Pancreatic cancer - Competitive landscape, 2026

DelveInsight's, "Pancreatic cancer - Competitive landscape, 2026," report provides comprehensive insights about 180+ companies and 200+ drugs in Pancreatic cancer Competitive landscape. It covers the therapeutics assessment by product type, stage, route of administration, and molecule type. It further highlights the inactive pipeline products in this space.

Geography Covered:

• Global coverage

Pancreatic cancer: Understanding

Pancreatic cancer: Overview

Pancreatic Cancer is a malignant condition characterized by the uncontrolled growth of cancerous cells within the tissues of the pancreas, an abdominal organ located behind the lower portion of the stomach. The pancreas is an elongated, pear-shaped gland approximately six inches in length that plays a key role in digestion and metabolism. The most prevalent form, pancreatic ductal adenocarcinoma, originates from the epithelial cells lining the pancreatic ducts.

Early-stage disease is often asymptomatic or presents with vague, nonspecific clinical features, contributing to delayed diagnosis. Common symptoms include persistent abdominal pain radiating to the back, unintended weight loss, reduced appetite, and fatigue. Jaundice may develop due to bile duct obstruction, along with digestive disturbances such as nausea, steatorrhea, and alterations in glucose metabolism, including new-onset or worsening diabetes.

Pancreatic Cancer arises through complex carcinogenic and molecular genetic mechanisms, often originating from precursor lesions such as PanIN, IPMNs, and mucinous cystic neoplasms. Disease progression is driven by dysregulated signaling pathways that promote tumor growth, invasion, and metastasis. Key genetic alterations include activation of oncogenes and loss of tumor suppressor and DNA repair functions. Frequent molecular events involve KRAS activation and inactivation of CDKN2A, TP53, SMAD4, and BRCA2. These changes are accompanied by chromosomal instability, gene amplifications, and telomere shortening, collectively contributing to tumor development and progression.

Diagnosis typically begins with a clinical assessment based on presenting symptoms such as jaundice, unexplained weight loss, abdominal pain, and gastrointestinal disturbances. Advanced imaging modalities, including computed tomography (CT), magnetic resonance imaging (MRI), and endoscopic ultrasound (EUS), play a central role in identifying and characterizing pancreatic lesions. Laboratory investigations, including serum tumor markers such as CA 19-9, may aid in evaluation but lack definitive diagnostic specificity. Histopathological confirmation through biopsy, often guided by imaging or EUS, is essential for establishing the diagnosis. In addition, genetic testing may be performed to detect actionable mutations and to inform therapeutic strategies, particularly in cases with suspected hereditary predisposition.

Pancreatic Cancer management is guided by disease stage, tumor location, and the patient's overall clinical condition. Treatment strategies typically include a combination of surgery, chemotherapy, radiation therapy, and targeted therapies. Surgical intervention, such as pancreatic resection (e.g., Whipple procedure), remains the primary option for patients with localized, early-stage disease. Systemic chemotherapy regimens, including gemcitabine-based therapies or combination protocols like FOLFIRINOX, are widely used in both neoadjuvant and metastatic settings. Radiation therapy may be employed to control tumor growth and provide symptomatic relief. Given the aggressive nature of the disease, multimodal treatment approaches are commonly required, with ongoing research focused on improving therapeutic outcomes.

Report Highlights:

