恒瑞医药午后涨超5% CLDN18.2 ADC胃癌适应症纳入突破性治疗品种名单

Core Viewpoint - Heng Rui Medicine's stock rose over 5% following the announcement that its antibody-drug conjugate (ADC) SHR-A1904 has been included in the National Medical Products Administration's list of breakthrough therapies, aimed at treating CLDN18.2 positive advanced gastric or gastroesophageal junction adenocarcinoma [1] Company Summary - Heng Rui Medicine's SHR-A1904 is designed for patients who have previously received at least one line of systemic therapy and are positive for CLDN18.2 [1] - The inclusion in the breakthrough therapy program is based on the drug's potential clinical value for specific indications, which will lead to prioritized review resources and enhanced R&D guidance from the drug review center [1] Industry Summary - Gastric cancer is a highly prevalent malignancy in China, with new cases and deaths in 2020 accounting for approximately 44% and 48.6% of global totals, respectively, indicating a significant unmet clinical need [1] - The CLDN18.2 target is highly expressed in various gastrointestinal tumors and is currently a popular target in cancer drug development, with no similar ADC products approved globally [1]