A Phase 2b, Randomized, Double-Blind, Placebo-Controlled Study to Evaluate the Efficacy and Safety of Tulisokibart in Participants With Moderate to Severe Hidradenitis Suppurativa

This is a phase 2b randomized, double-blind, placebo-controlled study of the safety and efficacy of tulisokibart in participants with moderate to severe hidradenitis suppurativa. The primary hypothesis is that at least 1 dose of tulisokibart is superior to placebo with respect to the proportion of participants achieving a 50% reduction in Hidradenitis Suppurativa Clinical Response (HiSCR50) at Week 16 (ie, at end of double-blind treatment).

开始日期2025-06-09

申办/合作机构

Merck Sharp & Dohme LLC

NCT06575595

/ Completed临床1期

A Pharmacokinetic Study of Tulisokibart Administered Subcutaneously Via Autoinjector or Syringe in Healthy Adult Participants

The primary objectives of the study are to characterize the pharmacokinetics (PK) of a single subcutaneous (SC) dose of tulisokibart (MK-7240) administered via autoinjector (AI) (Treatment A) and to characterize the PK of different concentrations of tulisokibart following SC administration of a single dose via vial/syringe (Treatments B and C). There is no formal hypothesis.

开始日期2024-09-24

申办/合作机构

Merck Sharp & Dohme LLC

100 项与 Tulisokibart 相关的临床结果

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100 项与 Tulisokibart 相关的转化医学

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100 项与 Tulisokibart 相关的专利（医药）

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项与 Tulisokibart 相关的文献（医药）

2025-08-01·Lancet Gastroenterology & Hepatology

Tulisokibart shows promise for Crohn's disease

Article

作者: Lindsay, James

2025-08-01·Lancet Gastroenterology & Hepatology

Safety and efficacy of the anti-TL1A monoclonal antibody tulisokibart for Crohn's disease: a phase 2a induction trial

Article

作者: Llewellyn, Heather ; Al Kharrat, Houssam ; Longman, Randy S ; Jang, InSock ; Luo, Allison ; Sands, Bruce E ; Marchelletta, Ron ; Targan, Stephan R ; DuVall, Aaron ; McGovern, Dermot P B ; Siegel, Corey A ; Yen, Mark ; Wang, Yong ; Woynarowski, Marek ; Feagan, Brian G ; Bilsborough, Janine ; Anderson, Jaclyn K ; Towfic, Fadi ; Nguyen, Deanna D ; Sabino, João ; Lu, Jiandong ; Kierkus, Jaroslaw ; Laurent, Olivier ; Muñoz-Elias, Ernesto J ; Dubinsky, Marla C

BACKGROUND:

TNF-like cytokine 1A (TL1A) is a key mediator of inflammation and fibrosis. The efficacy and safety of the anti-TL1A monoclonal antibody tulisokibart as induction treatment was assessed in adults with moderately to severely active Crohn's disease with a history of insufficient response, loss of response, or intolerance to conventional or approved biological therapies.

METHODS:

In the phase 2a, multicentre, open-label APOLLO-CD study, participants aged 18 years or older with moderately to severely active Crohn's disease, as defined by a Crohn's Disease Activity Index (CDAI) of 220-450 and a Simple Endoscopy Score for Crohn's Disease (SES-CD) of at least 6 for ileocolonic or colonic disease or at least 4 for isolated ileal disease, received intravenous tulisokibart (1000 mg on day 1 and 500 mg at weeks 2, 6, and 10). This Article reports the results of the primary analysis of the induction period. The primary endpoints were safety and the proportion of participants with endoscopic response at week 12, defined as a decrease in SES-CD of at least 50% from baseline. Safety was analysed in all participants treated with tulisokibart, and endoscopic response was analysed in the per-protocol analysis set, which included all participants treated with tulisokibart with baseline CDAI and SES-CD scores, except those with prespecified important protocol deviations. This trial is registered with ClinicalTrials.gov (NCT05013905) and is closed for recruitment; an open-label extension is ongoing.

FINDINGS:

Of 101 participants screened for eligibility, 55 eligible participants were enrolled and received tulisokibart. The mean age of participants was 39·1 years (SD 15·7), 34 (62%) were male, 21 (38%) were female, and 39 (71%) had received previous biological therapy. At week 12, endoscopic response was observed in 13 (26·0% [95% CI 15·9-39·6]) of 50 participants receiving tulisokibart in the per-protocol analysis set. Adverse events occurred in 43 (78%) of 55 participants, with most adverse events being mild to moderate in severity. The most frequently occurring adverse events (≥5% of participants) were COVID-19 (six [11%] participants), urinary tract infection (five [9%]), Crohn's disease (five [9%]), anaemia (four [7%]), nasopharyngitis (three [5%]), and fatigue (three [5%]). Eight (15%) participants had serious adverse events, none of which were considered related to the study drug by the investigator. There were no deaths.

