GSK moved to lock in a late-stage lung-cancer franchise by agreeing to buy Nuvalent for about $10.6 billion in cash, targeting two programs under FDA review: ROS1 inhibitor zidesamtinib and ALK blocker neladalkib. FDA decision dates were set for later in 2026, setting up potential launches contingent on regulatory review. Nuvalent’s drugs have breakthrough and orphan designations, reflecting regulators’ interest in unmet efficacy or tolerability gaps in non-small cell lung cancer (NSCLC) subsets. The acquisition also includes NVL-330, a preclinical-to-early development HER2-altered NSCLC inhibitor. The transaction underscores how quickly the lung-cancer ADC and targeted-kinase landscapes are compressing into large, multi-asset deals as companies seek near-term revenue growth.