泽沃基奥仑赛注射液(赛恺泽
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科济药业-B(02171.HK):自体CAR-T进入商业化兑现阶段 通用型CAR-T平台持续发力
Ge Long Hui· 2026-01-14 18:48
Group 1 - The company achieved a significant milestone by commercializing its CAR-T therapy, Zevokiorunsai (CT053), for the treatment of relapsed/refractory multiple myeloma (R/R MM), marking a successful transition from research to commercialization [1] - Zevokiorunsai received NMPA approval in February 2024, becoming one of the first BCMA-targeted CAR-T drugs approved in China, with a 71.6% sCR/CR rate among R/R MM patients [1] - The company has established a deep collaboration with East China Pharmaceutical, which has formed a dedicated commercialization team to promote Zevokiorunsai, with over 111 valid orders received [1] Group 2 - The company is advancing its pipeline in solid tumors with its core product, Shurujikiorunsai (CT041), targeting CLDN18.2 for gastric and gastroesophageal junction adenocarcinomas, which has entered the NDA stage [2] - CT041 demonstrated significant improvements in progression-free survival (mPFS) and overall survival (mOS) in clinical trials, particularly in patients with CLDN18.2 positive G/GEJC [3] Group 3 - The company is developing a universal CAR-T platform, THANK-u Plus, aimed at standardizing and scaling cell therapy production, with promising results in overcoming immune rejection issues [3] - CT0596, targeting BCMA, has received IND applications for clinical trials in R/R MM and primary plasma cell leukemia (pPCL), while CT1190B is in trials for R/R B-NHL [4] Group 4 - Preliminary results for CT0596 in R/R MM show a median follow-up of 4.14 months, with 6 out of 8 evaluable patients achieving at least partial response, and no severe adverse events reported [4] - The company has a pipeline for in vivo CAR-T therapies, demonstrating significant efficacy in mouse models for targeting CD19/CD20 [4] Group 5 - Revenue projections for the company are estimated at 118 million, 310 million, and 714 million yuan for 2025, 2026, and 2027 respectively, with net losses expected to decrease over the same period [4]