🏢 官网IRSMMTCodex · 实盘可交易 · 做多市场:美股▲ 赚 +2.41% · 已结算把握 5/10
北京时间·🕒 发布 18:30:00时区推断·⟳ 抓取 18:32:53·⚡ 决策 07-22 18:41:15 +8m22s·96.9 天前
Summit公布ivonescimab全球HARMONi三期更新OS分析,西方患者HR改善至0.76并提交FDA
Summit Therapeutics(SMMT.US)在美股盘前发布公司一手数据,HARMONi更新分析显示全ITT和西方患者OS HR均为0.76,较4月主要分析的0.79及西方亚组0.98改善,直接支持11月14日PDUFA前的FDA审评叙事。
📄 原文SMMT↗ 原文
Western Patients Achieved OS HR of 0.76, Consistent with Asian Patients in this Global Phase III Study MIAMI--(BUSINESS…
▲ 赚 +2.41%入场 07-22 盘前首笔 @14.34 → 离场 07-23 常规开盘 @14.73
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑OS更新支撑FDA审评,只在盘前跳涨回落后低吸
怎么买 限价买入 不高于 14.18、2 个交易日内有效
怎么卖 止盈 +6%(半仓)/+12%(清仓) · 止损 -7% · 时间止损 3日
不做 康方生物(09926.HK)
康方生物(09926.HK)虽为原研方并有里程碑及销售提成权益,但港股已在事件前收涨4.55%、20日涨15.67%,且本次为Summit授权地区FDA材料更新,短线更直接的交易腿是SMMT.US,港股次日追买无足够edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 SMMT.US Summit Therapeutics
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 SMMT.US Summit Therapeutics
| 收益状态 | +2.41% 已平仓 |
|---|---|
| 进场成交 | 2026-07-22 · 盘前首笔 · 07-22 18:33 北京 · @14.3379 · 成交 1% |
| 离场成交 | 2026-07-23 · 常规开盘 · @14.73 |
| 毛收益 | +2.73% |
| 成本 | +0.32% |
| 净收益 | +2.41% |
| 计入收益 | +0.02% |
| 建仓日 | 2026-07-22 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 15:33
研究档案
消息传播链
- 公司一手披露HARMONi更新OS分析,Western患者HR改善至0.76,数据已提供给FDA。市场反应:SMMT.US盘前报价14.63美元,较前收13.50美元上涨8.37%。
- SEC文件确认Summit拥有ivonescimab在授权地区的商业化权利,并需向康方支付里程碑及低双位数销售提成。
- 2026-07-22市场反应Futu quote非一手康方生物(09926.HK)当日收涨4.55%,但事件发生时港股已收盘,存在同药物预期提前交易风险。市场反应:09926.HK收98.90港元,+4.55%。
关键理由
- Summit Therapeutics(SMMT.US)在美股盘前发布公司一手数据,HARMONi更新分析显示全ITT和西方患者OS HR均为0.76,较4月主要分析的0.79及西方亚组0.98改善,直接支持11月14日PDUFA前的FDA审评叙事。
- 商业化量级上,Summit拥有ivonescimab在美洲、欧洲、中东、非洲和日本的开发商业化权利,现阶段几乎无产品收入;若获批,EGFR突变NSCLC二线后治疗人群可从零收入进入商业化,增量主要体现为产品销售扣除给康方的低双位数销售提成及里程碑后归属Summit。
- 当前SMMT盘前已涨8.37%,但事件为刚发布的FDA相关更新数据,近期5日仍跌8.47%、20日基本持平,未见本事件已广泛传播;只用回落限价参与,不追高。
主要风险
- 该更新仍未披露June 2026数据的置信区间、p值和中位OS,且4月主要OS分析p=0.057未达统计显著,FDA仍可能要求更完整证据或在PDUFA前形成监管不确定性。
- SMMT同药物数据先例分化且偏见光死,已盘前跳涨超过8%,若开盘高开低走则说明市场借利好兑现。
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
4月主要OS分析HR 0.79但p=0.057未达统计显著,本次仅披露HR未披露CI/p值,削弱追高确定性。
检索:Summit Therapeutics ivonescimab risks HARMONi OS not statistically significant FDA advisory committee CRL 原文 ↗ - 做多前查反向 · 来源 kb_search · 日期 2026-06-30 · 影响 none
内部库已有6月专家访谈覆盖HARMONi-6和ivonescimab管线,说明药物主线非低关注,但未命中本次June 2026更新OS分析的旧闻。
