点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 1月8日，海底捞回应"尿不湿"事件， 门店已对锅具进行废弃处理并报警，警方已依法对当日在场监护人作出相应处理。 整理 ｜爆浆豆腐 苹果计划2028年发布2亿像素iPhone 癌症疫苗获得新突破，北大团队Nature发文 小米前高管王腾创立新公司 宣告重整失败后，汇源集团再发声明称全面接管北京汇源 摩根大通成为苹果卡的新发行方 节后价格"大跳水"，多地现"1折机票" 继"小便门"后，海底捞再曝火锅异物事件，涉事监护人被警方处理 1月8日晚，针对消费者关注的"有门店顾客将尿不湿扔进火锅中"，海底捞方面向中新经纬介绍，2025年12月31日，海底捞徐州云龙万达广场店，一桌顾客中的两岁儿童将尿不湿扔至该桌用餐锅具内，门店及 时对锅具进行废弃处理并报警，属地警方已依法对当日在场监护人作出相应处理。 此前，海底捞曾因"小便门"事件深陷舆论风波。两名17岁男生为寻求刺激往海底捞火锅里小便，该事件冲上热搜。海底捞方面更换了涉事门店的全部餐具，对整个门店进行清洗消毒，并对涉案者进行起诉。 两名未成年人及其监护人被判向海底捞公开赔礼道 ...

今日热点导览 苹果计划2028年发布2亿像素iPhone 癌症疫苗获得新突破，北大团队Nature发文 小米前高管王腾创立新公司 宣告重整失败后，汇源集团再发声明称全面接管北京汇源 摩根大通成为苹果卡的新发行方 节后价格"大跳水"，多地现"1折机票" TOP3大新闻 继"小便门"后，海底捞再曝火锅异物事件，涉事监护人被警方处理 1月8日晚，针对消费者关注的"有门店顾客将尿不湿扔进火锅中"，海底捞方面向中新经纬介绍，2025年12月31日，海底捞徐州云龙万达广场店，一桌顾客 中的两岁儿童将尿不湿扔至该桌用餐锅具内，门店及时对锅具进行废弃处理并报警，属地警方已依法对当日在场监护人作出相应处理。 此前，海底捞曾因"小便门"事件深陷舆论风波。两名17岁男生为寻求刺激往海底捞火锅里小便，该事件冲上热搜。海底捞方面更换了涉事门店的全部餐 具，对整个门店进行清洗消毒，并对涉案者进行起诉。两名未成年人及其监护人被判向海底捞公开赔礼道歉，赔偿经济损失超200万元。2026年1月8日， 《人民法院报》3版刊登了海底捞小便当事人唐某及其父母的道歉声明。唐某在道歉声明中称，"我深刻认识到自己的错误行为，在此向四川新派餐饮管理 集团有 ...

经济观察网 据"北京大学"官方微信公众号，撕掉肿瘤的"隐身衣"，唤醒人体内沉睡的"免疫大军"，北京 大学化学与分子工程学院陈鹏团队首次提出"降解疫苗"新策略，为攻克癌症免疫耐受医学难题提供新路 径。今天凌晨，成果于《自然》（Nature）在线发表。 北京大学陈鹏团队，联合席建忠团队以及深圳湾实验室团队，利用蛋白靶向降解技术，对肿瘤细胞巧 施"特洛伊木马"计，将特殊的多功能分子送入敌营，迫使这些隐身的癌细胞主动交出"投名状"，让它们 从"隐形敌军"变为"情报信使"，打破了这场旷日持久的僵局。 ...

北京时间1月8日凌晨，北大关于癌症疫苗的最新成果发表于《自然》（Nature）——北京大学化学与分子工程学院陈鹏团队，联合席建忠团 队以及深圳湾实验室团队，首次提出 "降解疫苗" 新策略，为攻克癌症免疫耐受医学难题提供新路径。 | Explore content > About the journal > Publish with us > Subscribe | | --- | 降解型疫苗iVAC被用来撕掉肿瘤的"隐身衣"、唤醒人体内沉睡的"免疫大军"。 从细胞、小鼠到源自病人的类器官模型，在不同层面的实验中，iVAC分子的功效被一次次验证。"看到所有小鼠的肿瘤生长都被有效抑制的 那一刻，我很兴奋。相较传统的免疫检查点阻断疗法，iVAC展现出了明显更好的抗肿瘤效果。"第一作者之一、博士后韩雨表示。 《自然》审稿人对此也给出了高度评价："这是令人鼓舞的发现，为新型治疗手段的研发提供了重要的理论基石。" 陈鹏实验室合影 唤醒体内免疫系统的关键：解决癌症疫苗的"瞄准"痛点 癌症疫苗是一个极具前景但多数仍处于临床阶段的领域，核心思路是 利用疫苗激活患者自身的免疫系统来 攻击癌细胞 。 该疗法以人类自身免 疫系统作为 ...

