長江生命科技(00775.HK):未有黑色素瘤疫苗商業化時間 若研發成功市場價值龐大
長江生命科技(00775.HK)公布,公司旗下專注於腫瘤免疫學生物製藥的美國附屬Polynoma的黑色素瘤抗原疫苗免疫療法研究初始數據正面。
公司副總裁及科學總監杜健明在午宴上表示,目前該黑色素瘤疫苗免疫療法正進行美國食品及藥物管理局(FDA)的第三階段臨床試驗,中期數據顯示參與試驗患者有良好耐受性,使用疫苗的第二B/C期黑色素瘤患者的復發風險,較服用安慰劑的患者為低,有望為早期黑色素瘤患者提供新的輔助性療法選擇。
另一副總裁及營運總監余英才則指,公司研究黑色素瘤疫苗已有十年八載,現時正籌備與FDA開會討論中期結果,及商討下一步試驗結構等計劃。目前疫苗的第三階段臨床試驗尚未完成,未能確定疫苗價格、面世及商業化時間等,但估計若可通過臨床及監管批准等,或需時數年才可推出。
余氏舉例現今市場上用於第三或四期黑色素瘤之藥物,患者一年洗費約需12萬美元,且用於後期患者的藥物毒性及副作用大,難以採用於早期患者。公司是次之研發為市場暫時唯一的黑色素瘤免疫輔助療法疫苗,用於二期患者的副作用亦較少。而全球每年約有35萬宗黑色素瘤病例,近6萬人因此死亡,黑色素瘤療法的環球市場估值逾10億美元,預計未來五年將以倍數增長,相信如研發成功,市場價值及商機龐大。
他又提到,該疫苗為公司目前最成熟的研究之一,除黑色素瘤外,公司現時亦正研究發展其他癌症疫苗,包括聚焦亞洲病例較多的肝癌等。另外,如是次研發未來有更好發展,他稱公司或考慮在長實集團(01113.HK)旗下位於新界古洞的用地擴充研發基地。而公司每年用於研發的開支約1.6億至1.8億元,平均分布於不同項目,相信公司花費在科研的費用足以支持黑色素瘤疫苗項目未來的開支。 ~
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