检索:Summit Therapeutics ivonescimab revenue royalty Akeso license economics HARMONi NSCLC 原文 ↗ - 做多前查反向 · 来源 stock_quote · 日期 2026-07-22 · 影响 weakens
SMMT盘前已上涨8.37%,且13周轨迹从100降至64,左侧做多逆风,需用限价低吸而非开盘追价。
检索:SMMT.US stock_quote full
历史先例(按相似度)
- 相似度 9/10 SMMT 2026-04-28 HARMONi全球三期主要OS分析未达统计显著但趋势积极,属PDUFA前同项目数据相位。 原文 ↗
事件后 +1日 -2.0% · +2日 +0.9% · +3日 -24.2% · +4日 -20.1% · +5日 -17.5%
相似度依据:同一全球HARMONi OS审评前更新,相位最接近;但当时OS未达统计显著,市场反应偏负。 - 相似度 9/10 RVMD 2026-04-14 Revolution Medicines公布RASolute 302胰腺癌III期OS阳性并计划全球/FDA申报,单品种价值重估属性强。 原文 ↗
事件后 +1日 +3.8% · +2日 +1.5% · +3日 +1.1% · +4日 -0.5% · +5日 +1.3%
相似度依据:同为美国肿瘤biotech、III期OS阳性且计划全球/FDA申报,单品种价值重估属性接近。 - 相似度 8/10 SMMT 2025-05-30 Summit披露HARMONi-6三期OS阳性顶线数据,属于ivonescimab核心临床数据催化。 原文 ↗
事件后 +1日 -2.7% · +2日 +13.2% · +3日 +7.4% · +4日 +8.3% · +5日 +13.0%
相似度依据:同一公司同一药物三期OS数据读出,但当时为HARMONi-6顶线而非FDA BLA补充更新。 - 相似度 8/10 CORT 2026-01-22 Corcept披露ROSELLA关键III期铂耐药卵巢癌达到OS主终点且NDA已在FDA审评,OS硬终点+监管兑现相位。 原文 ↗
事件后 +1日 +6.5% · +2日 +10.5% · +3日 +11.9% · +4日 +11.0% · +5日 +8.0%
相似度依据:同为美国生物科技股、注册性III期OS硬终点阳性且FDA审评/申报相位接近,但癌种和机制不同。 - 相似度 7/10 IOVA 2023-03-24 Iovance完成lifileucel BLA提交,基于阳性临床数据寻求FDA加速批准,事件相位是提交而非审批结果。 原文 ↗
事件后 +1日 +11.2% · +2日 +12.3% · +3日 +19.9% · +4日 +11.2% · +5日 +10.5%
相似度依据:同为美国肿瘤biotech基于临床数据向FDA提交上市申请,监管相位接近但不是OS更新。 - 相似度 7/10 09926 2026-04-28 HARMONi全球OS未达统计显著但趋势积极,对康方生物的同药物数据更新类比。 原文 ↗
事件后 +1日 -0.1% · +2日 -0.4% · +3日 -6.3% · +4日 -6.3% · +5日 -2.1%
相似度依据:同一HARMONi全球OS更新但映射至康方,显示审评前数据更新可能被兑现。 - 相似度 7/10 03692 2026-07-10 翰森制药B7-H3 ADC在SCLC注册性III期达到OS主终点并拟推进中国BLA,ADC/肺癌/OS硬终点机制相近。 原文 ↗
事件后 +1日 +1.8% · +2日 +1.9% · +3日 +2.7% · +4日 +3.8% · +5日 -0.4%
相似度依据:同为肺癌/肿瘤注册性III期OS阳性且涉及大药企海外权益,但港股药企弹性和监管路径不同。 - 相似度 6/10 SMMT 2024-05-30 Summit披露ivonescimab HARMONi-2积极结果,引发早期价值重估。 原文 ↗
事件后 +1日 -20.5% · +2日 -19.1% · +3日 -33.1% · +4日 -26.4% · +5日 -25.6%
相似度依据:同一药物积极三期数据,但彼时股价从低位暴涨后次日回落,交易相位与当前盘前跳涨类似。 - 相似度 6/10 COGT 2026-04-01 Cogent完成bezuclastinib NDA提交,基于阳性III期PEAK且RTOR/突破性疗法资格,监管提交相位接近。 原文 ↗
事件后 +1日 -0.1% · +2日 +0.5% · +3日 +1.1% · +4日 +4.8% · +5日 +6.0%
相似度依据:同为美国biotech监管提交相位,但基础资产是GIST药物NDA而非肺癌III期OS更新。 - 相似度 6/10 09926 2025-05-30 康方生物交易HARMONi-6 OS阳性数据,作为ivonescimab权益方跨市场类比。 原文 ↗
事件后 +1日 -10.5% · +2日 -3.7% · +3日 -3.2% · +4日 -2.2% · +5日 -1.9%
相似度依据:同药物源头权益方,但港股市场机制和交易时区不同,只能参考方向和兑现风险。 - 相似度 5/10 PDSB 2026-01-09 PDS Biotech宣布FDA会议后提交III期方案修订以支持加速批准路径,偏监管路径而非同日III期OS读出。 原文 ↗
事件后 +1日 -8.4% · +2日 -10.3% · +3日 -7.9% · +4日 -11.7% · +5日 -11.1%
