Search This Blog

Tuesday, September 15, 2026

Summit, BioNTech, more headline WCLC with next-gen lung cancer drugs

 

BioNTech, Summit Therapeutics, GSK and Roche have made a splash at the ongoing World Conference on Lung Cancer taking place in South Korea. These companies and their partners have all shared new findings for their closely watched programs, highlighting overall survival benefits in various types of lung cancer.

BioNTech, Summit Therapeutics, GSK and Roche have made a splash already at the ongoing World Conference on Lung Cancer taking place in South Korea. These companies and their partners have all shared new findings for their closely watched programs, highlighting overall survival benefits in various types of lung cancer.

BioNTech and OncoC4 report OS win for CTLA-4 drug

Ahead of its upcoming pivotal readout, BioNTech shared overall survival (OS) data for gotistobart, a next-gen anti-CTLA-4 monoclonal antibody in development with OncoC4.

The investigational drug elicited a median OS of 18.5 months for patients with metastatic squamous NSCLC (sqNSCLC) that had progressed after prior treatment, versus the 10-month median for patients on chemotherapy. The data are from the non-pivotal stage of the global PRESERVE-003 Phase 3 trial, designed to confirm the correct dose for the second portion of the study, which is currently ongoing, with an interim readout expected sometime this year.

The new findings are the first median OS results to be shared for gotistobart and build off “encouraging” 12-month OS data published in March, at which point median OS had not been reached. The most recent data further confirm the antibody’s survival advantage over chemotherapy, BMO analysts wrote Monday, with the improvement indicating the “potential for non-chemotherapy-based treatment in sqNSCLC.”

Summit and Akeso provide more positive OS data for ivonescimab

Summit Therapeutics and China-based partner Akeso shared another ivonescimab readout, this time demonstrating a 27% death risk reduction for patients with PD-L1-positive advanced non-small cell lung cancer (NSCLC) compared to Keytruda, Merck’s blockbuster PD-1 inhibitor.

The Phase 3 HARMONi-2 trial showed statistically significant OS benefit for patients receiving the investigational bispecific antibody compared to Keytruda monotherapy. Conducted in China, the trial continued to demonstrate “an acceptable and manageable safety profile,” Summit said in a Sunday release.

Ivonescimab’s survival benefit over Keytruda “show some additional class benefit,” BMO analysts wrote in a Monday note.

Earlier this month, Summit and Akeso announced that the HARMONi-2 study demonstrated a statistically significant OS advantage over standard-of-care—thereby meeting a key secondary endpoint of the trial—but didn’t provide the data behind the claim. Now, the companies have shared that ivonescimab achieved a hazard ratio (HR) of 0.73, with patients on the investigational drug achieving median OS of 30.8 months, compared with 22.6 months for those taking Keytruda.

BMO highlighted the fact that HARMONi-2 is a Chinese patient population study, “limiting interpretation to Western trials, but results still read positively to future PD-(L)1/VEGF bispecific development”—such as pumitamig from BioNTech and BMS.

“We look to global data from the HARMONi-3 trial in sqNSCLC for a better assessment of this efficacy advantage in a non-Chinese selective population,” BMO wrote.

Akeso secured China approval for ivonescimab based on the primary results of HARMONi-2 in April 2025. The drug demonstrated a statistically significant 49% improvement in progression-free survival (PFS) when compared to Keytruda.

“HARMONi-2 is the fourth Phase 3 study of ivonescimab to demonstrate statistically significant improvements for both overall survival and progression-free survival in head-to-head comparisons against standard-of-care regimens,” Summit co-CEO Robert Duggan said in a Sunday release.

GSK and Hansoh’s ris-rez hits 8 month survival advantage

GSK and China partner Hansoh Pharma shared a median OS of 18.5 months for risvutatug rezetecan (ris-rez), which reduced death risk by 54% compared to standard-of-care that was tied to an OS of 10.3 months.

The Phase 3 study included patients in China with relapsed small cell lung cancer (SCLC) that had progressed after platinum-based first-line therapy, with the statistically significant reduction scoring a primary endpoint win.

