Weekly Digest - September 2026

Weekly Digest - September 2026

08 September 2026: Adlai Nortye announced the first patient dosing in Australia and U.S. FDA IND clearance for AN4035

  • Adlai Nortye announced that the first patient has been dosed in Australia in the global phase 1 trial of AN4035, a first-in-class CEACAM5-targeting ADC armed with a pan-RAS(ON) inhibitor, while the U.S. FDA has cleared the IND with a “Study-May-Proceed” letter
  • The global phase 1 study will evaluate AN4035 as monotherapy and in combination with cetuximab in patients with CEACAM5-enriched, RAS-addicted solid tumors, assessing safety, tolerability, pharmacokinetics, pharmacodynamics and preliminary efficacy; full phase 1a data are expected in the second half of 2027
  • The program addresses a major unmet need in RAS-driven cancers, where systemic pan-RAS(ON) inhibitors have been limited by on-target, off-tumor toxicities, while the ADC field remains heavily reliant on topoisomerase I and microtubule inhibitor payloads, creating a need for differentiated payload mechanisms
  • AN4035 is a CEACAM5-directed ADC comprising an antibody linked to a highly potent pan-RAS(ON) inhibitor payload, designed to selectively deliver RAS pathway inhibition to CEACAM5-expressing tumor cells while limiting systemic exposure to normal tissues
  • Strategically, AN4035 marks the first proof-of-concept candidate from Adlai Nortye’s proprietary RASiCA platform and expands the company’s development into a novel ADC payload class, with U.S. and Australian clinical development now underway and an NMPA IND filing planned for China

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