Anti-TROP2 ADCs Lung Cancer Futures Likely Lie In Earlier-Stage Disease

Could Merck/Kelun Come Out On Top?

The discussant at ASCO’s NSCLC session said the field would need to “manage expectations” as the drugs do not appear to beat chemotherapy in all-comers. 

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Emerging data on the field of TROP2-targeted antibody-drug conjugates – namely Gilead Sciences, Inc.’s Trodelvy (sacituzumab govitecan-hziy), Daiichi Sankyo Co., Ltd./AstraZeneca PLC’s (datopotamab deruxtecan (Dato-DXd) and Merck & Co., Inc./Sichuan Kelun Pharmaceutical Co Ltd.’s sacituzumab tirumotecan (Sac-TMT) – suggest that developers need to aim for subgroups of non-small cell lung cancer rather than all-comers, and that the drugs are more likely to work in earlier-line disease combined with checkpoint inhibitors.

Key Takeaways
  • ASCO featured Phase II and Phase III data from three competing TROP2-directed ADCs in non-small cell lung cancer, giving a glimpse of the future competitive field.

Detailed data from Gilead’s failed Phase III EVOKE-01 trial of Trodelvy, the investigator-sponsored Phase II ICARUS-Lung01 trial of Dato-DXd and...

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