INTERPRETATION:

This proof-of-concept study showed that tulisokibart is potentially efficacious in moderately to severely active Crohn's disease and is well tolerated. Randomised controlled trials with longer duration are needed to confirm these results; a double-blind, placebo-controlled, phase 3 trial is currently underway.

FUNDING:

Prometheus Biosciences, a subsidiary of Merck & Co, Rahway, NJ, USA.

2025-06-01·Pharmacology Research & Perspectives

Comparative Efficacy of Different Targeted Therapies in Patients With Moderate‐to‐Severe Ulcerative Colitis: Systematic Review/Network Meta‐Analysis and Mechanistic Overview

Review

作者: Xu, Li ; Sun, Yingzhe ; Hu, Suying ; Hu, Fang ; Pan, Pingting ; Dai, Youran ; Yang, Wenhui ; Li, Qiushuang ; Liu, Shan

ABSTRACT:

Ongoing evaluations of targeted therapies for moderate‐to‐severe ulcerative colitis (UC) continue to unfold, with the emergence of novel drugs. However, head‐to‐head trials comparing these therapies are still lacking. The aim of this study is to investigate the therapeutic effects of targeted therapies in moderate‐to‐severe UC. The Cochrane Library, Web of Science, PubMed, and Embase were searched from the inception to November 12, 2024. Statistical analyses included multivariate random effects models and Bayesian modeling. Stratified and sensitivity analyses were also performed. Publication bias was assessed using funnel plots. Outcomes such as clinical response/remission, endoscopic remission, mucosal healing, quality of life, adverse events (AEs), and serious adverse events (SAEs) were used to quantify the relative therapeutic effects. Thirty‐three studies (33 reported on the induction phase; 13 reported on the maintenance phase) were identified. In the induction phase, Upadacitinib 45 mg demonstrated the highest efficacy in achieving clinical remission (OR 10.03; 95% CI, 4.83–20.80), clinical response (OR 7.96; 95% CI, 3.89–16.28), and mucosal healing rate (OR 8.91; 95% CI, 3.36–23.62). Cobitolimod 250 mg was the first‐ranked treatment (SUCRA, 92.67%) in Endoscopic remission. Vedolizumab 108 mg was the best dosage in reducing Adverse Events (AEs). The optimal dosage for reducing Serious Adverse Events (SAEs) was found to be Tulisokibart 1000/500 mg. During the maintenance phase, Etrasimod 2 mg/kg ranked first in clinical remission (OR 9.58; 95% CI, 2.82–32.59), and Upadacitinib 45 mg was superior in endoscopic remission. Additionally, the most effective medication for raising quality of life was Guselkumab 200 mg (OR 3.04; 95% CI, 1.70–5.40). Consequently, there is a need for further high‐quality research to conclusively determine the best therapeutic option.

182

项与 Tulisokibart 相关的新闻（医药）

2025-08-07

·FiercePharma

Merck faced no competition in its $10B buyout of Verona

In its $10 billion acquisition of Verona Pharma last month, Merck was the only company that placed a bid on the British biotech. Merck pulled off its $10 billion buyout of Verona Pharma last month with little of the wheeling and dealing that typically accompanies a big-money acquisition in the biopharma industry.In fact, Merck was the only company that made an offer to Verona, according to a Securities and Exchange Commission filing by the British company on Monday, which detailed its negotiations leading up to the transaction.The lack of interest came despite Verona scoring a landmark FDA approval a year ago for Ohtuvayre, the first new medicine for chronic obstructive pulmonary disorder (COPD) in more than a decade.The treatment, which is administered twice daily with a hand-held nebulizer, earned an advantageous nod as the U.S. regulator signed off on it to be used as a monotherapy or in combination with other COPD maintenance drugs. It has drawn annual peak sales projections of up to $5 billion.Verona’s efforts to attract suitors began in early 2023, as it and New York City investment advisory firm Centerview Partners conducted outreach with drugmakers who might be interested in a partnership or an outright acquisition, according to the filing.Those attempts drew interest from just one unidentified company (not Merck), which met with Verona in July 2023 and signed a nondisclosure agreement. But the company never made Verona an offer.In December 2023, Verona and Centerview agreed to begin another round of outreach, which attracted no substantial interest for more than a year. Then, in February of this year, Merck told Verona that a nondisclosure agreement—which they had signed in 2020—had expired. The companies signed a new one, without a “standstill provision,” which allowed them to freely discuss potential business development opportunities.Over the next few months, Verona met several times with Merck’s Human Health International chief Joseph Romanelli. Among the topics they discussed were Merck owning rights to Ohtuvayre either inside or outside of the U.S.Similarly, in early June, more than one third party, according to the filing, sent Verona a nonbinding term sheet concerning a potential collaboration on Ohtuvayre. A nonbinding term sheet allows a company to explore a potential transaction without making an offer. Then, on July 3, Merck proposed to buy out Verona for $104 per share and placed a five-day deadline on the offer. Later that day, Verona’s share price closed at $91.53.Also that day, after a meeting with its board, Verona made a counteroffer of $112 per share, prompting Merck to respond with a $107 per-share offer. On the deadline, July 8, the companies agreed to the deal, which was a 23% markup on Verona’s price at market close on July 8 and a 39% premium on the company’s 60-day volume-weighted average price.The transaction is the second-largest in the biopharma industry this year after Johnson & Johnson’s $14.6 billion buyout of Intra-Cellular Therapies. A regulatory filing after that deal indicated that it happened over the course of just one month and that J&J placed the lone bid on the company, which has schizophrenia and bipolar disorder drug Caplyta in its portfolio, along with another highly touted antipsychotic candidate. Merck’s move is part of its strategy to compensate for the loss of patent protection later this decade for its cancer superstar Keytruda, which accounted for more than 50% of the company’s revenue in the second quarter.In 2021, Merck spent $11.5 billion for Acceleron and its pulmonary arterial hypertension treatment, now known commercially as Winrevair. Then in 2023, the New Jersey company ponied up $10.8 billion for Prometheus and its late-stage bowel disease candidate PRA023.In 2023, Merck lost out in a bid to acquire Seagen as Pfizer snapped up the antibody-drug conjugate specialist for $43 billion. The run-up to that deal involved two other unidentified companies in a bidding war that is much more typical of a large biopharma acquisition.

