A Prospective, Single-arm, Multi-center Clinical Trial of Furmonertinib Combined With Anlotinib as First-line Treatment for Advanced NSCLC With EGFR-sensitive Mutations and Brain Metastasis.

EGFR mutation-positive NSCLC patients have a higher risk of developing brain metastases. The prognosis is poor for patients presenting with brain or leptomeningeal metastases at any stage, particularly those with such metastases at initial diagnosis, who have the worst prognosis. Furmonertinib, as a novel EGFR-TKI, enhances its lipophilicity by incorporating a trifluoroethoxy pyridine group. Preclinical animal studies further confirm that both Furmonertinib (AST2818) and its metabolite (AST5902) exhibit excellent intracranial distribution. This provides strong theoretical support for the effective treatment of lung cancer brain metastasis patients with Furmonertinib.
EGFR TKI-based combination therapies, as a strategy to delay disease progression, have consistently been a focal point in medical research. Among these, antiangiogenic agents are increasingly recognized for their synergistic effects when combined with TKIs, jointly inhibiting tumor growth, proliferation, and metastasis.Such combinations have demonstrated clear efficacy and manageable safety profiles.
Based on this, the current study aims to explore the efficacy and safety of first-line treatment with 160 mg Furmonertinib combined with anlotinib for advanced NSCLC patients with EGFR-sensitive mutations and brain metastases.

开始日期2025-04-02

申办/合作机构

河南省肿瘤医院

NCT06861218

/ Not yet recruiting临床2期IIT

Cerebrospinal Fluid Cytology-guided Intrathecal Chemo-holiday Therapy for EGFR-positive NSCLC Meningeal Metastases: a One-arm, Phase II Clinical Study

With the rapid development of targeted drugs, the treatment of patients with leptomeningeal metastasis has become a very difficult problem in clinical work. High-dose targeted drugs and intrathecal chemotherapy are important treatment methods for meningeal metastasis. However, it is vital to note that safety is also of concern in previous studies of intrathecal chemotherapy. In this study, we aim to evaluate the safety and effectiveness of patient using chemo-holiday therapy based on the cerebrospinal fluid cytology, combined with double-dose EGFR-targeted drug in patients with leptomeningeal metastases from EGFR-positive NSCLC.

开始日期2025-04-01

申办/合作机构

浙江省肿瘤医院

ChiCTR2500099395

/ Suspended临床4期IIT

160mg furmonertinib for the first-line treatment of EGFR-sensitive mutations NSCLC with BM/LM : a single-arm, prospective clinical study

开始日期2025-03-24

申办/合作机构

河北医科大学第四医院

100 项与甲磺酸伏美替尼相关的临床结果

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100 项与甲磺酸伏美替尼相关的转化医学

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100 项与甲磺酸伏美替尼相关的专利（医药）

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102

项与甲磺酸伏美替尼相关的文献（医药）

2025-06-01·BIOORGANIC & MEDICINAL CHEMISTRY

A clinical review on third and fourth generation EGFR tyrosine kinase inhibitors for the treatment of non-small cell lung cancer

Review

作者: Patel, Harun M ; Patil, Chandragouda R ; Gawli, Chandrakant S

"Epidermal growth factor receptor (EGFR)" mutations are pivotal in the pathogenesis of "Non-Small Cell Lung Cancer (NSCLC)," which is associated with high morbidity and mortality rates. The advent of third and fourth-generation EGFR tyrosine kinase inhibitors (TKIs) has significantly advanced the therapeutic landscape for EGFR-mutant NSCLC, particularly in overcoming resistance mutations such as T790M and C797S. This review delves into the current clinical status, efficacy, safety profiles, and regulatory approvals of third-generation EGFR TKIs, including Osimertinib, Lazertinib, Furmonertinib, Aumolertinib, Rezivertinib, Befotertinib, Sunvozertinib. Furthermore, it explores emerging fourth-generation EGFR TKIs designed to address resistance mechanisms beyond those targeted by their predecessors. Notable fourth-generation candidates such as TQB3804, BPI-361175, BDTX-1535, WJ13404, QLH11811, H002, HS-10375, BBT-207, JIN-A02, and HS-10504 are highlighted for their potential to overcome the C797S mutation. The review emphasizes the importance of these advanced inhibitors in enhancing "progression-free survival and overall survival rates". By evaluating the therapeutic potential and limitations of these EGFR TKIs, this review aims to guide future research in the management of EGFR-mutant NSCLC. This acts as guiding beacon for the strategic design and development of third and fourth generation EGFR-TK inhibitors to overcome the drug resistance hurdles in the development of EGFR-TK inhibitors.

