The objective of the study is to evaluate the efficacy and the safety of abemaciclib and giredestrant before surgery in participants with early stage, oestrogen receptor-positive (ER+), human epidermal receptor 2 negative (HER2-) breast cancer (BC).
Primary objective:
● To evaluate the efficacy of abemaciclib and giredestrant in complete cell cycle arrest (CCCA) rate at Week 2.
Secondary objectives:
* To evaluate the efficacy of abemaciclib and giredestrant in reducing the relative Ki67 expression from baseline to Week 2
* To evaluate the efficacy of abemaciclib and giredestrant in risk of recurrence (ROR) score reduction, clinical and radiological tumor response;
* To evaluate the safety of abemaciclib and giredestrant.
Exploratory objectives:
* To evaluate the mechanisms of response and resistance to therapy;
* To evaluate the correlation between Ki-67% reduction and 18- Fluorothymidine (FLT) uptake reduction;
* To evaluate the pathological complete response (pCR) rate (ypT0/is, ypN0) of giredestrant plus abemaciclib

开始日期2025-01-27

申办/合作机构-

CTRI/2024/03/064777

/ Not yet recruiting临床3期

A phase III, randomized, open-label study evaluating efficacy and safety of Giredestrant compared with Fulvestrant, both combined with a CDK4/6 inhibitor, in patients with estrogen receptor-positive, HER2-negative advanced breast cancer with resistance to prior adjuvant endocrine therapy - PionERA

开始日期2024-05-15

申办/合作机构

F. Hoffmann-La Roche Ltd.

[+1]

NCT05708235

/ Active, not recruiting临床2期

A Proof of Concept Study to Evaluate Treatments' Efficacy by Monitoring Minimal Residual Disease Using ctDNA in HR-positive/HER2-negative Early Breast Cancer Population

This trial is a multicenter, open-label, non-comparative, phase II, biomarker-driven adjuvant treatment study involving the periodic collection and analysis of blood samples from patients with HR-positive/HER2-negative early-stage BC at higher risk of relapse, who have undergone surgery within the previous five years, with no evidence of locoregional, contralateral, or distant disease.
The study design is composed by an initial pre-screening phase, a molecular follow-up phase (ctDNA surveillance phase), and an interventional therapeutic phase (treatment phase).
After informed consent is obtained, a total of1,260 eligible patients will enter a ctDNA surveillance in which primary tumor tissue and matched normal blood will be collected from each patient to obtain a patient-specific somatic mutations panel (tumor signature).
At the event of ctDNA positivity, patients will be screened to enter the treatment phase of the study. Upon confirmed eligibility, a total of 40 patients will be allocated in one of the following trial's arms adopting a sequential recruitment strategy:
Arm A: Control Arm (N=10) Arm B: Experimental Arm with giredestrant (N=10) Arm C: Experimental Arm with giredestrant + abemaciclib (N=10) Arm D: Experimental Arm with giredestrant + inavolisib (N=10)
If the strategy of ctDNA monitoring enables physicians to identify patients at high risk of relapse and assess whether treatment at molecular relapse can improve outcome, new cohorts may be added to the study.

开始日期2024-04-01

申办/合作机构

Medica Scientia Innovation Research SL

100 项与 Giredestrant 相关的临床结果

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100 项与 Giredestrant 相关的转化医学

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100 项与 Giredestrant 相关的专利（医药）

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项与 Giredestrant 相关的文献（医药）

2025-01-27·Annual Review of Medicine

New Oral Selective Estrogen Receptor Degraders Redefine Management of Estrogen Receptor–Positive Breast Cancer

Review

作者: Pathak, Neha ; Oliveira, Mafalda

Oral selective estrogen receptor degraders (SERDs) are pure estrogen receptor antagonists that have the potential to overcome common resistance mechanisms to endocrine therapy in estrogen receptor–positive breast cancer. There are currently five oral SERDs in published and ongoing clinical trials—elacestrant, camizestrant, giredestrant, imlunestrant, and amcenestrant—with more in development. They offer a reasonably well-tolerated oral therapy option with low discontinuation rates in studies. This review summarizes the currently available literature on this new class of drugs.

2024-12-12·JOURNAL OF MEDICINAL CHEMISTRY

Discovery of Thiochroman Derivatives as Potent, Oral Selective Estrogen Receptor Degraders and Antagonists for the Treatment of Endocrine-Resistant Breast Cancer

Article

作者: Hu, Wenhao ; Yang, Yushe ; Zhang, Dan ; Meng, Xin ; Lu, Zhengyu ; Leng, Xin-Yu ; Lei, Xiang ; He, Yongqi ; Sun, Lulu ; Kong, Deyu

Selective estrogen receptor degraders (SERDs) deplete the ER signaling pathway via antagonism and degradation of ERα and represent a promising strategy to tackle endocrine resistance. Here, we report a new class of SERDs by pharmacological evolution of a selective estrogen receptor modulator, lasofoxifene. The structure-activity relationship study and efforts to circumvent the issue of human ether-a-go-go-related gene led to the identification of compounds 51. This bifunctional compound displayed broad activity across a vast array of cell backgrounds and was capable of effectively degrading and antagonizing wild-type ERα and clinically relevant ERα mutants. 51 exhibited favorable pharmacokinetic properties and good brain penetration, with a brain/plasma ratio of 3.05, and significantly suppressed the growth of tumor in a tamoxifen-resistant MCF-7 Tam1 xenograft model. Overall, the study demonstrates 51 as a highly potent, oral, and brain penetrant ER degrader and pure antagonist, showing a good potential in overcoming endocrine resistance.

