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From the Watchtower · Page 2

Oncology intelligence, in the open.

Briefings 25–48 of 65, newest first.

Editorial illustration for the Prognyx briefing on belzutifan (Welireg) plus lenvatinib (Lenvima), HIF-2α inhibitor Briefing ·

Per Endpoints, Merck's Welireg-Lenvima wins FDA approval in advanced ccRCC

The FDA approved belzutifan plus Eisai's lenvatinib on 24 September 2026 for adults with advanced renal cell carcinoma with a clear-cell component after a PD-1 or PD-L1 inhibitor, pushing the HIF-2α inhibitor past its VHL-disease niche.

Editorial illustration for the Prognyx briefing on lirafugratinib (Lyrfigtu), FGFR2 Briefing ·

Per Endpoints, Elevar's Lyrfigtu wins first FDA nod in FGFR2 bile duct cancer

Endpoints News reports the FDA cleared lirafugratinib for FGFR2 fusion or rearrangement cholangiocarcinoma second-line, Elevar's first approval, in a cancer diagnosed in about 8,000 Americans a year.

Editorial illustration for the Prognyx briefing on SOT106, antibody-drug conjugate (undisclosed target) Briefing ·

SOTIO's SOT106 ADC lands FDA Orphan Drug and osteosarcoma Fast Track

The LRRC15-targeting antibody-drug conjugate now holds Orphan Drug status in soft tissue sarcoma and Fast Track in osteosarcoma, per SOTIO, but it has yet to dose a patient.

Editorial illustration for the Prognyx briefing on THIO (tovorafenib is unrelated; MAIA's agent is 6-thio-dG), telomere-targeting agent (telomerase-dependent) Briefing ·

MAIA reports Phase 3 THIO enrolling on pace in 3rd-line NSCLC

MAIA's 22 September release cites enrollment momentum, not data, for the 300-patient THIO-104 trial of its telomere-targeting agent sequenced ahead of cemiplimab after checkpoint-inhibitor failure.

Editorial illustration for the Prognyx briefing on teclistamab (Tecvayli), BCMA x CD3 bispecific antibody Briefing ·

CHMP backs J&J's teclistamab for earlier-line relapsed/refractory myeloma

The EMA's committee adopted a positive opinion on 17 September 2026 recommending TECVAYLI after just one prior therapy, per the EMA, J&J's release and OncLive, pushing the BCMA bispecific fight closer to second line.

Editorial illustration for the Prognyx briefing on relacorilant (Lifyorli), glucocorticoid receptor antagonist Briefing ·

CancerNetwork: CHMP backed Lifyorli combo for platinum-resistant ovarian cancer

CancerNetwork and Corcept's wire release via STT Info report the glucocorticoid-receptor antagonist combo cleared the EMA's CHMP on 18 September 2026; the binding European Commission decision follows, which the company expects in the fourth quarter of 2026.

Editorial illustration for the Prognyx briefing on mosunetuzumab (Lunsumio), CD20 x CD3 bispecific antibody Briefing ·

Roche says Lunsumio combo hits PFS goal in Phase 3 CELESTIMO trial

Roche reports its Phase III CELESTIMO trial of mosunetuzumab plus lenalidomide beat rituximab plus lenalidomide on progression-free survival in relapsed/refractory follicular lymphoma, the confirmatory study for the bispecific's US accelerated approval.

Editorial illustration for the Prognyx briefing on Zumrad, bladder cancer Briefing ·

Pfizer withdraws EU bladder cancer filing for Zumrad after CHMP concerns, per AllSci

Trade press reports the CHMP-triggered retreat ended Zumrad's EU Joint Clinical Assessment; a later report frames it as Pfizer following AstraZeneca, a link Prognyx could not confirm in primary records.