Group 1 - The company Changjiang Life Sciences Technology (00775.HK) announced the sale of its melanoma vaccine business to TransCode Therapeutics for $125 million (approximately HKD 975 million) [1] - The transaction will be paid through the issuance of consideration shares by the buyer, with additional milestone payments of up to $95 million (approximately HKD 741 million) upon achieving certain milestones [1] - The seller will acquire approximately 9.1% of the buyer's ordinary shares after the issuance of payment shares, and up to approximately 90.7% after the conversion of preferred shares [1] Group 2 - The target company, Polynoma, is a Delaware limited liability company that focuses on the research, production, and commercialization of melanoma treatment drugs [2] - Polynoma's flagship candidate drug, seviprotimut-L, is a proprietary multi-valent melanoma cancer vaccine [2] - After the transaction, the seller will no longer hold any equity in the target company, which will cease to be a subsidiary of the seller [2] Group 3 - The merger between Polynoma and the buyer is expected to create synergies between their businesses, addressing significant unmet needs in oncology [3] - The buyer's product line includes TTX-MC138, currently in Phase I/II clinical trials, and other preclinical candidates, complementing Polynoma's advanced candidate [3] - The buyer, being a NASDAQ-listed entity, will enhance the market exposure of seviprotimut-L and improve fundraising and partnership opportunities for accelerated development [3]

Core Viewpoint - Changjiang Life Sciences Technology (00775) has entered into a share purchase agreement to sell 100% of the equity of its subsidiary ABCJ, LLC to TransCode Therapeutics, Inc. for a total consideration of $125 million, with additional milestone payments potentially reaching $95 million [1][2] Group 1: Transaction Details - The total consideration for the sale is $125 million (approximately HKD 975 million), which will be paid through the issuance of shares by the buyer [1] - The seller will also receive milestone payments up to $95 million (approximately HKD 741 million) upon achieving certain milestones [1] - An investment agreement has been established where the seller will purchase preferred shares from the buyer for approximately $25 million (approximately HKD 195 million) [1] Group 2: Target Company Overview - The target company, ABCJ, LLC, owns 100% of Polynoma, which is focused on the research, development, and commercialization of treatments for melanoma [2] - Polynoma's flagship candidate drug, seviprotimut-L, is a proprietary multi-valent melanoma cancer vaccine [2] - Post-transaction, the seller will no longer hold any equity in the target company, which will cease to be a subsidiary of the seller [2] Group 3: Strategic Implications - The merger between Polynoma and the buyer is expected to create synergies between their respective businesses, enhancing the product offerings in oncology [2] - The buyer's product line focuses on addressing metastatic cancer, which complements Polynoma's vaccine targeting immune evasion and metastatic progression [2] - The buyer, being a Nasdaq-listed entity, will enhance market exposure for seviprotimut-L and improve fundraising capabilities for accelerated development [3]

Financial Data and Key Metrics Changes - The company is in a transformation phase with a diversified set of growth drivers, expecting over $50 billion in revenues by the mid-2030s from its pipeline [3][4][5] - The company is launching 20 products, most of which have blockbuster potential [3][4] Business Line Data and Key Metrics Changes - KEYTRUDA continues to show strong growth with 42 approved indications across 18 tumor types, with new indications expected to drive future growth [6][7][8] - The subcutaneous formulation of KEYTRUDA is anticipated to achieve 30% to 40% adoption within 18 to 24 months post-launch [9][11] - The company has 24 oncology assets in clinical trials, focusing on immune stimulation, chemotherapy improvements, and specific targeting agents [13][15] Market Data and Key Metrics Changes - The company is well-positioned to manage tariff impacts due to a diverse supply chain and manufacturing footprint [42][43] - The impact of the Most Favored Nation (MFN) policy is expected to be manageable, with less than 10% of revenues affected [43][44] Company Strategy and Development Direction - The company is focused on innovation and expanding its pipeline, with a commitment to reinvest $3 billion in annual cost savings into R&D [51][52] - Business development remains a priority, with a focus on bringing in innovative science that addresses unmet medical needs [66][67] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the loss of exclusivity for KEYTRUDA and emphasized the importance of new product launches [5][6] - The company is optimistic about the future, with expectations for positive readouts from its pipeline and successful product launches [78][79] Other Important Information - The company is excited about the potential of its oral PCSK9 inhibitor, which showed a 60% reduction in LDL cholesterol in Phase II trials [59][60] - The company is also exploring opportunities in the GLP-1 space, with an oral formulation expected to enter Phase I trials [62][64] Q&A Session Summary Question: What are the growth avenues for KEYTRUDA? - Management highlighted new indications in lung cancer and women's cancers as key growth opportunities [6][7] Question: How does the company plan to handle tariff impacts? - The company has a diverse supply chain and believes the impact of tariffs is manageable [42][43] Question: What is the strategy for the new PD-1 VEGF bispecifics? - The company is focusing on specific patient strata and therapeutic indications to differentiate from existing treatments [32][33] Question: How will the company approach pricing in light of MFN? - The company plans to price products based on the value they bring, ensuring broad access while being mindful of MFN implications [44][46] Question: What is the outlook for the cancer vaccine program? - Management is optimistic about the enthusiasm from investigators and the potential for early-stage cancer treatments [39][40] Question: How does the company view the future of Gardasil in China? - Gardasil is not expected to drive significant growth in China, with focus shifting to international markets [68][69]

