Novartis/BeiGene Likely To Struggle In Crowded PD-1 Space Despite Positive First-Line Data

Merck’s Keytruda and BMS’s Opdivo could be tough competitors in esophageal cancer, but the Novartis/BeiGene partnership also has an anti-TIGIT drug up its sleeve.

Snails on the athletic track moves the finish line (By Sergey Lavrentev. Shutterstock 463225937)
Novartis/BeiGene face tough competition in esophageal cancer despite positive data for tislelizumab • Source: Shutterstock

Novartis AG and BeiGene, Ltd. have positive Phase III results for the PD-1 inhibitor tislelizumab in first-line esophageal cancer that come as the US Food and Drug Administration action date for the drug in second-line disease approaches. While the agency’s nod would mark a significant milestone, making tislelizumab the first Chinese-developed checkpoint inhibitor to receive FDA approval, the drug could struggle in a crowded US market, including in the first-line setting.

Tislelizumab will also be Novartis' first checkpoint inhibitor. Even though Novartis has been an industry leader in oncology, the company...

Scrip Podcast

Keep up with the top pharma business news of the week. On the go.

Scrip brings you a weekly bulletin of top picks.

More from Immuno-oncology

Allarity Hopes To Breathe New Life Into Ixempra In Breast Cancer

The US precision medicine company hopes its drug response predictor technology will enhance responses to the chemotherapy Ixempra on the basis of promising data from a handful of breast cancer patients in a Phase II trial, marking a positive turn in its journey to date.  

What To Look Out For At ESMO 2024

 

Attendees at this year's European Society for Medical Oncology meeting in Barcelona can look forward to a range of interesting datasets, from Phase III trials of established products in new settings to preliminary studies of novel products coming through the pipeline.  

As More DLL3 Bispecifics Advance, Doctors Are Adjusting To CRS, ICANS

 
• By 

Amgen’s Imdelltra for small-cell lung cancer is one of two bispecific T-cell engagers approved for solid tumors, but data at the WCLC meeting show other DLL3-targeting BiTEs may be on the way.

Novo Nordisk’s Semaglutide Shows Promise In Hidradenitis Suppurativa

 

An academic study of GLP-1 agonist showed promise in patients with the painful skin condition but with no signs that the Danish drugmaker will pursue the indication, smaller players in the space may be interested.

More from Anticancer

Innovent/GenFleet Score China’s First KRAS G12C Inhibitor Approval

 

The nod will help unlock a national market for the partners’ Dupert (fulzerasib) in which roughly 50,000 people are expected to be newly diagnosed with lung cancer harboring the KRAS G12C mutation in 2025. Meanwhile, two other homegrown rivals are also closing in on marketing clearances in China.

Cagrisema Leads The Charge For 2025

 

2030 sales forecasts for Novo’s obesity hope are an order of magnitude larger than its closest rival among 2025’s expected debutantes.  

Ordspono Will Be Regeneron’s First Independent European Launch

 

Ordspono, a bispecific antibody newly approved in the EU to treat follicular lymphoma and diffuse large B-cell lymphoma, joins Libtayo in Regeneron’s growing oncology portfolio.