Editorial illustration for the Prognyx briefing on trastuzumab deruxtecan (Enhertu), HER2 Briefing ·

Enhertu posts 14.3-month first-line PFS in HER2-mutant NSCLC (DESTINY-Lung04)

AstraZeneca reports a Phase III first-line PFS win over the immunotherapy-chemo standard; the hazard ratio and overall survival are not yet disclosed.

Editorial illustration for the Prognyx briefing on gotistobart, CTLA-4 antibody Briefing ·

Gotistobart lifts median OS in PRESERVE-003 stage 1 squamous NSCLC

BioNTech and OncoC4 reported 18.5-month median OS versus 10.0 months for docetaxel in non-pivotal stage 1 of PRESERVE-003; the pivotal stage 2 test is still the decision point. [1]

Editorial illustration for the Prognyx briefing on sonrotoclax (BGB-11417) plus zanubrutinib (BGB-3111), BCL2 inhibitor plus BTK inhibitor Briefing ·

BeOne’s CLL Phase 3 puts sonrotoclax against venetoclax plus acalabrutinib

The recruiting 500-patient NCT07277231 trial turns BeOne’s sonrotoclax-zanubrutinib strategy from a broad CLL program into a direct fixed-duration BCL2/BTK combination contest, while public sources still show no results for the pivotal CLL studies.[1]

Editorial illustration for the Prognyx briefing on zipalertinib, EGFR exon 20 insertion mutation Briefing ·

Zipalertinib's REZILIENT3 hits its PFS endpoint in first-line EGFR exon 20 lung cancer; full data land 13 September

Taiho and Cullinan report a Phase 3 first-line PFS win at interim; the hazard ratio and median PFS are not yet disclosed and are set for IASLC on 13 September 2026, while the only regulatory date on record, a 27 February 2027 PDUFA, governs a separate post-platinum filing.

Editorial illustration for the Prognyx briefing on GPRC5D-directed CAR-T, relapsed/refractory multiple myeloma post-CAR-T Briefing ·

Per Endpoints News, Bristol Myers Squibb claims Phase 2 success for a GPRC5D-directed CAR-T in multiple myeloma

Endpoints News reports the win frames a GPRC5D CAR-T as a post-relapse option for myeloma patients who progress after CAR-T therapy.

Editorial illustration for the Prognyx briefing on Imfinzi (durvalumab) plus Imdelltra (tarlatamab), PD-L1 checkpoint inhibitor + DLL3 x CD3 T-cell engager Briefing ·

AstraZeneca reports durvalumab-tarlatamab maintenance improves survival in first-line ES-SCLC

The company's 8 September press release reports statistically significant overall and progression-free survival gains from adding tarlatamab to durvalumab first-line maintenance, after durvalumab plus platinum-etoposide induction, in NCT07005128; no hazard ratios, medians or p-values were released.

Editorial illustration for the Prognyx briefing on Novartis CAR-T therapy (experimental), CAR-T (chimeric antigen receptor T-cell) Briefing ·

Per Endpoints News, Novartis pauses immunology and neuroscience CAR-T studies after three patient deaths

Per Endpoints News, Novartis has halted immunology and neuroscience studies of an experimental CAR-T therapy after three patient deaths.

Editorial illustration for the Prognyx briefing on PF-08046031, CD228-targeted antibody-drug conjugate Briefing ·

Pfizer licenses its terminated CD228 ADC PF-08046031 to Medicus Pharma while keeping the patents and over $1B in potential milestones

Prognyx read: a large pharma divesting an ADC rather than buying one, Pfizer hands off a Seagen-derived asset it had already shelved (per Endpoints and Fierce Biotech), but structures the exit to keep patent ownership and pivotal-stage optionality.

Editorial illustration for the Prognyx briefing on camizestrant, oral selective estrogen receptor degrader (SERD) Briefing ·

FDA grants accelerated approval to AstraZeneca's Etcamah (camizestrant), an oral SERD, for ESR1-mutant HR+/HER2- advanced breast cancer

The FDA granted accelerated approval to Etcamah (camizestrant) for HR-positive, HER2-negative advanced breast cancer upon detection of an ESR1 mutation during aromatase-inhibitor and CDK4/6-inhibitor therapy, the SERENA-6 switch setting, months after a spring-2026 adcomm reportedly voted against the drug.

