Relatlimab

MADISON, Wis.--(BUSINESS WIRE)--Invenra, a biotechnology company specializing in next-generation multispecific antibody discovery and development, is pleased to announce the appointment of Dr. Alan J. Korman, PhD, FAIO, to its Scientific Advisory Board (SAB). Dr. Korman brings a wealth of experience in immuno-oncology, having played a pivotal role in the development of groundbreaking cancer immunotherapies. Dr. Korman is currently CSO and a member of the Board of Directors of Bluesphere Bio, a clinical stage biotech company in Pittsburgh, PA. Most recently, he served as Senior Vice President of Human Immunology at Vir Biotechnology. Prior to that, he served as Vice President for Immuno-Oncology Discovery at Bristol-Myers Squibb (BMS), where he led the development of biologics for tumor immunotherapy. During his tenure at BMS and Medarex, Dr. Korman contributed to the development of three approved oncology drugs: ipilimumab (anti-CTLA-4), nivolumab (anti-PD-1), and relatlimab (anti-LAG-3), as well as their combination, pioneering the use of immune checkpoint blockade in cancer therapy. Dr. Korman earned his PhD in Cellular and Developmental Biology from Harvard University and was a Whitehead Fellow at the Whitehead Institute at the Massachusetts Institute of Technology. He also served as a staff scientist at the Institut Pasteur before transitioning to the biotechnology sector. In addition to his new role on Invenra’s SAB, Dr. Korman is also the founder of Spice Biotechnologies, a company focused on developing next-generation checkpoint therapeutics. "We are thrilled to welcome Dr. Korman to our Scientific Advisory Board," said Dr. Roland Green, Co-Founder, CEO, and Chairman of Invenra. "His extensive experience in developing transformative immunotherapies aligns perfectly with Invenra's mission to collaborate with and support biotech and pharmaceutical companies of all sizes globally. We look forward to his valuable insights and contributions as we continue to empower our partners to advance innovative therapeutics." Dr. Korman joins SAB members Dr. Paul Sondel and Dr. Jonathan Davis, whose knowledge and guidance have supported Invenra’s research and development. Dr. Paul Sondel, MD, PhD, is the Reed and Carolee Walker Professor in Pediatric Oncology at the University of Wisconsin–Madison. With a distinguished career in cancer immunotherapy, Dr. Sondel has led lab, translational, and clinical research within the UW Carbone Cancer Center. His work has significantly advanced the understanding and application of immunotherapeutic strategies, including the development of FDA-approved treatments for high-risk neuroblastoma. Dr. Jonathan Davis, PhD, brings over 20 years of experience in the life sciences industry, focusing on protein and antibody engineering, as well as bispecific and multispecific antibody platform development. Prior to joining the Invenra SAB, Dr. Davis was Vice President of Innovation and Strategy for Invenra where he focused on optimization of the B-Body Platform, the development of antibody libraries, and refinements to screening methodology and throughput. Prior to Invenra, he was a Principal Scientist at Bristol-Myers Squibb, where he contributed to biologic drug design, including the development of a trispecific HIV biotherapeutic. Prior to that, he worked at EMD Serono, where he developed a variety of novel biologic drug platforms. "The collective expertise of Drs. Korman, Sondel, and Davis positions Invenra as a key collaborator and service provider, driving the discovery and development of multispecific antibody-based therapeutics in partnership with biotech and pharmaceutical companies worldwide," added Dr. Green. "Their combined knowledge and experience will be invaluable as we continue to support our partners in bringing novel treatments to patients in need." For more information about Invenra and its Scientific Advisory Board, please visit invenra.com. About Invenra Invenra Inc. is a biotechnology company specializing in next-generation multispecific antibody discovery and development. Its proprietary B-Body® platform enables the rapid generation of highly developable bispecifics and now supports both Rapid Bispecific Discovery Services—delivering lead panels in as little as four months—and B-Body Express™, which quickly produces high-quality bispecifics from partner-provided sequences. Invenra’s newly launched T-Body™ platform expands these capabilities for efficient expression, correct chain pairing, and robust assembly of trispecific constructs. Invenra partners globally with pharmaceutical and biotech companies to accelerate therapeutic antibody programs from discovery through preclinical development.

