GSK is set to expand its near-commercial oncology lineup with a $10.6 billion acquisition of Nuvalent, adding two lung cancer assets under FDA review—ROS1 inhibitor zidesamtinib and ALK blocker neladalkib. The deal includes additional programs and is structured to strengthen GSK’s ability to launch new treatments if regulators approve the compounds later this year. The FDA decision timelines cited for the two lead drugs—September 18, 2026 for zidesamtinib and November 27, 2026 for neladalkib—place the transaction squarely into the current lung-cancer approval cycle. Industry focus is on whether the therapies can establish durable response advantages in ROS1- and ALK-driven non-small cell lung cancer compared with existing standards. GSK positions the acquisition as a multi-product bolt-on to build a lung cancer franchise and add growth opportunities beginning in 2027, while investors weigh how quickly these late-stage programs could translate into commercial traction post-approval.