Core Insights - CAR-T therapy represents a revolutionary breakthrough in cancer treatment, enabling T cells to precisely identify and attack cancer cells [2] - Kintor Pharmaceutical's Shu Rui Ji Ao Lun Sai injection is poised to become the world's first CAR-T product approved for treating solid tumors, specifically targeting advanced gastric/esophageal junction adenocarcinoma [3][4] - The company is optimistic about the market potential for Shu Rui Ji Ao Lun Sai, especially given the significant unmet clinical needs in advanced gastric cancer treatment [3][4] Company Developments - Kintor Pharmaceutical's Shu Rui Ji Ao Lun Sai injection has received acceptance for new drug listing, with ongoing clinical research for indications beyond gastric cancer, including high-risk pancreatic cancer [4] - The company plans to independently commercialize Shu Rui Ji Ao Lun Sai, despite interest from multiple pharmaceutical companies for collaboration, and is currently building its commercialization team [4] - The injection has received RMAT designation from the FDA, and Kintor intends to collaborate with distributors for overseas sales [4] Industry Trends - The CAR-T market currently lacks approved products for solid tumors, with existing therapies primarily focused on hematological malignancies [3] - The high cost of CAR-T therapies, approximately 1 million yuan per treatment, limits accessibility, but recent policy changes may improve the situation through commercial health insurance [5] - Kintor is developing a universal CAR-T product to address cost and accessibility issues, aiming to reduce production costs to the range of thousands of yuan [5][6] Technological Innovations - Kintor has developed the THANK-uCAR and THANK-u Plus technology platforms to mitigate the risk of rejection associated with universal CAR-T therapies [6] - Clinical data for the second-generation universal CAR-T product CT0596 shows promising results, with a significant percentage of patients achieving partial or complete remission [6] - The company is exploring various universal CAR-T candidates targeting multiple antigens, including CLDN18.2, GPC3, and CD19/CD20, to expand treatment options [6]
科济药业董事长李宗海:CAR-T肿瘤疗法取得重要进展