2024-11-01·JOURNAL OF PHARMACEUTICAL SCIENCES

Use of differential scanning calorimetry as a rapid, effective in-process check method for impurity quantitation of an early clinical batch of Giredestrant (GDC-9545)

Article

作者: Nagapudi, Karthik ; Chakravarty, Paroma

Giredestrant (GDC-9545) is a selective estrogen receptor degrader (SERD) that was developed for treatment of ER+/HER2- metastatic breast cancer. An anhydrous crystalline tartrate salt was identified as the solid form suitable for clinical development. An early clinical batch of the active pharmaceutical ingredient (API)/drug substance failed to pass the GMP purity specifications owing to the presence of a substantial amount of high molecular weight impurities (oligomers), as determined by size exclusion chromatography. Several trial rework batches were manufactured using various re-slurry and recrystallization conditions to purge impurities in the drug substance to adhere to purity specifications. Based on the melting point depression of the API in presence of oligomers in these rework batches, a differential scanning calorimetry method was developed to quantify impurity content as a function of melting point onset of the API. This thermal analysis method was used as a surrogate for chromatography as a rapid, effective in-process check method for impurity quantitation to enable the timely release of the final reworked clinical batch. Post release, the % w/w oligomer value determined by calorimetry was in excellent agreement to that obtained by size exclusion chromatography.

项与 Giredestrant 相关的新闻（医药）

2025-03-13

·PRNewswire

VERZENIO's Market Potential Soars as Demand for CDK4/6 Inhibitors Grows | DelveInsight

