#ESMO26 Day 3: Midday Updates
ADCs and bispecifics take the lung cancer spotlight.
- $MRK / Kelun | OptiTROP-Lung06, Ph 3
Sac-TMT + Keytruda: 15.0 vs. 5.7 months PFS, cutting progression/death risk 51% versus chemo + Keytruda in first-line PD-L1-negative nonsquamous NSCLC. OS remains immature.
- $MRK / Kelun | OptiTROP-Lung04, Ph 3
Sac-TMT: 25.9 vs. 17.4 months OS, cutting death risk 31% versus chemotherapy after EGFR-TKI progression. Final survival analysis.
- $BNTX $BMY | ROSETTA Lung-107, Ph 2
Pumitamig + docetaxel: 36.7% confirmed responses, 6.9 months PFS after chemoimmunotherapy. Early, single-arm data.
Afternoon watchlist in the comments 👇
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Krascendo 3: A randomised, phase III trial in progress of divarasib vs immunotherapy or observation in patients with resected, stage II-IIIB, KRAS G12C+ non-small cell lung cancer
https://esmocongress.esmo.org🧬 ESMO Day 2 Wrap-Up Survival wins, new combinations, and early signals across cancer treatment modalities! $AMGN $AZN: T-cell engager + immunotherapy cut death risk 58% in first-line maintenance SCLC. $MRNA $MRK: Personalized mRNA vaccine combination cut recurrence-or-death risk 42% in resected melanoma. $LLY: Ovarian ADC combination delivered 79.3% confirmed responses in Phase 1. $IMTX: PRAME bispecific showed 32% confirmed responses in the PRAME-high melanoma subgroup. Our blog covers 10 highlights from ESMO Day 2! Read the full breakdown 👇 https://www.bpiq.com/post/esmo-2026-day-2-10-highlights-across-cancer-treatment-modalities在 X 查看被引用的帖子
- Fuelmeup@fuelmeupcc
Kelun's OptiTROP-Lung06 hit its primary endpoint, and the data got an ESMO oral presentation while being simultaneously published in the New England Journal of Medicine. That 15.0 vs. 5.7 months PFS number covers PD-L1-negative first line, and sac-TMT also cut progression or death risk by 51% versus chemotherapy in EGFR-mutated NSCLC after EGFR-TKI resistance. Kelun has said the drug is being investigated in 10 registrational lung cancer studies, including five trials in China. One workhorse ADC covering PD-L1-negative first line plus the post-EGFR-TKI setting is a wide franchise.
- BiopharmIQ by Amp@BiopharmIQ
Readouts are in! How could stocks react Monday? Explore the scenarios with BPIQ’s analysis 👇 https://www.offers.bpiq.com/probability-move-analysis?mo=oct6
- BiopharmIQ by Amp@BiopharmIQ
👀 Today from 16:30 Madrid: $RHHBY Krascendo 1: divarasib vs sotorasib/adagrasib $HCM $AZN SAFFRON: savolitinib + osimertinib $AZN CLARITY-Gastric01: CLDN18.2 ADC $SMMT/Akeso HARMONi-GI1: ivonescimab in biliary cancer
Source: BiopharmIQ by Amp · x.com