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在PD-1/VEGF双抗迭代K药的趋势下，默沙东在应对威胁下的情况下主动出击，2024年11月14日，默沙东与礼新医药宣布，默沙东已协议获得礼新医药新型在研PD-1/VEGF双特异性抗体LM-299的全球开发、生产和商业化独家许可（默沙东终于信了：5.88亿美元首付款引进礼新PD-1/VEGF双抗）。
随后几次的投资人会议上，默沙东的高层再一次对这一领域的趋势进行表述，笔者再次载录，并机翻以供参考。
2024年11月21日的Jefferies London Healthcare Conference是交易后的首次回应。
Akash Tewari - Jefferies - Analyst
That's usually the right take.
Now stepping back, and I think it's been really interesting to see what Merck has done in the VEGF space. And obviously, you had a deal recently
with one of the PD-1 VEGF bispecifics, which I think are all the rage right now in oncology.
But you've also -- you've done another deal as well, which was the collaboration with Exelixis with zanza. So to me, Merck is saying, yes, there are
ways that we can explore the relationship between PD-1 and VEGF, and there might be ways that we can actually increase the therapeutic window.
I actually wanted to start off with the zanza deal. Now right now, that's been announced for head and neck and renal cell carcinoma that makes a
lot of sense. But my suspicion is given that there's a likely go-forward dose on zanza that you're quickly going to be able to see if, let's say, that PD-1
VEGF signal ends up being bigger than maybe the market realizes, you could expand that collaboration beyond just those two indications and
explore other areas where they've shown biology, including NSCLC, is that the correct read?
这是通常的正确看法。
现在退一步看，我认为默沙东在VEGF领域的所作所为确实很有趣。显然，你们最近与一种PD-1 VEGF双特异性抗体达成了协议，我认为这些是目前肿瘤学中非常流行的。
但你们还做了另一笔交易，也就是与Exelixis合作的zanza（zanatintinib）。所以对我来说，默沙东在说，是的，我们可以探索PD-1和VEGF之间的关系，也许我们可以实际增加治疗窗口。
我实际上想从zanza交易开始。现在，已经宣布用于头颈癌和肾细胞癌，这很有意义。但我怀疑，鉴于zanza可能有一个前进剂量，你很快就能看到，比如说，PD-1 VEGF信号最终可能比市场意识到的要大，你可以将那个合作扩展到这两个适应症之外，并探索他们在生物学上已经显示的其他领域，包括非小细胞肺癌（NSCLC），是这样吗？
Marjorie Green - MSD - Senior Vice President and Head of Oncology Global Clinical Development
Yeah, thanks for the question. Part of the collaboration is combining with our HIF-2 alpha inhibitor. And so even more so of a focus than with
Keytruda. But I think that you're -- definitely, we've seen historically with Keytruda. If you look at our development plan, what we've done over the
past decade, Keytruda combines well with many, many therapies.
And we know the VEGF pathway and hypoxia are both important in malignancies and so we have a partnership with Eisai that we've worked
lenvatinib. We've had combinations in renal cell with multiple other TKIs and this is a natural progression of that because it's an important pathway.
And the same thing with the -- our acquisition, our in-licensing of the LM-299 is that it all fits together. So I can't speak to Exelixis' drug. I think
they've got a really nice product, and we're happy to collaborate and partner with them.
是的，谢谢你的问题。合作的一部分是与我们的HIF-2α抑制剂结合。所以甚至比Keytruda更受关注。但我认为你——绝对是的，我们从历史上看到Keytruda。如果你看看我们过去十年的开发计划，我们已经做了很多。
我们知道VEGF途径和缺氧在恶性肿瘤中都很重要，所以我们与Eisai合作了lenvatinib。我们在肾细胞癌中也与其他TKIs进行了联合治疗，这是自然的进步，因为这是一个重要的途径。
同样的事情，我们获取LM-299就是我们内部许可的，这一切都很合适。所以我不能谈论Exelixis的药物。我认为他们有一个非常好的产品，我们很高兴与他们合作。
Akash Tewari - Jefferies - Analyst
Understood. Now maybe going to the drug. Let's put it this way. When you've gotten, I'm sure, a million questions ever since that HARMONi-2 top
line data came out. And your team has been pretty consistent. You said, look, we're not running that trial against the US standard of care. It's not
chemo pembro. It's in an Asian population.
