Novel Drugs in the Oncology Pipeline for 2H 2025

IPD Analytics has released its report, “Novel Drugs in the Oncology Pipeline for 2H 2025.” This report features a group of late-stage oncology drugs and previews how these agents could potentially impact treatment pathways, address clinical gaps, and inform payer coverage decisions and formulary planning. These drugs primarily target molecularly defined and treatment-refractory patient populations, and several have the potential to become first-in-class or best-in-class therapies, if approved.

Many of these therapies use advanced modalities such as bispecific antibodies (e.g. linvoseltamab, odronextamab), oncolytic viruses (e.g. RP1), and kinase inhibitors (e.g. sunvozertinib, zongertinib).

IPD expects these agents to launch at high prices, if approved, with some billed under the pharmacy benefit and others under the medical benefit, depending on route of administration and site of care. Payers should prepare for potential budget impact as utilization expands. Payers may also need to update their policies on biomarker testing, step therapy, and coverage criteria to effectively manage both clinical outcomes and costs for these agents.