相似度依据:同为美国小型肿瘤biotech和FDA路径催化,但偏方案/加速批准路径而非III期OS新读出。 - 相似度 5/10 GSK 2026-07-10 GSK作为Hansoh HS-20093海外权益方发布首个B7-H3 ADC III期OS阳性数据,交易对手/授权方视角接近但大市值弹性极低。 原文 ↗
事件后 +1日 -0.9% · +2日 -2.9% · +3日 -2.5% · +4日 -0.0% · +5日 -1.9%
相似度依据:同为美国上市标的且属于中国创新药授权方III期OS阳性读出,但GSK大市值低弹性,不能直接外推SMMT幅度。 - 相似度 5/10 1177 2026-05-31 中国生物制药披露benmelstobart组合一线非鳞NSCLC III期阳性,肺癌III期读出但主终点为PFS且大药企弹性低。 原文 ↗
事件后 +1日 -1.4% · +2日 -3.7% · +3日 -5.1% · +4日 -5.9% · +5日 -8.6%
相似度依据:同为肺癌III期积极结果,但主终点偏PFS且中国生物制药为大型综合药企,单一管线弹性较低。 - 相似度 4/10 JANX 2024-02-26 Janux公布实体瘤T细胞engager早期积极临床数据引发平台重估,但为I期非注册性数据,阶段早于当前。 原文 ↗
事件后 +1日 +229.5% · +2日 +208.6% · +3日 +220.4% · +4日 +215.7% · +5日 +182.2%
相似度依据:同为美国肿瘤临床数据价值重估,但为I期早期数据,阶段和监管确定性显著弱于当前。 - 相似度 4/10 0013 2026-01-14 和黄医药发布SACHI III期Lancet结果,savolitinib+osimertinib已获批中国,肺癌靶向组合验证但相位偏发表/已获批后。 原文 ↗
事件后 +1日 +2.1% · +2日 +8.6% · +3日 +5.7% · +4日 +5.0% · +5日 +5.4%
相似度依据:同为肺癌III期数据披露,但相位偏论文/已获批后验证,不是FDA前注册性OS更新。
工具调用 · 历史记录,结果未知(7 种)
- search_processed_events · 结果未知
- normalize_ticker · 结果未知
- kb_search · 结果未知
- search_case_library · 结果未知
- price_snapshot · 结果未知
- event_study · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 8,000 字
Western Patients Achieved OS HR of 0.76, Consistent with Asian Patients in this Global Phase III Study
MIAMI--(BUSINESS WIRE)--
Summit Therapeutics Inc. (Nasdaq: SMMT) today announced results of an updated overall survival (OS) analysis from the global Phase III HARMONi clinical trial featuring the novel, potential first-in-class investigational bispecific antibody ivonescimab. Ivonescimab plus platinum-doublet chemotherapy in this trial continues to show a positive OS trend and a consistent efficacy and safety profile in Asian and western patients when compared to chemotherapy alone. The HARMONi study is evaluating ivonescimab combined with chemotherapy compared to placebo plus chemotherapy in patients with endothelial growth factor receptor (EGFR)-mutated, locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) who were previously treated with a third-generation EGFR tyrosine kinase inhibitor (TKI). The study demonstrated a statistically significant benefit in the primary analysis for progression-free survival (PFS), one of the study’s two primary endpoints along with OS. Summit’s Biologics License Application (BLA) with the U.S. Food and Drug Administration (FDA) is based on the results from the HARMONi trial and has a Prescription Drug User Fee Act (PDUFA) goal action date of November 14, 2026.