And then I think the third part you've talked about is, look, we have to see how the side effect profile evolves over time. That's where I kind of want
to talk about. You probably have more data than this than almost any company because you run the LEAP studies.
When you look at the discontinuations that happened historically with either Avastin or of course, Lenvima, when did they usually occur, right?
Because if you look at the HARMONi-2 data, it's out to 8.5 months right now. I think the question a lot of investors have is, okay, they have a low
product discontinuation rate. But will that accelerate with longer duration, any comments on that?
明白了。现在也许转到药物。这么说吧。自从HARMONi-2的顶级数据出来后，我相信你已经收到了无数的问题。你的团队一直很一致。你说，看，我们不是在与美国的护理标准进行试验。这不是化疗pembro。它是在亚洲人群中。
然后我想你谈到的第三部分是，我们必须看看副作用随着时间的推移如何演变。这就是我想谈论的。你可能比几乎任何公司都有更多的数据，因为你运行LEAP研究。
当你看看历史上与Avastin或当然，Lenvima的停药情况时，它们通常什么时候发生，对吧？因为如果你看HARMONi-2的数据，现在已经是8.5个月了。我认为许多投资者的问题是，好吧，他们有很低的产品停药率。但随着时间的推移，这会加速吗，对此有任何评论吗？
Marjorie Green - MSD - Senior Vice President and Head of Oncology Global Clinical Development
So I'm thinking about what's been publicly disclosed is the discontinuation rate of any drug in a pembro-Lenvima combination is about 35%, 36%.
And we haven't talked as much about time to discontinuation. And so that's shared out, and I can't sort of break that out here publicly.
These bispecifics, what's really attractive about them is that -- and we see those as other molecules as iterations on known pathways and technologies
can improve the therapeutic index. And so we've seen data really from China right now with two assets, our collaboration compound, which hasn't
closed yet, is in Phase 1 studies in China.
The toxicity rates do look numerically better than what's been historically published with bevacizumab combined with a checkpoint inhibitor or
with TKIs and checkpoint inhibitors. And so if that iteration has truly improved the therapeutic index, it could be exciting in tumors that have
sensitivities to not only to a VEGF inhibitor, but also a PD-1 or PD-L1.
所以我在想已经公开披露的任何药物在pembro-Lenvima联合治疗中的停药率大约是35%，36%。我们没有太多谈论停药时间。所以那是共享的，我不能在这里公开分解。
这些双特异性抗体，它们真正吸引人的地方是——我们看到它们作为已知途径和技术的其他分子迭代可以改善治疗指数。所以我们看到的来自中国的数据是，我们的合作化合物，还没有结束，目前正在中国进行1期研究。
毒性率看起来在数字上比历史上发表的与贝伐珠单抗联合检查点抑制剂或与TKIs和检查点抑制剂联合的要好。所以如果那个迭代真正改善了治疗指数，那可能在对VEGF抑制剂和PD-1或PD-L1都敏感的肿瘤中是令人兴奋的。
Akash Tewari - Jefferies - Analyst
Understood. Now it's interesting with -- and we're going to talk about the TROP2 ADCs, and your teams made a huge bet there that I think is pretty
underappreciated. But what was really notable about your strategy with was you were maybe two years behind Gilead and AstraZeneca. And
suddenly, it ended up being biomarker-driven populations.
And if you actually look at the timelines of your Phase 3 studies, you're neck and neck with your peers, you were able to catch up really quickly. So
there's a proven execution ability Merck has to come from behind and actually succeed here.
This is going to likely be a biomarker game when it comes to PD-1 VEGF, whether it's squamous, non-squamous, their CPI expression. Talk about
how quickly Merck can move from a Phase 1 asset to potentially Phase 3 if your drug starts to show a promising signal?
明白了。现在我们来谈谈TROP2 ADCs，你的团队在那里下了很大的赌注，我认为这被严重低估了。但真正值得注意的是你的策略，你比吉利德和阿斯利康晚了两年。突然之间，它变成了生物标志物驱动的人群。
如果你实际上看你的3期研究的时间线，你和你的同行们并驾齐驱，你能够非常快地迎头赶上。所以默沙东有证明自己的执行力，能够从后面赶上并在这个地方成功。
这将可能是一个生物标志物游戏，当涉及到PD-1 VEGF时，无论是鳞状细胞，非鳞状细胞，它们的CPI表达。谈谈默沙东能多快从一个1期资产移动到可能的3期，如果你的药物开始显示出有希望的信号？
Marjorie Green - MSD - Senior Vice President and Head of Oncology Global Clinical Development
You can -- you mentioned sac-TMT and what we've done there. I think that illustrates what we're able to do internally. We have everything in-house.
