetrexed would not be suitable. The committee thought that its recommendation would not have a different impact on people protected by the equality legislation than on the wider population.
Uncaptured benefits and disadvantages
3.16
The company stated that cemiplimab plus chemotherapy allows greater flexibility to tailor chemotherapy regimens than pembrolizumab plus chemotherapy. Specifically, for people with non-squamous NSCLC, cemiplimab can be used without pemetrexed (given with paclitaxel plus platinum chemotherapy). It thought this was an advantage because pemetrexed is associated with toxicity and may not be suitable for all people. The company also stated that in EMPOWER-Lung 3, people were able to have a carboplatin area under the curve (AUC) 5 dose as an alternative to the AUC6 dose, which is associated with incremental toxicity. But the EAG noted that the AUC5 carboplatin dose is not routinely used for squamous NSCLC in the UK, because the NHS commissioning policy (Blueteq protocol) mandates that people are 'fit' to have treatment with AUC6 carboplatin. In EMPOWER-Lung 3, most people with non-squamous NSCLC had chemotherapy with pemetrexed (see section 3.4). The committee thought that this may suggest that most people in clinical practice with non-squamous NSCLC having cemiplimab would have chemotherapy with pemetrexed.
The committee also noted that for people with non-squamous NSCLC for whom pemetrexed is unsuitable, pembrolizumab plus chemotherapy would not be an appropriate comparator. But, it had not seen cost-effectiveness evidence in this population for any comparison other than cemiplimab plus chemotherapy compared with pembrolizumab plus chemotherapy. The company said that the subpopulation with non-squamous histology that cannot have pemetrexed could not be defined, so a cost-effectiveness analysis for this subpopulation was not possible, and the size of the subpopulation was likely to be small. The EAG agreed that doing a cost-effectiveness analysis for this subpopulation would be challenging. The committee also noted that a potentially uncaptured disadvantage of cemiplimab plus chemotherapy was its more frequent, 3-weekly administration compared with the option of 6-weekly administration of pembrolizumab plus chemotherapy.
For the rapid review the committee subset noted the uncaptured benefits and disadvantages. It noted the potential for added flexibility with chemotherapy regimens including for people for whom pemetrexed is not suitable, but that most people with non-squamous NSCLC having cemiplimab in NHS practice would have chemotherapy with pemetrexed. It further noted that, in the updated submission for the rapid review, it had accepted similar clinical effectiveness of pembrolizumab and cemiplimab, noting the uncertainty with the results of the indirect treatment comparison (see section 3.7). It further noted that the company's updated analysis for the rapid review captured a longer time on treatment with cemiplimab. The committee subset concluded that it was satisfied the updated analyses, assuming equal clinical effectiveness to pembrolizumab, had taken into consideration the uncaptured benefits and disadvantages.
Conclusion
3.17
After the rapid review with the new cost-effectiveness analysis and updated commercial arrangement, the committee subset agreed that cemiplimab has costs similar to or lower than those of pembrolizumab. So, it concluded that cemiplimab with platinum-based chemotherapy can be used in the NHS in England for untreated NSCLC in adults: