This week’s Oncology update highlights regulatory progress, pivotal-intent trial starts, early clinical signals, financing activity, IP expansion, and ongoing momentum across solid tumor development.
In Today’s Newsletter
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🧠 Aminex wins second orphan designation for AMXT 1501 in glioma [1] [US • 12 Mar 2026]
https://aminextx.com/wp-content/uploads/2026/03/FINAL-Aminex-ODD-glioma-PR-for-3_11_26-Rathbun-Communications.pdf
Context: AMXT 1501 (Aminex Therapeutics; polyamine transport inhibitor) plus DFMO received FDA orphan drug designation for malignant glioma, including DIPG.
Key point: Aminex said this is its second FDA orphan designation, after neuroblastoma in Oct 2025, and noted active pediatric Phase 1/2 and adult Phase 1b/2 studies.
Implication: May influence prescriber choice and payer reviews pending full data.
🫁 Henlius starts pivotal-intent HLX43 study in sqNSCLC [2] [US • 12 Mar 2026]
https://www.henlius.com/en/NewsDetails-5785-26.html
Context: HLX43 (Henlius; PD-L1 ADC) entered a randomized global Phase 2/3 trial in advanced or metastatic sqNSCLC after prior therapy, with HLX43 alone or plus HLX07 versus docetaxel.
Key point: Henlius said Stage 3 could become the first pivotal registration study for HLX43, with OS and PFS as dual primary endpoints and about 566 patients planned in Phase 3.
Implication: May influence prescriber choice and payer reviews pending full data.
🧬 Oryzon broadens iadademstat IP in Mexico [3] [US • 12 Mar 2026]
https://www.oryzon.com/en/news-events/news/oryzon-expands-patent-protection-iadademstat-grant-decision-mexico-covering
Context: Oryzon Genomics said Mexico issued a grant decision covering iadademstat combinations with PD-1 or PD-L1 inhibitors for cancer, including SCLC.
Key point: The company said protection is expected to run to at least 2040 after formal grant, adding Mexico to Australia, Europe, Japan and Russia.
Implication: Signals pipeline investment and modality expansion.
💶 VALANX raises capital for LIV-1 ADC in mTNBC [4] [EU • 12 Mar 2026]
https://www.news-medical.net/news/20260312/VALANX-Biotech-secures-e282ac3-million-to-advance-LIV-1-ADC-for-metastatic-triple-negative-breast-cancer.aspx
Context: VALANX Biotech secured €3 million to advance VLX-ADC-001, a LIV-1-targeting ADC for metastatic triple-negative breast cancer, and to support GoldenSite GMP readiness.
Key point: Candidate selection is planned for Jun 2026, with Foundation Fournier-Majoie and FUJIFILM joining the financing round.
Implication: Signals pipeline investment and modality expansion.
🎯 Intensity posts early presurgical TNBC Phase 2 signal [5] [12 Mar 2026]
https://ir.intensitytherapeutics.com/news-events/press-releases/detail/121/intensity-therapeutics-inc-provides-update-on-the-phase-2
Context: INVINCIBLE-4 is a Phase 2 randomized presurgical TNBC study of INT230-6 before standard immunochemotherapy versus standard of care alone.
Key point: Intensity reported preliminary pCR observations of 5/7 in Cohort A versus 2/6 evaluable in Cohort B, with 44% fewer grade 3 or higher adverse events in Cohort A.
Implication: May influence prescriber choice and payer reviews pending full data.
🎗️ ENHERTU gets FDA Priority Review in early HER2-positive breast cancer [6] [US • 09 Mar 2026]
https://www.daiichisankyo.com/files/news/pressrelease/pdf/202603/20260309_E.pdf
Context: Daiichi Sankyo and AstraZeneca said the FDA accepted and granted Priority Review to an sBLA for ENHERTU in residual invasive disease after neoadjuvant HER2-targeted therapy.
Key point: DESTINY-Breast05 showed ENHERTU reduced the risk of invasive disease recurrence or death by 53% versus T-DM1, with a PDUFA date of 07 Jul 2026.
Implication: May influence prescriber choice and payer reviews pending full data.
