Summit Therapeutics’ Ivonescimab: A Potential Game-Changer in Lung Cancer Treatment?

JMP Securities initiated coverage on Summit Therapeutics, highlighting the potential of their oncology drug Ivonescimab (PD-1 X VEGF bispecific) in treating lung cancer. The drug has shown promising results in clinical trials, outperforming leading treatments like Keytruda and Opdivo. With numerous Phase 3 studies underway and strong head-to-head data, Ivonescimab could become a significant player in the NSCLC market, potentially generating billions in revenue.

Merck & Moderna’s V940 Shows Promise in Lung Cancer Treatment: Phase 3 Trial Begins

Merck & Co. Inc. (MRK) and Moderna, Inc. (MRNA) have initiated a pivotal Phase 3 trial for their investigational neoantigen therapy, V940 (mRNA-4157), in combination with Keytruda (pembrolizumab) for non-small cell lung cancer (NSCLC) patients. This trial, known as INTerpath-009, focuses on patients who did not achieve a complete response after receiving neoadjuvant Keytruda plus chemotherapy. The first patients have started enrolling in Canada, and global recruitment is ongoing. This development follows a series of other trials evaluating V940 in combination with Keytruda for different types of cancers.

FDA Approves AstraZeneca’s Tagrisso for Stage III EGFRm NSCLC

The FDA has approved AstraZeneca’s Tagrisso for treating adult patients with unresectable, Stage III epidermal growth factor receptor-mutated (EGFRm) non-small cell lung cancer (NSCLC) whose disease has not progressed after radiation therapy. The drug, which generated $1.6 billion in sales in the second quarter of 2024, showed a significant reduction in disease progression or death compared to placebo in a Phase 3 trial.

Merck’s Patritumab Deruxtecan Shows Promise in Lung Cancer Trial

Merck & Co Inc’s (MRK) patritumab deruxtecan demonstrated statistically significant improvement in progression-free survival compared to standard chemotherapy in a Phase 3 trial for EGFR-mutated non-small cell lung cancer (NSCLC). This positive outcome comes as Summit Therapeutics Inc’s (SMMT) ivonescimab also showed promising results against Merck’s Keytruda (pembrolizumab) in a separate lung cancer trial.

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