Opinion: The real potential of PD-(L)1×VEGF bispecifics may be outside lung cancer

▤ Summary

This article argues that PD-(L)1×VEGF bispecific antibodies may create more value outside lung cancer than in it. It reviews recent clinical data and highlights major deal activity from companies such as Akeso, Summit Therapeutics, Bristol Myers Squibb, BioNTech, Pfizer, and Merck. The piece suggests that lung cancer may validate the platform, but tumors like hepatocellular carcinoma could offer a better biological fit and a clearer commercial path. It also notes that global approval will likely require stronger overall survival data and broader multi-region confirmation. The main takeaway is that indication selection, not just headline trial results, will shape the next wave of value in this class.

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