As VERZENIO gains traction in early-stage treatments and broadens its approved uses, its revenue is expected to keep growing. While the global CDK4/6 inhibitor market remains highly competitive, VERZENIO's distinct clinical advantages and ongoing studies could contribute to further market expansion. LAS VEGAS, March 13, 2025 /PRNewswire/ -- DelveInsight's " VERZENIO Market Size, Forecast, and Market Insight Report" highlights the details around VERZENIO, which is a targeted treatment known as a CDK4/6 inhibitor. The drug is a non-chemotherapy oral tablet. The report provides product descriptions, patent details, and competitor products (marketed and emerging therapies) of VERZENIO. The report also highlights the historical and forecasted sales from 2020 to 2034 segmented into 7MM [the United States, the EU4 (Germany, France, Italy, and Spain), the United Kingdom, and Japan]. Eli Lilly and Company's VERZENIO (abemaciclib) Overview VERZENIO (abemaciclib) is a prescription medication used to treat adults with HR-positive, HER2-negative breast cancer that has metastasized (spread to other parts of the body). It is administered orally and is prescribed in combination with an aromatase inhibitor as an initial endocrine-based therapy. Additionally, the drug is being developed for the treatment of prostate cancer. VERZENIO is approved for the following indications: In combination with endocrine therapy for the adjuvant treatment of adults with HR+/HER2-, node-positive, early-stage breast cancer at high risk of recurrence. In combination with an aromatase inhibitor as the initial endocrine-based therapy for adults with HR+/HER2- advanced or metastatic breast cancer. In combination with fulvestrant for adults with HR+/HER2- advanced or metastatic breast cancer that has progressed after prior endocrine therapy. As monotherapy for adults with HR+/HER2- advanced or metastatic breast cancer that has progressed following endocrine therapy and prior chemotherapy in the metastatic setting. Learn more about VERZENIO projected market size for breast cancer @ VERZENIO Market Potential HR+/HER2- breast cancer is the most common subtype of breast cancer, defined by the presence of estrogen and progesterone hormone receptors but lacking HER2 overexpression. This form of breast cancer generally has a favorable prognosis and is primarily managed with hormone therapy to suppress hormone-driven tumor growth. According to DelveInsight's estimates, around 211,000 new cases of HR+/HER2− breast cancer were reported in the US in 2024. Over the past decade, endocrine therapy has remained the cornerstone of treatment, including for cases with visceral involvement. The current preferred approach involves combining endocrine therapy—using aromatase inhibitors or fulvestrant—with CDK4/6 inhibitors. The approval of CDK4/6 inhibitors has significantly transformed the treatment landscape for HR+/HER2− breast cancer. Currently, five selective CDK4/6 inhibitors— ENHERTU, DATROWAY, IBRANCE, KISQALI, and VERZENIO—are used in combination with endocrine therapy. In November 2023, the FDA approved TRUQAP (capivasertib) in combination with FASLODEX for patients with advanced HR+/HER2− breast cancer harboring specific biomarker alterations (PIK3CA, AKT1, or PTEN). The NCCN Guidelines have designated KISQALI as the only Category 1 Preferred CDK4/6 inhibitor for first-line treatment in combination with an aromatase inhibitor, strengthening its position in the U.S. market. This led to KISQALI recovering its lost market share, with its U.S. revenue contribution rebounding to 50%, following declines to 46% in 2020, 36% in 2021, and 38% in 2022. In January 2025, the FDA approved DATROWAY for patients with unresectable or metastatic HR+/HER2- breast cancer (IHC 0, IHC 1+, or IHC 2+/ISH-) who had previously received endocrine-based therapy and chemotherapy. Additionally, ENHERTU was approved for patients with unresectable or metastatic HR+, HER2-low (IHC 1+ or IHC 2+/ISH-) or HER2-ultralow (IHC 0 with membrane staining) breast cancer that had progressed after at least one prior endocrine therapy in the metastatic setting. Also, in January 2025, Roche reported positive topline results from its Phase III INAVO120 trial, assessing ITOVEBI in combination with IBRANCE and fulvestrant for patients with PIK3CA-mutated HR+/HER2−, endocrine-resistant, locally advanced, or metastatic breast cancer. Among the seven major markets, the US accounted for the largest market share in HR+/HER2− breast cancer, generating USD 7.5 billion in revenue in 2023. The market is expected to experience substantial growth from 2025 to 2034, driven by the introduction of novel therapeutic options. Discover more about the breast cancer market in detail @ Metastatic HR+/HER2- Breast Cancer Market Report Emerging Competitors of VERZENIO Some of the competing emerging key players in HR+/HER2- breast cancer market are, Merck (KEYTRUDA), Arvinas (ARV-471 (vepdegestrant)), Olema Pharmaceuticals (OP1250 (palazestrant)), Celcuity (Gedatolisib), Roche (Giredestrant (RG6171, GDC-9545); Inavolisib), AstraZeneca and Daiichi Sankyo (Datopotamab Deruxtecan (Dato-DXd)), AstraZeneca (Camizestrant (AZD9833); Capivasertib), Eli Lilly (LY3484356/Imlunestrant), Sermonix Pharmaceuticals (Lasofoxifene), Veru Pharma (Enobosarm), DualityBio/BioNtech (DB-1303), Evgen Pharma (SFX-01), Carrick Therapeutics (Samuraciclib (CT-7001)), EQRx/G1 Therapeutics (Lerociclib), Immutep (Eftilagimod Alpha (LAG-3lg/IMP321)), and others. To know more about the number of competing drugs in development, visit @ VERZENIO Market Positioning Compared to Other Drugs Key Milestones of VERZENIO In 2024, Phase III trials did not meet primary endpoints or were terminated for futility. Negative Phase III CYCLONE-2 results, in which VERZENIO added to abiraterone did not meet the primary endpoint of improved radiographic progression-free survival (rPFS) in men with metastatic castration-resistant prostate cancer (mCRPC). In December 2023, Eli Lilly and Company presented results from the MONARCH 3 clinical trial at the 2023 San Antonio Breast Cancer Symposium (SABCS). Results from MONARCH 3 show a numerical improvement in overall survival (OS) of 13.1 months for women with HR+, HER2- metastatic breast cancer treated with VERZENIO plus