Jin Rong Jie·2025-06-05 14:47Core Viewpoint - The company, Baili Tianheng, recently held an investor conference to discuss its clinical data presented at the 2025 ASCO conference, recent business developments, and investor inquiries regarding its innovative drug pipeline and clinical trials [1][3][4]. Group 1: ASCO Conference Data - At the 2025 ASCO conference, the company presented impressive clinical data for its core product, iza-bren (BL-B01D1), demonstrating significant efficacy in NSCLC and SCLC patients with non-classical EGFR mutations [4]. - In NSCLC, iza-bren showed an overall objective response rate (ORR) of 46.2% and a disease control rate (DCR) of 85.9% among 78 patients, with a median progression-free survival (mPFS) of 7 months [4]. - In SCLC, among 58 patients, the ORR was 55.2%, with a DCR of 81% and a median overall survival (mOS) of 12 months [5]. Group 2: Drug Development Pipeline - The company has a diversified innovative drug pipeline, including 9 clinical assets based on its ADC platform, 4 drugs in clinical trials from its multi-specific antibody (GNC) platform, and one asset (SI-B001) in Phase III trials from its bispecific antibody platform [2][6][7]. - The company is conducting multiple clinical trials for iza-bren in the U.S., including a Phase I trial with a target enrollment of 260 patients and a Phase II/III trial for triple-negative breast cancer [7][10]. Group 3: Investor Q&A Highlights - The company expressed confidence in the consistency of clinical data for iza-bren between China and the U.S., noting similar safety profiles and manageable toxicity [8]. - The collaboration with Bristol-Myers Squibb (BMS) for iza-bren's development involves shared responsibilities in the U.S. while retaining exclusive rights in China [8]. - The company is expanding its clinical plans for NSCLC and SCLC, with ongoing Phase III trials and plans for future registration trials based on promising early data [9][10].