We don't rely on CROs as much. We have an extensive depth of knowledge in our organization about how to develop drugs.
I've said when I joined MSD that part of my attraction is that we are an execution machine and we really can get things done. And so we've got the
clinical knowledge and we have the skills and capabilities of doing it. This is not the first time that MSD has come from what is perceived as behind,
so you think about Keytruda's entry into the market, we're not first.
And so I think I can't give you specific guidelines and goalposts as to what to look forward to, but we're very science-focused and very much data
driven on what we do. And we have a lot of knowledge internally based upon how we've developed Keytruda with so many drugs about where
opportunities are and how we can accelerate.
你可以——你提到了sac-TMT以及我们在那里所做的。我认为这展示了我们内部能做什么。我们内部有一切。我们不太依赖CRO。我们组织中对我们如何开发药物有广泛的知识。
我说过，当我加入默沙东时，我被吸引的一部分是，我们是一台执行力机器，我们真的可以完成事情。所以我们有临床知识和我们有能力去做。这不是默沙东第一次从被认为是落后的地方开始。
所以我想我不能给你具体的指导方针和目标，但我们都是以科学为重点，非常以数据驱动我们所做的。我们内部有很多知识，基于我们如何开发Keytruda与许多药物关于机会在哪里以及我们如何加速。
Akash Tewari - Jefferies - Analyst
Understood. Maybe just lastly, when you think about -- because you'll hear this from investors, they're like I don't know how real this signal is going
to be, it's either going to replace pembro in all these tumor types or maybe it's a great drug for renal cell carcinoma, right? We just don't know the
range of outcomes.
I'll ask you the same question that I think we're asking ourselves. When you think about the potential of an agent like this in the fact that you actually
have it in hand, where on that spectrum is it? This can actually replace pembro across multiple tumor types outside of just NSCLC or this is really
going to be a niche drug for a few biomarker selected populations?
明白了。也许最后，当你考虑到——因为你会从投资者那里听到这个，他们就像我不知道这个信号会有多真实，它将取代所有这些肿瘤类型的pembro，或者它可能是一个非常好的肾细胞癌药物，对吧？我们只是不知道结果的范围。
我想问你和我们问自己的同样的问题。当你考虑到像这样的药物的潜力，实际上你已经掌握了它，它在这个范围内的哪里？这实际上可以取代多个肿瘤类型的pembro，除了NSCLC之外，或者这将是一个针对少数生物标志物选择人群的利基药物？
Marjorie Green - MSD - Senior Vice President and Head of Oncology Global Clinical Development
I think we're early in that time course. Part of what the attraction was for us, if you think about what our pipeline and our portfolio looks like, I think
sometimes it's underappreciated. So we have a carefully curated set of drugs, and we have more than 27 of them that are either in Phase 2 or Phase
3 studies is that cancer is very heterogeneous.
There are -- it takes usually combinations of drugs either together sequentially to get the best anticancer effect. And so we want tools that can
improve our ability to address the heterogeneity of multiple cancers. And this is another tool that we can then combine with drugs that we have
in our portfolio. So I'm super excited from that perspective.
The question about whether the sort of theoretical in vitro daisy chaining and these other kind of aspects have been called out can lead to
improvement beyond tumors where there's no activity, both a checkpoint inhibitor as well as an anti-VEGF targeted pathway is uncertain at this
point.
And so I think that we'll all be learning a lot over the next decade, but we are going to leverage our internal knowledge and public data to inform
our development plans. But I'm really excited our ability to combine and advance for patients.