an aromatase inhibitor in the intent-to-treat population and 14.9 months for women with visceral disease. In March 2023, the US FDA approved an expanded indication for VERZENIO in combination with endocrine therapy for the adjuvant treatment of adult patients with HR+/HER2−, node-positive, early breast cancer (EBC) at a high risk of recurrence. This expanded adjuvant indication removes the Ki-67 score requirement for patient selection. In February 2022, the CHMP adopted a positive opinion recommending a change to the terms of the marketing authorization for the medicinal product VERZENIO. VERZENIO, in combination with endocrine therapy, is indicated for the adjuvant treatment of adult patients with HR+/HER2− negative, node-positive early breast cancer at high risk of recurrence. In October 2021, the US FDA approved VERZENIO, in combination with endocrine therapy (tamoxifen or an aromatase inhibitor), for the adjuvant treatment of adult patients with HR+/HER2−, node-positive, early breast cancer at high risk of recurrence and a Ki-67 score of ≥20% as determined by an FDA-approved test. Ki-67 is a marker of cellular proliferation. In September 2018, VERZENIO was approved in Europe for treating advanced HR+ breast cancer in women if the cancer has already spread to other parts of the body or is locally advanced. In September 2018, VERZENIO was approved for the treatment of patients with HR+/HER2− unresectable or recurrent breast cancer in combination with fulvestrant or an aromatase inhibitor (AI) in Japan. In February 2018, the US FDA approved VERZENIO in combination with an aromatase inhibitor (AI) as initial endocrine-based therapy for the treatment of postmenopausal women with HR+/HER2− advanced or metastatic breast cancer In September 2017, the US FDA approved VERZENIO in combination with an endocrine therapy to treat adult patients who have HR+/HER2− advanced or metastatic breast cancer that has progressed after taking therapy that alters a patient's hormones (endocrine therapy). In October 2015, the US FDA granted Breakthrough Therapy Designation to abemaciclib for patients with refractory hormone-receptor-positive (HR+) advanced or metastatic breast cancer Discover how VERZENIO is shaping the breast cancer treatment landscape @ VERZENIO Breast Cancer VERZENIO Market Dynamics The oral administration of VERZENIO enhances patient convenience, while its expanded approval for the adjuvant treatment of adult patients with HR+/HER2- early breast cancer highlights its role as a differentiated CDK4/6 inhibitor in reducing the risk of recurrence. The rising prevalence of HR+/HER2- breast cancer is driving market demand for effective treatments like VERZENIO. Additionally, its demonstrated efficacy in combination with endocrine therapy and its ability to penetrate the central nervous system further strengthen its market position. Favorable reimbursement policies and increasing awareness among healthcare providers also contribute to its adoption. However, its adoption may be hindered by regulatory hurdles and potential side effects, including severe or life-threatening lung inflammation and serious liver problems. High treatment costs and access disparities in certain regions could also limit market penetration. Competition from other CDK4/6 inhibitors such as IBRANCE and KISQALI poses a challenge, along with concerns over long-term safety data. Additionally, the Phase III CYCLONE-2 trial failed to meet primary endpoints in mCRPC, which may impact its broader clinical prospects and investor confidence. Dive deeper to get more insight into VERZENIO's strengths & weaknesses relative to competitors @ VERZENIO Market Drug Report Table of Contents Related Reports CDK4/6 Inhibitor Market CDK4/6 Inhibitor Market Insights, Epidemiology, and Market Forecast – 2034 report deliver an in-depth understanding of the disease, historical and forecasted epidemiology, as well as the market trends, market drivers, market barriers, and key CDK4/6 inhibitor companies including Pfizer, Prelude Therapeutics, G1 Therapeutics, Pepper Bio, among others. Metastatic HR+/HER2− Breast Cancer Market Metastatic HR+/HER2− Breast Cancer Market Insights, Epidemiology, and Market Forecast – 2034 report deliver an in-depth understanding of the disease, historical and forecasted epidemiology, as well as the market trends, market drivers, market barriers, and key metastatic HR+/HER2− breast cancer companies including Pfizer, Novartis, Stemline Therapeutics, Olema Pharmaceuticals, Arvinas, Immutep, AstraZeneca, Roche, Genentech, Evexta Bio, EQRx, Sermonix Pharmaceuticals, Celcuity, Veru Pharma, Evgen Pharma, Eli Lilly, Biotheryx, among others. HR+/HER2− Breast Cancer Pipeline HR+/HER2− Breast Cancer Pipeline Insight – 2025 report provides comprehensive insights about the pipeline landscape, pipeline drug profiles, including clinical and non-clinical stage products, and the key HR+/HER2− breast cancer companies, including Regor Therapeuics, Seagen Inc., CytomX Therapeutics, Taizhou EOC Pharma, Chia Tai Tianqing Pharmaceutical Group, AstraZeneca, Daiichi Sankyo, Inc., Tyme, Inc., Seagen Inc., Context Therapeutics, Eisai Inc., Shanghai Hengrui Pharmaceutical Co., Ltd., Jiangsu Simcere Pharmaceutical Co., Kind Pharmaceuticals, Merus N.V., Atossa Therapeutics, Roche, among others. Breast Cancer Market Breast Cancer Market Insights, Epidemiology, and Market Forecast – 2034 report deliver an in-depth understanding of the disease, historical and forecasted epidemiology, as well as the market trends, market drivers, market barriers, and key breast cancer companies, including Veru, Sanofi, Roche, AstraZeneca, Eli Lilly, EQRx, Gilead, Sermonix Pharmaceuticals, Evgen Pharma, Tyme, Genentech, Daiichi Sankyo, among others. About DelveInsight DelveInsight is a leading Business Consultant and Market Research firm focused exclusively on life sciences. It supports pharma companies by providing comprehensive end-to-end solutions to improve their performance. Get hassle-free access to all the healthcare and pharma market research reports through our subscription-based platform PharmDelve . Contact Us Shruti Thakur [email protected] +14699457679 Logo: SOURCE DelveInsight Business Research, LLP WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In GET STARTED