2025-04-01·ANTI-CANCER DRUGS

The effectiveness of sequential afatinib and furmonertinib in an advanced lung adenocarcinoma with rare compound EGFR mutation (L833V/H835L)

Article

作者: Wang, Shaoxi ; Gu, Yongyao ; Li, Huiling ; Chen, Quanfang ; Yan, Lingxin ; Pan, Yanqing ; Yu, Pengli

Uncommon atypical mutations account for 10–15% of all epidermal growth factor receptor (EGFR) activating mutations in nonsmall-cell lung cancer (NSCLC). Tumors harboring rare EGFR mutations show highly heterogeneous responses to EGFR tyrosine kinase inhibitors (TKIs). There is insufficient clinical evidence for uncommon types of EGFR mutations, especially those with compound EGFR mutations. In addition, for those with uncommon compound EGFR mutations, few studies have focused on acquired resistance mechanisms and subsequent treatment strategies after disease progression on EGFR-TKIs. Here, a 66-year-old smoking male was diagnosed with lung adenocarcinoma accompanied by pleural metastasis. A rare L833V/H835L compound mutation in exon 21 of EGFR was detected in tumor biopsy by next-generation sequencing. Afatinib was used as first-line therapy and showed favorable efficacy. The patient continued afatinib treatment for a duration of 24 months. A new T790M mutation was detected with a rebiopsy after progression on afatinib. Then the patient received cryoablation therapy and a third-generation EGFR-TKI, furmonertinib. Our case suggests that a comprehensive screening for EGFR mutations should be conducted before and during treatment in clinical practice, and afatinib and furmonertinib could be first- and second-line treatment options in NSCLC patients harboring EGFR L833V/H835L mutations.

2025-04-01·CLINICAL ONCOLOGY

Comparing the Effectiveness and Safety of First-line Interventions in Patients With Advanced Epidermal Growth Factor Receptor-mutant Non-small Cell Lung Cancer, With Particular Focus on Brain Metastatic Status: A Systematic Review and Network Meta-analysis

Review

作者: Wang, T ; Mei, T ; Zhou, Q ; Xu, T

AIMS:

This network meta-analysis (NMA) aimed to identify the most effective first-line intervention (FLI) for advanced epidermal growth factor receptor (EGFR)-mutated non-small cell lung cancer (NSCLC), particularly in patients with varying brain metastasis (BM) status.

MATERIALS AND METHODS:

Data were collected from randomized controlled trials (RCTs) evaluating first-line EGFR-tyrosine kinase inhibitors (EGFR-TKIs), either alone or in combination, for EGFR-mutated advanced NSCLC (EMAN) patients. The sources included EMBASE, Web of Science, Cochrane Library, PubMed, and relevant conference abstracts from inception until December 2023.

RESULTS:

A total of 37 RCTs, encompassing 24 intervention options, were included in the NMA. Osimertinib combined with chemotherapy (CT) significantly improved progression-free survival (PFS) compared to aumolertinib (HR, 0.61; 95% CI, 0.40-0.93), furmonertinib (HR, 0.64; 95% CI, 0.41-0.98), lazertinib (HR, 0.64; 95% CI, 0.41-0.98), osimertinib alone (HR, 0.62; 95% CI, 0.48-0.80), osimertinib + bevacizumab (HR, 0.72; 95% CI, 0.51-1.00), befotertinib (HR, 0.57; 95% CI, 0.36-0.90), and zorifertinib (HR, 0.61; 95% CI, 0.39-0.93). Further, amivantamab + lazertinib showed slightly better PFS compared to aumolertinib, furmonertinib, zorifertinib, and osimertinib + bevacizumab (HR <1, but P >0.05). Regarding overall survival (OS), amivantamab + lazertinib demonstrated superior results relative to furmonertinib (HR, 0.54; 95% CI, 0.30-0.95) and befotertinib (HR, 0.43; 95% CI, 0.24-0.77). No significant OS differences were observed among osimertinib, osimertinib + bevacizumab, osimertinib + CT, lazertinib, and amivantamab + lazertinib. In BM patients, osimertinib + CT significantly enhanced PFS compared to osimertinib (HR, 0.47; 95% CI, 0.33-0.66), furmonertinib (HR, 0.44; 95% CI, 0.21-0.90), befotertinib (HR, 0.45; 95% CI, 0.21-1.00), and zorifertinib (HR, 0.47; 95% CI, 0.25-0.89). However, no noticeable PFS differences were observed between osimertinib + CT and amivantamab + lazertinib or aumolertinib. Lastly, osimertinib + CT and zorifertinib were associated with higher rates of all-grade adverse events (AEs) and grade ≥3 AEs, respectively.

CONCLUSIONS:

In EMAN patients, osimertinib + CT and amivantamab + lazertinib were associated with optimal PFS and OS, respectively. Among BM patients, osimertinib + CT offered the best PFS benefits. These findings may assist in clinical decision-making and personalized care for EMAN and BM patients. The study is registered on PROSPERO (CRD42024506995).