并购上市批准

2025-07-31

·米内网

$1350亿交易总额惊呆了！国产1类新药惊喜连连，恒瑞、石药、三生亮眼，创新出海热度高涨

精彩内容随着系列政策的大力推动，叠加国内创新同质化严重的背景下，越来越多中国创新药企业纷纷踏上“创新转型、扬帆出海”的新赛道。据不完全统计，2024年至今达成的License-out交易150余项，交易总金额合计超1350亿美元；恒瑞医药、石药集团、三生制药等头部药企全速推进，合作交易金额屡创新高，国产1类新药频频登场......密集的出海交易，体现出中国创新药企业积极摆脱内卷、完成商业闭环并走向更高格局的决心。$1350亿总额惊呆了！创新药出海热度高涨自2015年开启药政改革以来，国内创新药研发能力快速提升，药物创新性和研发效率的优势逐渐得到国外制药巨头认可，海外授权（License-out）也逐渐成为国内创新药企业迈向国际化的敲门砖。据不完全统计，2024年至今我国创新药License-out交易至少发生150余项，合计交易总金额超1350亿美元。其中，2024年License-out交易共计94项，披露的交易总金额约542.9亿美元；2025年至今，国内已发生56项License-out交易，累计交易总金额超过817亿美元，可统计交易总额已突破去年全年水平，创新药出海热浪持续高涨。近年来License-out交易情况来源：公司公告、公开信息等，米内网整理近年来，随着系列政策的大力推动，叠加国内创新同质化严重的背景下，不论是国内传统大药企，还是Biotech新贵都纷纷踏上“创新转型、扬帆出海”的新赛道，License-out数量与授权合作金额均在逐年攀升。如此背景下，密集的创新药出海交易，NewCo交易新模式的登场，ADC、核药、CAR-T等高技术壁垒疗法的崛起......正体现出中国创新药企积极摆脱内卷、探索新品销售空间、完成商业闭环并走向更高格局的决心。$817亿创新高！三生、信达、石药......当仁不让据不完全统计，2025年至今已有至少56个项目达成出海交易，可统计累计首付款约37亿美元，总交易额超817亿美元，单笔交易达10亿美元及以上的项目有21个，包括三生制药的SSGJ-707、信达生物的IBI3009、石药集团的SYS6005、SYH2086、伊立替康脂质体注射液和免疫疾病小分子口服疗法、恒瑞医药的HRS-9821等。2025年至今创新药出海情况来源：公司公告等，米内网整理注：标红为总金额超10亿美元的交易，未披露交易金额用-表示今年5月，#三生制药发布公告称，与辉瑞就旗下在研候选新药SSGJ-707达成合作协议。根据协议，三生制药将获得首付款，开发、监管批准和销售里程碑付款合计总额超60亿美元，一举刷新国产创新药单药出海交易总金额的纪录。SSGJ-707是一款靶向PD-1/VEGF双特异性抗体，为三生制药自主研发的1类创新药。据Ⅱ期临床阶段性数据显示，该药在治疗非小细胞肺癌上获得优异的客观缓解率和疾病控制率，具有best-in-class的潜力。今年4月，SSGJ-707获CDE批准纳入突破性治疗品种名单，目前其单药一线治疗非小细胞肺癌适应症已进入Ⅲ期临床，联合化疗一线治疗晚期非小细胞肺癌、一线治疗转移性结直肠癌、晚期妇科肿瘤等适应症均已进入Ⅱ期临床。SSGJ-707临床试验进度情况来源：米内网中国临床试验数据库2025年至今，#石药集团已达成四项License-out交易，涉及SYS6005、SYH2086、伊立替康脂质体注射液和免疫疾病小分子口服疗法等产品，合计总交易金额超过97亿美元，成为今年以来BD出海交易最大的赢家之一。SYS6005属于靶向ROR1 ADC，为石药集团开发的1类创新药，拟用于治疗血液肿瘤、非小细胞肺癌等晚期肿瘤；SYH2086是石药旗下的一款在研口服小分子GLP-1受体激动剂，临床前数据显示，该药具有优异的体外激动活性和体内降糖、减重效果等；伊立替康脂质体注射液用于治疗转移性胰腺癌等，石药集团为该药首仿+首家过评企业，2024年中国三大终端六大市场（统计范围详见本文末）伊立替康销售额超8亿元；今年6月，石药集团再度牵手阿斯利康，聚焦AI技术驱动免疫疾病等小分子口服疗法的开发，根据协议，石药集团有望获得总潜在价值超53亿美元的合作款项。中国三大终端六大市场伊立替康销售趋势（单位：万元）来源：米内网格局数据库今年7月，恒瑞医药宣布将HRS-9821及至多11个项目的全球独家权益有偿许可给GSK；而GSK将向恒瑞支付5亿美元的首付款，以及未来相关里程碑付款约120亿美元，合计总交易金额超125亿美元。HRS-9821为恒瑞医药自主研发的1类创新药，用于治疗慢阻肺（COPD），作为辅助维持治疗，无需考虑既往治疗方案。据其早期临床和临床前研究显示，该新药展现出强效的PDE3/4抑制作用，可显著增强支气管舒张效应并产生抗炎作用。