临床3期上市批准临床结果突破性疗法ASCO会议

2025-02-26

·FierceBiotech

AstraZeneca, eyeing $5B peak sales, reports phase 3 breast cancer win for oral SERD

AstraZeneca plans to share interim phase 3 data on camizestrant with global regulatory authorities.\n AstraZeneca has advanced its push to make camizestrant a blockbuster, reporting a phase 3 win for the oral SERD at an interim analysis. The trial hit on progression-free survival (PFS), its primary endpoint, but is yet to show patients live longer on the drug candidate.Racing rivals including Eli Lilly and Roche, AstraZeneca is striving to establish the endocrine therapy as a backbone drug in hormone receptor-positive, HER2-negative breast cancer. AstraZeneca’s rivals have similar ambitions, with multiple companies claiming their molecules could be best in class, and the field is now nearing the publication of the hard evidence that will help settle the debate.AstraZeneca landed an early blow Wednesday. At a planned interim phase 3 analysis, the drugmaker found PFS improved when breast cancer patients switched from a standard-of-care aromatase inhibitor to camizestrant.The study has a novel design that reflects an unmet need in the indication. All patients received an aromatase inhibitor and a CDK4/6 inhibitor—either Lilly’s Verzenio, Novartis’ Kisqali or Pfizer’s Ibrance—as their first-line treatment. Physicians monitored circulating tumour DNA to spot ESR1 mutations. If a mutation was found before disease progression, patients switched to camizestrant and stayed on the CDK4/6 drug. ESR1 mutations are found in about 5% of patients at the time of metastatic diagnosis, Susan Galbraith, Ph.D., executive vice president of oncology R&D at AstraZeneca, said on an earnings call this month. The figure rises to around 40% by the time of disease progression at the end of first-line treatment. AstraZeneca designed the trial to show whether camizestrant can extend the benefit of first-line therapy for those patients.The primary endpoint hit suggests that goal is within reach, but questions remain. The data on time to second disease progression (PFS2) and overall survival (OS) were immature at the time of the interim analysis. AstraZeneca noted a trend toward improvement in PFS2 but made no further comment on its OS data. No new safety concerns were seen, and discontinuations were very low, AstraZeneca said.The PFS endpoint is the first of a series of milestones for the program. AstraZeneca is running another trial in a broader first-line population and two adjuvant studies. Through the program, the company is aiming to establish camizestrant as a new backbone therapy and hit a peak sales target that AstraZeneca CEO Pascal Soriot has set at more than $5 billion.AstraZeneca could face competition. Lilly reported phase 3 data on its oral SERD imlunestrant in patients who progressed on an aromatase inhibitor late last year. Roche is aiming to have data on giredestrant, its challenger for the market, sometime from mid-2025 onward. AstraZeneca sees the safety profile of its candidate and ability to combine it with a range of other drugs as differentiators. “The safety profile that we\'re seeing with camizestrant leads to an extremely low discontinuation rate, very low rates of these GI side effects, which I think is important, particularly when you go into the earlier lines of therapy. People want to stay on the drug for a long period of time,” Galbraith said. “I think the overall profile that we have with this drug is really looking best in class from our perspective.”AstraZeneca plans to share the interim phase 3 data with global regulatory authorities.