• In April 2026, Revolution Medicines announced that it has begun treating patients in RASolute 303, a global Phase III clinical trial evaluating daraxonrasib as monotherapy and in combination with chemotherapy in patients with previously untreated metastatic pancreatic ductal adenocarcinoma (PDAC), a disease predominantly driven by oncogenic RAS variants.
• In November 2025, Akeso, Inc announced that the first patient has been dosed in a Phase I clinical trial evaluating the personalized mRNA vaccine AK154. This trial is investigating AK154 both as a monotherapy and as a combination with the company's first-in-class bispecific antibodies, cadonilimab (PD-1/CTLA-4) and ivonescimab (PD-1/VEGF), for the adjuvant treatment of pancreatic cancer following surgical resection.
• In October 2025, Verastem Oncology announced positive, updated efficacy and safety data from partner GenFleet Therapeutics' Phase I/II monotherapy study in China of GFH375, an oral KRAS G12D (ON/OFF) inhibitor (VS-7375 outside of China) for patients with KRAS G12D mutant advanced pancreatic ductal adenocarcinoma (PDAC).
• In October 2025, Takeda announced that it has entered into a license and collaboration agreement with Innovent Biologics for the development, manufacturing and commercialization of late-stage oncology medicine IBI343, worldwide outside of Greater China. IBI343 is being evaluated in pancreatic cancer.
• In September 2025, Oncolytics Biotech Inc., announced an update on the proposed design of its planned registration-directed clinical trial of Pelareorep in first-line pancreatic ductal adenocarcinoma (PDAC).
• In August 2025, Anocca AB successfully raised SEK ~440 million (USD ~46 million) in financing. The additional capital will be used to drive the continued progress of VIDAR-1, Anocca's gene-edited TCR-T cell therapies targeting mutant KRAS in pancreatic cancer, through early-stage clinical development, as well as progress Anocca's preclinical pipeline.
• In July 2025, Arcus Biosciences, Inc. announced that quemliclustat, an investigational small molecule CD73 inhibitor, was granted orphan drug designation by the US Food and Drug Administration for the treatment of pancreatic cancer.
• In June 2025, Tango Therapeutics, Inc. announced that the first patient has been dosed in the Phase I/II trial of TNG462 and Revolution Medicines' daraxonrasib (RAS(ON) multi-selective inhibitor) or zoldonrasib (RAS(ON) G12D-selective inhibitor) in patients with MTAP-deleted and RAS mutant metastatic pancreatic or lung cancer.
• In June 2025, Innovent Biologics, Inc. updated the Phase I study results of IBI343, a novel anti-CLDN18.2 ADC, for the treatment of advanced pancreatic cancer.

Pancreatic cancer: Company and Product Profiles (Marketed Therapies)

1. Company Overview: AstraZeneca/ Merck & Co.

AstraZeneca plc is a globally integrated, science-driven biopharmaceutical organization headquartered in Cambridge, United Kingdom. The company is dedicated to the research, development, and commercialization of prescription therapies across key therapeutic domains, including oncology, cardiovascular, respiratory, immunology, and rare diseases. With a broad international footprint, it prioritizes innovation to deliver transformative medicines to patients worldwide. Its portfolio expansion is supported by robust R&D infrastructure, strategic partnerships, and selective acquisitions. The company's overarching strategy focuses on advancing scientific innovation, driving sustainable growth, and creating long-term value for patients, healthcare systems, and shareholders.

Merck & Co., Inc. is a global, research-oriented biopharmaceutical company headquartered in Rahway, New Jersey. It is committed to the development of novel medicines and vaccines across critical therapeutic areas, including oncology, infectious diseases, and immunology. The company strengthens its pipeline through strong internal research capabilities and strategic collaborations. Its strategic priorities emphasize scientific excellence, enhancement of patient outcomes, and the generation of sustainable long-term value for healthcare systems and stakeholders.

Product Description: LYNPARZA

Lynparza (olaparib) is an orally administered, first-in-class PARP inhibitor designed to target tumors with defects in homologous recombination repair (HRR), particularly those with BRCA1 and/or BRCA2 mutations. By blocking PARP enzyme activity, it impairs the repair of DNA single-strand breaks, resulting in the accumulation of DNA damage, collapse of replication forks, and subsequent cancer cell death. The drug is approved as a maintenance therapy for adult patients with germline BRCA-mutated metastatic pancreatic adenocarcinoma whose disease has not progressed following first-line platinum-based chemotherapy. It exemplifies a precision medicine approach by leveraging vulnerabilities in the DNA damage response (DDR) pathway across pancreatic cancer and other PARP-sensitive malignancies.

