Target Pair ◆ egfr-met
EGFR × METDRAFT
1 · Executive Snapshot
Active Assets: 7 ｜ Companies: 6 ｜ Events: 6
91
Opportunity ScoreGolden
≥80 Golden / 65–79 Watch / <65 Hold（dim 1–5 × weighted, gp-master methodology）
2 · Why This Pair
Mature dual-receptor pair with an approved reference asset: amivantamab (EGFR×MET, 4 FDA NSCLC indication bullets; SC FASPRO carries the same four) plus a multi-generational pipeline (MCLA-129, AZD9592, EMB-01) and active deals — addresses MET-driven resistance in EGFR-mutant NSCLC.
3 · Asset Landscape
- 01Amivantamab (JNJ-61186372) — J&J, EGFR×MET, FDA label has 4 NSCLC indication bullets (2021 ex20ins → 2024 PAPILLON/MARIPOSA/MARIPOSA-2); 2025 SC FASPRO carries the same four
- 02MCLA-129/pamvatamig — Merus→Betta (贝达), Phase 1/2
- 03AZD9592 — AstraZeneca, EGFR×MET BsAb-ADC, Phase 1
- 04EMB-01 — EpimAb (FIT-Ig), Phase 1/2
- 05DM005 — Duomab (多玛), Phase 1
- 06Radiance nano-BsAb-ADC (Novatim) — 2025, up to $1.165B deal
- 07(failed comparators: LY3164530 (Lilly, terminated), emibetuzumab/onartuzumab (MET-mono))
4 · Companies
- 01Johnson & Johnson (amivantamab)
- 02Merus / Betta (贝达) (MCLA-129)
- 03AstraZeneca (AZD9592)
- 04EpimAb (EMB-01)
- 05Duomab (DM005)
- 06Novatim/Radiance
5 · Clinical & Deal Events
| Date | Event | Company |
|---|---|---|
| 2021-05 | amivantamab accelerated approval (EGFR ex20ins NSCLC) | J&J |
| 2024-03 | amivantamab full approval + PAPILLON (1L ex20ins) | J&J |
| 2024-08 | MARIPOSA approval (1L EGFR-mutant NSCLC) | J&J |
| 2024-09 | MARIPOSA-2 approval (post-osimertinib) | J&J |
| 2025-12 | Subcutaneous RYBREVANT FASPRO approval | J&J |
| 2025 | MARIPOSA final OS positive (NEJM 2025); Radiance deal up to $1.165B | J&J / Novatim |
6 · Risks & Failures
- 01amivantamab VTE 37% vs 9% (MARIPOSA); IRR ~66–67%; 49% serious AEs; ILD/skin toxicity
- 02MARIPOSA-2 OS interim not significant
- 03MET-mono predecessor failures (emibetuzumab, onartuzumab)
- 04Competition: MET-amplification-specific registrational evidence still building
- 05MCLA-129 efficacy unpublished / status opaque; EMB-01 sparse updates
7 · Discovery Questions
- 01MCLA-129 efficacy data and program status (opaque)
- 02EMB-01 program status (sparse public updates)
- 03MET-amplification-specific registrational evidence vs tissue-agnostic path
- 04Real-world VTE rates and prophylaxis strategy for amivantamab
8 · Research Tools
- 01EGFR ECD — mature (Sino/ACRO human+Cyno, His/Avi/biotin)
- 02MET ECD — available (human/Cyno)
- 03Dual-binding SPR/BLI panel (simultaneous engagement)
- 04Cyno cross-species panel
- 05Trogocytosis/ADCC assay = service gap
9 · Assay Workflow
Binding → Dual Binding → Functional (per PRD §20 §9).
10 · Services
11 · Evidence
Last reviewed: 2026-08-19 ｜ Confidence: high ｜ Evidence: Score 91/100 = Golden (PRD §7); Grade A/B only; full ledger in gp-master
Full evidence ledger: gp-master/GP-05_egfr-met.md（本仓库 docs/artifacts/gp-master/，未托管外链）
Next steps