8legs: Biontech

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Pharma is betting big on PD-1/VEGF bispecifics. But are companies chasing the wrong target?

Biopharma players have heavily pursued PD-1/VEGF bispecifics, betting on their potential in cancer therapy.
Ivonescimab showed a positive impact on disease progression in global trials, but the death-risk reduction was not statistically significant.
Analyst Souro Chowdhury argues liver tumors and gastric cancers may better exploit the VEGF pathway.
Lung cancer remains the main focus for several companies testing PD-1/VEGF bispecifics.
Global trial readouts will determine if the approach can be generalized beyond lung cancer.
BioNTech’s pumitamig targets VEGF and PD-L1 in multiple tumor types beyond lung cancer.
Industry experts view the strategy as potentially derisking large acquisitions through broader indications.
The article highlights the need for more diverse trial populations to validate results globally.
The discussion encompasses broader trials outside lung cancer, including colorectal and liver cancer.
The piece notes ongoing large phase 3 trials outside lung cancer as developers diversify.
The article serves as a snapshot of the current bispecifics landscape and commentary from Lifescience Dynamics analysts.

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