Big pharma interest remains, but the mood is fast turning gloomy.
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The Rosetta Breast-01 phase 3 trial will only evaluate patients with low PD-L1 expression.
The numerical survival benefit versus Keytruda underperform’s Merck’s phase 3 study, but there’s a possible reason for that.
In paying $5.5bn for immediate rights to three Daiichi Sankyo assets Merck & Co has made its biggest bet on ADCs to date.
But late-breaking data raise questions about lack of a dose response.
However, lack of meaningful efficacy in Tropion-Lung01 suggests that datopotamab deruxtecan might be restricted to a histology-defined NSCLC subgroup.
Rybrevant underwhelms in Mariposa, handing a possible advantage back to AstraZeneca’s Tagrisso.
And first data with a low dose are particularly unimpressive.