Patients receiving ris-rez also experienced fewer severe treatment-related side effects (TRAEs) than those on chemotherapy, with grade 3 or higher TRAEs occurring in 60.9% of participants compared to 78.2% of people in the control group.

The companies previously shared that the B7-H3 ADC had met the study’s main goal but didn’t share specifics at the time.

GSK paid $185 million in December 2023 to secure exclusive global rights to ris-rez outside of China, Hong Kong, Macau and Taiwan in a deal that could max out at $1.7 billion. The pharma is advancing the ADC across lung cancer, prostate cancer and other solid tumors, with pivotal data in relapsed extensive-stage SCLC expected next year.

Roche and MediLink’s tam-peli heading to Phase 3

Roche and China partner MediLink Therapeutics’ antibody drug conjugate (ADC) tambotatug pelitecan (tam-peli) scored in a Phase 3 small cell lung cancer (SCLC) with a median OS of 13.3 months. That’s significantly longer than the 9.4 OS for patients receiving standard-of-care treatment, translating to a 54% reduced risk of death for patients taking tam-peli.

Tam-peli showed a “favorable and manageable safety profile,” Roche said. The drug demonstrated lower rates of grade 3 or higher treatment-related adverse events (TRAEs) compared to chemotherapy, at 46.4% incidence compared to 74.7%. Treatment-emergent interstitial lung disease across all grades was reported in 4.9% of tam-peli patients compared to 1.4% for standard of care, with no grade 4 or 5 events reported in either group.

The data support Roche’s plans to launch global Phase 3 trials for tam-peli, the pharma said. The ADC has nabbed FDA Breakthrough Therapy designation in SCLC.

https://www.biospace.com/drug-development/summit-biontech-more-headline-wclc-with-next-gen-lung-cancer-drugs

Despite 3 patient deaths, Cullinan, Taiho plan FDA filing for lung cancer pill on survival benefit

 

Analysts believe Cullinan Therapeutics and Taiho Oncology can overcome the safety risks as zipalertinib “sets [a] new bar” for first-line treatment of a type of lung cancer. The candidate is already under review for the the second-line setting, with a decision expected by early next year.

Taiho Oncology and Cullinan Therapeutics’ oral drug candidate zipalertinib significantly improved progression-free survival in certain patients with non-small cell lung cancer during a late-stage study.

The partners also reported some safety events, including three deaths from septic shock, but analysts say the otherwise strong survival benefit and mitigation strategies will likely outweigh the risks as zipalertinib heads toward the market.

Zipalertinib’s PFS benefit “sets a new bar” for the first-line treatment of NSCLC, analysts at William Blair told investors in a Monday note.

The partners are testing zipalertinib in the Phase 3 REZILIENT3 trial, which enrolled 280 patients with first-line advanced non-squamous NSCLC who are harboring exon 20 mutations to the EGFR gene. Participants were randomly assigned to receive zipalertinib plus chemotherapy or chemotherapy alone. REZILIENT3’s primary endpoint is PFS.

Patients who received the zipalertinib regimen had a 50% reduction in the risk of death or disease progression. Median PFS was 14.5 months compared to 8.5 months in the control group, according to a Sunday presentation at the World Conference on Lung Cancer. An interim overall survival analysis showed a 28% benefit in favor of the zipalertinib combo, though follow-up for this secondary endpoint is still ongoing.

As for safety, Taiho and Cullinan reported that adverse events grade 3 or higher—those classified as severe or medically significant—arose in 87% of patients in the zipalertinib combo arm, as opposed to 54.4% of chemotherapy controls.

Three patients died following septic shock, episodes that the companies deemed related to the study regimen. Common side effects included rashes, diarrhea and mouth inflammation.

Nevertheless, analysts believe the partners can overcome the safety risks. Taiho plans to bring these data to the FDA, Leerink Partners said in a Monday note.

“The efficacy appears robust and approvable in our view,” the firm said.

Zipalertinib is currently under regulatory review for the same type of NSCLC, but in the second-line setting. A decision is expected by Feb. 27, 2027.

Leerink projects $235 million in peak zipalertinib revenues in the second-line setting and $791 million in first-line disease.

