Newsletter
Published: 20 Dec 2025, 07:40 IST

Merck ADC trial hold affects small cell lung cancer study, with FDA citing higher than anticipated deaths.

• FDA places partial hold on Merck’s ADC trial.
• Trial involves small cell lung cancer patients.
• Higher than expected deaths prompt action.

Regulatory Pathway

The U.S. Food and Drug Administration (FDA) has placed a partial hold on Merck and Daiichi Sankyo’s antibody-drug conjugate (ADC) trial. This decision follows the observation of a higher than anticipated incidence of deaths in the study. The trial, which is testing ifinatamab deruxtecan (I-DXd) in patients with small cell lung cancer, has raised safety concerns. The FDA’s action underscores the importance of patient safety in clinical trials. According to the source, the hold affects the enrollment of new patients but allows current participants to continue receiving treatment.

Clinical Trial Details

The trial in question is a Phase 1/2 study designed to evaluate the safety and efficacy of I-DXd. The study involves a cohort of patients with small cell lung cancer, a disease known for its aggressive nature and limited treatment options. The trial aims to assess the drug’s impact on tumor response and overall survival rates. However, the recent safety concerns have prompted a reevaluation of the trial’s risk-benefit profile. The exact number of deaths that led to the FDA’s decision remains undisclosed, but it highlights the challenges in developing treatments for complex cancers.

Market Context

Small cell lung cancer represents a significant unmet medical need, with limited therapeutic options available. The global market for lung cancer treatments is projected to grow significantly, driven by advancements in targeted therapies and immunotherapies. Merck and Daiichi Sankyo’s collaboration on I-DXd is part of a broader strategy to capture a share of this expanding market. However, the partial hold on the trial may impact their competitive positioning. Other companies are also pursuing ADCs and novel therapies for lung cancer, intensifying the race for effective treatments.

Strategic Shift

Merck and Daiichi Sankyo must now address the safety concerns raised by the FDA. This may involve additional data analysis and potential modifications to the trial protocol. The companies have not disclosed specific plans for addressing the FDA’s concerns but are likely to engage in discussions with regulators to determine the path forward. The outcome of these discussions will be crucial for the future development of I-DXd and its potential market entry.

Investor Perspective

The partial hold on the ADC trial may influence investor sentiment towards Merck and Daiichi Sankyo. Investors typically monitor clinical trial progress closely, as it can significantly impact a company’s valuation and market performance. The resolution of safety issues and successful continuation of the trial could restore confidence among stakeholders. Conversely, prolonged delays or negative outcomes may affect stock prices and investment decisions.

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