HIF-2α

精彩内容近日，翰森制药发布2023年业绩报告，实现营收约101.04亿元（+7.7%），归母净利润约32.78亿元（+26.9%），其中创新药与合作产品收入约68.65亿元（+37.1%），占总收入比例提升至67.9%。经过近30年发展，翰森制药已成为国内领先的创新驱动型Big Pharma，目前已有7款创新药获批上市，42款新药（40款1类新药）处于申请临床及以上阶段，叠加国际化进程不断提速，公司逐步开启跨越式发展新征程。营收破百亿！创新药收入占比达67.9%翰森制药成立于1995年，2002年开始专注创新研发，是国内最早布局创新药的企业之一。2019年6月，翰森制药在港交所挂牌上市（股票代码03692）。近年来，翰森制药创新药收入占比逐年提升，由2020年的18%提升至2023年的67.9%，这意味着，经过近30年的发展，翰森制药已成功蜕变为国内领先的创新驱动型Big Pharma。近年来翰森制药创新药收入情况（单位：亿元）来源：公司公告，米内网整理从分领域收入看，2023年翰森制药在抗肿瘤、抗感染、中枢神经、代谢及其它疾病领域分别录得收入约61.69亿元、12.69亿元、13.67亿元、12.99亿元，占收入比分别约为61%、12.6%、13.5%、12.9%。2023年翰森制药分治疗领域收入情况（单位：亿元）来源：公司公告在抗肿瘤领域，翰森制药目前已上市阿美乐（甲磺酸阿美替尼片）与豪森昕福（甲磺酸氟马替尼片）两款自研创新产品。2020年首次获批的阿美替尼市场爆发力惊人，2022年在中国三大终端六大市场（统计范围详见本文末）的销售额合计超过24亿元，同比增长约47%，2023年上半年继续以约16%的增速增长。在抗感染领域，翰森制药拥有恒沐（艾米替诺福韦片）和迈灵达（吗啉硝唑氯化钠注射液）两款上市自研创新药。2021年首次获批的艾米替诺福韦市场表现不俗，2023年上半年在中国三大终端六大市场的销售额超过3亿元，比上年同期增长约240%。在中枢神经系统领域，翰森制药引进的昕越（伊奈利珠单抗注射液）于2022年获批上市，为全球唯一获批用于抗AQP4抗体阳性的NMOSD成人患者的CD19单抗；在代谢及其它疾病领域，翰森制药的创新产品组合主要包括圣罗莱（培莫沙肽注射液）、孚来美（聚乙二醇洛塞那肽注射液）。翰森制药已获批上市的创新药（不含改良型新药）来源：米内网综合数据库研发开支突破20亿！40款1类新药在路上潜心创新研发是翰森制药快速实现转型的底蕴，而这离不开持续的研发投入及日益壮大的研发团队。2023年公司研发开支约为20.97亿元，同比增长约23.8%，占总收入比例增至20.8%。翰森制药的研发团队由位于美国马里兰州，中国上海、常州及连云港4个研发中心的1600余人组成。值得一提的是，3月29日，翰森制药集团全球研发总部在上海开工，将建成全球领先的创新药物研发基地，并承担全球研发管理职能，将成为翰森制药前沿科学创新的策源地和技术高地。近年来翰森制药研发开支情况（单位：亿元）来源：公司公告，米内网整理2023年至今，翰森制药在国内新药研发动态频发：创新药枸橼酸艾瑞芬净片（Ibrexafungerp）上市申请获受理；10个1类新药首次获批临床；HS-10241（c-MET-TKI）、HS-10365（RET-TKI）、HS-20089（B7-H4 ADC）、HS-20093（B7-H3 ADC）、HS-20094（GLP-1/GIP双受体激动剂）等多个重点在研管线，以及阿美替尼、艾米替诺福韦、氟马替尼等创新产品均取得关键研发进展。米内网数据显示，目前翰森制药有42款新药（不含已上市新药及拓展新适应症）处于申请临床及以上阶段，包括40款1类新药、1款进口5.1类新药等，涵盖抗肿瘤、抗感染、中枢神经系统、代谢系统、自身免疫等优势领域。公司预计，未来3年每年将有8-10个IND申请，2-3个NDA申请，至2025年将有15款以上的创新药（含新适应症）上市，创新药收入占比也将超过80%。抗肿瘤是翰森制药重点聚焦的领域，公司布局了CDK4/6、EGFR、PIK3、c-Met、RET、Bcr-Abl、HIF-2α等多个靶点，涵盖肺癌、乳腺癌、卵巢癌、白血病、肾细胞癌等细分病种。阿美替尼、氟马替尼已获批上市，目前均在开展不同适应症及联合用药的临床试验。HS-10241（c-Met抑制剂）、HS-20090（地舒单抗生物类似药）已步入III期临床，HS-10342（CDK4/6抑制剂）、HS-20089（B7-H4 ADC）、HS-20093（B7-H3 ADC）等均在开展II期临床。值得一提的是，在当下国内外药企扎堆的ADC赛道，翰森制药并未选择HER2、TROP2、EGFR等热门靶点，而是差异化布局了B7-H3（HS-20093，II期）、B7-H4（HS-20089，II期）等潜力靶点，不管是研发速度上还是适应症布局都极具竞争优势。可见翰森制药在新药研发上遵循以临床需求为导向，注重差异化研发的策略。在抗感染领域，吗啉硝唑、艾米替诺福韦已获批上市；引进的艾瑞芬净（全新三萜类结构的糖原合成酶抑制剂）已提交NDA，用于治疗外阴阴道念珠菌病(VVC)；聚乙二醇胸腺素α1是一款胸腺类免疫调节剂，HBeAg阳性慢性乙肝适应症已进行到III期临床。自研+BD双向发力，稳步推进国际化进程在深耕自主研发的同时，翰森制药也在加速推进全球合作，通过许可引进、合作开发等方式，快速融入国际医药生态圈，进一步提升公司的创新能力及创新产品管线布局，促进创新药产出和商业化。近年来，翰森制药开展了10余项BD交易，其中2个已处于商业化阶段，9个已在国内获批开展临床试验。通过BD交易，一方面引入了有竞争力的早期项目或成熟的创新产品，与公司自研产品形成组合疗法，极大地提升了研发效率，也进一步挖掘了自研产品的临床价值；另一方面，强化了公司与AI平台、GalNAc-asiRNA平台等新兴技术平台的合作。近年来翰森制药license-in情况来源：公司公告，米内网整理此外，翰森制药储备了多个同类首创（FIC）或同类最优（BIC）的自研高潜能产品，通过与MNC的合作，稳健开拓国际市场。2023年10月及12月，翰森制药分别授予葛兰素史克开发及商业化HS-20089(B7-H4 ADC)、HS-20093(B7-H3 ADC)的海外独占许可，目前全球暂无靶向B7-H4、B7-H3的ADC药物获批。在HS-20089项目上，翰森制药将收取8500万美元的首付款，以及最多14.85亿美元的里程碑付款；在HS-20093项目上，公司将收取1.85亿美元的首付款，以及最多15.25亿美元的里程碑付款。结语经过多年的积累沉淀，翰森制药已然搭建起良好的全球化创新生态体系，在内卷的创新药环境中确立了适合自己的差异化发展路径。公司以现有产品及优势领域为基础，进行垂直深化布局，发挥产品间协同效应及已有的渠道优势，医药龙头效应有望进一步凸显。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3月26日，如有疏漏，欢迎指正！本文为原创稿件，转载请注明来源和作者，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