我认为我们在这个时间过程中还很早。部分吸引力是，如果你想想我们的管道和我们的投资组合是什么样子，我认为有时被低估了。所以我们有一套精心策划的药物，我们有超过27个在2期或3期研究中，癌症是非常异质性的。
通常需要药物的组合，要么一起要么顺序使用，以获得最佳的抗癌效果。所以我们想要工具可以提高我们处理多种癌症异质性的能力。这是另一个工具，我们可以将其与我们投资组合中的药物结合起来。所以我非常兴奋从这个角度来看。
关于理论上的体外连锁反应和其他一些方面已经被提出，可以导致在没有活性的肿瘤之外的改善，无论是作为检查点抑制剂还是作为抗VEGF靶向途径，目前还不确定。
所以我认为我们将在未来十年中学到很多东西，但我们将利用我们的内部知识和公开数据来通知我们的发展计划。但我对我们能够结合和推进为患者的能力感到非常兴奋。
2024年12月3日的 Evercore ISI HealthCONx Conference是交易后的再次回应。
Umer Raffat - EVERCORE ISI - Analyst
Okay, got it. Maybe, I guess my last one on this would be -- if you put on a really skeptical hat, you could say, you know what, the entire curve
separation happens at the first time point, that's week 6. And you can make a case that the Summit drug is basically a high-dose Keytruda, it's at a
higher dose. How do you guys balance those things as you think about the development of.
好的，我明白了。也许我最后一个问题是——如果你戴上一个非常怀疑的帽子，你可能会说，你知道，整个曲线分离发生在第一个时间点，那是第6周。你可以论证Summit的药物基本上就是高剂量的Keytruda，它的剂量更高。你们如何在考虑开发时平衡这些事情。
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
It's a great question, and it's something that we have to address through dose selection and through looking at the effect size for not just that
molecule, but also, for example, the one that is the BioNTech combo because those guys are our PD-L1, VEGF. So I don't know. There they had
good effect size in triple-negative breast cancer. And so you think about is this just high dose .
这是一个很好的问题，我们确实需要通过剂量选择以及观察效果大小来解决这个问题，不仅仅是那种分子，还有例如BioNTech的组合，因为他们是我们的PD-L1，VEGF。所以我不清楚。他们在三阴性乳腺癌中有很好的效果大小。所以你想想这是否只是高剂量。
Umer Raffat - EVERCORE ISI - Analyst
Okay. But are you leaving the door open and that could be a possibility (inaudible) PD-1.
好的。但是你没有留下可能性的大门（听不清）PD-1
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
I don't think so. I think it's a combination of PD-1 and VEGF inhibition.
我不这么认为。我认为这是PD-1和VEGF抑制的结合
Umer Raffat - EVERCORE ISI - Analyst
Excellent. So maybe let's start with oncology. That was the first line. That was $20 billion. And you just clarified that does not include any of
KEYTRUDA's new indications and/or KEYTRUDA subcu.
However, does that include your new Chinese PD-1 VEGF, for example?
太好了。那么也许让我们从肿瘤学开始。这是第一线。这是200亿美元。你刚刚澄清说这不包括KEYTRUDA的新适应症和/或KEYTRUDA皮下注射。但是，这包括你们新的中国PD-1 VEGF吗？
Peter Dannenbaum - Merck & Co Inc - Senior Vice President, Investor Relations
So not specifically. 所以不是特定的。
Umer Raffat - EVERCORE ISI - Analyst
Not at the time it was given. 不是在给出的时候。
Peter Dannenbaum - Merck & Co Inc - Senior Vice President, Investor Relations
Yes, at the time it was given, we had not entered into the transaction with LaNova. So that is a future additional opportunity that would be
incremental if it works out clinically.
是的，在给出的时候，我们还没有与LaNova进行交易。所以这是一个未来额外的机会，如果临床上成功的话，将会是增量的。
Umer Raffat - EVERCORE ISI - Analyst
Okay. So maybe let's start with that topic, I remember I hosted you at our offices back in June. This was shortly after ASCO. Obviously, very interesting
data from Summit Therapeutics side with the hazard ratio they've put up on ivonescimab. But we'll see how the profile plays out on an OS basis.
A, I'd be curious what are your thoughts on OS evolution and just your broad take on that data set and ask some more specific ones on the program
you guys routing?
好的。那么也许让我们从这个话题开始，我记得六月份我在我们的办公室接待了你。这次会议是在ASCO之后不久。显然，Summit Therapeutics的ivonescimab数据非常有趣。但我们将看到基于OS的概况如何发展。
A，我很好奇你对OS演变的看法，以及你对那组数据的总体看法，并提出一些更具体的问题，关于你们的项目。
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
Sure. Well, I think that the data are very interesting. They were -- they demonstrated a pretty substantial hazard ratio for progression-free survival.
