博安生物(06955.HK):纳武利尤单抗中国Ⅲ期临床试验完成所有患者入组

Core Viewpoint - The company announced the completion of patient enrollment for the Phase III clinical trial of BA1104 (Nivolumab Injection) in China, marking it as the first biosimilar of Opdivo® to enter Phase III trials domestically [1][2] Group 1: Product Development - BA1104 is a humanized monoclonal antibody targeting the PD-1 receptor, designed to enhance T-cell anti-tumor responses by blocking the interaction between PD-1 and its ligands PD-L1 and PD-L2 [1] - The Phase III trial is a randomized, double-blind, multi-center study comparing the efficacy, safety, and immunogenicity of BA1104 combined with chemotherapy against Opdivo® in patients with advanced or metastatic esophageal squamous cell carcinoma [2] - The completed Phase I trial results indicate that BA1104 is highly comparable to Opdivo® in terms of pharmacokinetics, safety, and immunogenicity, achieving all study endpoints [2] Group 2: Market Potential - PD-1 inhibitors, including BA1104, represent a significant advancement in cancer immunotherapy, with expanding clinical applications and market potential [2] - Opdivo® is projected to generate global sales of approximately $9.3 billion in 2024 [2] - The antibody market in China based on PD-1/L1 is expected to reach RMB 59.9 billion by 2030, indicating substantial growth opportunities [2]