Blow To Roche Growth Prospects As TIGIT Lung Cancer Trial Fails
Cancer Combination Fails In Phase III
Failure of the tiragolumab plus Tecentriq combination in first line NSCLC patients is a blow to Roche’s immunotherapy aspirations, and its long-term growth strategy.
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An “inadvertent disclosure” of data has done Roche’s share price no harm, but analysts are still unsure that its TIGIT immunotherapy can prove a threat to Merck’s all-conquering Keytruda.
The ARC-7 trial showed a progression-free survival benefit in NSCLC, but the PFS benefit for zimberelimab/domvanalimab wasn’t as big as analysts and oncologists had hoped.
Despite initial underwhelming competitive data on the cancer target, Merck said it is expanding its investment behind its anti-TIGIT drug vibostolimab. Roche updated investors on its program too.