Sunday’s readout comes after Taiho and Cullinan announced REZILIENT3’s success last month—though the partners at the time didn’t provide specific PFS data.

Ready for a challenge

Taiho and Cullinan will have plenty of competition as the proceed into the NSCLC space, including Johnson & Johnson’s Rybrevant, AstraZeneca’s Zegfrovy and Arrivent’s upcoming firmonertinib, according to Leerink.

“The efficacy profile of the REZILIENT3 regimen is very competitive with Rybrevant plus chemotherapy and should support meaningful uptake of zipalertinib in the frontline” NSCLC setting in the U.S., William Blair said.

“REZILIENT3 PFS results showed the strongest median PFS reported to date,” the analysts added, pointing to J&J’s PAPILLON trial in which Rybrevant plus chemotherapy resulted in median PFS of 11.4 months.

The firm flagged zipalertinib’s safety profile as a point of concern for investors, however. The zipalertinib combo “did meaningfully increase the rates of hematologic adverse events during the first four cycles of chemotherapy and also resulted in an imbalance in treatment-related adverse event deaths.”

Nevertheless, the group believes that “the positive trends already observed in overall survival show the side effect profile will not detract from improved outcomes for patients.” There is also potential for greater supportive care, including transfusions, when the drug is used in a U.S. healthcare setting, William Blair said.

Available orally, zipalertinib is a small molecule drug that targets activating mutations to the EGFR gene, a known cancer driver. The drug was originally developed by Cullinan but came to Taiho in 2022 when the latter acquired a Cullinan subsidiary. The companies had previously said that they plan to seek approval for zipalertinib plus chemotherapy in the first-line NSCLC setting.

https://www.biospace.com/drug-development/despite-3-patient-deaths-cullinan-taiho-plan-fda-filing-for-lung-cancer-pill-on-survival-benefit

GSK bags Chimagen’s trispecific T cell engager in deal worth up to $750M

 

After inking a T cell engager pact with Chimagen Biosciences a few years ago, GSK is back for more, this time acquiring a multiple myeloma program from the antibody specialist.

GSK is picking up a preclinical trispecific T cell engager from China biotech Chimagen Biosciences in a deal that could reach up to $750 million.

The British pharma will pay an undisclosed upfront fee for full global rights to the candidate, which is expected to enter the clinic for multiple myeloma next year, according to a Tuesday release. Chimagen will have the chance to collect undisclosed development and commercial milestone payments for a potential deal value total of up to $750 million.

This is the second time GSK has nabbed a pipeline program from Chimagen, following a 2024 deal worth up to $850 million that centered on a separate T cell engager (TCE) that targets B cell-mediated conditions.

GSK said its newly acquired TCE—which is designed to target T cells and two tumor antigens—can potentially provide differentiated efficacy and a better safety profile compared to current TCEs. Approved TCEs for multiple myeloma include Johnson & Johnson’s Tecvayli and Talvey, Regeneron’s Lynozyfic and Pfizer’s Elrexfio. All four are bispecific antibodies that carry boxed warnings for cytokine release syndrome and neurologic toxicity.

GSK is hoping the trispecific candidate from Chimagen will help boost adoption and earlier use for patients with multiple myeloma.

“The agreement complements our existing portfolio in multiple myeloma, adding a new potential option to address the different needs of patients facing this complex disease,” Hesham Abdullah, GSK global head of oncology and R&D, said in a prepared statement.

The pact builds on GSK’s 2024 deal with Chimagen, when the pharma paid $300 million upfront and offered $550 million in biobucks for CMG1A46, a clinical-stage bispecific TCE that targets CD19 and CD20. The program is currently in Phase 1 trials for B cell malignancies and B cell dependent autoimmune disorders, according to GSK.

GSK’s oncology pipeline also includes the late-stage asset risvutatug rezetecan (ris-rez), a B7-H3-targeted antibody-drug conjugate being developed with China’s Hansoh Pharma. Over the weekend, the partners shared that ris-rez was tied to a median OS of 18.5 months in relapsed small cell lung cancer—a 54% reduced death risk compared with standard-of-care. In December 2023, the U.K. pharma paid $185 million to secure exclusive global rights to ris-rez outside of China, Hong Kong, Macau and Taiwan, and additional payments could bring that deal’s total as high as $1.7 billion.