In April 2025, the primary OS analysis was performed, whereby ivonescimab in combination with chemotherapy showed a positive trend without achieving a statistically significant benefit with a hazard ratio of 0.79 (95% CI: 0.62 – 1.01; p=0.057). Median OS was 16.8 months for those patients administered ivonescimab plus chemotherapy vs. 14.0 months for those receiving placebo plus chemotherapy. At the time of the primary analysis, median follow-up time for western patients was 9.2 months and less than the median OS at the time of the primary analysis.
In September 2025, an additional analysis was performed, whereby the western patients were followed to increase their time on study (Asian patients were included and locked at the time of the primary analysis at a median follow-up time of 32.7 months). This analysis included longer-term follow-up of western patients of 13.7 months. A hazard ratio of 0.78 (95% CI: 0.62 – 0.98; nominal p=0.0332) was observed, consistent with the primary analysis. Median OS remained the same in both arms from the primary analysis.
An additional analysis was performed with a data cut-off date in June 2026, whereby most western patients have now discontinued treatment or completed two years of treatment. The median follow-up time for western patients now is 23.2 months. The cutoff date for Asian patients was consistent with the prior analysis with a median follow-up time of 32.7 months. A hazard ratio of 0.76 was observed in both the full intention-to-treat population and the subgroup of western patients. More detailed data from this analysis are intended to be presented at an upcoming medical meeting. These results have been made available to the FDA.
Global Overall Survival Analyses at Each Data Cut-Off
DCO: Apr 2025
(Primary Analysis)
DCO: Sept 2025
DCO: June 2026*
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
(n=219)
(n=219)
(n=219)
(n=219)
(n=219)
(n=219)
Hazard Ratio,
ITT
0.79
0.78
0.76
DCO = data cut-off; ITT = intention-to-treat population; mos = months; chemo = chemotherapy
*Note: Additional information, including median OS, confidence intervals for hazard ratios, etc., are intended to be presented at an upcoming medical conference
The hazard ratios for the subgroup of western patients improved from the analysis in April 2025 to the September 2025 and June 2026 analyses with longer-term follow-up of western patients. With longer follow-up, results of western patients are now consistent in terms of the magnitude of OS benefit with those patients enrolled in Asia, who had a longer follow-up at the time of the primary OS analysis.
Western Subgroup of Overall Survival Analyses at Each Data Cut- Off
DCO: Apr 2025
DCO: Sept 2025
DCO : June 2026*
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
(n=83)
(n=82)
(n=83)
(n=82)
(n=83)
(n=82)
Hazard Ratio,
Western pts
0.98
0.84
0.76
Median
follow-up
time
9.2 months
13.7 months
23.2 months
DCO = data cut-off; ITT = intention-to-treat population; pts = patients; chemo = chemotherapy
*Note: Additional information, including median OS, confidence intervals for hazard ratios, etc., are intended to be presented at an upcoming medical conference
In this most recent analysis, ivonescimab continued to demonstrate an acceptable and manageable safety profile that was consistent with previous Phase III data of ivonescimab plus chemotherapy. No additional safety signals were noted in this current HARMONi data cut.
“The positive results from this latest overall survival analysis in the global HARMONi study continue to support the translation of the therapeutic profile of ivonescimab across the globe, including western patients from North America and Europe,” stated Dr. Maky Zanganeh, President and Co-Chief Executive Officer of Summit. “We have made this updated analysis available to the FDA as we continue to progress our BLA filing for the potential approval of ivonescimab in the U.S.”
“As we have consistently stated, the ivonescimab clinical trial data across multiple histologies and tumor types have repeatedly portrayed a consistent message: ivonescimab has the opportunity to make a significant difference in the lives of patients with cancer,” added Robert W. Duggan, Chairman and Co-Chief Executive Officer of Summit. “Ivonescimab continues to demonstrate its potential to increase duration of life with a tolerable safety profile. With four positive Phase III studies and clear consistency between Asian and western patients demonstrated in the global HARMONi study in the gold-standard endpoint of overall survival, we believe that ivonescimab can represent the next generation of solid tumor cancer therapy through its differentiated bispecific design.”