☢️ Telix advances TLX591-Tx in Phase 3 mCRPC program [7] [10 Mar 2026]
https://www.prnewswire.com/apac/news-releases/prostact-global-phase-3-study-part-1-achieves-primary-objectives-302708664.html
Context: ProstACT Global Part 1 enrolled 36 PSMA-positive mCRPC patients previously treated with one ARPI, testing TLX591-Tx with enzalutamide, abiraterone, or docetaxel.
Key point: Telix said Part 1 met primary objectives, showing acceptable safety, no new safety signals, and supportive dosimetry; Part 2 is already underway where approved.
Implication: May influence prescriber choice and payer reviews pending full data.
🧫 ImmunityBio resubmits papillary NMIBC filing for ANKTIVA plus BCG [8] [US • 09 Mar 2026]
https://immunitybio.com/immunitybio-announces-resubmission-of-supplemental-bla-to-the-fda-for-anktiva-plus-bcg-in-bcg-unresponsive-nmibc-with-papillary-disease-following-agency-review-of-additional-data/
Context: ImmunityBio resubmitted its sBLA for ANKTIVA plus BCG in BCG-unresponsive NMIBC with papillary tumors after FDA review of additional data.
Key point: The company said the filing now includes updated long-term follow-up from QUILT 3.032 Cohort B, and that FDA has acknowledged receipt.
Implication: May influence prescriber choice and payer reviews pending full data.
🧪 Kainova reports positive Phase I topline for DT-9081 [9] [10 Mar 2026]
https://www.kainovatx.com/en/press-releases/kainova-therapeutics-announces-positive-phase-i-results-for-dt-9081-an-oral-ep4-receptor-antagonist-in-advanced-solid-tumors/
Context: DT-9081 (Kainova Therapeutics; oral EP4 receptor antagonist) was studied in the EPRAD Phase I trial in advanced, recurrent, and metastatic solid tumors.
Key point: Kainova said the study met all primary objectives, with no dose-limiting toxicities, sustained target engagement, and early anti-tumor activity.
Implication: May influence prescriber choice and payer reviews pending full data.
🧬 IDEAYA doses first patient with IDE892 in MTAP-deleted tumors [10] [US • 09 Mar 2026]
https://media.ideayabio.com/2026-03-09-IDEAYA-Biosciences-Announces-First-Patient-In-for-Phase-1-Trial-of-IDE892,-a-Potential-Best-In-Class-PRMT5-Inhibitor-for-MTAP-Deleted-Solid-Tumors,-and-Provides-MTAP-and-CDKN2A-Pipeline-Update
Context: IDE892 (IDEAYA Biosciences; MTA-cooperative PRMT5 inhibitor) entered Phase 1 in MTAP-deleted solid tumors, including NSCLC and PDAC.
Key point: IDEAYA announced first-patient-in for monotherapy, plans a combination first-patient-in with IDE397 in mid-2026, and said it is prioritizing its proprietary MTAP and CDKN2A pipeline.
Implication: Signals pipeline investment and modality expansion.
Why it matters
- ENHERTU (Daiichi Sankyo, AstraZeneca) [6]: Priority Review moves trastuzumab deruxtecan closer to the post-neoadjuvant HER2-positive early breast cancer setting, with a 07 Jul 2026 FDA action date.
- HLX43 (Henlius) [2] and IDE892 (IDEAYA) [10]: NSCLC and MTAP-deleted tumor development remain active areas for ADC and synthetic-lethality strategies.
- TLX591-Tx (Telix) [7] and INT230-6 (Intensity) [5]: Radiopharmaceutical and intratumoral approaches continue to add clinical signal in mCRPC and presurgical TNBC.
- VALANX [4] and Oryzon [3]: Financing and patent updates remain important pipeline support signals, especially for ADC platform development and combo-IP positioning.
- AMXT 1501 (Aminex) [1] and ANKTIVA (ImmunityBio) [8]: Regulatory milestones in rare and high-need settings continue to shape near-term program visibility.
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FAQ
What changed for ENHERTU this week?
Daiichi Sankyo and AstraZeneca said the FDA granted Priority Review to ENHERTU for HER2-positive early breast cancer with residual invasive disease after neoadjuvant treatment. The target action date is 07 Jul 2026. [6]
What is the key takeaway from Henlius’s HLX43 update?
