Lung Cancer: Key Takeaways from Cantor's 2nd Annual Oncology Symposium

研报英文原文证据摘录

Lung Cancer: Key Takeaways from Cantor's 2nd Annual Oncology Symposium

Biotechnology

EQUITY RESEARCH Industry Report

May 26, 2026

Lung Cancer: Key Takeaways from Cantor's 2nd

Research Analysts:

Carter Gould Annual Oncology Symposium

212-915-1794

Carter.Gould@cantor.com Our lung cancer panel focused on three main topics: (1) Summit (OW)/

Eric Schmidt

212-294-7724 Akeso’s (NC) ivonescimab (PD-1 x VEGF bispecific) in 1L disease, (2) novel

Eric.Schmidt@cantor.com TKIs for EGFR exon20 insertion NSCLC, and (3) DLL3-targeted assets for

Li Watsek SCLC. The tone on ivonescimab was quite constructive, with the KOLs taking

212-915-1221 a non-consensus view that HARMONi-3 could hit on both PFS and OS. In Li.Watsek@cantor.com

EGFR exon20 disease, the panelists were encouraged by the emergence of Funing Lin

212-294-7739 additional oral targeted therapies. In SCLC, they viewed the pace of DLL3

Funing.Lin@cantor.com innovation as increasingly transformative despite a competitive landscape.

Ryan Chen Here are the key highlights...

212-294-7862

Ryan.Chen@cantor.com

Daniel Bronder, PhD SMMT/Akeso's Ivonescimab in frontline NSCLC with non-actionable

212-610-2433 genomic alterations (non-AGA)

Daniel.Bronder@cantor.com

●The panelists agreed that the relevant 1L non-AGA NSCLC bar is

pembrolizumab + chemotherapy, with KEYNOTE-189 serving as the

benchmark in non-squamous disease and KEYNOTE-407 in squamous

disease.

●Histology matters, and squamous, non-squamous, and EGFR-

mutant NSCLC should not be treated as interchangeable

tumors. The KOLs emphasized that these are biologically distinct

disease settings, and therefore may respond differently to

ivonescimab. As a result, the panelists were cautious about

using data from one setting, particularly EGFR-mutant NSCLC, to