Bristol-Myers Squibb(US:BMY) Xin Lang Cai Jing·2026-01-26 11:09Core Viewpoint - Bristol-Myers Squibb (BMS) has initiated two new Phase III clinical trials (ROSETTA Lung-201 and ROSETTA Lung-202) for Pumitamig, a PD-L1/VEGF-A dual antibody, indicating a strong commitment to advancing its oncology pipeline [1][7]. Group 1: Clinical Trials - ROSETTA Lung-201 aims to enroll 850 patients with unresectable stage III non-small cell lung cancer (NSCLC) who have not experienced disease progression after platinum-based chemotherapy, evaluating the efficacy and safety of Pumitamig compared to durvalumab as a subsequent treatment [1][8]. - ROSETTA Lung-202 plans to include 750 previously untreated patients with advanced NSCLC and PD-L1 expression ≥50%, assessing the efficacy and safety of Pumitamig versus pembrolizumab as a first-line treatment [3][10]. Group 2: Development History - Pumitamig was initially discovered by Prometheus Biosciences, which granted global development, production, and commercialization rights outside of China to BioNTech in November 2023. Prometheus was subsequently acquired by BioNTech for a total of $950 million [1][8]. - In June 2025, BMS acquired global collaboration and commercialization rights for Pumitamig from BioNTech for $11.1 billion, highlighting the strategic value placed on this asset [1][8]. Group 3: Competitive Landscape - To date, Pumitamig has been involved in five head-to-head Phase II/III or III clinical trials against PD-(L)1 drugs, with positive control drugs including pembrolizumab, nivolumab, durvalumab, and atezolizumab [5][12]. - BMS is noted for its proactive approach in advancing clinical development for introduced products, particularly in the context of PD-(L)1 dual antibodies [5][12].