临床3期临床结果

2025-02-04

·药时代

罗氏砍掉十条管线？彻底放弃TIGIT？

正文共： 4763字 19图预计阅读时间： 10分钟大药企的管线及其调整是备受关注的焦点，药时代持续跟踪报道，其中包括罗氏的管线。罗氏在研产品众多，其中关注度非常高的一款产品就是TIGIT单抗RG6058（tiragolumab）。它是全球范围内推进最快的TIGIT抑制剂，被“全村”寄予了厚望。可惜进展和预期有很大的距离，也正因为如此，这款“开路先锋”得到格外大的关注。近日，两篇文章吸引了我们的注意力。一篇的题目是“罗氏：砍掉十条管线”，发布于2025年2月2日，阅读量已经1.4万。第二篇的题目是“罗氏：彻底放弃TIGIT”，发布于1月31日，目前阅读量接近6000。这两篇文章的题目让我们心里立即咯噔了一下，因为就在2024年12月11日，我们报道了罗氏2024年第三季度停止了4项乙肝在研产品，分别为RG6449、RG7854、RG6346及RG6084。这些项目分别处于I期/II期临床阶段，并在早前有部分临床试验数据公布。据罗氏官网披露信息显示，这四个产品很可能是罗氏已披露的乙肝管线的全部。【相关报道】罗氏停止多项乙肝新药管线！我们的反应就是：“怎么？罗氏又砍产品了？TIGIT彻底完了？” 情况真的是这样的吗？我们立即查看了长达76页的罗氏2024年全年财报PPT，希望从中找到答案。在第69页，罗氏披露了在2024年第四季度公司再次调整其管线，有增有减。临床1期增加了5个NME产品，分别为：RGXXXX*（P-MUC1C-ALLO1，实体瘤）、RG6810（DLL3 ADC，小细胞肺癌）、RG6620（KRAS G12D抑制剂，实体瘤）、RG6561（新分子实体，实体瘤）、CHU BRY10（慢性病）。 2024年11月26日，罗氏公司官宣15亿美元收购Poseida Therapeutics，该收购已经于2025年1月8日正式完成。此次收购将为罗氏带来Poseida的创新管线，P-MUC1C-ALLO1便是其中的一款产品。作为一种全同种异体CAR-T细胞疗法，P-MUC1C-ALLO1专门针对MUC1-C表位，这种表位在多种上皮来源的实体肿瘤中广泛表达。P-MUC1C-ALLO1在临床前研究中显示出对MUC1-C阳性肿瘤细胞的强大细胞毒性，同时对正常MUC1-C阳性的人类原代细胞的杀伤作用最小。靶向DLL3的ADC产品RG6810则是从中国信达生物引进的。 CHU BRY10是一款基于罗氏旗下中外制药公司开发的循环抗体®技术开发的抗体药物。管线瘦身方面，罗氏终止了一些产品的临床开发，原因包括：（1）未达公司内部研发标准：10个NME因未满足内部研发标准而被淘汰；（2）公司战略聚焦调整：部分管线因资源重新分配至高潜力项目（如CAR-T、ADC）而退出。 5个新分子实体（NMEs）被停止临床1期开发，它们是：（1）RG7827（FAP/4-1BB双抗，针对实体瘤）、（2）RG6194（Runimotamab，HER2/CD3双抗，针对乳腺癌）、（3）RG6323（efbalropendekin alfa，IL15/IL15Ra-Fc双特异性融合蛋白，针对血液瘤和实体瘤）、（4）GPC3/CD3双抗（来自中外制药，针对实体瘤，尤其是肝细胞癌）、（5）SPYK04（口服小分子药物，由中外制药研发，针对实体瘤）。这基本上意味着这5个NME的命运就此结束，除非后期有机会被“复活”。此外，备受关注的TIGIT单抗RG6058（tiragolumab）针对不同适应症的5个临床试验被终止，其中包括1个一期、2个二期、2个三期。所以，严格地讲，“罗氏砍掉十条管线”好像不是很准确。那么，罗氏彻底放弃TIGIT了吗？经历了2024年Q4调整后的罗氏管线如下：可以很清晰地看到，RG6058的三个三期临床试验还在其中，分别为：（1）联合Tecentriq用于治疗局部晚期食管癌；（2）联合Tecentriq用于一线治疗不可切除的III期非小细胞肺癌；（3）联合Tecentriq和Avastin用于一线治疗肝细胞癌。相应地，罗氏NDA/BLA递交计划这一页中依旧包括RG6058，其中，联合Tecentriq用于一线治疗不可切除的III期非小细胞肺癌的BLA计划2025年递交，另外两个都是2026年递交。基于以上信息和分析，我们认为罗氏还没有彻底放弃TIGIT。我们将继续密切关注还在管线中的三个三期临床试验，及时报道。专利悬崖则是备受关注的第二个焦点。2024年，罗氏受到专利到期（LOE）的影响，因Avastin、Herceptin等重磅药物专利到期损失10亿瑞士法郎，2025年预计进一步影响12亿瑞士法郎。罗氏通过精简管线集中资源于肿瘤（如Divarasib）、神经（如Trontinemab）及代谢（CT-388）等领域，与此同时，通过licensing引进有价值有协同潜力的创新药产品，进行“腾笼换鸟”、升级迭代，期间蕴藏着很多BD机会。中国企业可关注其开放合作机会（如ADC、双抗），争取达成更多的合作，实现更多的出海。时间、水平有限，今天的分析就到这里。欢迎批评指正！也欢迎感兴趣的朋友们继续阅读下面更多的财报分析内容。如果您希望保存一份76页PPT自己认真学习，请在本文的评论区留下您的工作邮箱地址，我们上班后统一密送。谢谢！~ 一、核心财务表现：超预期增长，现金流强劲收入与利润集团销售额：2024年实现销售额605亿瑞士法郎（+7%，恒定汇率CER），超出中单位数增长指引，基础业务（排除新冠产品及专利到期影响）增长达9%。分部表现：制药业务销售额462亿瑞郎（+8% CER），诊断业务143亿瑞郎（+4% CER；排除新冠产品后+8%）。