IBI3009为#信达生物自主研发的靶向DLL3 ADC，拟用于小细胞肺癌及其他神经内分泌癌。作为潜在同类最佳和开发进度领先的靶向DLL3 ADC，该药在多个肿瘤负荷小鼠模型（尤其在化疗耐药肿瘤类型）中展现出强效的抗肿瘤活性，并具有良好的安全性特征。据此，今年1月，信达生物宣布称，将授予罗氏开发、生产及商业化IBI3009的全球独家权益，同时也有望获得超过10.8亿美元的合作交易款项。$540亿大爆发！恒瑞、石药、明济......成绩斐然回看2024年，国内至少有94个项目达成出海交易，可统计累计首付款超43亿美元，总交易额超540亿美元，单笔交易达10亿美元及以上的项目有22个，包括恒瑞医药的HRS-7535、HRS9531、HRS-4729和SHR-4849、石药集团的YS2302018、翰森制药的HS-10535、明济生物的FG-M701等国产创新药。2024年创新药出海情况来源：公司公告等，米内网整理注：标红为总金额超10亿美元的交易，未披露交易金额用-表示#恒瑞医药以两项交易、合计总金额超70亿美元的成绩，成为2024年License-out总交易金额最高的国内药企之一。其一项交易涉及1款ADC创新药SHR-4849，授权总额约10.45亿美元。该药为恒瑞自主研发的靶向DLL3 ADC，其有效载荷是拓扑异构酶抑制剂（TOPOi），可通过杀伤DLL3高表达细胞释放毒素来杀伤DLL3低表达细胞。米内网数据显示，全球至今已有20多款ADC新药（不含生物类似药）获批上市，2024年全球合计销售额突破100亿美元。另一项GLP-1创新药“打包”出海的交易，合计授权总额超过60亿美元，包括3款1类新药——HRS-7535属于小分子GLP-1受体激动剂，目前全球暂无国产口服小分子GLP-1激动剂获批上市；HRS9531为靶向GLP-1/GIPR双受体激动剂，其同靶点药物礼来的替尔泊肽2024年全球销售额超164亿美元；HRS-4729属于GLP1R/GIPR/GCGR三靶点激动剂，能通过激活多靶点，有望实现更好的控糖、减重等效果。替尔泊肽全球销售销售趋势（单位：亿美元）来源：米内网跨国上市公司数据库YS2302018是一款口服脂蛋白(a)抑制剂，用于开发新型降脂疗法，以及多种心血管疾病的单一疗法或联合疗法。2024年10月，石药集团与阿斯利康就该新品订立独家授权协议。根据协议，石药集团将获得1亿美元的首付款，未来还将有资格获得最高19.2亿美元的开发和商业化里程碑付款，合计授权总额超过20亿美元。据悉，YS2302018能有效阻止脂蛋白(a)的形成，在体外实验及动物模型中均展现出优异的药效和药物代谢动力学表现，并保持较低的安全风险，有望为心血管疾病患者带来新的希望。米内网数据显示，2021-2024年中国三大终端六大市场心脑血管系统药物（化+生）销售额均在1300亿元以上。中国三大终端六大市场心脑血管系统药物（化+生）销售趋势（单位：万元）来源：米内网格局数据库FG-M701是明济生物自主研发的一款TL1A（TNFSF15）抗体药物，可用于治疗炎症性肠病，目前正处于临床前开发阶段。2024年6月，明济生物与艾伯维针对该药达成的合作授权总金额高达17.1亿美元。研究结果指出，根据TL1A靶点开发的药物还有望用于溃疡性结肠炎、克罗恩病等多种自身免疫性疾病，目前全球已有多款TL1A抗体新药处于临床研发阶段，其中默沙东/武田的PRA-023、罗氏/辉瑞的RG-6631已进入Ⅲ期临床，赛诺菲/梯瓦制药的TEV-48574、Xencor的XmAb-942已进入Ⅱ期临床。部分靶向TL1A（TNFSF15）的在研新药情况来源：米内网全球新药研发数据库结语国产创新药License-out已从“试水阶段”进入“深水区”，部分头部药企正通过技术输出和资本运作在全球价值链中占据一席之地。尽管终止合作、退货、里程碑无法兑现等情况偶有出现，但中国凭借系列新政支持、企业研发效率上的优势，不断推动创新药行业从“管线出口”向“全球策源”转型。未来，随着更多国产创新药步入商业化阶段，License-out将成为验证中国创新药全球价值的关键窗口。资料来源：米内网数据库、公司公告等注：米内网《中国三大终端六大市场药品竞争格局》，统计范围是：城市公立医院和县级公立医院、城市社区中心和乡镇卫生院、城市实体药店和网上药店，不含民营医院、私人诊所、村卫生室，不含县乡村药店；上述销售额以产品在终端的平均零售价计算。数据统计截至7月31日，如有疏漏，欢迎指正！免责声明：本文仅作医药信息传播分享，并不构成投资或决策建议。本文为原创稿件，转载文章或引用数据请注明来源和作者，否则将追究侵权责任。投稿及报料请发邮件到872470254@qq.com稿件要求详询米内微信首页菜单栏商务及内容合作可联系QQ：412539092【分享、点赞、在看】点一点不失联哦

