Johnson & Johnson disclosed that the final overall‑survival data from the Asian cohort of the Phase 3 MARIPOSA study for its combination therapy RYBREVANT® (amivantamab‑vmjw) plus LAZCLUZE® (lazertinib) showed a clinically meaningful survival advantage over standard osimertinib monotherapy. The study enrolled Asian patients with locally advanced or metastatic non‑small cell lung cancer (NSCLC) harboring EGFR exon 19 deletions or L858R mutations and demonstrated a 26 % lower risk of death for the combination, with a projected median overall survival exceeding four years—more than a one‑year improvement versus osimertinib alone.
The results are the first survival benefit reported for this drug combination in a large, randomized Asian population, a market where EGFR‑mutated NSCLC prevalence is 30‑40 %. Dr. Hidetoshi Hayashi, lead investigator, noted that the data “establish the combination as an important new treatment that advances the standard of care in the first‑line setting” for patients across Asia.
From a strategic perspective, the findings reinforce J&J’s oncology growth narrative and support the company’s target of $50 billion in oncology sales by 2030. Anthony Elgamal, vice president of Oncology at Johnson & Johnson Innovative Medicine Asia Pacific, highlighted that the dual targeting of EGFR and MET, coupled with immune activation, “addresses resistance that often limits TKI‑based therapy and delivers durable survival.” The data therefore position the combination as a strong competitor to osimertinib (Tagrisso) and could lead to label expansion and increased market share.
Management emphasized that the trial’s success aligns with J&J’s broader pipeline strategy of converting high‑potential assets into blockbuster revenue. The company has identified RYBREVANT®/LAZCLUZE® as a potential blockbuster with peak year sales projected over $5 billion. The positive outcome is expected to strengthen investor confidence in the oncology portfolio and may influence future pricing and reimbursement discussions in key Asian markets.
Analysts and investors have reacted favorably to the announcement, citing the robust survival benefit and the strategic fit within J&J’s oncology roadmap. The data are expected to support continued momentum in the company’s oncology segment and may prompt further investment in related clinical programs.
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