At ESMO 2026, Roche described the magnitude of its KRAS G12C inhibitor’s win in a previously treated mutant non-small cell lung cancer head-to-head against therapies targeting the same KRAS G12C axis from Amgen and Bristol Myers. AstraZeneca also presented data on combining Tagrisso with Orpathys in an effort to extend Tagrisso use after EGFR TKI resistance. Together, the presentations underline how lung cancer treatment strategies are shifting from single-agent checkpoint or targeted therapy toward regimen continuation across resistance and direct comparative efficacy against same-target competitors. The immediate industry focus will be on whether these phase readouts translate into clinically meaningful label-changing benefits—particularly in sequencing and post-resistance settings.