信达生物_ ASCO 会议中 IBI363 数据更新；成功路径更清晰

IBI363 Data Update in ASCO; Clearer Path to Success CITI'S TAKE Innovent updated the data of IBI363 in IO-treated NSCLC, CRC and IO- treated advanced acral and mucosal melanoma at ASCO. IBI363 showed strong efficacy in IO-treated sqNSCLC with an ORR of 43.3% (13/30) (cORR 36.7%) and mPFS of 7.3 mo. We think this data could give investors more confidence in IBI363 beating docetaxel (mPFS ~4 mo and mOS 10- 12 mo) in this setting. IBI363 also showed positive data in 3L/+ MSS/pMMR CRC, with an ORR of 23.5% (16/ ...