医药生物 G [Table_ReportDate] 2025 年 08 月 25 日 [Table_Author] 分析师：王俐媛 执业证书号：S1030524080001 电话：0755-83199599 邮箱：wangly1@csco.com.cn 研究助理：徐伊琳 电话：0755-23602217 邮箱：xuyl@csco.com.cn 公司具备证券投资咨询业务资格 证券研究报告 MRD 有望成为新的免疫伴随诊断 [Table_ReportType] 医药生物行业周报（8 月第 4 周） [Table_S 行业ummary 观点：] 请务必阅读文后重要声明及免责条款 [Table_Industry] [Table_BaseData] 1) 周度回顾。上周（8 月 18 日-8 月 22 日）医药生物板 块收涨 1.05%，跑输 Wind 全 A（3.87%）和沪深 300 （4.18%）。从板块来看，医疗设备（4.49%）、疫苗 （4.41%）和中药（2.86%）涨幅居前，医疗研发外包 （-3%）、原料药（-1.44%）和医疗耗材（-0.01%）跌幅 居前。从个股来看，香雪制药（40.4%）、欧林生物 ...

Summary of Clinical Trial Pipeline Tracker Industry Overview - **Industry**: Biopharma - **Region**: North America - **Industry View**: In-Line for Major Pharmaceuticals, Attractive for Biotechnology [7][7] Key Changes in Clinical Trials New Trials - **Alector**: Initiated a Phase 2 trial (NCT07105709) for an Open-label Extension Study in Participants With Early Alzheimer's Disease [9] - **BioNTech**: Advancing BNT327 (PD-L1xVEGF bispecific) combinations, including a new Phase 1/2 trial in combination with BNT326 (HER3 ADC) in NSCLC (NCT07111520) and a Phase 1/2 trial of BNT327 with BNT314 and chemotherapy in advanced CRC (NCT07079631) [9][9] - **Bristol-Myers Squibb**: Initiated a Phase 2/3 trial (NCT07106762) of Izalontamab Brengitecan (EGFRxHER3 bispec) vs Platinum-based Chemotherapy for Metastatic Urothelial Cancer [9] - **Gilead Sciences**: Initiated a Phase 1 trial (NCT07115368) of GS-1219 in people with HIV, indicating progress in its next-gen HIV pipeline [9] - **Neurocrine**: Initiated a Phase 3 trial (NCT07114874) for Long-Term Evaluation of NBI-1117568 in Adults With Schizophrenia [9] Withdrawn Trials - **Sarepta**: The Phase 3 trial (NCT06952686) of SRP-9005 in Limb Girdle Muscular Dystrophy Type 2C/R5 Pediatric and Adult Participants was withdrawn [4][24] Recruitment Updates - **BioNTech**: Currently recruiting for a Phase 1/2 study (NCT07079631) to test the combination of BNT314 and BNT327 with chemotherapy in advanced colorectal cancer [10] - **Merck**: Recruiting in a Phase 3 study (NCT07044297) to prevent HIV-1 [11] Completed Trials - **Amgen**: Completed recruitment for a Phase 3 trial (NCT06104124) evaluating Dazodalibep in participants with Sjögren's Syndrome [17] - **Ionis**: Completed recruitment for a Phase 3 trial (NCT04768972) in Amyotrophic Lateral Sclerosis participants [17] Other Important Information - The report includes a comprehensive list of clinical trials, their stages, and statuses, providing insights into the ongoing research and development efforts within the biopharma sector [2][7][21] - The document emphasizes the potential conflicts of interest due to Morgan Stanley's business relationships with the companies covered in the research [7] This summary encapsulates the critical updates and insights from the clinical trial pipeline tracker, highlighting the dynamic nature of the biopharma industry in North America.