GSK moved to bolster its near-commercial lung cancer pipeline, agreeing to buy Nuvalent for about $10.6 billion in cash. The acquisition adds two programs under FDA review—zidesamtinib (ROS1) and neladalkib (ALK)—with 2026 decision dates set for September 18 and November 27, respectively, alongside additional earlier-stage assets. The deal is positioned as an immediate growth platform for GSK, including planned launches “this year” if regulators approve. Nuvalent’s late-stage drugs are intended for patients with specific genetic alterations in non-small cell lung cancer, aiming to deliver more durable responses and improved tolerability compared with existing options. Analyst and company messaging also frames the move as part of a broader lung cancer expansion strategy, including ADC work led by GSK’s Ris-Rez in Phase 3. With approvals expected later in 2026, GSK is effectively adding a dual-target, late-stage backbone ahead of the next wave of competitive approvals.