News of the new Chimagen pact also follows on the heels of reports of 650 staffers laid off at GSK. The job cuts are related to a vaccine manufacturing site closure, with the company consolidating its efforts to one site in Canada. In July, the pharma announced a sweeping restructure designed to save about $2.5 billion over the next three years, with the expected savings designed to buoy its portfolio and late-stage pipeline.

https://www.biospace.com/deals/gsk-bags-chimagens-trispecific-t-cell-engager-in-deal-worth-up-to-750m

GT Biopharma FDA OK on multiple myeloma IND, focuses on cash position

 GT Biopharma gets FDA clearance for investigator-sponsored IND of GTB-5550 in multiple myeloma, reports ~$11M cash funding operations into Q3 2027

https://finviz.com/stock?t=GTBP&p=d

Veea signs term sheet to combine with NovaGen and secures $10M GeoNova cornerstone investment

 


  • Combination and investment are intended to launch the NovaGen Health Networks edge AI-powered global health platform.

FDA approves Telix Pixclara as first FET-PET glioma imaging agent

 


  • Pixclara (floretyrosine F 18) approved to differentiate recurrent/progressive glioma from treatment changes in adults and pediatrics.
  • Addresses ~24,000 annual US glioma cases; first and only FDA-approved radiopharmaceutical for this use.
  • Approval follows resubmitted NDA with PDUFA around Sep 11; enables broad US access to FET-PET already used internationally.
  • CEO Kevin Richardson: provides physicians more diagnostic certainty and treatment planning confidence.
  • Builds on strong H1 2026 results with $477M revenue (+22% YoY) and improved margins/EBITDA.
  • TLX ADR surged ~9.3% in premarket Sep 14 (from $11.29 close to ~$12.34); ASX shares also rose sharply.
  • Expands Telix precision medicine portfolio alongside Illuccix and Gozellix.
  • Company had prior CRL but addressed with additional data for approval.

Ark's latest picks

Cathie Wood's Ark Invest made a sharp rotation across technology and biotechnology stocks last week, buying roughly $28 million of Meta Platforms (NASDAQ:META) while selling a nearly identical dollar amount of Alphabet (NASDAQ:GOOGL). The moves suggest Ark is becoming more selective inside artificial intelligence even as it increases exposure to speculative gene-editing companies and other high-growth themes.

Meta was Ark's largest technology purchase, with the firm buying about 43,000 shares worth roughly $28 million. At the same time, Ark sold approximately 86,000 Alphabet shares valued at $28.6 million.

The trade does not necessarily signal a bearish view on Alphabet, since Ark frequently adjusts positions based on valuation and portfolio weightings. Still, the near dollar-for-dollar shift stands out because both companies are investing heavily in AI infrastructure and competing for investor attention around monetizing generative AI.

Ark also added more than 32,000 shares of AI-chip developer Cerebras Systems (NASDAQ:CBRS), worth about $6.5 million, while trimming Advanced Micro Devices (NASDAQ:AMD) by approximately $9.9 million and Palantir Technologies (NASDAQ:PLTR) by $6.5 million.

Biotechnology was another major focus. Ark bought more than 534,000 shares of Beam Therapeutics (NASDAQ:BEAM), worth roughly $14 million, alongside $8.5 million of CRISPR Therapeutics (NASDAQ:CRSP) and about $6 million of Intellia Therapeutics (NASDAQ:NTLA).

Elsewhere, Wood added Archer Aviation (NYSE:ACHR), Rocket Lab (NASDAQ:RKLB) and Robinhood Markets (NASDAQ:HOOD), while reducing exposure to Tempus AI (NASDAQ:TEM), Twist Bioscience (NASDAQ:TWST) and 10x Genomics (NASDAQ:TXG). 

https://finance.yahoo.com/technology/ai/articles/cathie-wood-makes-striking-switch-121942854.html