After T-DXd: Target, Payload, or Something Else?
The article examines the split debate over trastuzumab deruxtecan (T‑DXd) resistance, questioning whether the drug’s payload has failed or the tumor has lost HER2 engagement. Both mechanisms are supported by data, and the true challenge lies in identifying which drives resistance in each patient. Determining the dominant pathway will shape the next therapeutic move—whether another HER2‑directed ADC, a different cytotoxic payload, a combination regimen, or an entirely non‑HER2 approach. The piece urges a patient‑specific strategy rather than a one‑size‑fits‑all solution.
Discombobulation on the KRAS Front
The KRAS field, once thought to be entering an execution phase after early successes, now faces unexpected data patterns across programs. Responses to KRAS inhibitors are behaving oddly, with transient dependencies and adaptive tumor rewiring emerging under therapeutic pressure. These...
There Are No Silver Bullets in China
Oncology innovation in China is shifting from fast‑follow biosimilars to globally competitive, next‑generation modalities, as revealed at the recent JP Morgan Healthcare conference. The momentum is driven primarily by emerging biotech firms in East Asia rather than the region’s traditional Big‑3...
The Wild Card in the G12D Space
The KRAS G12D inhibitor market is heating up as Jiangsu Hengrui, Revolution Medicines and Genfleet announce early‑stage programs, joining Astellas, which first entered the clinic with a KRAS G12D degrader. A new Chinese biotech has released preliminary clinical data, claiming...
A Trade-Off Coming Back to Haunt Bispecific Antibody Development
Bispecific antibody programs are increasingly confronting early platform decisions that were once deemed interchangeable. Choices made to simplify development or streamline regulatory pathways have embedded mechanistic assumptions that now limit efficacy ceilings and differentiation. As multiple immuno‑oncology bispecifics converge on...
Is AstraZeneca’s Surovatamig Underappreciated?
AstraZeneca’s head of Oncology Commercial labeled its early‑stage candidate surovatamig ‘underappreciated’ during the J.P. Morgan Healthcare conference, prompting analysts to reassess the drug’s market potential. The comment followed the presentation of phase 1 data at the American Society of Hematology meeting, where...
When the Boat Matters More than You Think
Two biotech firms announced phase‑3 oncology trials in San Francisco, enrolling fewer than 20 and fewer than 50 patients respectively. The ultra‑small cohorts reflect a growing trend to accelerate drug development for rare cancers, leveraging expedited regulatory pathways. While the approach...
A Bear’s Eye View of the Zanidatamab Data in Gastric Cancer
Jazz Pharmaceuticals presented zanidatamab data from the HERIZON‑GEA‑01 phase 3 trial at the ASCO GI Symposium, targeting HER2‑positive gastric cancer. The company touted the results as practice‑changing, prompting sell‑side analysts to echo the optimism. However, the stock fell 4‑5% as investors...