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Why Oncology Trials Chase Surrogate Endpoints the FDA Ignores

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Why Oncology Trials Chase Surrogate Endpoints the FDA Ignores

The Checkpoint Combination Trap: Why Oncology Trials Keep Winning Battles the FDA Doesn’t Care About

An oncology medical director at a mid-size biotech receives a promising Phase III readout. The combination therapy arm has beaten the control, with a statistically significant hazard ratio. The expectation is a clear path to a New Drug Application. Instead, the response from regulators is a request for more information on the “contribution of effect” from each individual agent—a question the trial was never designed to answer. This scenario, now a structural problem in oncology development, highlights what experts call the “Contribution Gap,” a widening disconnect between how sponsors design combination immunotherapy trials and the evidence the FDA requires to establish approvability.

The Structural Mismatch in Trial Design

The FDA’s draft guidance on combination cancer drug development is unambiguously clear: sponsors must demonstrate the “contribution of effect” of each individual drug in a regimen. This evidence standard demands proof of how much work each agent does. The industry, however, has largely read this as a pharmacology problem, believing it can be solved with dose-escalation data and a mechanistic rationale. The FDA, on the other hand, views it as a clinical evidence problem. This difference in interpretation is critical; it can determine whether a Biologic License Application is successful or results in a complete response letter.

man sight on white microscope
Photo: Lucas Vasques / Unsplash (Unsplash License)

The problem is particularly acute in the field of dual checkpoint blockade. The industry has spent a decade mastering the biology of combining these drugs, but the regulatory science of proving each drug’s independent contribution has not kept pace. This has led to a common trial design that compares a combination therapy to either chemotherapy or a historical control. While this approach generates an impressive hazard ratio that proves the combination works, it leaves regulators unable to attribute the specific benefit to each agent. The trial succeeds on its own terms, but the approval package hits a regulatory question the data cannot answer.

The ‘Contribution Gap’ and the Numbers Behind It

This “Checkpoint Combination Trap” is not a one-off regulatory surprise but a recurring pattern. The heart of the issue is a mismatch between the trial’s endpoints and the FDA’s approval criteria. Many trials focus on overall survival or progression-free survival for the combination, but fail to isolate the effect of a single agent within that mix. The hazard ratios produced from such trials are often uninterpretable for evaluating the single agent’s contribution.

This trend exists against a backdrop of a drug development model that increasingly relies on companion diagnostics. By the end of 2025, 87 cancer drugs had been approved in association with a companion diagnostic assay. For nearly four-fifths of the 62 solid-tumor drugs among them, the entire efficacy case rested on a single clinical trial. This model, which traces its origins to the 1998 simultaneous approval of trastuzumab and its HER2 assay, prioritizes finding the right patient population but does not inherently solve the problem of proving a drug’s contribution in a combination.

What It Means for Patient Access

The consequences of this structural problem are tangible and delay patient access to potentially lifesaving treatments. When sponsors submit a New Drug Application based on a trial that cannot answer the FDA’s “contribution of effect” question, the result is often a regulatory request for more data. These requests delay approvals, meaning promising combinations remain out of reach for patients for longer periods. The encouraging part is that the industry recognizes this issue and is beginning to work on solutions.

One approach is to redesign trials to satisfy the FDA’s requirements from the outset. The 2022 approval of Opdualag (nivolumab plus relatlimab-rmbw) for unresectable or metastatic melanoma provides a successful model. Bristol Myers Squibb designed the RELATIVITY-047 trial to compare the combination directly against nivolumab monotherapy. This design isolated the LAG-3 inhibitor’s marginal contribution to progression-free survival, effectively answering the contribution question before the FDA had to ask it. This is a significant shift from the standard combination-versus-chemotherapy approach.

Industry Efforts and What Comes Next

Recognizing the need for change, sponsors and researchers are exploring new trial designs and methodologies. The goal is to generate data that not only proves a combination is effective but also clearly defines the specific contribution of each component. This could involve more complex trial architectures or the use of novel biomarkers to dissect the effects of individual agents.

At the same time, the field of cancer drug discovery continues to evolve, driven by advances in precision oncology and targeted therapies. The global kinase drug discovery solutions market, for example, is projected to increase from $0.52 billion in 2025 to $0.56 billion in 2026, reflecting ongoing investment in developing more selective and effective treatments. As the biology of cancer becomes better understood, the hope is that trial designs will also mature to meet the rigorous standards required to bring these new therapies to patients efficiently. The path forward requires a closer alignment between scientific innovation and regulatory expectations to ensure that promising science translates into timely treatments. Patients should always talk to their doctor about the latest treatment options and clinical trials.

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Photo: Baskay et al (CC BY 4.0)

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