504

项与甲磺酸伏美替尼相关的新闻（医药）

2025-05-01

·米内网

毛利率最高98.96%，83家药企火力全开！济川、康缘、方盛、贵州三力上榜TOP20

精彩内容截至2025年4月30日，A股三大医药板块（中药、化学制药、生物制品）已有289家药企公布了2024年业绩，其中83家销售毛利率超过七成。中药TOP20企业，3家毛利率超过80%；化学制药TOP20企业，5家毛利率超过90%；生物制品TOP20企业，11家毛利率达90%以上。表：2024年A股三大医药板块毛利率TOP20企业注：数据统计截至2025年4月30日来源：东方财富网，米内网整理中药：3家超过80%，奇正藏药稳坐榜首奇正藏药2024年实现营业收入23.38亿元，同比增长14.32%，净利润5.82亿元，同比增长0.19%，销售毛利率82.11%，同比下滑了2.08%。公司主要产品包括了消痛贴膏、青鹏软膏、白脉软膏、铁棒锤止痛膏等外用系列产品，以及红花如意丸、如意珍宝片、十味龙胆花胶囊、十味龙胆花颗粒、仁青芒觉胶囊等口服藏药及中药产品。2024年公司的贴膏剂营业收入16.55亿元，毛利率87.21%；软膏剂营业收入3.11亿元，毛利率82.72%；其它剂型营业收入3.50亿元，毛利率61.01%。汉森制药2024年实现营业收入10.04亿元，同比增长5.12%，净利润2.20亿元，同比增长7.43%，销售毛利率75.85%，同比提升了2.63%。公司主要产品包括了四磨汤口服液、天麻醒脑胶囊、百贝益肺胶囊、缩泉胶囊、参七心疏胶囊、利胆止痛胶囊、胃肠灵胶囊等。2024年公司的四磨汤口服液营业收入5.51亿元，毛利率76.54%；天麻醒脑胶囊营业收入2.22亿元，毛利率80.50%。羚锐制药2024年实现营业收入35.01亿元，同比增长5.72%，净利润7.23亿元，同比增长27.19%，销售毛利率75.82%，同比提升了2.53%。公司主要产品包括了通络祛痛膏、壮骨麝香止痛膏、丹鹿通督片、培元通脑胶囊以及参芪降糖胶囊等。2024年公司的贴剂营业收入21.15亿元，毛利率78.95%；片剂营业收入3.55亿元，毛利率69.94%；胶囊剂营业收入7.52亿元，毛利率75.79%；软膏剂营业收入1.28亿元，毛利率75.17%。东阿阿胶2024年实现营业收入59.21亿元，同比增长25.57%，净利润15.57亿元，同比增长35.29%，销售毛利率72.42%，同比提升了2.18%。公司主要产品包括了阿胶、复方阿胶浆、阿胶糕、阿胶速溶粉、健脑补肾口服液、龟鹿二仙口服液、海龙胶口服液等。2024年公司的阿胶及系列产品营业收入55.44亿元，毛利率73.61%。方盛制药2024年实现营业收入17.77亿元，同比增长9.15%，净利润2.55亿元，同比增长36.61%，销售毛利率71.85%，同比提升了3.75%。公司主要产品包括了藤黄健骨片、强力枇杷膏（蜜炼）、蒲地蓝消炎片、小儿荆杏止咳颗粒、金英胶囊、玄七健骨片等。2024年公司的心脑血管疾病用药营业收入5.30亿元，毛利率80.70%；呼吸系统用药营业收入2.13亿元，毛利率76.46%；儿童用药营业收入1.83亿元，毛利率66.31%；骨骼肌肉系统用药营业收入3.84亿元，毛利率82.93%。化学制药：5家超过90%，艾力斯、汇宇、奥赛康净利润暴涨艾力斯2024年营业收入35.58亿元，同比增长76.29%，净利润14.30亿元，同比增长121.97%，销售毛利率95.97%，同比下滑了0.17%。公司核心产品甲磺酸伏美替尼片续约纳入国家医保目录，销售收入持续增长。2024年公司的抗肿瘤类产品营业收入35.06亿元，毛利率96.92%。吉贝尔2024年营业收入8.97亿元，同比增长4.14%，净利润2.19亿元，同比增长0.11%，销售毛利率89.38%，同比提升了0.43%。公司主要产品包括了利可君片、尼群洛尔片、玉屏风胶囊、醋氯芬酸肠溶片等。2024年公司的血液系统产品营业收入6.52亿元，毛利率92.90%；心血管系统产品营业收入超过1.27亿元，毛利率94.32%。恒瑞医药2024年营业收入279.85亿元，同比增长22.63%，净利润63.37亿元，同比增长47.28%，销售毛利率86.25%，同比提升1.70%。值得一提的是，2024年公司创新药销售收入达138.92亿元（含税，不含对外许可收入），同比增长30.60%。