引进/卖出免疫疗法细胞疗法抗体药物偶联物

2025-07-11

·BiG生物创新社

百亿收购拿下全球首创，默沙东发力再造“K药”神话？

作者｜与安7月9日，默沙东宣布与Verona Pharma（下称“Verona”）达成协议，将通过子公司以每股107美元的价格收购Verona的美国存托股票（ADS），较其在纳斯达克前一交易日收盘价溢价23%，较60日成交量加权平均价溢价39%，交易预计今年第四季度完成，总价值约达100亿美元。金额之高，一举成为今年生物医药领域第二大并购案，仅次于此前强生146亿美元收购Intra-Cellular。通过此次收购，默沙东将获得Verona的重磅呼吸病新药Ohtuvayre（ensifentrine，恩司芬群）。这是一款针对磷酸二酯酶3和4（PDE3和PDE4）的first-in-class选择性双重抑制剂，可作为单药或与现有类固醇疗法联用，用于治疗慢性阻塞性肺病（COPD，俗称“烟肺”），也是二十多年来首款新药，自上市以来市场表现十分强劲，目前预计年销售峰值已达数十亿美元，其独特的双重机制和强大的市场潜力为本次重磅交易提供了强力支撑。图1 默沙东宣布收购Verona 01 百亿买局默沙东瞄准“神药第二”默沙东近年的重大交易基本以隔年一次的节奏推进。2021年以115亿美元收购Acceleron及其肺动脉高压（PAH）治疗药物Winrevair，2023年则以108亿美元纳入Prometheus及其晚期肠道疾病候选药物PRA023，而本次收购同样延续了这种步调，以百亿美金的成交金额创下了自2023年以来最大手笔。如此连番豪掷，远不仅是以优势标的对自家管线做强力扩充，更是默沙东面对已然逼近的专利悬崖和增长停摆，为摆脱对王牌产品的过度依赖所做出的关键抉择和战略举措。短期来看，本次交易将为默沙东带来直接有力的营收增长。未来5年，生物医药领域将迎来新一波专利悬崖到期潮，其中不乏多款常年销冠和主力选手，如此形势下，各大药企争相瞄准拥有商业化产品的biotech，以更低风险和即时收益填补专利到期造成的营收鸿沟。现有增长主力中，占据默沙东营收近半壁江山的全球药王Keytruda（pembrolizumab，帕博利珠单抗）即将于2028年迎来专利到期，美国政府预计将在2026年根据IRA对该产品实施谈判，一旦仿制药上市，K药销售额预计暴跌30%-50%，默沙东或将面临近150亿美元的收入缺口。与此同时，第二大畅销产品HPV疫苗Gardasil则直面来自中国国产疫苗的激烈竞争，万泰生物的首款国产疫苗定价499元，相较Gardasil9的1331元直接打了6折。至今年一季度，Gardasil中国市场销售额暴跌约11亿元，其余市场虽整体实现了14％的增长，该药总销售额仍然下降了41％。随着支柱性产品相继面临不确定性，挖掘新的增长主力迫在眉睫。此时这款加速商业化的新药的加入，就显得格外关键。Ohtuvayre自2024年6月底获批上市，市场表现一路走高，至年底便已实现4230万美元销售额，截至今年一季度，更是成倍飙升至7100万美元，环比增长95%，开出处方量已达25000张，新患者启动量环比增长超过25%，且其中60%的处方为续方，表明患者依从性和满意度较高。而自去年8月至今，其商业化甚至还未满一年，市场渗透力可谓惊人。根据SeekingAlpha预测，Ensifentrine的年峰值销售额已达21~36亿美元。如此强劲的市场表现，对默沙东的后续业绩可以说是一针尤为适时的强心剂，有望成为其新的核心增长引擎。图2 PDE3/PDE4双重抑制剂Ohtuvayre而长期考量，Ohtuvayre则将显著丰富默沙东的呼吸系统疾病管线，凭借出色的临床价值和应用前景，与PAH药物Winrevair、呼吸道合胞病毒（RSV）预防药物Enflonsia形成有效协同，推动构建一个多元化、多机制的产品矩阵，推动呼吸管线向第三战略支柱发展，打造更为坚固的竞争壁垒。关于未来交易，默沙东首席执行官Robert Davis此前公开表示，“将会持续寻求10-150亿美元的交易”，这位积极布局管线并购重构的CEO明确表示，“对并购交易持开放态度”，只要目标合适，更大规模的交易仍有可能。 