And the issue for us and for everyone in the field is that the regulatory endpoint and the endpoint that payers and patients value most is overall
survival. And we need to -- we just need to follow that to its conclusion.
We've seen data sets with anti-VEGF drugs where the PFS didn't translate to OS, and we've seen some of that have. So the proof will be in the
pudding. We'll see when the data read out and become more mature.
当然。嗯，我认为数据非常有趣。他们——他们展示了一个相当大的无进展生存风险比。对我们和领域中的每个人来说，问题是监管终点和支付者及患者最重视的终点是总生存。我们需要——我们只需要追踪到最后。
我们看过一些抗VEGF药物的数据集，其中PFS没有转化为OS，我们也看过一些转化的。所以证据就在结果中。我们将看到数据的读出并变得更加成熟。
Umer Raffat - EVERCORE ISI - Analyst
Okay. Excellent. So I guess -- and I want to -- I have several follow-ups on this. First one, as you think about the program you guys brought in, is that
more an insurance against anything that happens on the PD-1 VEGF space? Or is that just your conviction in the target?
好的。太棒了。那么我猜——我想——我有几个后续问题。首先，当你们考虑你们带来的项目时，这是对PD-1 VEGF领域的任何事情发生的保险吗？还是只是你对目标的信念？
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
Yes. I think it's the latter, not the former. -- because by the time the products get into the US setting will be close to the US LOE for KEYTRUDA was
really -- that wasn't really a factor to this.
My interest was really more about seeing the data, reflecting back on the large number of studies that have been done -- that we've done with
various kinds of VEGF inhibition, whether it's through TKI mechanism or through direct anti-VEGF and asking ourselves if we were to look at the
KEYTRUDA database, where would we position this opportunity and how would we prosecute it. And so we thought about it. We looked at the
data that were generated by Akeso Summit. And then based on that, looked at the profiles of what we wanted to see in a molecule, we looked at
a variety of different drugs or candidates, I should say. And we ended up with the LaNova LM 299 as the one.
是的。我认为是后者，而不是前者。——因为当产品进入美国市场时，KEYTRUDA的美国LOE（专利到期）真的——这并不是这个因素。
我的兴趣真的更多是关于看到数据，回顾我们进行的大量研究——我们通过各种VEGF抑制进行的研究，无论是通过TKI机制还是直接抗VEGF，并问自己如果我们看KEYTRUDA数据库，我们会在哪里定位这个机会以及我们如何进行。所以我们考虑了。我们看了Akeso Summit生成的数据。然后基于那一点，看看我们希望在分子中看到的特性，我们看了各种各样的药物或候选药物。我们最终选择了LaNova LM 299。
Umer Raffat - EVERCORE ISI - Analyst
Got it. As I think about the signals seen to date, hazard ratio profound, it's on a PFS basis. presumably as we go into a KEYTRUDA combination trial,
would you a similar PFS hazard ratio to replicate? And because there's a lot of reasons to expect or not expect.
明白了。当我想到迄今为止看到的信号时，风险比非常深刻，是基于PFS的。假设我们进入一个KEYTRUDA组合试验，你会复制类似的PFS风险比吗？因为有很多理由期待或不期待。
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
So we wouldn't -- I mean, we would be in a trial against KEYTRUDA.
所以我们不会——我的意思是，我们会在KEYTRUDA的试验中
Umer Raffat - EVERCORE ISI - Analyst
KEYTRUDA chemo? KEYTRUDA化疗？
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
So -- Yes, sorry, yes. So I think that the -- where this will play out will depend again on the efficacy and safety profile. And if you look at the data
from -- that were presented -- and there was the data on greater than 1% frontline in NSCLC and there was the 1% to 49% data and the greater
than 50% data -- and you saw that the effect size in the greater than 50% data population was much greater. And you had that kind of hockey stick
kind of thing for 1% to 49% that always worries when I was worried about with VEGF inhibitor combinations where you had a really big effect that
at the beginning and then it kind of back close and one worries about that.
