巨头的in vivo CAR-T方向（下）：更偏向慢病毒载体

Core Insights - The article discusses recent collaborations and acquisitions among major pharmaceutical companies in the field of in vivo CAR-T cell therapy, highlighting a preference for lentiviral vector technology over LNP-RNA strategies [2][10]. Group 1: Collaborations and Acquisitions - Astellas' subsidiary Xyphos Biosciences partnered with Kelonia Therapeutics in February 2024 to develop in vivo CAR-T cell therapies, with a potential total deal value exceeding $875 million [2][11]. - Novartis entered a collaboration with Vyriad in November 2024 to discover and develop in vivo CAR-T cell therapies, utilizing Vyriad's lentiviral vector platform [4][14]. - Johnson & Johnson formed a strategic partnership with Kelonia in November 2025, marking its first foray into in vivo CAR-T, although specific financial details were not disclosed [5][15]. Group 2: Financial Details of Collaborations - The Astellas-Kelonia agreement includes an initial payment of $40 million for the first project, with an additional $35 million if a second project is pursued, alongside potential milestone payments nearing $800 million [3][12]. - Novartis and Vyriad's collaboration will involve prepayments, milestone payments, and tiered royalties based on net sales, although specific amounts were not disclosed [4][14]. - The financial terms of the Johnson & Johnson-Kelonia partnership remain undisclosed, but it emphasizes the use of Kelonia's iGPS® platform for developing next-generation CAR-T therapies [5][15]. Group 3: Technological Insights - The iGPS® platform developed by Kelonia is a lentiviral vector-based gene delivery system designed to enhance gene transfer efficiency and achieve tissue specificity [2][11]. - Vyriad's lentiviral vector platform modifies the vesicular stomatitis virus (VSV) to target T cells specifically, allowing for effective CAR payload delivery and reprogramming of T cells into CAR-T cells [4][14]. - Kelonia's KLN-1010, developed using the iGPS® platform, has shown promising clinical data, achieving minimal residual disease (MRD) negative responses in patients [5][16]. Group 4: Industry Trends - The article notes a trend among large pharmaceutical companies favoring lentiviral vector technology over LNP-RNA strategies for in vivo CAR-T therapies, reflecting a preference for established delivery methods with commercial success [10][22]. - The Chinese biopharmaceutical sector is also exploring in vivo CAR-T therapies, with companies like Stone Pharmaceutical leading the development of SYS6020, an mRNA-LNP based CAR-T product [7][19].