02 全球首创单独给药实现双重疗效根据权威指南《慢性阻塞性肺疾病全球倡议》（GOLD 2025）介绍，COPD是一种异质性、持续性肺部疾病，其特征是由气道和/或肺泡异常导致的慢性呼吸道症状以及持续性、渐进性的气流受限，居全球死因前列，致病机理复杂，主要与吸烟和长期暴露于空气污染有关，俗称“烟肺”。当前治疗手段以3种吸入制剂为主，主要是扩张支气管的长效毒蕈碱拮抗剂（LAMA）和长效β2受体激动剂支气管扩张剂（LABA），以及吸入性糖皮质激素。作为首个用于COPD治疗的新型吸入式机制药物，Ohtuvayre是一款PDE3/PDE4小分子抑制剂，可同时作用于气道平滑肌、炎症细胞、支气管上皮细胞，由此形成其兼具支气管扩张和非甾体抗炎的独特双重机制：•支气管扩张：通过选择性抑制在平滑肌上表达较多的PDE3，舒张气道平滑肌，使呼吸更加顺畅•非甾体抗炎：通过抑制和炎症反应高度相关的PDE4，减轻呼吸道慢性炎症这就直接弥补了当前COPD治疗模式的一大缺陷，即通常绕不开的双联、三联用药，患者需要同时服用不同药物类别的、具有多种作用机制的药物（如支气管扩张剂和吸入性皮质类固醇），才能达到类似效果。通过在单一分子中融合双重疗效，Ohtuvayre由此形成了显著的差异化优势，其通过标准喷射雾化器直接递送至肺部的给药方式，基于相对简化的给药操作，最大化药物在肺部的暴露量、最小化与口服PDE抑制剂相关的全身性副作用，在疗效和安全性之间取得了更好平衡。图3 Ohtuvayre作用机制具体到临床数据上，Ohtuvayre在肺功能方面的出色疗效主要体现于两项关键Ⅲ期临床试验ENHANCE-1和ENHANCE-2。这两项随机、双盲、安慰剂对照多中心试验分别评估了该药作为单一疗法或作为LAMA或LABA的附加药物在40 岁至 80 岁的中重度 COPD 患者中的疗效和安全性。图4 Ohtuvayre两项Ⅲ期试验核心数据结果显示，两项试验中Ohtuvayre均达到主要终点，受试者的肺功能得到显著改善。与安慰剂相比，Ohtuvayre在24周内将COPD急性加重率降低36％-43％，恶化风险降低38%-42%，症状控制情况更加良好，在整个试验过程中表现出良好的耐受性。此外，体外研究表明，Ohtuvayre还能刺激囊性纤维化跨膜电导调节因子（CFTR），或将有助于改善黏液纤毛清除功能并降低黏液粘度。对于伴有慢性支气管炎的患者而言，这一特性可能带来额外的临床获益。目前，Verona Pharma还在探索Ohtuvayre用于治疗非囊性纤维化支气管扩张、囊性纤维化和哮喘等适应症，并开发了Ensifentrine+LAMA（Nebulizer）固定剂量组合疗法，以及ensifentrine吸入粉雾剂（DPI）和定量吸入气雾剂（MDI），进一步加强其临床应用布局的拓展与深化。 03 百亿市场拥抱COPD的广阔前景与挑战由于吸烟率攀高，加之人口老龄化增加患病率，据Research Nester预测，2025年COPD市场预计达到235.4亿美元，2024年全球市场规模超227亿美元，年复合增长率约为4.6％，到2037年将超过407.3亿美元。市场虽然广阔，前路却不好走。过往数十年，其治疗鲜少实现作用机制上的真正突破性，大多数“新药”只是将现有药物类别进行组合，上演一场新瓶装旧酒。但广泛需求却早已明确形成。在使用最大剂量的LAMA/LABA/ICS三联疗法后，仍有相当一部分患者的症状依然持续。以我国情况为例，现有方案治疗下，COPD患者得到有效控制的比例甚至不足5%。重点还是在于研发难度大。对默沙东来说，这也不是其在COPD领域的第一次尝试了，早年放弃开发的Setileuton、MK0873、SCH 351591等都是该适应症药物，最终未能破局。如今引入Ohtuvayre，也意味着该司在COPD领域正式落下一子。如今，各家药企也已先后实现突破，新晋入场的竞争对手包括赛诺菲2024年9月获批的IL-4R单抗度普利尤单抗和GSK今年5月获批的IL-5单抗美泊利珠单抗，蓄力抢占蓝海份额。而国内在研的PDE3/4抑制剂中，则有三款已进入临床阶段，分别是正大天晴的TQC3721、海思科的HSK39004和恒瑞医药的HRS-9821。