2024年公司的肿瘤产品营业收入145.87亿元，毛利率92.57%；代谢和心血管产品营业收入17.48亿元，毛利率76.61%；免疫和呼吸系统产品营业收入7.77亿元，毛利率83.69%；神经科学产品营业收入42.89亿元，毛利率84.76%；造影剂营业收入27.49亿元，毛利率60.46%。德源药业2024年营业收入8.68亿元，同比增长22.46%，净利润1.77亿元，同比增长28.26%，销售毛利率84.56%，同比提升2.69%。公司主要产品包括了吡格列酮二甲双胍片、坎地氢噻片、盐酸吡格列酮片、那格列奈片、盐酸二甲双胍缓释片、依帕司他片等。2024年公司的糖尿病类产品营业收入6.03亿元，毛利率80.17%；高血压类产品营业收入2.55亿元，毛利率95.39%。汇宇制药2024年营业收入10.94亿元，同比增长18.05%，净利润3.25亿元，同比增长132.78%，销售毛利率83.41%，同比下滑了2.52%。公司主要产品包括了奥沙利铂注射液、注射用培美曲塞二钠、多西他赛注射液、注射用阿扎胞苷等。2024年公司的抗肿瘤产品营业收入10.23亿元，毛利率85.69%。奥赛康2024年营业收入17.78亿元，同比增长23.15%，净利润1.60亿元，同比增长207.92%，销售毛利率81.34%，同比提升了0.53%。公司主要产品包括了注射用奥美拉唑钠、注射用右兰索拉唑、利厄替尼片、曲氟尿苷替匹嘧啶片、注射用替加环素、注射用硫酸艾沙康唑等。2024年公司的抗感染类产品营业收入4.94亿元，毛利率82.29%；抗肿瘤类产品营业收入6.31亿元，毛利率90.94%；慢性病类产品营业收入3.23亿元，毛利率75.89%；消化类产品营业收入2.70亿元，毛利率68.05%。兴齐眼药2024年营业收入19.43亿元，同比增长32.42%，净利润3.38亿元，同比增长40.84%，销售毛利率78.33%，同比提升了0.96%。公司主要产品包括了环孢素滴眼液（Ⅱ）、加替沙星眼用凝胶、小牛血去蛋白提取物眼用凝胶、硫酸阿托品滴眼液等。2024年公司的凝胶剂/眼膏剂营业收入3.63亿元，毛利率86.52%；滴眼剂营业收入13.66亿元，毛利率82.18%。苑东生物2024年营业收入13.50亿元，同比增长20.82%，净利润2.38亿元，同比增长5.15%，销售毛利率74.93%，同比下滑了5.08%。公司主要产品包括了富马酸比索洛尔片、依托考昔片、布洛芬注射液、盐酸纳美芬注射液、盐酸纳洛酮注射液、硫酸氢氯吡格雷片等。2024年公司的麻醉镇痛类产品营业收入4.63亿元，毛利率83.97%；心脑血管类产品营业收入4.54亿元，毛利率78.93%；其他类产品营业收入3.36亿元，毛利率55.97%。生物制品：11家超90%，百利天恒营收大爆发神州细胞2024年营业收入25.13亿元，同比增长33.13%，净利润1.12亿元，销售毛利率95.91%，同比下滑了1.20%。公司主要产品包括了注射用重组人凝血因子VIII、瑞帕妥单抗注射液、阿达木单抗注射液、贝伐珠单抗注射液、菲诺利单抗注射液等。2024年公司的血友病产品营业收入18.90亿元，毛利率96.89%；恶性肿瘤产品营业收入4.95亿元，毛利率93.01%。百利天恒2024年营业收入58.23亿元，同比增长936.31%，净利润37.08亿元，销售毛利率95.46%，同比提升了36.27%。公司主要产品包括了丙泊酚乳状注射液、丙泊酚中/长链脂肪乳注射液、黄芪颗粒、吸入用七氟烷等。2024年公司的知识产权授权收入53.32亿元，毛利率100%；化药制剂营业收入3.22亿元，毛利率52.75%；中成药制剂营业收入1.64亿元，毛利率34.24%。特宝生物2024年营业收入28.17亿元，同比增长34.13%，净利润8.28亿元，同比增长49.00%，销售毛利率93.49%，同比提升了0.16%。公司主要产品包括了聚乙二醇干扰素α-2b注射液、拓培非格司亭注射液、注射用人粒细胞巨噬细胞刺激因子、人粒细胞刺激因子注射液和注射用人白介素-11。2024年公司的抗病毒用药营业收入24.47亿元，毛利率96.22%；血液/肿瘤用药营业收入3.63亿元，毛利率75.40%。资料来源：东方财富网，公司年报注：数据统计截至4月30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

