1/6 🧭 #ESMO2026 could reshape oncology competition beyond new targets.
Phase III data will test clinical differentiation in ADCs, NSCLC sequencing and treatment intensification.
#LucidQuest's preview https://bit.ly/3UhRLVh and the strategic signals we're watching. 🧵 @myESMO
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Tarlatamab plus durvalumab (durva) vs durva as 1L maintenance (1LM) therapy following durva, platinum, and etoposide (1L durva + EP) in extensive-stage small cell lung cancer (ES-SCLC): Primary analysis of the phase 3 DeLLphi-305 trial
https://esmocongress.esmo.org- Dr Timos Papagatsias@_timos_
6/6 👀 Post-ESMO Watchpoints Will Phase III data clarify ADC differentiation, treatment intensification and NSCLC sequencing? Can AI-enabled tools demonstrate patient benefit? #Oncology #CompetitiveIntelligence #AIinHealthcare
- Dr Timos Papagatsias@_timos_
5/6 🤖 AI/ML in Oncology ALLIANCE will test LLM-assisted chemotherapy toxicity management. HOPE will assess personalized digital supportive care. AI-driven pathology and decision-support tools face a critical test: measurable clinical utility.
- Dr Timos Papagatsias@_timos_
4/6 🧭 Industry Signals 🔹 Pfizer: Long-term lorlatinib evidence. 🔹 Novartis: Risk-based CDK4/6 inhibition. 🔹 Gilead/Kite: ADC positioning in metastatic TNBC. 🔹 DeLLphi-305: DLL3-directed maintenance therapy in SCLC.
- Dr Timos Papagatsias@_timos_
3/6 🎯 NSCLC Sequencing Krascendo 1 will compare divarasib with sotorasib or adagrasib. SAFFRON will test osimertinib + savolitinib after progression. Can these strategies improve resistance management and reshape treatment sequencing?
- Dr Timos Papagatsias@_timos_
2/6 🧬 ADC Competition HORIZON-Breast06, CLARITY-Gastric 01 and TroFuse-005 will test HER2-, CLDN18.2- and TROP2-directed strategies. Efficacy, safety and patient selection could determine competitive positioning.
来源：Dr Timos Papagatsias · x.com