Otsuka Holdings Co., Ltd.

4578.T
Drug Manufacturers - General
2026/08/21 Updated
Market Cap: $41.6B (¥6.6T)
Stock Price: $79.25 (¥12,600)
Exchange Rate: 1 USD = ¥158.98

Interim Analysis of REZILIENT3: Zepzelkab and Chemotherapy Combination in First-Line Treatment for EGFR Exon 20 Insertion-Positive Non-Small Cell Lung Cancer

Interim analysis of REZILIENT3 shows a progression-free survival (PFS) extension for the Zepzelcab and chemotherapy combination. Current outlook remains unchanged for the consolidated results for the fiscal year ending December 2026, with ongoing assessments and discussions toward FDA authorization.

Importance:
Page Updated: August 13, 2026
IR Disclosure Date: August 13, 2026

Key Figures

  • REZILIENT3 trial participants: 285 cases (untreated locally advanced or metastatic NSCLC, EGFR ex20ins mutation)
  • Significant improvement in PFS: achieved in interim analysis
  • Approval expected: waiting on discussions with the FDA (no change to forecast at present)

AI要約

Section Heading

This release reports interim results from global Phase III REZILIENT3 trial conducted by our 100% subsidiary Taisho Pharmaceutical Co., Ltd., Taisho Oncology, and partner Cullinan Therapeutics. The study targets adult patients with untreated locally advanced or metastatic NSCLC harboring EGFR ex20ins mutations. The primary endpoint, progression-free survival (PFS), showed statistical and clinical significance in the combination arm, with manageable safety. IMS has recommended breaking the blind, and we will continue discussions toward FDA approval. There is no change to the consolidated earnings forecast for the fiscal year ending December 2026.

Section 2 Heading

Zepzelcab is a low-molecular EGFR inhibitor targeting ex20ins mutations, with potential to expand its use as a first-line therapy. From an IR perspective, this represents a key milestone for mid- to long-term value creation, and we are awaiting discussions with the FDA to pursue approval. The company plans to utilize the REZILIENT3 results for future conference presentations and regulatory submissions.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Otsuka Holdings Co., Ltd.

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