So how we'll develop the drug will depend on what we see in the Phase 1 program. We've got a lot of insights from the KEYTRUDA program that
we think will help in managing efficacy, toxicity factors. And I think that, that's going to be a very important thing with these drugs is to ensure
that you have the maximum on the efficacy and keep a vigilant eye on safety.
所以——是的，对不起，是的。所以我认为——这将取决于再次取决于疗效和安全性概况。如果你看——呈现的数据——有超过1%的一线NSCLC的数据，有1%到49%的数据和超过50%的数据——你看到超过50%的数据人群中的效果大小要大得多。你有了那种曲棍球棒式的东西，对于1%到49%，我总是担心我在担心VEGF抑制剂组合时，你有一个非常大的效果，起初然后它就回来了，人们担心那个。
所以我们将如何开发药物将取决于我们在1期项目中看到的内容。我们从KEYTRUDA项目中获得了许多见解，我们认为这将有助于管理疗效和毒性因素。我认为，这些药物来说，确保你在疗效上最大化并密切关注安全性是非常重要的。
Umer Raffat - EVERCORE ISI - Analyst
Got it. What do you think about Chinese patients responsiveness to -- Chinese patients and their responsiveness to VEGF? And how would that
dynamic be relevant or the.
明白了。你认为中国患者对VEGF的反应如何？这与中国患者及其对VEGF的反应有何相关性？
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
So a lot of the BEV studies have shown a higher response rate in Chinese patients, but the -- but the data, I think, we're so spectacular. So there was
so much of a PFS benefit in the Akeso Summit data that the camera data, I think it's hard to imagine that it's just a -
所以很多BEV研究显示中国患者有更高的反应率，但是——但是数据，我认为，我们是如此的惊人。所以在Akeso Summit的数据中有那么多的PFS益处，相机数据，我认为很难想象这只是——
Umer Raffat - EVERCORE ISI - Analyst
And maybe just the last one on this because we have a lot of topics to get into, but in their EGFR mutant study, PFS is also still very robust, I think
it's 0.49, but OS evolves into a hazard ratio that's above 0.8. Do you see a phenomenon like that happen on the -- on the trial that was just reported
this past week.
也许最后一个问题，因为我们有很多话题要讨论，但在他们的EGFR突变研究中，PFS仍然非常稳健，我认为是0.49，但OS发展到一个高于0.8的风险比。你认为这种现象会发生在——在上周报告的试验中吗？
Eliav Barr - Merck & Co Inc - Senior Vice President, Head of Global Clinical Development and Chief Medical Officer
Well, we'll see. I mean, again, I just -- I think that's why you do OS the valuations, you have to make sure that you get the right patients. I mean part
of it is also -- we have to remember that there is a second line therapy and third-line therapy adds more and more noise to the system. So you have
to be careful about understanding what happened afterwards. But if you look at some of the trials that were done with pembrolizumab and
anti-angiogenesis agents, you see this kind of profound initial and then slow down afterwards.
