自主研发实现质变突破 云顶新耀EVM14全球I期临床试验在美国完成首例患者给药

Core Viewpoint - Cloud-based innovative pharmaceutical company, CloudTop New Medicine (1952.HK), has initiated the first patient dosing of its universal on-demand tumor therapeutic vaccine EVM14 in a global multi-center Phase I clinical trial, marking a significant milestone in clinical development and showcasing the company's strong capabilities in global clinical development [1][2]. Group 1: EVM14 Development and Clinical Trials - EVM14 is an mRNA-based tumor therapeutic vaccine targeting five tumor-associated antigens (TAA) and is intended for treating various squamous cell carcinomas, including non-small cell lung squamous carcinoma (sq-NSCLC) and head and neck squamous cell carcinoma (HNSCC) [2]. - The vaccine has received IND approval from both the U.S. FDA and China's NMPA, making it the first mRNA tumor therapeutic vaccine from CloudTop to achieve dual approval [2]. - The Phase I clinical trial design includes both EVM14 monotherapy and EVM14 in combination with PD-1 monoclonal antibodies, focusing on safety, tolerability, and efficacy [3]. Group 2: Clinical Research and Efficacy - Preclinical studies have shown that EVM14 induces dose-dependent antigen-specific immune responses and significantly inhibits tumor growth in various mouse models, demonstrating its potential to reduce tumor recurrence [3]. - The preclinical research also indicates that EVM14 can enhance anti-tumor activity when used in combination with immune checkpoint inhibitors (ICI), supporting further exploration of combination therapies in clinical settings [3]. Group 3: Market Potential and Competitive Advantage - EVM14 offers advantages such as no need for HLA screening, on-demand supply, lower production costs, and applicability to multiple tumor types, indicating a broad market potential [4]. - The global mRNA therapy market is projected to grow from $12.31 billion in 2025 to approximately $45.04 billion by 2034, with a compound annual growth rate (CAGR) of 15.5% from 2025 to 2034 [4]. - CloudTop has established a comprehensive mRNA technology platform, covering antigen design, sequence optimization, delivery systems, and large-scale production, positioning itself as a core competitor in the mRNA field [5].