Merck, AbbVie, BMS: Who Wins Oncology's Sequencing War?

In this episode:
🔹 Kidney cancer: FDA approves Merck and Eisai's Welireg + Lenvima after immunotherapy, beating Exelixis' Cabometyx in a Phase 3 trial for the first time. But with more than 70% of patients having severe side effects, is it a real win?
🔹 Multiple myeloma: AbbVie's etentamig posts a record 0.40 hazard ratio with no severe neurotoxicity. J&J fights back by pushing Tecvayli into earlier lines, and BMS's iberdomide doubles MRD negativity as its successor to Revlimid.
🔹 Who decides? Why hospital logistics, payer coverage and infrastructure now shape treatment choices as much as the trial data.
🔹 Rapid fire: Bayer's Nubeqa, Merck's TROP2 antibody-drug conjugate, BeOne's liver cancer bet, and the PD-1/VEGF bispecific race.
Oncology is no longer just pharmacology. It's choreography. But what does "cure" mean when the playbook changes every six months?
#Oncology #CancerResearch #MultipleMyeloma #KidneyCancer #Pharma #Biotech

Disclaimer:AI-generated from publicly available news. Not medical or investment advice. Maycontain errors — verify against primary sources.

00:00 Oncology's sequencing paradox
01:11 Kidney cancer: FDA approves Merck & Eisai's Welireg + Lenvima
01:35 The biology: VHL, HIF-2α and a two-front siege
02:57 LITESPARK-011: dethroning Exelixis' Cabometyx
03:52 The toxicity debate: 71.6% severe side effects
05:33 Overall survival: why missing significance isn't the end
06:36 What's at stake for Eisai, Merck & Bayer
07:02 Multiple myeloma: AbbVie's etentamig at IMS 2026
08:07 Second-gen bispecifics: the "gentle bouncer"
09:26 Record 0.40 hazard ratio & zero severe neurotoxicity
10:25 J&J strikes back: moving Tecvayli into earlier lines
12:34 BMS's iberdomide: hijacking the cell's garbage disposal
14:26 Life after Revlimid: what's riding on it for BMS
15:04 Experts divided: CAR-T vs bispecifics vs CELMoDs
16:04 Hospital logistics now decide treatment
17:43 Rapid fire: Nubeqa, Merck's TROP2 ADC, BeOne, PD-1/VEGF
18:40 From pharmacology to choreography: redefining "cure"