日前，默沙东宣布PD-1抑制剂Keytruda（K药）获FDA批准新适应症，用于肿瘤表达PD-L1（CPS≥1）的可切除局部晚期头颈部鳞状细胞癌（HNSCC）的围手术期治疗。这是该领域6年来的首个新药批准，也是全球首个获批用于HNSCC围手术期治疗的免疫药物。在K药这款划时代的PD-1抑制剂K药继续扩大适应症版图的硬币背面，是核心专利将在2028年到期。同时随着双抗、ADC等新疗法在各个细分适应症和靶点上展开激烈角逐，不断改写治疗规则。一场深刻影响全球千亿美元肿瘤市场格局的变局已然拉开序幕。一直以来，肿瘤是新药研发集中发力点，也是跨国制药巨头的核心战场与业绩支柱。这片看似平静的红海，实则暗流汹涌。MNC们正厉兵秣马，或加速内部研发，或豪掷千金“买买买”，力求在新时代占据制高点。谁将成为后PD-1时代的“新王”？答案正浮出水面。01群雄逐鹿，制药巨头肿瘤战略图谱1、默沙东：捍卫宝座，押注未来K药无疑是默沙东的“定海神针”，在2024年以18%的销售额增速飙升至294.82亿美元，稳坐全球“药王”宝座。作为获批适应症最广的PD-1抑制剂，K药构筑了默沙东肿瘤帝国的基石。面对2028年的专利到期压力，默沙东采取“双管齐下”策略：一方面，默沙东聚焦管线扩充与迭代：通过大手笔BD，与Seagen、VelosBio、科伦博泰、第一三共等公司合作，大规模布局下一代肿瘤疗法，聚焦ADC药物（如靶向HER3、B7H3、CDH6、Trop2等），覆盖肺癌、乳腺癌、消化道肿瘤等关键领域，接力K药并巩固其在实体瘤的领导地位。另一方面，默沙东显著加大研发投入，2024年其III期临床管线规模相比2021年几乎翻了两倍，预计未来几年还将推出有20款潜在“重磅炸弹”药物，并把2030年肿瘤业务收入预期从200亿美元大幅上调至250亿美元，彰显对未来增长的信心。无论是大规模BD合作，还是激进的研发投入，都是为了填补K药专利到期后留下的空白，更是为了在精准靶向、联合治疗的新战场上抢占制高点。2、BMS：转型阵痛，寻求突破BMS一季度总营收为112亿美元，同比减少6%，整体营收承压，但在肿瘤领域的表现依然亮眼。肿瘤业务中，Opdivo（纳武利尤单抗）和Opdualag（纳武利尤单抗+瑞拉利单抗）贡献了主要业绩。Opdivo作为BMS的明星产品，在免疫肿瘤治疗领域占据重要地位。2025年第一季度，Opdivo的销售额达到了22.65亿美元，显示了其强大的市场吸金能力。继来那度胺在2023年专利到期后，O药将在2027年到期，带给BMS严峻的专利悬崖挑战。届时，仿制药会迅速入局，将直接导致原研药的市场垄断地位丧失，从而引发产品销售额急剧下滑。在承压之下，BMS正在加快自己的收购步伐，甚至计划斥巨资收购BioNTech。毕竟BioNTech的mRNA技术和一系列有前景的肿瘤管线，可极大地弥补BMS核心产品专利到期后的收入缺口。通过全面收购，BMS还可直接掌控BioNTech多个处于临床阶段的肿瘤候选药物，增强在肿瘤领域的领导地位。可以确认的是，如何有效弥补O药下滑带来的巨大缺口，并找到新的强劲增长点，是BMS转型的关键。3、罗氏：多领域齐头并进昔日的“肿瘤霸主”罗氏，已成功转型为覆盖肿瘤、神经科学、眼科、免疫及感染性疾病五大核心领域的多元化巨头。2024年，其肿瘤业务收入达237.44亿瑞士法郎（约270.40亿美元），实力依然雄厚。在实体瘤领域，罗氏拥有Tecentriq（阿替利珠单抗）、Perjeta（帕妥珠单抗）、Kadcyla（恩美曲妥珠单抗）等重要产品。其真正的核心竞争力在于血液肿瘤领域。凭借美罗华（Rituxan，利妥昔单抗）、优罗华（Gazyva/Gazyvaro，奥比妥珠单抗）、佳罗华（Polivy，泊洛妥珠单抗）等覆盖从淋巴瘤到多发性骨髓瘤的丰富管线，罗氏在全球及中国血液肿瘤市场长期占据“一哥”地位。同时，罗氏持续推进血液瘤产品迭代，并加强实体瘤领域新药研发（如双抗、ADC等），巩固多元化优势。4、阿斯利康：全面开花，增长强劲阿斯利康近年来肿瘤业务突飞猛进，呈现“全面开花”态势。财报显示，其全年营收540.73亿美元，同比增长21%；其中肿瘤业务贡献223.53亿美元，同比大增24%，占总营收高达41%，是其增长的核心引擎。凭借Tagrisso（奥希替尼）、Lynparza（奥拉帕利）、Imfinzi（度伐利尤单抗）、Enhertu（德曲妥珠单抗）等覆盖肺癌、乳腺癌、卵巢癌、前列腺癌等多瘤种的重磅产品组合，阿斯利康成功跻身肿瘤领域顶级玩家。