2. Company Overview: Hoffmann-La Roche

F. Hoffmann-La Roche Ltd is a global healthcare company headquartered in Basel, Switzerland, specializing in pharmaceuticals and diagnostics. The company focuses on advancing innovative medicines across key therapeutic areas, including oncology, immunology, infectious diseases, and neuroscience. Roche is recognized for its strong emphasis on personalized healthcare, integrating diagnostics with targeted therapies to improve patient outcomes. Its research and development strategy is supported by extensive global collaborations and a robust innovation ecosystem. The company aims to deliver sustainable long-term value by driving scientific excellence and addressing significant unmet medical needs worldwide.

Product Description: Erlotinib

Erlotinib is an orally administered epidermal growth factor receptor (EGFR) tyrosine kinase inhibitor used in the treatment of pancreatic cancer. It is approved in combination with gemcitabine for patients with locally advanced, unresectable, or metastatic disease. The drug acts by inhibiting EGFR-mediated signaling pathways, thereby reducing tumor cell proliferation and survival. In pancreatic cancer, erlotinib provides a modest survival benefit when added to standard chemotherapy. It represents one of the early targeted therapy approaches aimed at improving outcomes in advanced pancreatic malignancies.

Pancreatic cancer: Company and Product Profiles (Pipeline Therapies)

1. Company Overview: Arcus Biosciences

Arcus Biosciences is a clinical-stage, global biopharmaceutical organization focused on the discovery and development of differentiated molecules and combination therapies for oncology indications. In collaboration with industry partners, patients, and healthcare professionals worldwide, the company is accelerating the advancement of first- and best-in-class therapies targeting well-defined biological pathways. Its approach emphasizes innovative, biology-driven combination strategies aimed at improving survival outcomes for cancer patients. Established in 2015, Arcus has progressed several investigational candidates into registrational-stage clinical trials.

Product Description: Quemliclustat

Quemliclustat is a selective small-molecule inhibitor of CD73, an enzyme that catalyzes the production of immunosuppressive adenosine within the tumor microenvironment. By blocking CD73 activity, it reduces adenosine-mediated immune suppression and enhances anti-tumor immune responses. In pancreatic cancer, quemliclustat is being investigated in combination with chemotherapy and immunotherapy to improve treatment efficacy in this typically immunologically "cold" tumor type. The therapy represents a novel approach targeting the adenosine pathway to overcome resistance and improve outcomes in patients with advanced pancreatic adenocarcinoma. The drug is currently in Phase III stage of development for the treatment of patients with Pancreatic cancer.

2. Company Overview: Revolution Medicines

Revolution Medicines is a late-stage clinical oncology company focused on developing innovative targeted therapies for patients with RAS-driven cancers. The company's research and development efforts are centered on a proprietary platform designed to inhibit oncogenic RAS proteins in their active state across multiple variants. Its pipeline comprises a range of investigational therapies advancing through clinical development, reflecting a strong emphasis on precision oncology. In addition, the company continues to expand its portfolio with programs targeting specific RAS mutations, aiming to address diverse tumor subtypes. Through this strategic approach, Revolution Medicines seeks to address significant unmet medical needs and improve outcomes for patients with RAS-addicted cancers.

Product Description: Daraxonrasib

Daraxonrasib is an orally administered, direct RAS(ON) multi-selective inhibitor being developed for the treatment of pancreatic ductal adenocarcinoma (PDAC) driven by oncogenic RAS mutations. The agent targets active RAS proteins, including both wild-type and mutant forms, which play a central role in pancreatic tumor growth. By blocking the interaction of RAS(ON) with its downstream effectors, it suppresses key signaling pathways involved in tumor proliferation and survival. This mechanism enables inhibition of cancer progression in RAS-dependent pancreatic tumors. Daraxonrasib represents a novel targeted approach aimed at addressing significant unmet needs in pancreatic cancer. The drug is recently in Phase III clinical trial for the treatment of patients with Pancreatic cancer.

