Treatment Updated 8 min read

One Drug Halted, Another Advances

Novartis halted one experimental mesothelioma drug, but a competitor's TEAD inhibitor shows strong results in clinical trials.

One Drug Halted, Another Advances
Key Facts
Novartis halted IAG933 enrollment in late 2025, citing tolerability and antitumor activity
VT3989 now the leading TEAD inhibitor in mesothelioma
VT3989: 32% response, 86% disease control, 40-week PFS
Phase 3 trials planned for 2026

Novartis halted enrollment in its Phase 1 trial of IAG933, a TEAD inhibitor being studied for mesothelioma. A Novartis spokesperson said the decision was “not caused by any safety concerns, and was based on the project’s tolerability and antitumour activity.” The asset was subsequently removed from the company’s pipeline presentation. The move leaves Vivace Therapeutics’ VT3989 as the leading drug in this class, which targets a key vulnerability in mesothelioma cells.

What Are TEAD Inhibitors?

The Hippo Pathway

TEAD inhibitors target a cellular pathway critical to many mesotheliomas:

Pathway ComponentRoleIn Mesothelioma
Hippo pathwayControls cell growthOften disrupted
NF2/MerlinTumor suppressorLost in 40-50% of cases
YAP/TAZGrowth signalsOveractive when NF2 lost
TEADFinal effectorDrug target

When the tumor suppressor NF2 is lost (common in mesothelioma), TEAD proteins drive uncontrolled cell growth. Blocking TEAD can stop this growth.

Why TEAD Is Attractive

AdvantageExplanation
Mesothelioma-specificHigh rates of pathway disruption
Novel mechanismDifferent from chemo and immunotherapy
Oral dosingConvenient for patients
Clear biomarkerNF2 status may predict response

The Novartis Decision

What Happened

TimelineEvent
2020sNovartis develops IAG933
2024Phase 1 trial (NCT04857372) underway
ESMO 2025Phase 1 data reported
Late 2025Enrollment halted; asset removed from pipeline
Stated reasonTolerability and antitumor activity

At ESMO 2025, Phase 1 data showed a 19% objective response rate across 37 people with Hippo-altered tumors overall, and roughly 13% to 17% ORR across 30 people with pleural mesothelioma at 300 mg to 400 mg daily doses. Dose-limiting toxicities included QTc prolongation in four people (at 400 mg and 600 mg doses) and grade 2 proteinuria in one person.

Industry Context

IAG933 is not the first TEAD inhibitor to hit a wall:

CompanyDrugStatus
NovartisIAG933Enrollment halted (late 2025)
IkenaIK-930Discontinued May 2024
VivaceVT3989Advancing to Phase 3

The challenges highlight the difficulty of developing TEAD inhibitors, and make VT3989’s results at ESMO 2025 more significant for the class.

One Drug's Failure Doesn't Doom a Class

Multiple TEAD inhibitor programs have struggled, but VT3989’s success validates the target. For patients seeking TEAD inhibitor access, ask your oncologist about VT3989 clinical trials and consider NF2 testing. This biomarker may predict response.

VT3989: Now the Leader

Strong Clinical Data

With Novartis out, VT3989 from Vivace Therapeutics is now the most advanced TEAD inhibitor for mesothelioma:

VT3989 ResultsData
Overall response rate32%
Disease control rate86%
Median PFS40 weeks (vs 15 weeks historical)
FDA designationFast Track
Next stepPhase 3 trial planned

Why VT3989 May Have Succeeded

FactorPossible Advantage
Drug designDifferent binding characteristics
Patient selectionFocused on NF2-mutant tumors
Dosing strategyOptimized regimen
Company focusMesothelioma as priority indication

What This Means for Patients

Current Treatment Landscape

TreatmentSettingStatus
ChemotherapyFirst-lineStandard of care
Opdivo + YervoyFirst-lineFDA approved
Nivolumab aloneRelapsedCONFIRM trial data
TEAD inhibitorsRelapsedIn development

TEAD inhibitors represent a potential new option for patients who have exhausted standard treatments.

Timeline Expectations

MilestoneExpected Timeframe
VT3989 Phase 3 starts2026
Phase 3 results2028-2029
Potential FDA approval2029-2030

Patients seeking TEAD inhibitor access should ask about clinical trials.

Finding TEAD Inhibitor Trials

  1. Ask your oncologist about VT3989 and other TEAD trials
  2. Search ClinicalTrials.gov for “TEAD mesothelioma”
  3. Consider NF2 testing: May help determine eligibility
  4. Contact Vivace Therapeutics: For trial information

The Broader Drug Development Lesson

High Failure Rates

The IAG933 discontinuation illustrates drug development challenges:

StageHistorical Success Rate
Phase 1 to approval~10%
Phase 2 to approval~30%
Phase 3 to approval~60%

Many promising drugs fail. The key is having multiple options in development.