目前阿斯利康持续深化现有产品适应症拓展，并积极布局下一代疗法（如ADC、细胞疗法、核药），利用其强大的商业化能力和BD策略巩固增长势头。5、强生：肿瘤业务达到新高度在多年布局之下，强生实现了肿瘤业务的重大里程碑。2024年，其肿瘤业务年度销售额首次突破200亿美元大关，创收207.81亿美元，一举超越免疫业务，跃升为强生创新药收入的第一大来源。其中，多发性骨髓瘤领域的“王者”Darzalex（达雷妥尤单抗）及其组合疗法的迅猛增长功不可没。强生在血液肿瘤（尤其是多发性骨髓瘤）领域构建了极其强大且层次分明的产品管线，涵盖小分子化药、单抗、双抗（如Tecvayli, Talvey）、CAR-T细胞疗法（Carvykti），实现了对患者从末线到一线治疗的全覆盖。另外，强生积极通过收购补充管线，如2024年斥资20亿美元收购ADC公司Ambrx，旨在将技术平台拓展至实体瘤领域，寻求新的增长点。02肿瘤千亿市场变局，谁将成为新王？K药和O药的专利到期是未来几年重塑市场格局的最大变量。仿制药（生物类似药）的涌入将导致这两款“现金奶牛”销售额大幅下滑，迫使默沙东和BMS加速转型，同时也为罗氏、强生等其他竞争者以及新兴生物技术公司，提供了抢占市场份额的窗口期。而在后PD-1时代，竞争焦点实际上转向更精准、更有效的下一代疗法。ADC 已成为当前最热门的领域，默沙东、阿斯利康、罗氏、辉瑞等巨头重金押注，针对不同靶点的ADC管线竞争白热化。比如，PD-L1靶向ADC的亮相。PD-L1 ADC原理上，沿袭了PD-L1靶点的广谱性特征，也实现了ADC载荷与免疫激活的协同效应，为解决传统免疫治疗的耐药性问题提供了创新性解决方案。在ADC之外，双抗/多抗技术凭借其能同时靶向多个抗原或免疫细胞的独特优势，在血液瘤领域展现出巨大潜力，包括滤泡性淋巴瘤、多发性骨髓瘤和弥漫性大 B 细胞淋巴瘤。如罗氏的 Lunsumio (mosunetuzumab)是靶向CD20/CD3的双抗药物，用于治疗复发或难治性滤泡性淋巴瘤。而以CAR-T为代表的细胞疗法已在血液系统恶性肿瘤治疗中取得革命性进展，显著改善了部分难治、复发患者的生存预后。如强生/传奇生物的Carvykti，BMS的Abecma等。而随着去年，美国Iovance 公司的Lifileucel（Amtagvi）获批上市，成为全球首款上市的TIL疗法，细胞疗法开始迈入实体瘤时代。但TIL疗法作为新疗法，价格高昂，治疗方案复杂，目前可及性较低。像Amtagvi定价为51.5万美金（约370万人民币），使用之前还需要深度清淋，繁琐且周期长。针对特定癌症类型，放射性药物提供了创新的治疗选择，尤其在精准递送辐射杀伤癌细胞方面优势显著。诺华重金布局了以放射配体疗法为代表的核药领域，拥有Pluvicto和Pluvicto两款获批上市的产品。像Pluvicto针对的是男性第二大癌种—前列腺癌。事实上，全球癌症发病率仍在持续上升，市场上有着巨大的、远未被满足的临床需求。技术进步带来更多治疗选择，驱动市场持续增长。据Evaluate Pharma预测，到2030年，全球肿瘤治疗市场总规模有望突破3700亿美元。未来肿瘤市场的“新王”，并非单指某一家公司，更可能是在不同细分领域占据领先地位的多家巨头。决定胜负的关键在于拥有的下一代管线的深度与广度，包括在ADC、双抗、细胞疗法等前沿领域拥有的竞争力、覆盖关键靶点和适应症的管线、并能高效推进上市。拥有强大管线是基础，能否在全球市场高效推广并实现产品价值最大化，同样考验药企的商业化功底。结语：K药、O药专利到期将如同一声发令枪，宣告肿瘤治疗领域一个旧时代的结束和一个新时代的开启。谁能在后PD-1时代脱颖而出，不仅取决于其现有产品的护城河，更取决于对未来趋势的前瞻布局、对创新技术的有效获取与整合能力，以及在激烈竞争中高效的执行落地。这场关乎未来“肿瘤之王”归属的竞赛，已经进入最关键的冲刺阶段。市场格局的重塑，就在眼前。识别微信二维码，添加抗体圈小编，符合条件者即可加入抗体圈微信群！请注明：姓名+研究方向！本公众号所有转载文章系出于传递更多信息之目的，且明确注明来源和作者，不希望被转载的媒体或个人可与我们联系(cbplib@163.com)，我们将立即进行删除处理。所有文章仅代表作者观点，不代表本站立场。