Whitehawk Therapeutics (AADI) 2025 Conference June 04, 2025 02:00 PM ET Speaker0 Alright. Alright. Welcome everyone to Jefferies twenty twenty five global health care conference. My name is Roger Song, one of the senior analysts covers MiCA Biotech in The US. It's my pleasure to have to introduce our next printing company, Whitehawk Therapeutics, and then CEO, Dave. And then it will be a presentation. And then if we have some time to do a q and a, we'll save that toward the end. Dave? Speaker1 Well, thank y ...

Sutro Biopharma (STRO) 2025 Conference June 04, 2025 11:05 AM ET Speaker0 Biotech in The US. It is my pleasure to have the fireside chat with our next company, Suture Biopharma CEO, Jane. Welcome. Speaker1 Thank you. Thank you, Greg. Thank you. It's great to be here. Speaker0 Awesome. Yes. So I know lots going on happening at Suture lately, and then more important is kind of a strategic reprioritization and then to focus on the real value of your very unique platform. Maybe we'll start from there. So with t ...

ATLANTA, June 04, 2025 (GLOBE NEWSWIRE) -- Gray Media, WVUE (New Orleans, Fox 8) and the Saints have entered into a five-year extension to their long-standing broadcast partnership through the conclusion of the 2029 NFL season. The extension kicks off with all three 2025 preseason games starting August 10, when the Saints travel to Los Angeles to take on the Chargers. Extending this agreement cements the bond among Gray Media, WVUE, and the Saints, re-enforcing their shared commitment to providing the commu ...

突破耐药瓶颈，为EGFR-TKI耐药患者开辟新径 在亚洲人群中，EGFR基因突变是肺癌（尤其是肺腺癌）最常见的驱动基因变异类型，其发生率高达 40%~50%。尽管EGFR-TKI（表皮生长因子受体酪氨酸激酶抑制剂，常用于治疗晚期非小细胞肺癌）的 迭代革新已显著延长EGFR突变晚期NSCLC患者的生存期，但耐药困境始终是临床实践中难以回避的挑 战。 针对EGFR-TKI耐药的患者，目前标准治疗方案仍以含铂类化疗为主。而在后线治疗中，化疗单药治疗 的生存获益较为有限，因此，探索更为有效的治疗方案成为临床亟待解决的问题。 2025年ASCO年会报告的一项多中心、随机对照OptiTROP-Lung03研究，对比了芦康沙妥珠单抗与多西 他赛在经治EGFR突变NSCLC患者中的疗效。 科伦博泰生物（HK06990）股价再创新高，今日盘中触及363港元/股。 消息面上，在近日举行的2025年美国临床肿瘤学会（ASCO）年会上，科伦博泰的TROP2 ADC芦康沙 妥珠单抗治疗EGFR突变晚期非小细胞肺癌（NSCLC）的多项研究数据重磅公布，其临床价值引发学界 广泛关注。 目前，针对TROP2 ADC芦康沙妥珠单抗在EGFR突 ...

今年ASCO上，两笔PD-1/VEGF双特异性抗体交易，以及康方/Summit的PD-1/VEGF依沃西单抗数据读 出，成为整个医药市场的关注焦点。 作为拥有药王K药的默沙东（MSD），也详细表述了自己对肿瘤的免疫和ADC疗法的策略，值得投资者 关注。 在今年ASCO上，默沙东表示正积极调整其肿瘤治疗领域的产品管线和研发策略，重点关注PD-1/VEGF 双特异性抗体和抗体偶联药物（ADC），以应对其核心产品Keytruda专利即将到期带来的挑战。 公司预计，到2030年代中期，其后期肿瘤管线有望带来超过250亿美元的商业机会，其中ADC的贡献预 计将超过一半 。 PD-1/VEGF，在中国快速探索数据，推进ADC联用 默沙东认为PD-1和VEGF联用的生物学机制已得到验证，在多种适应症中观察到无进展生存期（PFS） 的改善。然而，管理层也指出，尽管数据显示出具有临床意义的总生存期（OS），但OS获益的统计学 显著性仍是一个"悬而未决的问题" 。 默沙东通过与礼新医药（LaNova Medicines）合作，获得了PD-1/VEGF双特异性抗体LM-299（默沙东内 部代号MK-2010）的全球独家许可 。该项 ...

在全球医疗科技竞争格局深度重构的背景下，中国生物制药产业正以创新突围之势提升国际竞争力。作 为生物制药领域的创新型企业，百奥泰生物制药股份有限公司（以下简称"百奥泰"）近年来持续深耕抗 体药物研发，多个重磅管线项目加速推进临床及商业化进程。 近日，百奥泰董事长、总经理李胜峰就公司经营情况、全球化布局及研发创新成果等问题接受了《证券 日报》记者专访。 筑牢业绩"基本盘" 公开资料显示，百奥泰成立于2003年，是一家以创新药和生物类似药研发为核心的创新型生物制药企 业，致力于开发新一代抗体药物，用以治疗癌症、自身免疫性疾病、心血管等疾病。 根据百奥泰年报，自2022年至2024年，公司整体营收呈现出稳步增长的态势，从4.55亿元增长至7.43亿 元，年复合增长率为27.8%。 李胜峰表示，2024年，公司药品销售的收入为6.66亿元，营收占比达到89.56%，对业绩增长起到了关键 推动作用。目前，公司有多款已上市药品，包括格乐立（阿达木单抗注射液）、普贝希（贝伐珠单抗注 射液）、施瑞立（托珠单抗注射液）和贝塔宁（枸橼酸倍维巴肽注射液）等。 在全球化布局上，百奥泰已实现"从0到1"的突破。李胜峰表示，公司虽刚刚开启 ...