Research led by Curve CSO Professor Ali Tavassoli's laboratory at University of Southampton Landmark paper on dual HIF-1 and HIF-2 inhibitor that works by inhibiting the interaction of both HIF-1α and HIF-2α with HIF-1β SOUTHAMPTON, England, March 26, 2024 /PRNewswire/ -- Curve Therapeutics ("Curve" or the "Company"), a private biotechnology company pioneering a revolutionary intracellular screening platform addressing complex and challenging disease targets, today announces the publication of an article in the Journal of the American Chemical Society (JACS). The paper entitled 'Identification and Development of Cyclic Peptide Inhibitors of Hypoxia Inducible Factors (HIF) 1 and 2 That Disrupt Hypoxia-Related Signalling in Cancer Cells' can be viewed here.1 Curve's Chief Scientific Officer, Professor Ali Tavassoli, co-authored the article and leads the academic group at the University of Southampton where the work was undertaken. Professor Ali Tavassoli, Chief Scientific Officer of Curve Therapeutics, said: "It is well recognised that HIF plays a key role in the survival and growth of solid tumours. The compounds we report in this paper inhibit the protein-protein interaction of the two subunits that form the HIF transcription factor. We show that these compounds prevent the hypoxia-induced activity of this transcription factor, stopping hypoxia-response in cell-based assays. This paper underlines the promising therapeutic potential of dual HIF inhibition as an approach for the treatment of a variety of cancers." Curve Therapeutics is a leader in the discovery of innovative therapeutics to address disease targets which are difficult to target using conventional drug discovery methods. Through the utilisation of its world leading Microcyle® discovery platform, Curve can screen directly inside mammalian cells, allowing for the identification of biologically active library members within an intracellular environment where both the library and the target are present in their native conformations. Curve is developing a non-peptidic, small-molecule dual inhibitor of HIF-1 and HIF-2 with first-in-class potential. This is the first report of a dual HIF-1 and HIF-2 inhibitor which functions by inhibiting the interaction of both HIF-1α and HIF-2α with HIF-1β. The Microcycles discovered by Prof. Tavassoli were identified using his SICLOPPS screening platform and show good cellular activity. Patents and patent applications describing these HIF inhibitory Microcycles are exclusively licensed to Curve. About Curve Therapeutics Curve Therapeutics is a private biotechnology company pioneering a revolutionary intracellular screening platform to enable the discovery of innovative therapeutics that address complex and challenging disease targets with the potential to transform the lives of patients. Curve originated from world-leading Microcycle® research conducted by Professor Tavassoli's group in the Department of Chemistry at the University of Southampton, UK. Curve is backed by blue chip investors including Advent Life Sciences, Epidarex Capital, Pfizer Ventures, Columbus Venture Partners and British Patient Capital. Curve has a US$1.7bn global research collaboration with MSD the trade name of Merck & Co., Inc., Kenilworth, NJ USA, to discover and validate modulators of up to five therapeutic targets using its Microcycle® technology, initially for oncology and neurology indications. For more information visit: . About Curve's Microcycle® platform Curve has developed an IP-protected, mammalian cell platform technology for