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Lung cancer’s crowded pipeline meets a higher bar for practice change

For nearly a decade, pembrolizumab-based regimens have anchored front-line non-small cell lung cancer with little serious challenge. That is starting to shift, and the question for clinicians and investors is no longer whether new modalities will produce signals, but which signals are strong enough to displace deeply entrenched standards of care.

In an MGB KOL Series discussion convened by Bank of America Global Research and featuring clinicians from Mass General Brigham and Harvard Medical School, Justin Gainor MD and Zofia Piotrowska, MD, walked through the data and the open questions across PD-1 and VEGF bispecifics, the next generation of antibody drug conjugates, and the second-line implications of front-line combinations in EGFR-mutant disease.

A consistent message emerged: progression-free survival signals are increasingly common, but overall survival remains the threshold that determines what reaches the clinic. With well-tolerated regimens already entrenched, new entrants will need OS data, manageable safety, and a defined niche to drive practice change. The HARMONi-6 OS readout at the ASCO plenary in June is the next major test.

Key Takeaways

PD-1 and VEGF bispecifics need overall survival to change practice

Ivonescimab and the broader PD-1 and VEGF bispecific class have generated significant progression-free survival benefits against PD-1 monotherapy in HARMONi-2 and HARMONi-6, ending nearly a decade of stagnation against pembrolizumab-based regimens. The clinicians were direct that overall survival, not PFS, is the threshold for shifting standard of care, and the HARMONi-6 OS readout at the ASCO plenary in June will be closely watched.

Both Gainor and Piotrowska emphasized that the safety profile of ivonescimab, particularly the absence of the hemorrhagic events historically seen with bevacizumab in squamous tumors, opens a meaningful door in a patient population with persistent unmet need. A shorter half-life relative to bevacizumab is one hypothesis for why the safety signal has held.

Translatability of China-only data to global populations remains a real question. The clinicians expect oncologists to look across the portfolio, including HARMONi-3 and the ROSETTA-Lung program, before committing to a new standard. First-mover advantage is expected to be decisive, with later entrants needing either head-to-head data or a differentiated niche, such as the neoadjuvant or post-chemoradiation settings, to gain traction.

Antibody drug conjugates face a higher bar in front-line

Tolerability is the central question for TROP2 and other ADCs moving into front-line non-small cell lung cancer. Platinum-pemetrexed plus a checkpoint inhibitor is a well-tolerated backbone, and adding or substituting an ADC introduces toxicities, including alopecia, stomatitis, and interstitial lung disease, that patients feel acutely.

Piotrowska highlighted ILD as a particular concern for thoracic patients, where underlying pulmonary disease and downstream eligibility for subsequent therapies and trials are at stake. Gainor noted that even when broader AE counts appear acceptable, the nature of the toxicity, such as ophthalmologic events associated with certain payloads, can determine whether community oncologists adopt an agent.

Biomarker strategy will be central. The MMR-based TROP2 assay used in AVANZAR enriches for response but behaves more like an imperfect PD-L1 cut than a binary driver mutation. The clinicians expect that overall survival, not PFS alone, will be required to shift practice, given the negative TROPION-Lung01 OS result and the higher bar in first-line. Sac-TMT data from Opti-TROP-05 will be informative but will need to be interpreted by PD-L1 strata.

EGFR-mutant disease is moving toward a combination first-line, reshaping second-line strategy

Combination regimens are now the default in front-line EGFR-mutant non-small cell lung cancer, with osimertinib monotherapy reserved for patients with frailty or organ function constraints. FLAURA2 has seen greater uptake than MARIPOSA, driven by its favorable tolerability profile, even as subcutaneous amivantamab and prophylactic regimens have narrowed the toxicity gap.

The widespread adoption of FLAURA2 in front-line creates a new strategic problem in second-line. MARIPOSA-2 includes a chemotherapy backbone that many patients have already received, limiting re-challenge options. ADCs are well-positioned to fill this gap because their pivotal designs typically compare ADCs to chemotherapy without requiring additional platinum exposure.

A meaningful concern remains the concentration of topoisomerase-1 payloads across the ADC pipeline. If cross-resistance proves real, sequential ADC use may deliver diminishing returns, and current trial designs are not structured to answer that question.

Differentiation requires either head-to-head data or a defined niche

Across both bispecifics and ADCs, the clinicians were skeptical that cross-trial PFS differences alone would reorder the field. Regional differences in patient populations, smoking history, and trial design create too many confounders. Late movers will need head-to-head studies, distinct biomarker strategies, or unique clinical niches, such as neoadjuvant or post-chemoradiation settings, to compete with first-mover advantage.

The Broader Implication

Lung cancer innovation is no longer only about new modalities. It is about clearing the high efficacy and safety bar set by established standards, defining the right patient populations through biomarkers, and structuring trials so that emerging agents can be sequenced rather than crowded out.

The shift toward overall survival as the threshold for practice change, the rise of biomarker-guided ADC strategies, and the second-line implications of front-line combinations in EGFR-mutant disease will define the commercial and clinical agenda for the next several years. Those questions will be front and center at the 2026 World Medical Innovation Forum.

At the 2026 World Medical Innovation Forum

These are the strategic questions that will continue to shape oncology discussions at the Forum, where healthcare leaders decide what scales next.

The 2026 Forum convenes the center of healthcare innovation — senior industry executives, top investors, leading Harvard clinicians and scientists, entrepreneurs, and government officials. Candid dialogue and collaborative innovation accelerate progress and improve patient care.

Presented in Boston by Mass General Brigham in collaboration with Bank of America, the 2026 Forum takes place September 22–23 at the Westin Boston Seaport District. The theme, Innovation at Speed and Scale, will spotlight the technologies and people creating the newest therapies and care enhancements.

Explore what’s next in lung cancer at the 2026 World Medical Innovation Forum.

Featured Experts

Justin Gainor MD

Division Chief, Solid Tumor Medical Oncology, Mass General Brigham Cancer Institute
Associate Professor of Medicine, Harvard Medical School

 Zofia Piotrowska MD

Clinical Director, Thoracic Medical Oncology, Mass General Brigham Cancer Institute
Associate Professor of Medicine, Harvard Medical School

About This Series

This discussion is part of the MGB KOL Series, a program convened by Bank of America Global Research featuring clinicians from Mass General Brigham and Harvard Medical School in advance of the World Medical Innovation Forum. Similar topics will be examined at the Forum in Boston, September 22–23, 2026.