全球生物医药：ESMO专家会议要点——ADC与下一代IO有望在部分一线非小细胞肺癌中取代Keytruda

At ESMO 2026 in Madrid, Bernstein hosted discussions with two leading oncology experts on new 1L NSCLC hopefuls and personalized mRNA cancer vaccines. Key lung cancer data included Roche's divarasib in 2L KRAS G12C NSCLC (Krascendo 1), Amgen's tarlatamab in 1L SCLC (DeLLphi-305) and multiple ADC presentations; a positive personalized mRNA vaccine readout in melanoma supports the modality's perioperative hypothesis, though efficacy and safety in lung cancer remain unproven. OptiTROP-Lung-06 supports sac-TMT plus pembrolizumab as a potential key 1L option in PD-L1-negative NSCLC (mPFS 15 vs 6 months, PFS HR 0.49), though OS benefit remains the critical test for practice-changing evidence;