财报

2025-04-30

·药智网

暴涨523%！创新药“涨幅王”诞生

资本寒冬席卷创新药行业，部分药企股价腰斩、市值缩水。然而，艾力斯却走出了一条独立行情——2025年4月30日收盘其股价最高价为88.15元，较2022年4月29日的最低价14.16元暴涨523%，市值突破390亿元，成为创新药板块当之无愧的“涨幅王”。翻开2024年财报，艾力斯的业绩同样亮眼：实现营业收入35.58亿元，同比激增76.29%；尽管研发投入以53.81%的增速持续增加至4.8亿元，但依旧不影响企业净利润的大幅增加，以121.97%的增幅实现净利润14.3亿元。2025年一季度乘胜追击，实现营收10.98亿元，同比增长47.86%。“十年磨一剑，出鞘必锋芒”，曾经在创新药赛道上低调潜行的艾力斯，如今正以狂飙的股价和炸裂的业绩，成为资本市场瞩目的“逆袭黑马”。这家成立于2004年、曾被视为“慢热型”的药企，凭借什么在资本寒冬期实现逆势崛起？<01>单品突围艾力斯的崛起，始于一款明星产品——第三代EGFR-TKI甲磺酸伏美替尼片。当EGFR-TKI赛道被奥希替尼等巨头产品占据主导时，艾力斯选择了“精准狙击”而非正面硬刚。约25%EGFR突变NSCLC患者在初诊时发现具有脑部转移，在3年的随访中该比例可增加至50%。伏美替尼在脑转移治疗方面展现出了突出的疗效和安全性数据，其治疗CNS转移NSCLC的数据显示：CNS ORR达到84.6%、CNS DCR达到100%、CNS PFS达19.3个月。基于此伏美替尼被纳入《肺癌脑转移中国治疗指南（2021年版）》推荐。这一“脑转移克星”的差异化定位，使得伏美替尼迅速在临床端建立起不可替代的优势。凭借差异化优势，伏美替尼片在肺癌治疗领域实现快速放量。截至2024年末，其累计销售额已突破65亿元。2021年3月，伏美替尼二线治疗EGFR T790M突变阳性晚期NSCLC适应症通过优先审评通道在国内获批。同年，伏美替尼降价79%进入国家医保目录，上市首年即实现销售额2.36亿元，助力艾力斯成功扭亏为盈。2022年，关键3期FURLONG研究数据惊艳亮相：对比一代TKI吉非替尼，伏美替尼一线治疗EGFR敏感突变晚期NSCLC的中位无进展生存期（PFS）达20.8个月，较对照组延长9.7个月，且降低疾病进展或死亡风险达56%。基于此，其一线适应症于2022年6月获批上市。医保覆盖叠加临床优势推动销售持续高增长。2022年伏美替尼首次实行医保价格，实现销售额7.9亿元，同比增长235%。2023年伏美替尼一线治疗NSCLC首次纳入医保，同年实现销售19.78亿元，同比增长150%。2024年在医保加持下，伏美替尼维持高速增长，实现销售收入35.06亿元。甲磺酸伏美替尼片二线治疗适应症、一线治疗适应症均被续约纳入2024年版国家医保报销范围，结合差异化市场策略，预计其市场销售额将进一步增加。不同于行业热衷的“管线广度扩张”，艾力斯选择“单产品纵深开发”策略，聚焦将伏美替尼打造成覆盖肺癌全病程的“超级单品”。作为目前唯一针对全部四种EGFR突变均有效的三代EGFR-TKI，伏美替尼的临床开发正沿着“全病程覆盖”路径纵深推进：从辅助治疗适应症、20外显子插入突变的一线及二线治疗适应症、PACC突变的一线治疗适应症，到EGFR敏感突变伴脑转移患者的精准干预、EGFR非经典突变的辅助治疗等，均已进入注册临床阶段。在国际化布局上，公司与ArriVent的合作不仅为伏美替尼带来潜在的里程碑付款，更通过海外注册临床的推进打开增量空间。图片来源：太平洋证券中国EGFR-TKI药物市场近年来呈现高速扩容态势，2017至2022年间以34.8%的年复合增长率，从31亿元人民币增长至138亿元人民币。弗若斯特沙利文数据显示，这一市场规模预计在2027年和2033年分别达到205亿元与283亿元。在市场结构中，根据弗若斯特沙利文的数据，第三代EGFR-TKI自2022年起占据主导地位，以73%的份额成为市场主力。预计2033年其市场占比将增至93.6%，成为EGFR突变肺癌治疗的主流选择。作为第三代EGFR-TKI的核心品种，伏美替尼凭借适应症的纵深布局和差异化优势，其未来市场竞争中的份额有望进一步扩大。<02>商业化效率闭环在非小细胞肺癌中，EGFR突变是最常见驱动因素，此外还存在ROS1、RET、KRAS、NTR等多种突变类型。艾力斯以核心产品伏美替尼为基石，同步引进外部优质管线，构建覆盖多突变类型的肺癌治疗产品矩阵。普拉替尼是中国首个上市的RET抑制剂（2021年3月获批），2023年11月，艾力斯获其中国大陆独家商业化推广权，依托肺癌领域渠道优势加速市场渗透。