Baili Tianheng Bispecific ADC Shows 100% ORR in First-Line EGFR-Mutant Lung Cancer

Oct 26, 2026 09:24 ET · 2h ago

TREE NEWS update: Baili Tianheng presented data on Oct. 26 at the ESMO annual meeting for its bispecific ADC, lenvatinib? no —伦康依隆妥单抗. In the Phase III PANKU-Lung01 second-line study, the drug reduced the risk of disease progression or death by 60% versus chemotherapy, with median PFS of 11.1 months; results were simultaneously published in The Lancet. In a first-line Phase II study, the combination with osimertinib in 40 patients achieved a 100% ORR, with 27-month PFS and OS rates of 83.8% and 91.5%.

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AI take

The second-line Phase III result, with simultaneous Lancet publication, is the more bankable signal here: a 60% reduction in progression or death versus chemotherapy is the kind of effect size regulators and partners notice. The first-line 100% ORR figure in just 40 patients is the headline-grabber but the thinner evidence, and the durability rates, not the response rate, are what determine whether the combination has a real case. The open question is how the first-line signal holds up in a larger, controlled setting.

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