This oncology roundup captures major regulatory approvals, strategic portfolio shifts, and access decisions shaping treatment pathways across cancers.
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In Today’s Newsletter
💉 RYBREVANT FASPRO subcutaneous approval with lazertinib option [1] [US • 17 Dec 2025]
Context: PALOMA-3 met PK co-primary endpoints; MARIPOSA showed OS benefit vs osimertinib in 1L EGFR ex19del/L858R NSCLC.
Key point: FDA approved subcutaneous amivantamab + hyaluronidase across indications, enabling ~5-minute dosing and lower ARR vs IV, including 1L with lazertinib.
Implication: May influence prescriber choice and payer reviews pending full data.
🧬 Verastem ends RAMP-203, pivots to KRAS G12D program VS-7375 [2] [US • 29 Dec 2025]
Context: RAMP-203 evaluated avutometinib ± defactinib with sotorasib in KRAS G12C NSCLC.
Key point: Enrollment halted and trial discontinued to prioritize KRAS G12D inhibitor VS-7375 and RAMP-205 in 1L metastatic pancreatic cancer.
Implication: Signals pipeline investment and modality expansion.
🧪 Enhertu + pertuzumab approved for 1L HER2+ mBC [3] [US • 15 Dec 2025]
Context: DESTINY-Breast09 reported a significant PFS advantage vs THP.
Key point: FDA approved trastuzumab deruxtecan plus pertuzumab as first new 1L regimen in a decade for HER2+ metastatic breast cancer.
Implication: May influence prescriber choice and payer reviews pending full data.
🏷️ DATROWAY EU validation in 1L TNBC not candidates for IO [4] [EU]
Context: TROPION-Breast02 met dual primary endpoints, OS and PFS.
Key point: EMA validated the Type II variation for datopotamab deruxtecan monotherapy, starting CHMP review.
Implication: Introduces competition affecting pricing and formulary access.
🧫 EMA supports Phase 3 VCN-01 design in metastatic PDAC [5] [EU • 29 Dec 2025]
Context: VIRAGE Phase 2b showed directional improvements with VCN-01 + gem/nab-paclitaxel.
Key point: CHMP agreed with a single pivotal randomized OS-primary Phase 3 with adaptive design.
Implication: Could inform practice and payer discussions.
🩹 Envafolimab receives US Orphan Drug Designation for GC/GEJ [6] [US • 23 Dec 2025]
https://www.alphamabonc.com/en/html/news/2747.html
Context: Subcutaneous PD-L1 agent with earlier ODDs.
Key point: FDA granted ODD for gastric and GEJ cancers.
Implication: Introduces competition that may affect pricing and access.
🇨🇳 Savolitinib NDA accepted with priority review in China [7] [China • 30 Dec 2025]
https://www.hutch-med.com/savolitinib-gc-china-nda/
Context: Single-arm Phase 2 trial in MET-amplified GC/GEJ.
Key point: NMPA accepted NDA and granted priority review.
Implication: Regulatory movement may expand earlier access.
🚦 Fast Track for BGB-B2033 in HCC [8] [US • 18 Dec 2025]
Context: GPC3×4-1BB bispecific in Phase 1.
Key point: FDA granted Fast Track for post-systemic-therapy HCC.
Implication: Signals pipeline investment and modality expansion.
🍁 CDA backs Opdivo + Yervoy in 1L MSI-H/dMMR mCRC [9] [Canada • 17 Dec 2025]
Context: CheckMate-8HW demonstrated strong PFS results.
Key point: CDA issued a positive recommendation; Ontario reimbursed via FAST.
Implication: Expands access at a national and provincial level.
🍁 BC to reimburse fruquintinib for previously treated mCRC [10] [Canada • 16 Dec 2025]
Context: Supported by FRESCO and FRESCO-2 trials.
Key point: BC will reimburse fruquintinib under defined criteria.
Implication: Introduces new treatment access for mCRC.
🧷 BTD for JSKN003 HER2-targeting ADC in PROC [11] [US • 20 Dec 2025]
https://www.alphamabonc.com/en/html/news/2744.html
Context: Early-phase data presented at ASCO.
Key point: FDA granted Breakthrough Therapy Designation.
Implication: Supports accelerated clinical development.
💊 Rucaparib receives regular approval in BRCAm mCRPC [12] [US • 17 Dec 2025]
Context: Based on TRITON3.
Key point: FDA converted accelerated to full approval.
Implication: Reinforces use post-ARPI in BRCAm mCRPC.
🧲 MRT-2359 + enzalutamide shows early activity in mCRPC [13] [US • 16 Dec 2025]
Context: Interim Phase 1/2 analysis.
Key point: PSA responses in AR-mutant patients.
Implication: Signals future Phase 2 expansion.
🇯🇵 Zynyz + chemo approved for 1L advanced anal cancer in Japan [14] [Japan • 22 Dec 2025]
Context: POD1UM-303/InterAACT2 data.
Key point: First approved 1L systemic regimen for SCAC in Japan.
Implication: Influences prescriber choice and payer reviews.
