Core Viewpoint - Merck's PD-1 monoclonal antibody, Keytruda, has achieved over $20 billion in annual sales in both 2023 and 2024, solidifying its position as the global leader in the lung cancer treatment market [3]. Group 1: Company Updates - Jun Zhu, CEO of Junshi Biosciences, announced plans for at least eight Phase III clinical trials for HLX43, a PD-L1 ADC targeting non-small cell lung cancer (NSCLC) [5]. - HLX43 demonstrated an objective response rate (ORR) of 33.3% and a disease control rate (DCR) of 75.8% in squamous NSCLC patients, with ORR rising to 48.6% and DCR reaching 94.3% in non-squamous patients [4]. - Junshi Biosciences reported a revenue of 2.82 billion yuan in the first half of the year, a 2.7% increase year-on-year, with a net profit of 390 million yuan, remaining stable compared to the previous year [10]. Group 2: Industry Trends - The competition for the next generation of immune therapies in lung cancer is intensifying, with companies like Junshi Biosciences, Kintor Pharmaceutical, and Innovent Biologics all vying for leadership [6]. - The rise of targeted and immune therapies has reshaped the treatment landscape for lung cancer, expanding the boundaries of treatment options from ADCs to bispecific antibodies and tumor vaccines [5]. - Kintor Pharmaceutical is advancing its PD-1/VEGF bispecific antibody, Ivorin, with plans for eight Phase III clinical studies, while Innovent Biologics is collaborating with Takeda Pharmaceutical on a new generation immune therapy, IBI363 [8].
肺癌下一代免疫“新药王”争夺赛已打响