全球首个！维立志博攻克0成药肿瘤靶点，中国原研药领跑国际

Core Viewpoint - The article highlights the significant advancements of Chinese innovative pharmaceutical companies, particularly in the dual antibody (dual-target) field, showcasing their ability to achieve breakthroughs on international academic stages amidst a global shift towards "true innovation and high barriers" in drug investment [1][2]. Group 1: Clinical Advancements - The anti-PD-L1/4-1BB dual antibody LBL-024 developed by Weili Zhibo has shown promising clinical data at the 2025 ASCO conference, transitioning from second-line monotherapy to first-line combination chemotherapy [2][4]. - LBL-024 demonstrated strong efficacy in treating patients with advanced neuroendocrine carcinoma (EP-NEC), with an overall response rate (ORR) of 75.0% and a disease control rate (DCR) of 92.3% in combination therapy [4][5]. - The drug's safety profile is favorable, with no dose-limiting toxicities reported and treatment-related adverse events primarily being mild to moderate [5]. Group 2: Market Potential - The global market for 4-1BB antibodies is projected to reach $1.32 billion by 2026, $2.9 billion by 2030, and $17.4 billion by 2035, with a compound annual growth rate (CAGR) of 285.1% from 2026 to 2030 [11]. - LBL-024's unique dual-target mechanism positions it as a potential first-in-class (FIC) drug, which could lead to higher pricing power and market penetration compared to traditional "me-too" drugs [11][15]. - The drug is being explored for multiple cancer types, including small cell lung cancer and ovarian cancer, expanding its commercial value and addressing unmet medical needs in large patient populations [8][9]. Group 3: Strategic Positioning - LBL-024's development reflects a shift from the traditional fast-follow model to a more innovative approach, establishing Chinese companies as leaders in original drug development rather than mere followers [6][15]. - The successful validation of LBL-024 not only enhances Weili Zhibo's competitive edge but also signifies the company's comprehensive capabilities in target selection, molecular design, and clinical development [15]. - The ongoing clinical trials for LBL-024 across various cancer types are expected to create a self-reinforcing growth cycle, extending its commercial lifecycle and enhancing its market presence [13].