🧩 J&J completes Halda Therapeutics acquisition, adds RIPTAC platform [15] [US • 29 Dec 2025]
Context: $3.05B acquisition.
Key point: Adds oral regulated-induced-proximity therapeutic platform.
Implication: Expands J&J pipeline across targeted oncology.
Why it Matters
- First-line standards are shifting toward targeted and streamlined regimens.
- Regulators across major regions advanced therapies in breast, GI, lung, and gynecologic cancers.
- Canadian reimbursement innovations are accelerating access.
- Fast Track, BTD, and acquisitions highlight investment in ADCs, bispecifics, and degraders.
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FAQ
What practical change comes with RYBREVANT FASPRO approval?
Subcutaneous dosing enables shorter administration and fewer reactions, including 1L with lazertinib for EGFR ex19del/L858R NSCLC [1].
What is the new 1L option for HER2+ metastatic breast cancer?
Enhertu + pertuzumab, approved based on PFS improvement in DESTINY-Breast09 [3].
Which gastric cancer programs moved forward?
Envafolimab received US ODD [6], and China accepted savolitinib’s NDA with priority review [7].
What changed for rucaparib in prostate cancer?
Converted to regular approval for BRCAm mCRPC post-ARPI, supported by TRITON3 [12].
How is access changing in Canada for colorectal cancer?
Opdivo + Yervoy received positive CDA recommendation with Ontario FAST listing [9], and BC will reimburse fruquintinib [10].
Any notable BD moves?
J&J acquired Halda Therapeutics for $3.05B, adding an oral RIPTAC platform [15].
Entities
RYBREVANT FASPRO (amivantamab + hyaluronidase; J&J), LAZCLUZE (lazertinib; Yuhan/J&J), PALOMA-3, MARIPOSA; Enhertu (trastuzumab deruxtecan; AstraZeneca/Daiichi Sankyo), DESTINY-Breast09; Datopotamab deruxtecan/DATROWAY, TROPION-Breast02; VCN-01 (Theriva), PDAC; Envafolimab KN035 (Alphamab/3DMed/Simcere); Savolitinib (HUTCHMED/AstraZeneca); BGB-B2033 (BeOne); Opdivo + Yervoy (BMS), CheckMate-8HW; Fruquintinib FRUZAQLA (Takeda/HUTCHMED); JSKN003 (Alphamab/CSPC); Rucaparib Rubraca; MRT-2359 (Monte Rosa); Retifanlimab Zynyz (Incyte); Halda Therapeutics, RIPTAC.
References
- https://www.jnj.com/media-center/press-releases/u-s-fda-approval-of-rybrevant-faspro-amivantamab-and-hyaluronidase-lpuj-enables-the-simplest-shortest-administration-time-for-a-first-line-combination-regimen-when-combined-with-lazcluze-lazertinib
- https://investor.verastem.com/news-releases/news-release-details/verastem-oncology-provides-update-ramp-203-phase-12-clinical
- https://www.astrazeneca.com/media-centre/press-releases/2025/enhertu-approved-in-us-for-1l-her2-metastatic-bc.html
- https://www.businesswire.com/news/home/20251217527251/en/DATROWAY-Type-II-Variation-Application-Validated-in-the-EU-as-First-Line-Treatment-for-Patients-with-Metastatic-Triple-Negative-Breast-Cancer-Who-are-Not-Candidates-for-Immunotherapy
- https://therivabio.com/press_releases/theriva-biologics-announces-positive-scientific-advice-from-the-european-medicines-agency-ema-on-the-design-of-a-phase-3-trial-of-vcn-01-in-metastatic-pancreatic-ductal-adenocarcinoma-pdac/
- https://www.alphamabonc.com/en/html/news/2747.html
- https://www.hutch-med.com/savolitinib-gc-china-nda/
- https://ir.beonemedicines.com/news/beone-medicines-granted-us-fda-fast-track-designation-for-bgb-b2033-as-treatment-for-hepatocellular-carcinoma/03263dc8-561b-4bb2-aba2-3ee84e09c00e
- https://www.newswire.ca/news-releases/bristol-myers-squibb-canada-welcomes-positive-cda-recommendation-for-opdivo-r-plus-yervoy-r-as-first-line-treatment-for-msi-h-dmmr-metastatic-colorectal-cancer-848787620.html
- https://www.newswire.ca/news-releases/british-columbia-reimburses-fruzaqlatm-fruquintinib-capsules-for-the-treatment-of-metastatic-colorectal-cancer-mcrc–892332379.html
- https://www.alphamabonc.com/en/html/news/2744.html
- https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-regular-approval-rucaparib-metastatic-castration-resistant-prostate-cancer
- https://ir.monterosatx.com/news-releases/news-release-details/monte-rosa-therapeutics-announces-compelling-clinical-activity
- https://investor.incyte.com/news-releases/news-release-details/incyte-japan-announces-approval-zynyzr-retifanlimab-first-line
- https://www.investor.jnj.com/investor-news/news-details/2025/Johnson–Johnson-completes-acquisition-of-Halda-Therapeutics-and-its-novel-platform-to-revolutionize-cancer-treatment-and-enable-next-generation-oral-therapies/default.aspx