TYSONS, Va., June 03, 2025 (GLOBE NEWSWIRE) -- TEGNA Inc. (NYSE: TGNA) today announced its stations received 59 Regional Edward R. Murrow Awards. TEGNA stations garnered three in overall excellence, the highest achievement awarded, including KING in Seattle which received 11 awards total in the large market television category. “We are delivering impactful journalism that empowers communities with the information, resources and tools they need to thrive,” said Adrienne Roark, chief content officer, TEGNA. “ ...

Core Insights - The article discusses significant licensing agreements in the biopharmaceutical industry, particularly focusing on the collaboration between Bristol-Myers Squibb (BMS) and BioNTech for the development of BNT327, a bispecific antibody targeting PD-L1 and VEGF-A, with a total potential payment of up to $11.1 billion [1][2][6]. Group 1: Licensing Agreements - BMS will pay BioNTech an upfront fee of $1.5 billion and up to $2 billion in annual payments before 2028, along with milestone payments that could total $7.6 billion [1][2]. - The agreement allows for shared global profits and losses between BMS and BioNTech, marking a shift from traditional licensing models [2][6]. Group 2: Market Dynamics - The PD-(L)1 market is projected to reach $52.5 billion by 2024, with a compound annual growth rate (CAGR) of 16% from 2021 to 2024, and the PD-1/VEGF bispecific antibodies are expected to become a cornerstone in a market potentially exceeding $100 billion by 2028 [3][4]. - The ADC (Antibody-Drug Conjugate) market is also growing rapidly, with a projected size of $14.5 billion by 2024 and a CAGR of 40% from 2021 to 2024 [4][5]. Group 3: Innovation and Collaboration - The article highlights a trend where multinational corporations are increasingly partnering with Chinese biotech firms to enhance their pipelines, driven by the need to overcome patent cliffs and the high cost of drug development in the U.S. [6][7]. - Chinese innovative drug companies are becoming more competitive, with significant increases in business development (BD) transactions, from $9.2 billion in 2020 to an expected $52.3 billion in 2024 [7][8]. Group 4: Clinical Development and Future Prospects - BioNTech's BNT327 has shown promising clinical trial results for treating locally advanced or metastatic triple-negative breast cancer, indicating its potential in a high-demand therapeutic area [2][5]. - The article emphasizes the importance of clinical trial execution quality and innovative drug characteristics in negotiating favorable terms in BD transactions [8][10].

科创生物医药ETF（588250） 关联个股： 消息面上，跨国医药巨头百时美施贵宝宣布与德国BioNTech就新一代抗癌药物BNT327达成授权协议， 里程碑付款最高可达111亿美元，该药物早期由中国药企普米斯开发。受此消息提振，创新药概念股表 现活跃，其中科创生物医药ETF成分股微芯生物上涨9.44%，华熙生物、荣昌生物等涨幅均超4%，反映 出市场对创新药领域合作进展的积极预期。 联影医疗（688271）、百济神州-U（688235）、百利天恒（688506）、惠泰医疗（688617）、艾力斯 （688578）、泽璟制药-U（688266）、君实生物-U（688180）、博瑞医药（688166）、华大智造 （688114）、特宝生物（688278） 券商研究方面，国信证券指出2025 ASCO年会摘要显示国产创新药进展显著，重点关注双抗及ADC等 分子技术突破，其中信达生物IBI343（CLDN18.2靶点）在胰腺癌后线治疗中展现53.1%的ORR及100% DCR，明济生物FG-M108联合化疗针对胰腺癌1L治疗的临床I/II期数据亦显示中高表达患者mPFS达9.9 个月；申万宏源则在美容护理行业报告中提 ...

Core Viewpoint - Innovent Biologics has presented promising clinical data for IBI354, a HER2 monoclonal antibody-camptothecin derivative conjugate, at the 2025 ASCO Annual Meeting, highlighting its potential in treating advanced solid tumors, particularly in ovarian and breast cancer [1][2]. Group 1: Clinical Data and Efficacy - IBI354 has shown promising anti-tumor efficacy and favorable safety profiles across multiple solid tumors, indicating its potential as a new generation of ADC therapies characterized by high potency and low toxicity [2][5]. - The Phase 1/2 clinical study enrolled 368 participants with advanced solid tumors, with a median follow-up duration of 11.5 months and a median treatment duration of 27.0 weeks [3]. - In the ovarian cancer cohort, IBI354 achieved an objective response rate (ORR) of 55.0% and a disease control rate (DCR) of 90.0% at a dose of 12mg/kg Q3W, with a median progression-free survival (PFS) of 7.1 months [6][7]. Group 2: Safety Profile - IBI354 demonstrated an excellent safety profile, with a low incidence of treatment-related adverse events (TRAEs) and no dose-limiting toxicities (DLTs) observed at escalated doses [4][7]. - The most common TRAEs included anemia, nausea, and decreased white blood cell count, with only 1.9% of patients experiencing interstitial lung disease [7]. Group 3: Future Development and Strategic Positioning - The Phase 3 study of IBI354 in platinum-resistant ovarian cancer has been initiated, indicating the company's commitment to further validating the long-term benefits of this treatment [8]. - Innovent is advancing its strategic layout in the ADC field, with plans for additional clinical studies and investments in next-generation ADC molecules to address unmet clinical needs [8][10].