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Merck and Daiichi Sankyo withdraw I-DXd lung cancer filing after FDA says data do not support accelerated approval

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Merck and Daiichi Sankyo withdrew the accelerated-approval filing for B7-H3 ADC ifinatamab deruxtecan in extensive-stage small cell lung cancer after FDA said the phase 2 dataset did not meet the evidentiary bar. The setback further delays potential monetization of Merck's 2023 $4B-upfront ADC partnership and follows prior FDA issues on the HER3-DXd program, pressuring near-term oncology pipeline expectations.
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Merck and Daiichi Sankyo have withdrawn their accelerated-approval application for the lung cancer ADC I-DXd after the FDA said the available data were insufficient for that pathway. The filing had relied on phase 2 results, but regulators indicated the evidence did not meet the bar for accelerated approval. The setback adds to pressure on the partners’ three-ADC collaboration, which Merck backed with a $4 billion upfront payment in 2023, after another program, HER3-DXd, was rejected by the FDA in 2024 over manufacturing issues.