药企豪赌肺癌下一代免疫“新药王”争夺赛已打响

第一财经2025-11-12

凭借在肺癌领域的突出表现，默沙东的PD-1单抗K药连续在2023年、2024年成为全球药王，年销售额均突破200亿美元。　　谁能成为肺癌领域下一代免疫“新王”，一场争夺赛在药企中已打响。　　近日，复宏汉霖（02696.HK）公布了其PD-L1 ADC HLX43用于治疗非小细胞肺癌（NSCLC）的关键更新数据。本次发布首次合并了该产品国际多中心二期临床研究的结果，重点展示了二/三期推荐剂量下的产品...

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ADC方向，康方生物、三生制药、信达生物主攻的是PD-1双抗。　　康方生物的PD-1/VEGF双抗依沃西在肺癌领域，已开展8项注册性/三期临床研究。　　根据康方生物10月21日发布的消息，依沃西计划在2025年第四季度向美国FDA提交首个海外适应证。　　10月22日，信达生物宣布与武田制药在全球范围内共同开发新一代免疫基石疗法IBI363（PD-1/IL-2α-bias），并在美国共同商业化，武田制药将在共同治理和协同一致的开发计划下主导相关工作；同时，信达生物授予武田制药IBI363在除大中华区及美国以外地区的商业化权益。　　当前，复宏汉霖的HLX43是全球开发进度处于第一梯队的PD-L1 ADC。　　朱俊表示，公司正在全力推进HLX43临床开发进程。除肺癌适应证外，未来HLX43还计划针对宫颈癌、食管鳞癌、结直肠癌等展开临床研究。“至少有十五六个大三期在等着我们，而每一个全球临床三期研究的花费在2亿美元左右，接下来是一场硬仗。”　　今年上半年，复宏汉霖实现营收28.2亿元，同比增长2.7%，净利润3.9亿元，与去年同期基本持平，如何支撑HLX43后续庞大的研发支出？　　对此，朱俊表示，公司不排除进行联合开发，但如果伙伴的专业性不够强、实力不够，或者临床开发策略无法达成共识的话，也很难合作到一起。在选择好伙伴之后，具体的交易模式、合作分摊等也要取决于临床数据、项目成色等。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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药企豪赌 肺癌下一代免疫“新药王”争夺赛已打响

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药企豪赌肺癌下一代免疫“新药王”争夺赛已打响