其中，正大天晴的吸入混悬液剂型TQC3721是国内研发进度最快的国产PDE3/4抑制剂，用于治疗中重度慢性阻塞性肺病，目前位于全球进度第二。其IIa期临床数据显示其有同类最优的潜力，预计2025年启动治疗慢阻肺病（COPD）的Ⅲ期临床。其吸入粉雾剂剂型也已处于治疗COPD的1期临床阶段。海思科的HSK39004同样开发了吸入混悬液和吸入粉雾剂两种剂型，目前已登记Ⅱ期临床研究。恒瑞医药的HRS-9821吸入混悬液则已在去年获批临床试验默示，用于COPD维持治疗。值得一提的是，优锐医药（Nuance Pharma）于2021年获得了Ensifentrine在大中华区临床开发与商业化的独家权利，目前在中国开展的COPDⅢ期临床试验（ENHANCE-CHINA）也已达成主要终点，实现了肺功能显著改善，预计将在今年下半年向NMPA提交新药申请。结语一年不到，已达数十亿美元估值。默沙东大手一挥，再入重磅管线。面对将遇蚕食的市场份额，多方押注的默沙东能否突破重围？背靠巨头的研发和商业化能力，这枚机制独特的商业新星又能否续写K药神话？我们期待后续表现。但无论如何，可以肯定的是，各家药企争相加速推进的临床进展正在打破COPD治疗僵局，为患者带来更为有效的新选择。主要参考文献 1. https://www.merck.com/news/merck-to-acquire-verona-pharma-expanding-its-portfolio-to-include-ohtuvayre-ensifentrine-a-first-in-class-copd-maintenance-treatment-for-adults-and-expected-to-drive-growth-into-the-next-dec/2.Global Initiative for Chronic Obstructive Lung Disease (GOLD), 2025 Report.3.https://www.researchnester.com/cn/reports/chronic-obstructive-pulmonary-disease-market/70514.https://www.fiercepharma.com/pharma/merck-sweetens-its-portfolio-10b-acquisition-verona-and-potential-copd-blockbuster-ohtuvayre5.https://www.fiercepharma.com/pharma/pressuring-mercks-gardasil-china-home-made-9-valent-hpv-vaccine-priced-60-discount6.Global Initiative for Chronic Obstructive Lung Disease (GOLD), 2025 Report.7.Anzueto, A., Barjaktarevic, I. Z., Siler, T. M., Rheault, T., Bengtsson, T., Rickard, K., & Sciurba, F. (2023). Ensifentrine, a Novel Phosphodiesterase 3 and 4 Inhibitor for the Treatment of Chronic Obstructive Pulmonary Disease: Randomized, Double-Blind, Placebo-controlled, Multicenter Phase Ill Trials (the ENHANCE Trials). Americannjournal of respiratory and critical care medicine, 208(4), 406-416. https://doi.org/10.1164/rccm.202306-0944OC8. 企业官网介绍等公开资料共建Biomedical创新生态圈！如何加入BiG会员？