About EGFR-Mutated NSCLC
Lung cancer is the second most commonly diagnosed cancer worldwide and remains the leading cause of cancer-related death globally, with an estimated 2.6 million new cases and 1.9 million deaths in 2024. 1 In the United States, the American Cancer Society estimates that approximately 230,000 new lung cancer cases will be diagnosed and nearly 125,000 deaths from lung cancer will occur in 2026. 2 Non-small cell lung cancer (NSCLC) is the most common type of lung cancer, representing approximately 80% to 85% of all cases. 1,3
EGFR mutations are among the most common actionable oncogenic drivers in non-squamous NSCLC, occurring in approximately 10-15% of patients in western populations and 40-50% of patients in Asia. 4,5 Activating EGFR mutations can drive tumor growth through aberrant EGFR signaling. 6 EGFR tyrosine kinase inhibitors (TKIs), including third-generation EGFR TKIs, are an important treatment approach for patients with advanced EGFR-mutated NSCLC. 4
Despite advances with EGFR-targeted therapy, most patients with locally advanced or metastatic EGFR-mutated NSCLC eventually experience disease progression after treatment with a third-generation EGFR TKI. 7 In patients with EGFR-mutated, locally advanced or metastatic non-squamous NSCLC previously treated with a third-generation EGFR TKI, treatment options remain limited, underscoring the need for new therapeutic approaches after progression on EGFR-targeted therapy. 7
About Ivonescimab
Ivonescimab, known as SMT112 in Summit’s license territories, North America, South America, Europe, the Middle East, Africa, and Japan, and as AK112 outside of Summit’s license territories, is a novel, potential first-in-class investigational bispecific antibody combining the effects of immunotherapy via a blockade of PD-1 with the
MIAMI--(BUSINESS WIRE)--
Summit Therapeutics Inc. (Nasdaq: SMMT) today announced results of an updated overall survival (OS) analysis from the global Phase III HARMONi clinical trial featuring the novel, potential first-in-class investigational bispecific antibody ivonescimab. Ivonescimab plus platinum-doublet chemotherapy in this trial continues to show a positive OS trend and a consistent efficacy and safety profile in Asian and western patients when compared to chemotherapy alone. The HARMONi study is evaluating ivonescimab combined with chemotherapy compared to placebo plus chemotherapy in patients with endothelial growth factor receptor (EGFR)-mutated, locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) who were previously treated with a third-generation EGFR tyrosine kinase inhibitor (TKI). The study demonstrated a statistically significant benefit in the primary analysis for progression-free survival (PFS), one of the study’s two primary endpoints along with OS. Summit’s Biologics License Application (BLA) with the U.S. Food and Drug Administration (FDA) is based on the results from the HARMONi trial and has a Prescription Drug User Fee Act (PDUFA) goal action date of November 14, 2026.
In April 2025, the primary OS analysis was performed, whereby ivonescimab in combination with chemotherapy showed a positive trend without achieving a statistically significant benefit with a hazard ratio of 0.79 (95% CI: 0.62 – 1.01; p=0.057). Median OS was 16.8 months for those patients administered ivonescimab plus chemotherapy vs. 14.0 months for those receiving placebo plus chemotherapy. At the time of the primary analysis, median follow-up time for western patients was 9.2 months and less than the median OS at the time of the primary analysis.
In September 2025, an additional analysis was performed, whereby the western patients were followed to increase their time on study (Asian patients were included and locked at the time of the primary analysis at a median follow-up time of 32.7 months). This analysis included longer-term follow-up of western patients of 13.7 months. A hazard ratio of 0.78 (95% CI: 0.62 – 0.98; nominal p=0.0332) was observed, consistent with the primary analysis. Median OS remained the same in both arms from the primary analysis.
An additional analysis was performed with a data cut-off date in June 2026, whereby most western patients have now discontinued treatment or completed two years of treatment. The median follow-up time for western patients now is 23.2 months. The cutoff date for Asian patients was consistent with the prior analysis with a median follow-up time of 32.7 months. A hazard ratio of 0.76 was observed in both the full intention-to-treat population and the subgroup of western patients. More detailed data from this analysis are intended to be presented at an upcoming medical meeting. These results have been made available to the FDA.
