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REAL-TIME GLOBAL RESEARCH

Colorectal Cancer landscape: Zanza atezo, PD1 VEGF, others - KOL call takeaways

Published: 2026-07-27Institution: UBS EquitiesPages: 15Original language: EnglishEvidence page: 2

Research evidence excerpt

Colorectal Cancer landscape: Zanza atezo, PD1 VEGF, others - KOL call takeaways

PD-(L)1xVEGF bispecific potentially applicable to ~90% of first-line CRC patients

The physician believes PD-(L)1xVEGF bispecifics are well positioned because they target a

broad MSS CRC population rather than a narrow biomarker-defined subset. Excluding

MSI-H and BRAF-mutant patients, he estimates that roughly ~90% of 1L CRC patients

could potentially be candidates for this treatment paradigm. He noted that

approximately 30% of patients may be RAS WT with left-sided tumors, where EGFR-

directed therapies remain a treatment option. In his view, broader adoption of PD-

(L)1xVEGF bispecifics in this population may require direct comparative data versus

EGFR-based regimens. Nonetheless, he believes PD-(L)1xVEGF therapies could be

broadly applicable across the majority of first-line MSS CRC patients.

Median PFS >11 months could represent a clinically meaningful improvement

over beva-based therapy

For efficacy benchmarks, the physician suggested that median PFS improving from

approximately 8-9 months with current bevacizumab-based regimens to >11 months

would represent a clinically compelling outcome. Smaller PFS improvements could still

support adoption if accompanied by a superior safety profile, particularly given the

limitations associated with chronic VEGF inhibition. He also emphasized that MSS CRC

remains a biologically heterogeneous disease, making both cross-trial comparisons and

efficacy benchmarking challenging. While OS remains more difficult to define because

treatment paradigms and post-progression options continue to evolve, he believes a

clinically meaningful survival benefit with median overall survival of ~38 months will

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