TIGIT blockers tipped for growth despite rocky record

Market research group DelveInsight suggests the market for TIGIT inhibitors could expand sharply over the next decade, even after high-profile clinical disappointments that have cooled investor sentiment across immuno-oncology.

In a new outlook, the firm points to rising cancer incidence and persistent unmet need in solid tumors such as non-small cell lung cancer (NSCLC), renal cell carcinoma, and colorectal cancer as key demand drivers. The USA remains the largest market, with new NSCLC cases estimated at approximately 205,000 in 2024.

DelveInsight identifies domvanalimab, rilvegostomig, and COM902 as leading assets that could revive confidence in the class, alongside complementary pathway inhibitors like the IL-27 antagonist casdozokitug. These are being positioned largely through combination use with established PD-1 or PD-L1 therapies rather than as stand-alone drugs.