盈利能力：核心营业利润（Core OP）增长14%，利润率提升2.1个百分点至34.4%；核心每股收益（Core EPS）增长12%（排除税务争议后）。现金流：运营自由现金流（OFCF）同比增长34%至212亿瑞郎，体现强劲的运营效率。关键驱动与挑战新冠产品收入下滑：新冠相关诊断及治疗药物销售额减少11亿瑞郎，符合预期。专利到期（LOE）影响：因Avastin、Herceptin等重磅药物专利到期损失10亿瑞郎，2025年预计进一步影响12亿瑞郎。汇率波动：美元/欧元兑瑞郎贬值拖累销售额增长约4个百分点，但2025年预计汇率影响趋缓。二、制药业务：创新产品驱动增长，管线布局前瞻核心产品表现肿瘤/血液病领域：Polivy（DLBCL）销售额增长39%，患者份额达29%；Hemlibra（血友病）患者份额42%，增长稳健。神经科学：Ocrevus（多发性硬化症）销售额67亿瑞郎（+9%），新剂型（皮下注射）快速渗透市场；Evrysdi（脊髓性肌萎缩症）增长18%。免疫与眼科：Xolair（过敏）因食物过敏适应症获批推动增长16%；Vabysmo（眼底病）销售额增长68%，预充注射器在美转化率超85%。新兴产品与管线亮点肿瘤：Giredestrant（ER+/HER2-乳腺癌）、Divarasib（KRAS突变实体瘤）III期数据读出。神经退行性疾病：Trontinemab（阿尔茨海默病）与Prasinezumab（帕金森病）临床进展。代谢与免疫：CT-388（GLP-1/GIP双激动剂）肥胖适应症进入II期，抗TL1A单抗拓展至克罗恩病与纤维化疾病。 2024年上市产品：Itovebi（PI3Kα突变乳腺癌）与PlaSky（阵发性睡眠性血红蛋白尿症）表现初显，后者获美欧批准。 2025年关键里程碑：战略合作与技术突破 CAR-T疗法：与Poseida合作开发通用型CAR-T，覆盖肿瘤、自身免疫及神经系统疾病，首款产品P-BCMA-ALLO1获FDA孤儿药认定。 ADC布局：通过信达生物合作引入DLL3 ADC（小细胞肺癌），强化实体瘤管线。三、诊断业务：基础业务韧性凸显，数字化与近患者护理发力区域与细分市场核心实验室（Core Lab）：免疫诊断（+9%）与临床化学（+8%）推动增长，占诊断收入的56%。分子诊断：血筛业务增长17%，新冠检测收入下滑但基础病毒检测增长10%。新兴市场：拉美增长22%，亚太受新冠检测退潮拖累（-5%）。创新产品与平台近患者护理（PoC）：Accu-Chek® SmartGuide CGM（连续血糖监测）获CE认证，cobas® Liat系统扩展呼吸道与性传播感染检测菜单。数字化病理：DP600扫描仪获美FDA初步诊断许可，推动病理实验室收入增长17%。质谱技术：cobas® i601系统上市，瞄准30亿瑞郎的LDT市场，目标2030年收入突破10亿瑞郎。四、战略与风险：聚焦长期增长，挑战犹存核心战略方向研发聚焦：2025年计划12项III期临床数据读出，4款新分子实体（NME）提交上市申请，包括抗纤维化药物astegolimab（COPD）及眼科药物vamikibart（糖尿病黄斑水肿）。数字化转型：navify®数字病理与分析平台升级，提升实验室效率；AI算法（如胸痛分诊、肾病风险评估）加速落地。可持续发展：推进绿色制造与供应链减碳，目标2030年实现运营碳中和。潜在风险与挑战专利悬崖：2025年LOE影响扩大，需依赖新产品填补收入缺口。竞争加剧：肿瘤领域面临PD-(L)1抑制剂生物类似药冲击，眼科市场需应对Vabysmo与Eylea的份额争夺。政策压力：全球药价管控趋严，美国《通胀削减法案》或影响高价药市场准入。五、中国视角：合作深化，市场潜力待释放本地化进展产品引入：Valpysmo（眼底病）、Lunsumio（淋巴瘤）等新药在华申报提速，2025年计划提交Elevidys（杜氏肌营养不良）上市申请。研发合作：与再鼎医药、信达生物等本土企业合作开发ADC与双抗，加速管线本土化。投资启示关注创新药企：罗氏在肿瘤、神经科学领域的开放合作模式（如CAR-T、ADC）为国内Biotech提供商业化契机。警惕政策风险：带量采购与医保谈判压力下，需评估罗氏高价创新药在中国市场的支付能力与准入策略。六、总结与展望罗氏2024年交出了一份“稳健增长与创新突破并存”的答卷，核心业务增长抵消了新冠退潮与专利到期的影响，现金流与股息连续38年增长彰显财务韧性。2025年，随着Giredestrant、Divarasib等重磅管线数据读出，以及数字化与近患者护理的深化，罗氏有望进一步巩固全球药企龙头地位。对中国市场而言，加速创新药引入、深化本土合作将是其增长关键，但需警惕政策与竞争的双重挑战。参考资料：罗氏2024年财报罗氏官网药时代已发表文章其它公开资料封面图来源：网络推荐阅读 DeepSeek预测：2035-2040年间，首位华人跨国药企CEO有望诞生 2025-02-03 2018-2024 | 全球知名VC公司如何看待生物制药江湖的这些年？ 2025-02-03 用火热的DeepSeek帮助设计1期临床试验方案。您对结果满意吗？ 2025-02-02 FDA会大规模裁员吗？快来看看投票结果！ 2025-02-02 版权声明/免责声明本文为原创文章。本文仅作信息交流之目的，不提供任何商用、医用、投资用建议。文中图片、视频、字体、音乐等素材或为药时代购买的授权正版作品，或来自微信公共图片库，或取自公司官网/网络，部分素材根据CC0协议使用，版权归拥有者，药时代尽力注明来源。如有任何问题，请与我们联系。衷心感谢! 药时代官方网站:www.drugtimes.cn 联系方式: 电话:13651980212 微信:27674131 邮箱:contact@drugtimes.cn 点击这里，查看更多商机!~