Mesothelioma Pipeline Status

Drug ClassDrugs in Development
Checkpoint inhibitorsMultiple approved and in trials
TEAD inhibitorsVT3989 leading
Arginine depletionPegargiminase
Bispecific antibodiesBNT327 and others
Targeted therapiesVarious

The pipeline is more robust than ever, offering hope despite individual setbacks.

Key Takeaways

One drug’s failure does not doom a class: VT3989, another TEAD inhibitor, continues to show promise in NF2-mutated mesothelioma. Mesothelioma research is advancing, with multiple novel approaches (checkpoint inhibitors, arginine depletion, bispecific antibodies, and targeted agents) in development at once. Biomarkers matter, and NF2 status in particular may predict TEAD inhibitor response. Clinical trials remain the primary route through which patients access new drugs. And drug development takes years, so individual setbacks have to be read against longer timelines.

Reader Q&A

Frequently Asked Questions

What happened to Novartis IAG933?

Novartis halted enrollment in its Phase 1 trial of IAG933 in late 2025 and removed the asset from its pipeline presentation. A company spokesperson said the decision was based on the project’s tolerability and antitumor activity, and not on safety concerns. At ESMO 2025, IAG933 had shown a 19% overall response rate across 37 people with Hippo-altered tumors and roughly 13% to 17% in 30 people with pleural mesothelioma. This leaves VT3989 as the leading TEAD inhibitor for mesothelioma.

What are TEAD inhibitors?

TEAD inhibitors target a key pathway in mesothelioma. When the tumor suppressor NF2 is lost (40-50% of cases), TEAD proteins drive uncontrolled cell growth. Blocking TEAD can stop this growth. The approach is mesothelioma-specific, oral, and has a clear biomarker (NF2 status).

How is VT3989 performing?

VT3989 has shown 32% response rate, 86% disease control, and 40-week median progression-free survival (vs 15 weeks historical). It has received FDA Fast Track designation and is advancing to Phase 3 trials starting in 2026, with potential approval around 2029-2030.

How can I access TEAD inhibitor trials?

Ask your oncologist about VT3989 trials, search ClinicalTrials.gov for “TEAD mesothelioma,” consider NF2 testing to determine eligibility, and contact Vivace Therapeutics directly for trial information.

What drug no longer exists?

Numerous FDA-approved drugs have been withdrawn from the U.S. market when post-approval data showed risks outweighed benefits, such as rofecoxib (Vioxx) in 2004 due to increased heart attack and stroke risk ,. Other examples include sibutramine (Meridia) in 2010 for cardiovascular risks, lorcaserin (Belviq) in 2020 for cancer risk, and ranitidine (Zantac) in 2020 due to carcinogenic contamination. Since the 1970s, at least 35 such drugs have been pulled, often after years on the market, for issues like severe heart toxicity or birth defects ,. The FDA maintains an official list of withdrawn products for safety reasons.

When one drug reduces or blocks the effect of another drug?

Drug antagonism occurs when one drug reduces or blocks the effect of another drug through mechanisms such as receptor binding, where an antagonist occupies the receptor’s active site to prevent agonist binding ; pharmacokinetic interactions, which alter the second drug’s absorption, distribution, metabolism, or elimination ; or chemical reactions that inactivate the ligand before it reaches the receptor. Competitive antagonists can be overcome by increasing the agonist dose, while non-competitive or irreversible types cannot. These interactions are documented in pharmacology resources, including peer-reviewed analyses of drug combinations.

What drugs are discontinued?

No FDA-approved drugs for mesothelioma have been withdrawn or discontinued. Thousands of drugs have been approved by the FDA since 1938, but only a small fraction. fewer than 100 notable cases. have been withdrawn worldwide, mainly due to safety issues like cardiac risks (e.g., rofecoxib in 2004), hepatotoxicity, or carcinogenicity (e.g., ranitidine in 2020). People with mesothelioma use ongoing treatments like pemetrexed or nivolumab, none of which appear on FDA withdrawal lists as of 2026. Discontinued drugs often differ from those in current shortages, which stem from manufacturing issues rather than safety. For the latest status, check FDA resources directly.

What is an example of a drug withdrawal from the market?

Bextra (valdecoxib), an NSAID pain reliever manufactured by G.D. Searle & Co., was withdrawn from the market in April 2005 after just three years of availability. The FDA removed it due to serious cardiovascular adverse events including death, myocardial infarction, and stroke, as well as increased risk of severe skin reactions like Stevens-Johnson syndrome and toxic epidermal necrolysis. The agency determined that Bextra offered no advantage over other available NSAID pain relievers, making its safety risks unjustifiable. This case illustrates how drugs approved by the FDA can later be found to pose unacceptable risks during post-market use, with the median time from approval to withdrawal being approximately five years.