Sac-TMT Lines Up A Win In The Uterine Lining

研报英文原文证据摘录

Sac-TMT Lines Up A Win In The Uterine Lining

Pharmaceuticals (Major) & Large Cap Biotechnology

FLASH

FLASH: MERCK (MRK) May 18, 2026

Sac-TMT Lines Up A Win In The Uterine Lining Rating:

OutperformAn OS and PFS win in endometrial cancer. Merck (MRK) this morning announced the Price:

first results coming out of the TroFuse trials, the global phase 3 development program $111.38

investigating sacituzumab tirumotecan (sac-TMT). On both primary endpoints of Price Target:

$150progression-free survival (PFS) and overall survival (OS), the TROP2-targeting ADC

% Upside:

demonstrated a statistically significant benefit over the physician's choice of TPC 34.7%

chemotherapy (i.e., taxane+platin+capecitabine, with the choice of either doxorubicin

or paclitaxel as the taxane) in patients with advanced endometrial carcinoma who Source: FactSet, Wolfe Research

Priced as of 05/15/26

had received prior platinum-based chemotherapy and immunotherapy. This builds

off the positive results from a phase 1/2 trial (MK-2870-001) where the confirmed

ORR was 29.8% at the phase 3 dose (4 mg/kg Q2W). In addition to this study, MRK

is also running the TroFuse-033 trial in 1L mismatch repair proficient endometrial

cancer in combination with Keytruda; we suspect that today's result validates sac-

TMT's biology in this indication and de-risks the combination. Alexandria Hammond

ahammond@wolferesearch.com

A stat sig benefit in a global population. While no granular data were provided this (646) 582-9320

View Alexandria’s Researchmorning, we'd note that this first win from the global TroFuse trial bodes well for View MRK Model

both patients with endometrial cancer and the overall global program, which also View Comp Table

spans gastric, NSCLC, breast, cervical, and ovarian indications.