Editorial illustration for the Prognyx briefing on etentamig, BCMA x CD3 bispecific T-cell engager Briefing ·

AbbVie's etentamig cuts progression-or-death risk 60% in Phase 3 CERVINO myeloma trial

AbbVie reports the BCMA×CD3 bispecific met dual primary endpoints versus standard therapies; the readout rests on trade coverage and a syndicated release, and Prognyx maps CERVINO to registered Phase 3 trial NCT06158841 on matching trial design.

Editorial illustration for the Prognyx briefing on ivonescimab, PD-1 × VEGF bispecific antibody Briefing ·

Summit files HARMONi-2 OS-positive update for ivonescimab

Summit’s 3 September 2026 8-K says Akeso reported statistically significant OS improvement for ivonescimab monotherapy versus pembrolizumab monotherapy in China’s HARMONi-2 Phase III trial in PD-L1-positive advanced NSCLC. [1]

Editorial illustration for the Prognyx briefing on Tudriqev (vusolimogene oderparepvec, RP1), Oncolytic HSV-1 immunotherapy (GM-CSF-armed) Briefing ·

Per Endpoints, a CBER Director Overruled Reviewers to Clear Replimune's Tudriqev

Endpoints reports that Asha Das overruled CBER reviewers to grant accelerated approval to Replimune's melanoma treatment Tudriqev; Prognyx did not receive a primary FDA approval record, label or review memo in the dossier [1].

Editorial illustration for the Prognyx briefing on Enhertu (trastuzumab deruxtecan) plus pertuzumab, HER2 Briefing ·

Enhertu plus pertuzumab wins EU first-line HER2-positive metastatic breast cancer approval

AstraZeneca says the European approval creates the first new first-line HER2-positive metastatic breast cancer regimen in more than a decade [1]; the supplied dossier did not include an EMA/EC label, EPAR, pivotal trial identifier, or efficacy table behind the decision.

Editorial illustration for the Prognyx briefing on Rezatapopt, p53 / mutant p53 reactivation, likely p53 Y220C Briefing ·

PMV announces 31 August rezatapopt ovarian update for PYNNACLE

PMV announced updated interim rezatapopt ovarian data on 31 August 2026; the updated ORR, safety, cutoff date, denominator, and central-review data are not present in the supplied dossier excerpt.[1]

Editorial illustration for the Prognyx briefing on Navtemadlin (KRT-232) — confirm the exact designation from the primary Ipsen release, MDM2 (p53–MDM2 interaction inhibitor) Briefing ·

Ipsen closes the Kartos acquisition, and inherits one recruiting Phase 3 with a 31 December 2026 primary completion date

The MDM2 inhibitor navtemadlin arrives at Ipsen as a single live trial, 600 patients, placebo-controlled on top of ruxolitinib, while four earlier Kartos studies sit unverified on the registry with no results posted. A USD 450m price tag comes from a press headline, not from the release text Prognyx could read.

Editorial illustration for the Prognyx briefing on Intismeran autogene (mRNA-4157 / V940), given with pembrolizumab, Individualized neoantigen therapy (personalized mRNA cancer vaccine) combined with PD-1 blockade Briefing ·

Merck and Moderna declare a Phase 3 melanoma win for intismeran autogene, per Endpoints News, Moderna's own filings had put the readout on the 2026 calendar

Endpoints News reports the personalized cancer vaccine succeeded in its first Phase 3; the endpoint detail comes from a joint release Prognyx could reach only through a news aggregator, while the primary records, a JCO five-year Phase IIb dataset and three Moderna 8-K exhibits, describe the programme around the result rather than its size.