并购专利到期

100 项与 Tulisokibart 相关的药物交易

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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
克罗恩病	临床3期	美国	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	中国	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	日本	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	澳大利亚	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	奥地利	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	比利时	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	加拿大	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	智利	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	哥伦比亚	Merck Sharp & Dohme LLC	2024-06-05
克罗恩病	临床3期	克罗地亚	Merck Sharp & Dohme LLC	2024-06-05

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临床结果

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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


UEGW2024	N/A	溃疡性结肠炎	-	Tulisokibart 100 mg	鹹壓選艱積夢繭構廠鹽(衊顧蓋繭膚觸遞鹹顧襯) = Through week 50, AEs occurred in 63% and 77% of patients receiving tulisokibart 250 mg and 100 mg, respectively; most were mild to moderate in severity. Serious AEs occurred in 1 patient (3%) and two patients (7%) in the tulisokibart 250 mg and 100 mg groups, respectively. 範鹽鬱鹹蓋簾艱觸範網 (壓夢艱憲鏇窪蓋製窪遞 )	-	2024-10-13
				Tulisokibart 250 mg
NCT04996797 (ARTEMIS-UC, Pubmed \| N Engl J Med) 人工标引	临床2期	溃疡性结肠炎	135	Tulisokibart	遞簾窪膚餘顧憲壓顧鏇(齋選範願網蓋壓鑰鬱簾) = 顧糧憲積窪蓋範蓋蓋夢網憲蓋構獵艱壓餘衊鬱 (築遞選憲鑰鬱築鑰糧構 )	积极	2024-09-26
				Placebo	遞簾窪膚餘顧憲壓顧鏇(齋選範願網蓋壓鑰鬱簾) = 觸膚願膚蓋製廠獵艱遞網憲蓋構獵艱壓餘衊鬱 (築遞選憲鑰鬱築鑰糧構 )
NCT04996797 (ARTEMIS-UC, CTgov)	临床2期	溃疡性结肠炎	178	Tulisokibart (Cohort 1 Tulisokibart)	選憲製觸觸鏇網繭觸鏇 = 選蓋夢願鬱範鑰積遞壓窪糧憲製夢廠膚壓艱製 (蓋顧夢餘簾鬱遞醖觸艱, 網糧構觸簾願鏇襯範襯 ~ 淵範鹹遞構壓齋獵鹽簾) 更多	-	2024-06-27
				Placebo (Cohort 1 Placebo)	選憲製觸觸鏇網繭觸鏇 = 獵遞衊遞構鹽齋鹽築鑰窪糧憲製夢廠膚壓艱製 (蓋顧夢餘簾鬱遞醖觸艱, 衊構製廠簾齋廠選遞範 ~ 憲簾齋夢繭顧夢積遞鬱) 更多
NCT05013905 (APOLLO-CD, CTgov)	临床2期	克罗恩病	55	Companion diagnostic (CDx)+PRA023 IV	壓窪壓餘淵膚夢選鏇鏇 = 積積網獵廠築鬱鬱簾繭繭廠壓網夢憲憲鏇襯積 (齋製餘窪繭糧壓鹹觸廠, 獵製鏇淵築鬱夢鹹鹹觸 ~ 醖網蓋艱憲範範遞網襯) 更多	-	2023-11-01
UEGW2023	N/A	活动性中度溃疡性结肠炎	-	PRA023	鏇齋構鏇膚齋構網衊製(憲獵夢鑰衊鏇製餘膚選) = 遞膚醖範遞窪艱窪製範積壓艱鏇獵築衊齋鏇遞 (齋獵夢願鬱觸範鹹醖憲, 34.85) 更多	-	2023-10-15
				Placebo	鏇齋構鏇膚齋構網衊製(憲獵夢鑰衊鏇製餘膚選) = 觸廠艱壓選醖鏇衊鑰窪積壓艱鏇獵築衊齋鏇遞 (齋獵夢願鬱觸範鹹醖憲, 37.59) 更多
NCT04996797 (ARTEMIS-UC, UEGW2023)	临床2期	活动性中度溃疡性结肠炎 eosinophils \| neutrophils	135	PRA023	糧廠鑰蓋蓋鏇膚鬱鏇廠(網衊選積鏇齋鑰齋繭壓) = 憲艱簾鏇憲齋願襯淵繭選觸範襯積廠鏇膚網構 (鑰膚鬱艱築襯鹽窪構憲 ) 更多	积极	2023-10-15
				Placebo	糧廠鑰蓋蓋鏇膚鬱鏇廠(網衊選積鏇齋鑰齋繭壓) = 範餘選廠齋製鏇鹽壓夢選觸範襯積廠鏇膚網構 (鑰膚鬱艱築襯鹽窪構憲 ) 更多
ARTEMIS-UC \| COHORT 1 (UEGW2023)	临床2期	活动性中度溃疡性结肠炎 TL1A	135	PRA023	淵選醖膚鬱壓齋繭衊齋(觸夢鏇憲築鬱膚製糧窪) = 觸鑰衊淵繭襯鑰齋膚鏇願餘餘顧廠顧簾繭獵鹹 (憲壓簾鑰簾鹹鹽範廠壓 ) 更多	积极	2023-10-15
				Placebo	淵選醖膚鬱壓齋繭衊齋(觸夢鏇憲築鬱膚製糧窪) = 衊襯獵襯衊鬱壓壓選艱願餘餘顧廠顧簾繭獵鹹 (憲壓簾鑰簾鹹鹽範廠壓 ) 更多