functional screening and enrichment of diverse hexameric cyclic peptide Microcycle® libraries to identify those library members that have the desired biological activity against a therapeutic target. Curve's platform allows direct screening for biologically active library members inside mammalian cells and facilitates small molecule hit-to-lead programmes. A key advantage of the technology is that both the library and the target are present in all of their native conformations within a cell. Uniquely, the compact size and rigid structure of Microcycles® enables the design of non-peptide small molecule leads. The platform can be used for a wide range of therapeutically relevant targets, including protein-protein and protein-DNA interactions and has been used by Curve to develop a pipeline of cancer programmes against targets including a dual HIF-1/HIF-2 inhibitor and an inhibitor of ATIC homodimerization. [1] Andrew T. Ball, Soran Mohammed, Cyrielle Doigneaux, Reece M. Gardner, James W. Easton, Steven Turner, Jonathan W. Essex, Garry Pairaudeau, Ali Tavassoli, Identification and Development of Cyclic Peptide Inhibitors of Hypoxia Inducible Factors 1 and 2 That Disrupt Hypoxia-Response Signaling in Cancer Cells, Journal of the American Chemical Society (19 March 2024) DOI: 10.1021/jacs.3c10508 SOURCE Curve Therapeutics

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE:RCUS), a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for people with cancer, today announced that the Compensation Committee of the Company’s Board of Directors granted four new employees options to purchase a total of 18,400 shares of the Company’s common stock at an exercise price per share of $16.47, which was the closing price on March 25, 2024, and restricted stock units to acquire a total of 9,200 shares of the Company’s common stock. The equity awards were granted pursuant to the Company’s 2020 Inducement Plan, which was approved by the Company’s Board of Directors in January 2020 pursuant to the “inducement exception” under NYSE Listed Company Manual Rule 303A.08. About Arcus Biosciences Arcus Biosciences is a clinical-stage, global biopharmaceutical company developing differentiated molecules and combination medicines for people with cancer. In partnership with industry partners, patients and physicians around the world, Arcus is expediting the development of first- or best-in-class medicines against well-characterized biological targets and pathways and studying novel, biology-driven combinations that have the potential to help people with cancer live longer. Founded in 2015, the company has expedited the development of multiple investigational medicines into clinical studies, including new combination approaches that target TIGIT, PD-1, the adenosine axis (CD73, dual A2a/A2b receptor and CD39), AXL and HIF-2a. For more information about Arcus Biosciences’ clinical and pre-clinical programs, please visit or follow us on X. Inducement PR Source: Arcus Biosciences View source version on businesswire.com: Contacts Investor Inquiries: Pia Eaves VP of Investor Relations & Strategy (617) 459-2006 peaves@arcusbio.com Media Inquiries: Holli Kolkey VP of Corporate Communications (650) 922-1269 hkolkey@arcusbio.com Source: Arcus Biosciences View this news release online at: