Pharmaceutical Sector: Expert seminar: Deep dive into lung cancer clinical development, prospects for next-generation standard of care

研报英文原文证据摘录

Pharmaceutical Sector: Expert seminar: Deep dive into lung cancer clinical development, prospects for next-generation standard of care

J P M O R G A N Asia Pacific Equity Research

29 July 2026

Pharmaceutical Sector

Expert seminar: Deep dive into lung cancer clinical

development, prospects for next-generation standard of

care

We hosted a seminar on July 21 with Dr. Yuji Uehara (Department of Thoracic Japan Equity Research

Oncology/Department of Experimental Therapeutics, National Cancer Center

Biotechnology & Pharmaceuticals/

Hospital) covering clinical development trends in lung cancer and the prospects for Medical Technologies & Services

next-generation standard of care. Discussion centered on (1) the clinical impact of AC Seiji Wakao, Ph.D.

the key ASCO 2026 abstracts, (2) KEYNOTE-189 as the benchmark (pembro

(81-3) 6736-8612

+pemetrexed+platinum: the backbone regimen for 1L driver-negative non- seiji.wakao@jpmorgan.com

squamous NSCLC), (3) the competitive landscape in 1L NSCLC (next-generation Yugo R. Kamimura, Ph.D.

therapies such as PD-(L)1xVEGF bispecifics, and how to assess the rising number (81-3) 6736-8635

of China-originated candidates), (4) the current state of TROP2 ADCs (Dato-DXd, yugo.kamimura@jpmorgan.com

sac-TMT, SG), and (5) expectations for biomarkers (QCS/NMR) and the Naoko Saito

challenges of implementing them. (81-3) 6736-8693

naoko.saito@jpmorgan.com

For Daiichi Sankyo’s Datroway (Dato-DXd) to win share in 1L, it will need to show JPMorgan Securities Japan Co., Ltd.

a clinically meaningful OS difference versus the KEYNOTE-189 regimen. Safety

is a major challenge for Datroway: rates of interstitial lung disease (ILD), which

physicians are keen to avoid, are relatively high, and adding it to carboplatin can