Baili Tianheng’s EGFR×HER3 ADC Hits Phase III Success in HR+ HER2- Breast Cancer, Published in The Lancet

The dual signal here matters more than the endpoint itself: a late-breaking presentation paired with simultaneous full publication in The Lancet is unusually strong validation for a first-in-class bispecific ADC, and it lands in HR+ HER2- breast cancer, a large population where later-line options remain limited. The read-across extends beyond Baili to the broader EGFR×HER3 bispecific class, which now has a Phase III benchmark against which rival programs will be measured. The open questions are whether the trial's benefit holds across the prior-treatment subgroups and how the competitive later-line landscape shapes positioning; the published data, not the headline, will decide that.