Henlius initiated a global Phase 2/3 study in advanced or metastatic sqNSCLC, comparing HLX43 alone or with HLX07 against docetaxel. The company positions the Phase 3 portion as a potential first pivotal registration study. [2]
Did Telix report efficacy data for TLX591-Tx in ProstACT Global Part 1?
This update focused on safety, tolerability, biodistribution, and dosimetry. Telix said Part 1 achieved its primary objectives and supported progression into Part 2, but it did not present comparative efficacy endpoints here. [7]
What is new in ImmunityBio’s papillary NMIBC filing?
ImmunityBio resubmitted the sBLA for ANKTIVA plus BCG in papillary-only BCG-unresponsive NMIBC after FDA review of additional data. The company said the updated package includes longer follow-up and bladder-preservation data from QUILT 3.032. [8]
Why does IDE892 matter in the MTAP-deleted space?
IDEAYA says IDE892 is designed as an MTA-cooperative PRMT5 inhibitor for MTAP-deleted tumors, with a planned combination path with IDE397. The program is part of a broader strategy around wholly owned MTAP and CDKN2A combinations. [10]
What did Aminex actually receive from the FDA?
Aminex received orphan drug designation, not an approval, for AMXT 1501 plus DFMO in malignant glioma, including DIPG. The company also pointed to an active pediatric study and an adult solid tumor study. [1]
Entities / Keywords
Aminex Therapeutics, AMXT 1501, DFMO, malignant glioma, DIPG, orphan drug designation
Henlius, HLX43, HLX07, serplulimab, sqNSCLC, PD-L1 ADC, EGFR antibody
Oryzon Genomics, iadademstat, ORY-1001, LSD1 inhibitor, PD-1, PD-L1, SCLC
VALANX Biotech, VLX-ADC-001, LIV-1 ADC, GoldenSite, mTNBC
Intensity Therapeutics, INT230-6, INVINCIBLE-4, TNBC, pCR
Daiichi Sankyo, AstraZeneca, ENHERTU, trastuzumab deruxtecan, DESTINY-Breast05, HER2-positive early breast cancer
Telix Pharmaceuticals, TLX591-Tx, lutetium-177 rosopatamab tetraxetan, ProstACT Global, mCRPC, PSMA
ImmunityBio, ANKTIVA, nogapendekin alfa inbakicept-pmln, BCG, NMIBC, papillary disease, QUILT 3.032
Kainova Therapeutics, DT-9081, EP4 receptor antagonist, EPRAD, advanced solid tumors
IDEAYA Biosciences, IDE892, IDE397, PRMT5 inhibitor, MAT2A inhibitor, MTAP deletion, CDKN2A deficiency
References
- https://aminextx.com/wp-content/uploads/2026/03/FINAL-Aminex-ODD-glioma-PR-for-3_11_26-Rathbun-Communications.pdf
- https://www.henlius.com/en/NewsDetails-5785-26.html
- https://www.oryzon.com/en/news-events/news/oryzon-expands-patent-protection-iadademstat-grant-decision-mexico-covering
- https://www.news-medical.net/news/20260312/VALANX-Biotech-secures-e282ac3-million-to-advance-LIV-1-ADC-for-metastatic-triple-negative-breast-cancer.aspx
- https://ir.intensitytherapeutics.com/news-events/press-releases/detail/121/intensity-therapeutics-inc-provides-update-on-the-phase-2
- https://www.daiichisankyo.com/files/news/pressrelease/pdf/202603/20260309_E.pdf
- https://www.prnewswire.com/apac/news-releases/prostact-global-phase-3-study-part-1-achieves-primary-objectives-302708664.html
- https://immunitybio.com/immunitybio-announces-resubmission-of-supplemental-bla-to-the-fda-for-anktiva-plus-bcg-in-bcg-unresponsive-nmibc-with-papillary-disease-following-agency-review-of-additional-data/
- https://www.kainovatx.com/en/press-releases/kainova-therapeutics-announces-positive-phase-i-results-for-dt-9081-an-oral-ep4-receptor-antagonist-in-advanced-solid-tumors/
- https://media.ideayabio.com/2026-03-09-IDEAYA-Biosciences-Announces-First-Patient-In-for-Phase-1-Trial-of-IDE892,-a-Potential-Best-In-Class-PRMT5-Inhibitor-for-MTAP-Deleted-Solid-Tumors,-and-Provides-MTAP-and-CDKN2A-Pipeline-Update