中国每年新发RET突变肿瘤患者约7万人，其中NSCLC RET融合患者1万-2万人，RET融合一线治疗NSCLC的市场空间广阔。目前国内仅2款RET抑制剂上市，另一款为信达/礼来的塞普替尼（2022年10月获批）。加科思的戈来雷塞作为潜在“同类最佳”分子，用于KRAS G12C突变二线NSCLC的新药上市申请（NDA）已于2024年5月获优先审评，有望2025年上半年获批，成为第三个国产KRAS G12C抑制剂。艾力斯与加科思的合作将适应症拓展至胰腺癌、结直肠癌等适应症，通过联合用药挖掘更大治疗潜力。针对第三代EGFR-TKI的耐药问题，艾力斯引进和誉生物医药的第四代EGFR-TKI（ABK3376），构建“三代耐药后接四代”的全程治疗方案。另外，艾力斯自主研发的注射用AST2169脂质体已于2024年3月获得临床1期试验批准，其主要针对KRAS G12D突变晚期实体瘤患者。图片来源：艾力斯2024年年报面对伏美替尼不断增长的市场需求，艾力斯加速推进建设新增年产1.5亿片甲磺酸伏美替尼片固体制剂生产线项目。作为创新药商业化的关键支撑，供应链端的前瞻性布局不仅实现产能的储备，更通过制造能力的自主掌控，构建起创新药商业化的双重护城河。在营销体系建设上，艾力斯的营销团队规模逐步扩大，2021年团队人数为457人，2023年增至900人，2024年超1200人。目前团队覆盖全国31个省市，业务触及约4800家医院，形成了全国性的销售网络。<03>长期主义实践2004年，杜锦豪与郭建辉在上海周浦医学园区创立艾力斯。这家药企从心血管药物研发遇挫到在肿瘤赛道实现逆袭，从濒临绝境到市值超380亿元，展现了中国创新药企业的发展轨迹。2012年，联合创始人郭建辉博士离世，艾力斯迎来关键转折点。当时，公司唯一的商业化产品阿利沙坦酯刚获批上市，却因战略调整需要转让给信立泰。这场价值超十亿元的交易的背后，是杜锦豪决定将资源集中投入肿瘤靶向药研发的策略。放弃现有的现金流，转而投入耗时十年、耗资数亿的肿瘤药研发，这一选择在当时看来近乎疯狂。中国每年新增肺癌患者超80万，而靶向治疗领域主要由外资药企主导，这为国产创新药提供了发展机会。杜锦豪将公司研发方向锁定在非小细胞肺癌领域，任命罗会兵博士组建团队，启动伏美替尼的研发。伏美替尼的研发过程曲折。早期推进的二代EGFR-TKI艾力替尼已进入2/3期临床，因三代药物展现出更优疗效，艾力斯根据技术趋势做出调整，果断暂停该项目。2018年，伏美替尼获得临床试验许可，此时距离立项已过去八年。2021年伏美替尼上市时，国内三代EGFR-TKI市场已被奥希替尼占据。艾力斯采取“以价换量”的策略，这使伏美替尼在2024年销售额突破35亿元，在市场中占据一席之地。资本市场用真金白银为艾力斯的蜕变投票。2022年4月29日，其股价跌至历史低点14.16元，市值不足百亿；2025年4月30日，股价最高触及88.15元，三年涨幅超5倍。站在2025年的节点回望，艾力斯的逆袭之路恰似一部中国创新药的成长史诗。它用21年时间诠释：在医药这个最需要耐心的行业，真正的远见是敢于在黑暗中坚持，真正的胜利是把技术突破转化为患者可及的生命希望。近三年艾力斯股价走势图片来源：百度股市通<04>结语艾力斯医药的商业模式在展现韧性的同时，也存在一些值得关注的挑战。其核心产品伏美替尼贡献了超98%的营收，单一产品依赖风险客观存在。尽管这款第三代EGFR-TKI在2024年续约医保后销量持续增长，但是当前国内已有7款同类药物获批，市场竞争加剧。尤其同源康医药的TY-9591在头对头试验中证实对脑转移患者的疗效显著优于奥希替尼，已提交上市申请，这可能对伏美替尼在脑转移细分领域的优势形成冲击。另外，公司引进的普拉替尼面临商业化挑战，戈来雷塞等新药管线短期内难以担纲主力。虽然伏美替尼暂时不会进入集采模式，但是药品价格下行趋势，可能导致公司销售收入及净利润不及预期。不过整体上，艾力斯在行业低谷期实现逆势增长的实践，为创新药企提供了宝贵的启示：当行业陷入靶点内卷和融资焦虑时，艾力斯在特定细分领域打造不可替代的临床优势，展现出真正的逆周期能力。参考资料：1、艾力斯官网、财报等2、太平洋证券3、《艾力斯：抗肿瘤药新贵》，裕智资本声明：本内容仅用作医药行业信息传播，为作者独立观点，不代表药智网立场。如需转载，请务必注明文章作者和来源。对本文有异议或投诉，请联系maxuelian@yaozh.com。责任编辑 | 史蒂文合作、投稿、转载开白 | 马老师 18323856316（同微信）阅读原文，是受欢迎的文章哦

