StockDuty ← Dashboard Oct 26, 2026 11:09 AM ET
SignalFDA/Bio

Izalontamab Brengitecan (Iza-Bren) Doubles Median Progression-Free Survival in Patients with Previously-Treated EGFR-Mutated Non-Small Cell Lung Cancer Compared to Chemotherapy in the Phase 3 PANKU-Lu

Iza-Bren doubled median progression-free survival versus chemotherapy in Phase 3 PANKU-Lung01 EGFR-mutated NSCLC.

What happened: SystImmune and Bristol Myers Squibb (NYSE: BMY) reported positive interim Phase 3 PANKU-Lung01 results for iza-bren, an EGFRxHER3 bispecific antibody-drug conjugate, versus platinum-based chemotherapy in previously treated EGFR-mutated non-squamous NSCLC. Key numbers: Median PFS by BICR 11.1 months for iza-bren (n=216) vs Why it matters: The data were presented as a late-breaking oral at ESMO 2026 and published in The Lancet. Iza-bren has shown clinical benefit across five Phase 3 trials in five tumor types and holds FDA Breakthrough Therapy Designation for this indication. Market: -2.4% today ($61.48), +16.2% YTD, 0.8x vol — as of 11:00 UTC Verified: Q3_2026 (Oct 29) revenue $12.0B vs $12.0B est; next print ~Jan 28
SystImmune and Bristol Myers Squibb (NYSE: BMY) reported positive interim Phase 3 PANKU-Lung01 results for iza-bren, an EGFRxHER3 bispecific antibody-drug conjugate, versus platinum-based chemotherapy in previously treated EGFR-mutated non-squamous NSCLC.
The data were presented as a late-breaking oral at ESMO 2026 and published in The Lancet. Iza-bren has shown clinical benefit across five Phase 3 trials in five tumor types and holds FDA Breakthrough Therapy Designation for this indication. Market: -2.4% today ($61.48), +16.2% YTD, 0.8x vol — as of 11:00 UTC Verified: Q3_2026 (Oct 29) revenue $12.0B vs $12.0B est; next print ~Jan 28
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