And so that's why we've been -- we're still -- whenever I talk about it internally, externally, when we design our clinical program, we have to keep
an eye out on the tail end, not the front.
嗯，我们会看到的。我的意思是，再次，我只是——我认为那就是为什么你要做OS评估，你必须确保你得到正确的患者。我的意思是部分也是——我们必须记住，有二线治疗和三线治疗给系统增加了越来越多的噪音。所以你必须小心理解之后发生了什么。但如果你看看用pembrolizumab和抗血管生成剂做的一些试验，你会看到这种深刻的初始然后慢慢减速。所以这就是为什么我们一直在——我们仍然——无论我内部还是外部谈论，当我们设计我们的临床项目时，我们必须留意尾部，而不是前端。
更多有关抗体或ADC药物的研发格局、具体信息、专利及临床等动态进展，敬请访问Umabs DB全球数据库（www.umabs.com）查阅。
拓展阅读：
HIV：中裕新药将ADC拓展至抗病毒领域
全球首个：默沙东ROR1 ADC启动三期临床试验
HER3终成药：HER2/HER3双抗Zenocutuzumab获FDA批准上市
百利天恒两款ADC在美启动临床
3000万美元首付：GSK引进映恩一款临床前ADC药物
“四字编码”时代下的信达全梳理
BioNtech启动PD-L1/VEGF双抗肺癌两项头对头三期临床
大涨68%：Janux的PSMA/CD3双抗再次取得突破疗效
316例：诺华启动BAFF-R抗体在狼疮性肾炎的三期临床
250例：默克CEACAM5 ADC开展泛癌种临床试验
AK112 vs PM8002：PD-1/VEGF第三次交锋
康方生物两款PD-1双抗均进入2024年医保目录
234例：安领科启动EGFR/c-Met双抗ADC临床
科伦博泰：本土首款Trop2 ADC获批上市
罗氏TIGIT抗体一线肺癌再次失败
876例：恒瑞启动c-met ADC单药及多种药物联用临床
科伦博泰首个双抗ADC启动临床
阿斯利康：ADC药物的临床剂量转化策略
最惨18A：北海康成市值仅为7520万港元，累计跌幅达到98.55%
2~3分钟完成给药：K药皮下制剂三期临床取得成功
ORR仅为5%：Immatics公布PRAME/CD3 TCR双抗临床数据
石药启动EGFR ADC+ATM抑制剂联合治疗临床
康方启动CD73/LAG3双抗临床试验
宫颈癌：迈威Nectin-4 ADC启动第3项三期临床
大涨53%：中国资产再次拯救美股biotech
翰森HS-20124为ROR-1 ADC药物？
翰森公开SEZ6 ADC专利
翰森公开CDH17 ADC专利
复宏汉霖公布两款ADC药物专利
BioNtech: 2024研发日
默沙东终于信了：5.88亿美元首付款引进礼新PD-1/VEGF双抗
映恩公开PD-L1/B7H3双抗ADC临床前数据
Hexagon：新型ADC毒素
提高渗透性：antikor开发高DAR值片段抗体ADC
Genmab终止两款CD3双抗开发，重聚焦后期管线
第一三共开发皮下HER2 ADC
三抗来袭：Aditum Bio以3500万美元首付款引进维立志博CD3/CD19/BCMA
强生公布膜依赖性MSLN/CD3双抗
金赛公开自主开发TOPOi ADC平台
礼来公布PTK7 ADC药物临床前数据
双payload ADC逐步工业化，多款药物即将进入临床
恒瑞SHR-A2009：国内首个HER3 ADC进入三期
ADC：抗原高表达的必要性？
EGFR/HER3+PD-1/CTLA-4：百利天恒启动一线头颈癌双抗联合疗法临床
CD38/CD28+BCMA/CD3：再生元启动多发性骨髓瘤双抗联合疗法临床
1000例：强生EGFR/c-Met双抗启动直肠癌三期临床研究
大涨125%：GlycoMimetics收购Paragon子公司的PD-1/VEGF双抗等多款药物
3亿美金首付款：GSK收购恩沐CD19/CD20/CD3三抗
CDH6 ADC：第一三共启动Pan tumor临床试验
非霍奇金淋巴瘤：强生启动CD79b/CD20/CD3三抗+CD3/CD22双抗联合疗法
三生国健开发CD3/CD28/MUC17三抗
抗体及治疗型蛋白的免疫原性优化策略
新纪录：恒瑞申报本年度第14款大分子药物
同时连接细胞和抗体：GSK公开细胞毒性靶向嵌合体专利，赋能ADC和双抗开发
ORR达74%：再鼎公布DLL-3 ADC临床结果
40年ADC药物的研发启发
近期第四项退回：BMS终止CLDN18.2 ADC研发
一线胰腺癌：康方启动PD-1/VEGF+PD-1/CTLA-4双抗联合临床
CTLA-4抗体：阿斯利康国内首次递交上市申请，三个月前深陷走私传闻
减重不减肌：礼来启动GLP-1+ActRIIA/B抗体联合疗法临床
150例：第一三公启动NY-ESO TCR疗法临床
280例：康方启动PD-1/LAG-3双抗+CD47联合疗法在霍奇金淋巴瘤临床
尿路上皮癌：恒瑞启动Nectin-4 ADC+PD-L1+CLTA-4三联疗法临床
Moonlake：IL-17A/F纳米双抗启动银屑病性关节炎两项三期临床
强生2024 Q3：BCMA细胞疗法放量明显
恒瑞重新向FDA提交PD-1抗体上市申请
HER2：信达公开喜树碱ADC专利
恒瑞申报本年度第13款大分子药物
第一三共公开CD25 ADC专利
映恩公开ADAM9 ADC专利
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