Summary of Alessio Therapeutics Virtual KOL Event Company and Industry - **Company**: Alessio Therapeutics - **Industry**: Cancer Immunotherapy, specifically focusing on pancreatic cancer and KRAS-driven therapies Core Points and Arguments 1. **Introduction of ELI O2 Vaccine**: The event discussed the ELI O2 cancer vaccine aimed at treating mutant KRAS-driven pancreatic cancer, highlighting its innovative approach to cancer vaccination [2][3][32] 2. **Challenges in Cancer Vaccines**: The speakers outlined significant challenges faced by cancer vaccines, including selecting suitable antigens, poor potency in humans, and difficulties in targeting the immune system's command center, the lymph nodes [6][10][12] 3. **Amplify Platform**: The Amplify platform was introduced as a solution to enhance vaccine performance by utilizing lymph node targeting, which is crucial for effective immune response [4][32] 4. **Preclinical Studies**: Preclinical studies demonstrated that the AMP vaccines significantly improved lymph node targeting and T cell activation compared to traditional peptide vaccines, showing a potential increase in immunogenicity [20][30][32] 5. **Clinical Development**: The clinical program for ELI O2 is designed to assess safety, immunogenicity, and clinical outcomes in patients with pancreatic cancer, with a focus on KRAS mutations [55][68] 6. **Neoadjuvant and Adjuvant Therapy**: The discussion included the importance of neoadjuvant therapy in pancreatic cancer, which can shrink tumors and facilitate better surgical outcomes [42][43] 7. **KRAS Targeting**: The significance of KRAS mutations in pancreatic cancer was emphasized, with ongoing research into small molecule inhibitors and immunotherapies targeting these mutations [50][70] Additional Important Content 1. **Immunogenicity and Biomarker Response**: The ELI O2 vaccine showed promising results in inducing T cell responses and reducing circulating tumor DNA (ctDNA) levels in early studies, indicating potential clinical benefits [56][65] 2. **Safety Profile**: The vaccine demonstrated a manageable safety profile with mild side effects, which is crucial for patient acceptance and adherence [68] 3. **Future Directions**: The potential for combining ELI O2 with other therapies, including immune checkpoint inhibitors and chemotherapy, was discussed as a strategy to enhance treatment efficacy [70][71] 4. **Regulatory Considerations**: The design of the phase two and phase three trials was discussed, with a focus on disease-free survival as a primary endpoint, reflecting the regulatory landscape for cancer therapies [72] This summary encapsulates the key discussions and findings presented during the Alessio Therapeutics Virtual KOL Event, focusing on the innovative approaches to cancer vaccination and the specific challenges and opportunities within the pancreatic cancer treatment landscape.