Global Overall Survival Analyses at Each Data Cut-Off
DCO: Apr 2025
(Primary Analysis)
DCO: Sept 2025
DCO: June 2026*
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
(n=219)
(n=219)
(n=219)
(n=219)
(n=219)
(n=219)
Hazard Ratio,
ITT
0.79
0.78
0.76
DCO = data cut-off; ITT = intention-to-treat population; mos = months; chemo = chemotherapy
*Note: Additional information, including median OS, confidence intervals for hazard ratios, etc., are intended to be presented at an upcoming medical conference
The hazard ratios for the subgroup of western patients improved from the analysis in April 2025 to the September 2025 and June 2026 analyses with longer-term follow-up of western patients. With longer follow-up, results of western patients are now consistent in terms of the magnitude of OS benefit with those patients enrolled in Asia, who had a longer follow-up at the time of the primary OS analysis.
Western Subgroup of Overall Survival Analyses at Each Data Cut- Off
DCO: Apr 2025
DCO: Sept 2025
DCO : June 2026*
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
Ivonescimab + Chemo
Placebo + Chemo
(n=83)
(n=82)
(n=83)
(n=82)
(n=83)
(n=82)
Hazard Ratio,
Western pts
0.98
0.84
0.76
Median
follow-up
time
9.2 months
13.7 months
23.2 months
DCO = data cut-off; ITT = intention-to-treat population; pts = patients; chemo = chemotherapy
*Note: Additional information, including median OS, confidence intervals for hazard ratios, etc., are intended to be presented at an upcoming medical conference
In this most recent analysis, ivonescimab continued to demonstrate an acceptable and manageable safety profile that was consistent with previous Phase III data of ivonescimab plus chemotherapy. No additional safety signals were noted in this current HARMONi data cut.
“The positive results from this latest overall survival analysis in the global HARMONi study continue to support the translation of the therapeutic profile of ivonescimab across the globe, including western patients from North America and Europe,” stated Dr. Maky Zanganeh, President and Co-Chief Executive Officer of Summit. “We have made this updated analysis available to the FDA as we continue to progress our BLA filing for the potential approval of ivonescimab in the U.S.”
“As we have consistently stated, the ivonescimab clinical trial data across multiple histologies and tumor types have repeatedly portrayed a consistent message: ivonescimab has the opportunity to make a significant difference in the lives of patients with cancer,” added Robert W. Duggan, Chairman and Co-Chief Executive Officer of Summit. “Ivonescimab continues to demonstrate its potential to increase duration of life with a tolerable safety profile. With four positive Phase III studies and clear consistency between Asian and western patients demonstrated in the global HARMONi study in the gold-standard endpoint of overall survival, we believe that ivonescimab can represent the next generation of solid tumor cancer therapy through its differentiated bispecific design.”
About EGFR-Mutated NSCLC
Lung cancer is the second most commonly diagnosed cancer worldwide and remains the leading cause of cancer-related death globally, with an estimated 2.6 million new cases and 1.9 million deaths in 2024. 1 In the United States, the American Cancer Society estimates that approximately 230,000 new lung cancer cases will be diagnosed and nearly 125,000 deaths from lung cancer will occur in 2026. 2 Non-small cell lung cancer (NSCLC) is the most common type of lung cancer, representing approximately 80% to 85% of all cases. 1,3
EGFR mutations are among the most common actionable oncogenic drivers in non-squamous NSCLC, occurring in approximately 10-15% of patients in western populations and 40-50% of patients in Asia. 4,5 Activating EGFR mutations can drive tumor growth through aberrant EGFR signaling. 6 EGFR tyrosine kinase inhibitors (TKIs), including third-generation EGFR TKIs, are an important treatment approach for patients with advanced EGFR-mutated NSCLC. 4
Despite advances with EGFR-targeted therapy, most patients with locally advanced or metastatic EGFR-mutated NSCLC eventually experience disease progression after treatment with a third-generation EGFR TKI. 7 In patients with EGFR-mutated, locally advanced or metastatic non-squamous NSCLC previously treated with a third-generation EGFR TKI, treatment options remain limited, underscoring the need for new therapeutic approaches after progression on EGFR-targeted therapy. 7
About Ivonescimab
Ivonescimab, known as SMT112 in Summit’s license territories, North America, South America, Europe, the Middle East, Africa, and Japan, and as AK112 outside of Summit’s license territories, is a novel, potential first-in-class investigational bispecific antibody combining the effects of immunotherapy via a blockade of PD-1 with the
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