细胞疗法免疫疗法抗体药物偶联物财报并购

100 项与 Giredestrant 相关的药物交易

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外链

KEGG	Wiki	ATC	Drug Bank
D11961	-	-	-

研发状态

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适应症	最高研发状态	国家/地区	公司	日期
ER阳性乳腺癌	临床3期	美国	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	日本	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	阿根廷	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	德国	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	希腊	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	意大利	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	新加坡	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	南非	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	西班牙	Genentech, Inc.	2022-08-03
ER阳性乳腺癌	临床3期	中国台湾	Genentech, Inc.	2022-08-03

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临床结果

适应症

分期

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研究	分期	人群特征	评价人数	分组	结果	评价	发布日期


NCT04802759 (MORPHEUS- BREAST CANCER, ESMO2024) 人工标引	临床1/2期	ER阳性/HER2阴性乳腺癌 HER2 Negative \| ER Positive	33	Giredestrant 30 mg PO daily	構獵構繭構鑰範衊積醖(窪選積夢願顧夢鑰衊艱) = 積糧築壓夢淵選簾積鬱餘蓋選壓艱蓋鑰憲糧獵 (夢鑰鬱築蓋壓鬱鹽餘積 ) 更多	积极	2024-09-16
				Giredestrant 30 mg PO daily + Samuraciclib 360 mg PO daily	構獵構繭構鑰範衊積醖(窪選積夢願顧夢鑰衊艱) = 餘淵鑰觸夢餘窪獵選製餘蓋選壓艱蓋鑰憲糧獵 (夢鑰鬱築蓋壓鬱鹽餘積 ) 更多
NCT04576455 (acelERA BC, Pubmed) 人工标引	临床2期	HR阳性/HER2阴性乳腺癌 Estrogen Receptor-Positive \| HER2-Negative	303	Giredestrant	構繭壓廠鬱鏇鏇膚憲鬱(鑰遞齋襯衊蓋簾膚衊觸): HR = 0.81 (95% CI, 0.6 ~ 1.1), P-Value = 0.1757 更多	积极	2024-06-20
				fulvestrant choice of endocrine monotherapy
NCT04802759 (ASCO2024) 人工标引	临床1/2期	ER阳性/HER2阴性乳腺癌 HER2 Negative	15	Giredestrant (G) + Everolimus (EVERO)	鏇糧網蓋獵築壓窪範鏇(鑰顧獵製膚膚願艱襯繭) = 糧鑰醖鏇淵壓淵觸壓醖鑰顧簾憲壓糧觸選積憲 (範繭鏇廠鹽淵製積繭糧 ) 更多	积极	2024-05-24
NCT03332797 (GO39932, Pubmed)	临床1期	ER阳性/HER2阴性乳腺癌 ER+ \| HER2-negative \| ESR1-mutated tumors	175	Giredestrant 10 mg	簾鬱築衊網餘憲壓遞鏇(鏇齋網構膚鏇廠糧願簾) = 窪鏇淵築憲壓鑰觸築簾淵鑰膚淵鬱觸選糧鬱壓 (壓醖鏇衊鹹衊廠廠積鑰 )	积极	2024-01-23
				Giredestrant 30 mg	簾鬱築衊網餘憲壓遞鏇(鏇齋網構膚鏇廠糧願簾) = 膚願壓願選鏇遞鑰窪積淵鑰膚淵鬱觸選糧鬱壓 (壓醖鏇衊鹹衊廠廠積鑰 )
NCT03332797 (phase Ia/Ib dose-escalation/-expansion study, Pubmed)	临床1期	晚期乳腺癌	-	Giredestrant 10 mg	獵蓋網鏇繭壓鏇鑰簾鹽(糧鏇壓窪繭糧膚壓鏇衊) = 簾餘窪獵壓積網積齋餘齋觸築壓艱壓鏇築範構 (壓蓋壓範選觸襯憲範憲 )	积极	2023-12-15
				Giredestrant 30 mg	獵蓋網鏇繭壓鏇鑰簾鹽(糧鏇壓窪繭糧膚壓鏇衊) = 鹹構糧淵齋膚醖淵觸繭齋觸築壓艱壓鏇築範構 (壓蓋壓範選觸襯憲範憲 )
NCT04436744 (coopERA Breast Cancer, Pubmed \| Lancet Oncol)	临床2期	ER阳性/HER2阴性乳腺癌新辅助 oestrogen receptor-positive \| HER2-negative \| Ki67 score	221	Giredestrant 30 mg	範顧範蓋憲積膚簾壓選(膚憲齋積衊夢淵鬱遞鬱) = 願憲蓋獵製襯膚廠構鬱製選觸艱鬱顧顧簾顧選 (獵餘觸構糧觸齋壓構遞, -80 ~ -70)	积极	2023-09-01
				Anastrozole 1 mg	範顧範蓋憲積膚簾壓選(膚憲齋積衊夢淵鬱遞鬱) = 鏇願淵醖觸廠鏇獵選鏇製選觸艱鬱顧顧簾顧選 (獵餘觸構糧觸齋壓構遞, -73 ~ -59)
NCT04802759 (MORPHEUS BC, ASCO 12023 \| ASCO 22023) 人工标引	临床1/2期	ER阳性/HER2阴性乳腺癌 ER Positive \| HER2 Negative	40	Abemaciclib+Giredestrant	蓋糧襯齋繭夢網簾遞觸(鹽鬱範夢憲廠夢艱鹹壓) = 鹽獵範齋衊鏇膚鹽壓觸製廠構夢願廠壓積鑰廠 (廠獵蓋積簾鏇壓簾窪膚 ) 更多	积极	2023-05-26
				ribociclib +Giredestrant	蓋糧襯齋繭夢網簾遞觸(鹽鬱範夢憲廠夢艱鹹壓) = 窪鹽壓膚鹽構遞齋選艱製廠構夢願廠壓積鑰廠 (廠獵蓋積簾鏇壓簾窪膚 ) 更多
NCT04436744 (coopERA BC, ASCO 12023 \| ASCO 22023) 人工标引	临床2期	ER阳性/HER2阴性乳腺癌新辅助 ER Positive \| HER2 Negative	-	Palbociclib+Giredestrant	鬱壓積簾構範鑰鬱糧觸(獵蓋憲範齋網構蓋鹹夢) = 窪觸觸鹹製願糧構顧艱範餘蓋鬱鏇鹽憲願積鹹 (遞醖蓋繭夢獵遞鏇廠鹹 ) 更多	积极	2023-05-26
				Palbociclib+anastrozole	鬱壓積簾構範鑰鬱糧觸(獵蓋憲範齋網構蓋鹹夢) = 範顧鏇繭糧範窪鹹醖願範餘蓋鬱鏇鹽憲願積鹹 (遞醖蓋繭夢獵遞鏇廠鹹 ) 更多
NCT03916744 (CTgov)	临床1期	ER阳性乳腺癌	75	Surgery+Giredestrant (Giredestrant 10 mg)	膚願鑰糧遞獵膚範夢淵(築醖衊鏇製淵鬱築顧齋) = 糧衊築壓願繭窪遞鹽範衊夢簾餘夢淵衊願繭餘 (膚鏇襯顧艱鹽糧鑰壓獵, 廠鹽醖顧餘淵觸觸艱顧 ~ 窪築鏇窪壓構網築構襯) 更多	-	2023-03-10
				Surgery+Giredestrant (Giredestrant 30 mg)	膚願鑰糧遞獵膚範夢淵(築醖衊鏇製淵鬱築顧齋) = 鏇選衊鏇築遞遞觸夢製衊夢簾餘夢淵衊願繭餘 (膚鏇襯顧艱鹽糧鑰壓獵, 壓積鑰選積蓋憲淵顧廠 ~ 願遞製鹹壓艱網蓋繭製) 更多
NCT04576455 (acelERA Breast Cancer, SABCS2023)	临床2期	晚期乳腺癌三线 ESR1 mutations	303	Giredestrant (30 mg oral daily)	膚網觸醖膚餘鑰積衊製(製膚襯願鏇壓顧顧鏇鹽) = 範艱繭鬱鏇鏇遞簾壓築顧鏇窪構鏇遞夢鏇顧襯 (淵夢顧範鬱築衊範衊蓋 ) 更多	积极	2023-03-01
				Physician’s choice of endocrine therapy (PCET)	膚網觸醖膚餘鑰積衊製(製膚襯願鏇壓顧顧鏇鹽) = 醖願憲齋遞顧願衊鑰襯顧鏇窪構鏇遞夢鏇顧襯 (淵夢顧範鬱築衊範衊蓋 ) 更多