3. Company Overview: BioLineRx Ltd.

BioLineRx Ltd. is a biopharmaceutical company headquartered in Israel, dedicated to the development of innovative therapies targeting oncology and rare diseases. The company operates across the full spectrum of drug development, from early-stage research through clinical advancement. Its pipeline progression is supported by strategic collaborations and licensing agreements with global partners. BioLineRx focuses on addressing areas of significant unmet medical need through differentiated therapeutic approaches. The company's strategy emphasizes delivering meaningful clinical innovation while creating sustainable long-term value for shareholders.

Product Description: Motixafortide

Motixafortide is a novel, selective antagonist of the CXCR4 chemokine receptor with potential applications across oncology and hematological indications. The agent demonstrates high binding affinity, prolonged receptor occupancy, and inverse agonist activity, supporting its positioning as a best-in-class CXCR4 inhibitor. Originally licensed by BioLineRx from Biokine Therapeutics, it was previously developed under the name BKT-140. Motixafortide is being investigated as a therapeutic platform for multiple indications, including stem cell mobilization and solid tumors. In pancreatic cancer, it is currently undergoing Phase II clinical evaluation in combination regimens for patients with metastatic disease.

4. Company Overview: Tango Therapeutics

Tango Therapeutics is a clinical-stage biotechnology company focused on the identification of novel drug targets and the development of next-generation precision oncology therapies. The company employs a patient-centric approach that integrates advanced genomic insights to guide its research and development strategy. Leveraging the principle of synthetic lethality, Tango aims to selectively target cancer-specific vulnerabilities while sparing normal cells. Its platform enables the discovery and advancement of innovative therapies directed at critical oncogenic pathways. Through this strategy, the company seeks to deliver highly targeted treatments to improve outcomes for patients with cancer.

Product Description: TNG462

TNG462 is a potentially best-in-class, MTA-cooperative PRMT5 inhibitor under clinical investigation for the treatment of pancreatic cancer. The agent is currently being evaluated as a monotherapy in an ongoing Phase I/II clinical study. Designed to exploit vulnerabilities in tumors with altered methylthioadenosine (MTA) metabolism, it targets PRMT5-dependent oncogenic pathways. Initial clinical data are anticipated in the second half of 2025, which are expected to guide further development strategies. These findings are intended to support the initiation of a registrational trial in pancreatic cancer in the near term.

5. Company Overview: TriSalus Life Sciences

TriSalus Life Sciences is a clinical-stage biotechnology company focused on advancing innovative therapies for the treatment of solid tumors, with a particular emphasis on difficult-to-treat cancers. The company integrates its proprietary drug delivery platform with immunotherapy-based approaches to enhance therapeutic effectiveness. Its strategy centers on overcoming the immunosuppressive tumor microenvironment to improve patient outcomes. TriSalus leverages a combination of device-enabled delivery technologies and targeted therapeutics to optimize drug distribution within tumors. Through this integrated approach, the company aims to develop differentiated treatment solutions and address significant unmet needs in oncology.

Product Description: SD-101

SD-101 is an investigational Toll-like receptor 9 (TLR9) agonist being explored for the treatment of pancreatic cancer. It works by activating innate immune pathways, leading to enhanced dendritic cell activation and subsequent stimulation of anti-tumor T-cell responses. In pancreatic cancer, SD-101 is typically evaluated in combination with checkpoint inhibitors or chemotherapy to overcome the tumor's immunosuppressive microenvironment. The drug is currently in Phase I stage of its development.

