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 drug maker announced Phase III results for the HIF-2α inhibitor in renal cell carcinoma patients with disease progression following PD-1/PD-L1 and anti-VEGF therapy.

Executives said there had been no cases of interstitial lung disease, while ILD – including fatal events – has become a potential problem for AstraZeneca/Daiichi Sankyo’s dato-DXd.

Novartis declined to option BeiGene’s TIGIT inhibitor, ociperlimab. BeiGene will continue a Phase III study combining it with PD-1 inhibitor tislelizumab while dropping another Phase III.