财报优先审批临床3期上市批准申请上市

2025-04-28

·GlobeNewswire-Health Care

ArriVent BioPharma Appoints Merdad Parsey, M.D., Ph.D. to its Board of Directors

NEWTOWN SQUARE, Pa., April 28, 2025 (GLOBE NEWSWIRE) -- ArriVent BioPharma, Inc. (Company or ArriVent) (Nasdaq: AVBP), a clinical-stage company dedicated to accelerating the global development of innovative biopharmaceutical therapeutics, today announced the appointment of Merdad Parsey, M.D., Ph.D. to its Board of Directors. Dr. Parsey brings decades of executive experience leading global clinical development in the biopharmaceutical industry, most recently serving as Chief Medical Officer and Executive Vice President of Gilead Sciences, Inc. “Dr. Parsey is a seasoned executive who has driven therapeutic innovation and strategic growth at prominent pharmaceutical and biotech companies across a broad array of therapeutic areas,” said Bing Yao, Chairman and Chief Executive Officer of ArriVent. “We are thrilled to have him join our Board of Directors at this important time and leverage his experience as firmonertinib progresses towards registration and we advance our antibody drug conjugate (ADC) pipeline.” Dr. Parsey added, “ArriVent is poised to broadly change the cancer treatment landscape with differentiated candidates like firmonertinib that address key unmet needs and their pipeline of next-generation ADC programs that use diverse approaches. I am excited to partner with management and the Board of Directors to help shape the clinical development and commercial strategy for their growing portfolio.” Prior to Gilead, Dr. Parsey held positions of increasing responsibility at Genentech, Inc., a member of the Roche Group, most recently as Senior Vice President in Genentech Research and Early Development, overseeing clinical development, quality, compliance, informatics and clinical operations functions. He also served as President and Chief Executive Officer of 3-V Biosciences, Inc., now Sagimet Biosciences, Inc., and has served on the Board of Directors since 2010. Earlier in his career he held development roles at Sepracor, Inc., Regeneron Pharmaceuticals, Inc. and Merck, Inc. and served as Assistant Professor of Medicine and Director of Critical Care Medicine at New York University School of Medicine. Dr. Parsey completed his M.D. and Ph.D. in immunology at the University of Maryland, Baltimore, his residency in Internal Medicine at Stanford University and his fellowship in Pulmonary and Critical Care Medicine at the University of Colorado. About ArriVentArriVent is a clinical-stage biopharmaceutical company dedicated to the identification, development, and commercialization of differentiated medicines to address the unmet medical needs of patients with cancers. ArriVent seeks to utilize its team’s deep drug development experience to maximize the potential of its lead development candidate, firmonertinib, and advance a pipeline of novel therapeutics, such as next-generation antibody drug conjugates, through approval and commercialization. Forward-Looking StatementsThis press release includes certain disclosures that contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 about us and our industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release, including statements regarding ArriVent’s ability to develop drugs that help to address the unmet needs of cancer patients, the timing, progress and results of pre-clinical studies and clinical trials for firmonertinib, including our product development plans and strategies, ArriVent’s clinical programs, future results of operations or financial condition, business strategy and plans, and objectives of management for future operations, are forward-looking statements. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Forward-looking statements are based on ArriVent’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict. Factors that could cause actual results to differ include, but are not limited to, risks and uncertainties that are described more fully in the section titled “Risk Factors” in ArriVent’s annual report on Form 10-K for the fiscal year ended December 31, 2024, filed with the Securities and Exchange Commission on March 3, 2025, and its other filings with the Securities and Exchange Commission. Forward-looking statements contained in this press release are made as of this date, and ArriVent undertakes no duty to update such information except as required under applicable law. ArriVent Contact:Joyce AllaireLifeSci Advisors, LLCjallaire@lifesciadvisors.com

高管变更抗体药物偶联物

100 项与甲磺酸伏美替尼相关的药物交易

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外链

KEGG	Wiki	ATC	Drug Bank
-	-	L01XE	DB16087

研发状态

批准上市

10 条最早获批的记录,

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适应症	国家/地区	公司	日期
EGFR 20号外显子插入突变非小细胞肺癌	中国	上海艾力斯医药科技股份有限公司	2022-06-28
EGFR-T790M 突变非小细胞肺癌	中国	上海艾力斯医药科技股份有限公司	2021-03-03

未上市

10 条进展最快的记录,

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适应症	最高研发状态	国家/地区	公司	日期
EGFR突变的非小细胞肺癌	临床3期	中国	上海艾力斯医药科技股份有限公司	2024-11-19
EGFR阳性非鳞状非小细胞肺癌	临床3期	中国	上海艾力斯医药科技股份有限公司	2024-09-26
非鳞状非小细胞肺癌	临床3期	美国	上海艾力斯医药科技股份有限公司	2023-05-18
非鳞状非小细胞肺癌	临床3期	日本	上海艾力斯医药科技股份有限公司	2023-05-18
非鳞状非小细胞肺癌	临床3期	澳大利亚	上海艾力斯医药科技股份有限公司	2023-05-18
非鳞状非小细胞肺癌	临床3期	法国	上海艾力斯医药科技股份有限公司	2023-05-18
非鳞状非小细胞肺癌	临床3期	荷兰	上海艾力斯医药科技股份有限公司	2023-05-18
非鳞状非小细胞肺癌	临床3期	西班牙	上海艾力斯医药科技股份有限公司	2023-05-18
EGFR阳性非小细胞肺癌	临床3期	中国	上海艾力斯医药科技股份有限公司	2021-06-07
局部晚期非小细胞肺癌	临床3期	中国	上海艾力斯医药科技股份有限公司	2019-05-31

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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


