君赛生物：底层平台技术突破，推动TIL疗法从“可及性破局”到“价值兑现”

Core Insights - TIL (Tumor-Infiltrating Lymphocytes) therapy is recognized as a promising treatment for late-stage solid tumors, leveraging the patient's own tumor tissue for extraction and expansion [1][2] - The conventional TIL therapy faces challenges such as high costs, long preparation times, significant toxicity, and high clinical management thresholds [1] - Junshi Biosciences has made significant technological advancements with platforms like DeepTIL, NovaGMP, and RiverTIL, aimed at improving the efficiency and accessibility of TIL therapies [1][2][3] Group 1: Technological Innovations - The DeepTIL platform utilizes a non-nutritive cell culture process, significantly reducing production costs and eliminating reliance on high doses of IL-2, enhancing product safety and lowering implementation barriers [1] - The NovaGMP platform employs non-viral vector technology for gene-modified TIL products, improving efficacy while avoiding the high costs and complexities associated with viral vectors [1][2] - The RiverTIL platform aims for in vivo direct expansion of TILs, representing a shift from highly personalized to more standardized therapies, potentially lowering production costs and wait times for patients [2] Group 2: Product Development Strategy - The core product GC101 is the first natural TIL therapy that does not require intensive lymphodepleting chemotherapy or IL-2 administration, focusing on establishing new standards for safety and accessibility [2] - The product development strategy includes a tiered approach, with foundational products enhancing accessibility and advanced products like GC203 targeting efficacy improvements for challenging cancers such as pancreatic and ovarian cancer [2][3] - This strategy diversifies research risks and creates a clear pathway for market penetration and value capture, catering to various clinical scenarios and patient payment capabilities [2][3] Group 3: Operational and Commercial Considerations - Junshi Biosciences emphasizes a systematic approach to the entire industry chain, focusing on efficient technological breakthroughs and clinical advancements while maintaining the therapeutic potential of TIL therapy [3] - The innovative "time-segmented production process" allows for the pre-manufacturing and cryopreservation of TIL seed cells from surgically removed tumor tissues, enhancing flexibility and success rates in production [3] - The design of products considers hospital implementation convenience and health economic value, actively reducing reliance on scarce medical resources and shortening hospital stays, facilitating market access and negotiations with insurers [3]