6. Company Overview: TransCode Therapeutics

TransCode Therapeutics is a clinical-stage biotechnology company focused on the development of RNA-based therapeutics for the treatment of cancer. The company utilizes proprietary delivery technologies designed to enable the effective systemic administration of nucleic acid-based therapies to tumors. Its research strategy centers on targeting molecular drivers of cancer progression, including mechanisms involved in metastasis. TransCode aims to overcome key challenges associated with RNA therapeutics, particularly delivery and stability, to enhance clinical efficacy. Through this approach, the company seeks to advance innovative precision medicine solutions for patients with advanced and hard-to-treat malignancies.

Product Description: TTX siPD-L1

TTX siPD-L1 is an investigational RNA interference-based therapy designed to silence PD-L1 expression in tumor cells for the treatment of pancreatic cancer. By downregulating PD-L1, it aims to relieve immune suppression and enhance T-cell-mediated anti-tumor activity. The therapy is typically delivered using a targeted platform to improve tumor-specific uptake and therapeutic efficacy. The candidate is currently in preclinical stage of its development.

Pancreatic cancer Analytical Perspective by DelveInsight

• In-depth Commercial Assessment: Pancreatic cancer Collaboration Analysis by Companies

The Report provides in-depth commercial assessment of drugs that have been included, which comprises collaboration, agreement, licensing and acquisition - deals values trends. The sub-segmentation is described in the report which provide company-company collaboration (licensing/partnering), company academic collaboration and acquisition analysis in tabulated form.

• Pancreatic cancer Competitive Landscape

The report comprises of comparative assessment of Companies (by therapy, development stage, and technology).

Pancreatic cancer Report Assessment

• Company Analysis
• Therapeutic Assessment
• Pipeline Assessment
• Inactive drugs assessment
• Unmet Needs

Key Questions:

Current Treatment Scenario and Emerging Therapies:

• How many companies are developing Pancreatic cancer drugs?
• How many Pancreatic cancer drugs are developed by each company?
• How many emerging drugs are in mid-stage, and late-stage of development for the treatment of Pancreatic cancer?
• What are the key collaborations (Industry-Industry, Industry-Academia), Mergers and acquisitions, licensing activities related to the Pancreatic cancer therapeutics?
• What are the recent trends, drug types and novel technologies developed to overcome the limitation of existing therapies?
• What are the clinical studies going on for Pancreatic cancer and their status?
• What are the key designations that have been granted to the emerging and approved drugs?

Key Players

• AstraZeneca
• Merck & Co.
• Hoffmann-La Roche
• Arcus Biosciences
• GenFleet Therapeutics
• Verastem Oncology
• Tango Therapeutics
• Revolution Medicines
• Agenus
• BioLine Rx
• Innovent Biologics (Suzhou) Co. Ltd
• TransCode Therapeutics
• Astellas Pharma
• Carrick Therapeutics
• DEKA Biosciences
• CARsgen Therapeutics
• Phanes Therapeutics, Inc.
• Oncolytics Biotech Inc.,
• Marker Therapeutics, Inc.
• Akeso
• NETRIS Pharma
• Anova Innovation Limited
• Everfront Biotech Co., Ltd.
• Lepu Biopharma CO.,Ltd.
• Bristol-Myers Squibb
• Second Life Therapeutics
• Shanghai Henlius Biotech
• Betta Pharmaceuticals Co., Ltd.
• Abbisko Therapeutics Co, Ltd
• Evopoint Biosciences Inc.
• PanTher Therapeutics
• Crossignal Therapeutics, Inc.

Key Products

LYNPARZA

• Erlotinib
• Quemliclustat
• VS-7375
• TNG462
• Daraxonrasib
• Botensilimab
• Motixafortide
• IBI343
• TTX siPD-L1
• ASP2138
• CT7001
• DK210
• CT041
• Spevatamig
• Pelareorep
• MT-601
• AK154
• NP137
• ANO31905
• EF-009
• MRG004A
• BMS-986504
• SL-28
• HLX43
• BPI-572270
• ABSK021
• XNW28012
• PTM-101
• CT3001