ESMO_ELCC2025	N/A	EGFR突变的非小细胞肺癌辅助 EGFR mutations	135	Furmonertinib 80 mg	鬱簾築鹽製願餘鬱範窪(窪築憲構鹹鹹衊網築鹹) = 衊艱獵壓膚鏇餘選糧鏇鹹範廠鹽餘願蓋窪壓顧 (夢廠獵糧遞遞鹽襯襯夢 ) 更多	积极	2025-03-26
NCT04895930 (FOCUS-A, ESMO_ELCC2025)	临床2期	EGFR突变的非小细胞肺癌	40	Firmonertinib 80 mg qd + Anlotinib 10 mg qd	齋鹹淵願遞蓋積淵簾選(獵夢窪鹽鏇鬱衊製築醖) = 製餘鏇遞願簾範製鹽鑰願糧繭獵範範選鹽廠艱 (淵憲膚窪膚願繭鹽憲憲, 73.2 ~ 95.8) 更多	积极	2025-03-26
ESMO_ELCC2025	N/A	EGFR突变的非小细胞肺癌 uncommon EGFR mutations \| exon 20 insertion mutations	31	Furmonertinib	窪廠觸蓋鹹遞簾糧積鑰(鑰鑰衊襯餘衊餘廠壓醖) = no grade 4 adverse events or treatment-related deaths 鑰廠遞鹽衊繭網網壓積 (鹽構艱壓襯窪願糧築鏇 ) 更多	积极	2025-03-26
ESMO_TAT2025	N/A	二线 EGFR-TKIs	37	Furmonertinib	醖遞鏇窪鏇繭壓積餘衊(衊遞簾淵構鬱廠顧齋製) = 11 [29.7%] 積糧獵網艱獵顧繭鹹壓 (憲夢遞醖淵襯膚齋齋襯 ) 更多	积极	2025-03-03
ChiCTR2200060897 (ESMO_ASIA2024) 人工标引	临床1期	非小细胞肺癌一线 EGFR L858R	33	Furmonertinib	選糧簾遞憲選鑰鏇艱願(選憲觸廠遞壓獵壓築餘) = 壓獵膚膚顧窪衊憲繭醖壓廠衊範鹽糧夢簾範繭 (壓網顧壓願糧範窪構鬱 ) 更多	积极	2024-12-07
NCT05379803 (ESMO_ASIA2024) 人工标引	临床2期	EGFR阳性非小细胞肺癌一线 EGFR Exon 19 Deletion \| EGFR L858R	30	Furmonertinib	簾艱築獵繭獵獵鑰襯夢(夢網憲膚憲網獵憲餘積) = 遞鹹餘醖艱製觸壓願夢夢襯衊窪蓋構廠顧齋壓 (鹹蓋製顧觸鹹構繭選醖 ) 更多	积极	2024-12-07
NCT05364073 (FURTHER, NEWS) 人工标引	临床1期	HER2突变肺癌一线	-	Firmonertinib 240 mg	網鬱鬱遞壓鑰襯遞蓋選(積簾鹹鹹顧鏇積膚簾醖) = 構範衊鏇鹽膚獵範製獵齋繭齋淵簾夢鹽觸憲繭 (願簾鹹積願膚繭糧簾範, 40.7 ~ 82.8) 更多	积极	2024-09-10
NCT05364073 (FURTHER, NEWS) 人工标引	临床1期	HER2突变肺癌一线	-	Firmonertinib 160 mg	網鬱鬱遞壓鑰襯遞蓋選(積簾鹹鹹顧鏇積膚簾醖) = 築鹽繭網廠鬱構窪憲蓋齋繭齋淵簾夢鹽觸憲繭 (願簾鹹積願膚繭糧簾範, 16.4 ~ 57.3) 更多	积极	2024-09-10
WCLC2024 人工标引	N/A	EGFR突变的非小细胞肺癌一线 EGFR mutation-positive	72	Furmonertinib	齋艱蓋鹽壓願觸製顧製(醖憲鹹製鬱繭簾製齋齋) = 鹹鹹膚醖遞願築鏇鬱鹽膚築餘願鬱積鹹糧糧夢 (鹹願顧願選製襯積積網, 14.4 ~ 25.4) 更多	积极	2024-09-07
ChiCTR2300072092 (ASCO2024) 人工标引	N/A	软脑膜转移性恶性肿瘤 \| EGFR突变的非小细胞肺癌 EGFR Mutation	48	Furmonertinib 240mg	簾顧鑰鏇範繭鏇獵鑰獵(艱選繭顧憲選夢衊鑰窪) = 鬱艱獵醖選壓鑰鹽窪醖選膚顧簾範餘蓋鏇壓膚 (衊鏇選醖糧膚廠糧願遞, 5.481 ~ 11.386) 更多	积极	2024-05-24
ASCO2024	N/A	-	-	Furmonertinib 240 mg	選遞積蓋鬱鏇顧觸選鹽(襯蓋鏇艱遞選廠齋糧餘) = The most common AEs were rash, diarrhea and decreased appetite. However, most AEs were grade 1-2. 淵憲製鑰築蓋繭窪蓋製 (窪膚製鏇衊窪齋鑰選廠 ) 更多	-	2024-05-24
ASCO2024	N/A	-	-	Furmonertinib 160 mg		-	2024-05-24