Summary of IO Biotech (IOBT) Conference Call Company Overview - **Company**: IO Biotech - **Lead Product**: Silenbio (US brand name for IO102, IO103) - **Technology Platform**: TWAN technology platform, focusing on cancer vaccines Core Industry Insights - **Cancer Treatment Focus**: The company is targeting unmet medical needs in cancer treatment, specifically in melanoma, lung, and head and neck cancers - **Market Growth**: - Melanoma market projected to grow to $30 billion by 2030, with a 9% annual growth rate [12] - Lung cancer market projected to reach $60 billion by 2030, with a 10% annual growth rate [23] - Head and neck cancer market expected to grow to $5 billion by 2030, with a 6% annual growth rate [24] Key Product Insights - **Efficacy Data**: - Phase I/II trial showed an 80% overall response rate and a 25.5-month median progression-free survival (PFS) [9] - Phase III trial data expected in Q3 2025, with potential for a Biologics License Application (BLA) filing by the end of 2025 [10] - **Safety Profile**: The product candidates have shown a clear safety profile, allowing patients to remain on treatment longer [5][16] Pipeline Development - **Current Trials**: - Phase III trial with 407 patients randomized to receive either pembrolizumab alone or in combination with IO102 and IO103 [15] - Two Phase II basket trials in first-line solid tumors and perioperative settings [19] - **Future Targets**: - IO112 targeting arginase and IO170 targeting TGF beta are in development, with potential applications in harder-to-treat cancers [21] Market Positioning - **Unmet Needs**: - 50% of melanoma patients do not respond to current standard of care, and 50% of responders experience adverse events [13] - The company aims to address these gaps with its innovative treatment options [12][43] - **Launch Strategy**: Focus on top treaters in both academic and community settings to ensure broad access to the product [18] Competitive Landscape - **Standard of Care**: Current treatments like ipilimumab and nivolumab have a median PFS of 10-11 months, with safety concerns [48] - **Expectations from Key Opinion Leaders**: There is significant excitement and anticipation for the Phase III trial results, with expectations that Silenbio could become the new standard of care if it demonstrates superior efficacy and safety [47][49] Financial Position - **Cash Position**: The company has sufficient cash to support operations through Q2 2026, following recent funding activities [41] Conclusion - **Transformational Potential**: IO Biotech is positioned to potentially transform treatment paradigms in melanoma, lung, and head and neck cancers, with a strong pipeline and promising clinical data [43]

Summary of IO Biotech (IOBT) FY Conference Call - May 27, 2025 Company Overview - **Company**: IO Biotech (IOBT) - **Lead Asset**: Xilenvio (IL-102, IL-103) - **Focus**: Immuno-oncology, specifically targeting advanced melanoma Key Points Upcoming Data and Trials - **Pivotal Phase III Trial**: Expected readout in Q3 2025 for advanced melanoma patients, with 407 patients fully enrolled as of December 2023 [4][7] - **Primary Analysis**: Based on 226 progression-free survival (PFS) events, with a target of achieving this by Q3 2025 [10][11] - **Event Rate**: Slower than anticipated, leading to a revised guidance for PFS events [8][11] Trial Design and Expectations - **Trial Design**: Randomized 1:1 comparison of Xilenvio plus pembrolizumab (pembro) versus pembro alone [7][17] - **Response Rate**: Previous studies indicated an 80% response rate with 50% complete responses (CRs) and a median PFS of approximately 26 months [13] - **Statistical Power**: The study is powered at 89% with a hazard ratio of 0.65, indicating a 35% improvement in PFS over Keytruda [26][27] Safety and Efficacy - **Safety Profile**: Favorable safety profile with no significant added systemic toxicity compared to pembrolizumab [31][32] - **PD-L1 Status**: The trial includes both PD-L1 positive and negative patients, which may provide a broader efficacy profile compared to emerging treatments that target only PD-L1 negative patients [40] Financial Position - **Cash Position**: Ended Q1 2025 with over €37 million, with a recent drawdown of €10 million from a financing tranche [63][64] - **Future Financing**: Eligible for additional tranches totaling €20 million, contingent on product approval [65][66] Manufacturing and Logistics - **Manufacturing**: Secured manufacturing capabilities in Europe with multiple suppliers for drug substance and product [44][46] - **Adjuvant Used**: Monostinide, which allows for slow release of antigens upon injection [49] Future Developments - **Neoadjuvant Melanoma Study**: Preliminary data expected by the end of 2025, focusing on major pathological response (MPR) as a primary endpoint [74][76] - **Head and Neck Cancer Data**: Encouraging response rates observed, with updates on PFS and durability expected in the second half of 2025 [61][62] Regulatory Interactions - **FDA Communication**: Ongoing interactions with the FDA, including feedback and review meetings, with breakthrough status confirmed [58][59] Additional Insights - **Market Context**: The competitive landscape in immuno-oncology is evolving, with IO Biotech positioning itself to address both PD-L1 positive and negative patient populations [40][78] - **Clinical Relevance**: Emphasis on not just statistical significance but also clinical relevance and quality of life for patients [31][32] This summary encapsulates the critical aspects of IO Biotech's current status, upcoming milestones, and strategic positioning within the immuno-oncology sector.