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醫藥行業婦科腫瘤:從CSCO會議梳理全球藥物研發進展

CSCO婦科腫瘤研發總結:

婦科腫瘤藥物在研臨牀項目中抗體類藥物佔比較多,以PD-L1/PD-1爲主要靶點。

一線治療研發藥物中,李氏大藥廠的ZKAB001在治療復發轉移性宮頸癌的中國患者中顯示出良好安全性及顯著療效,其ORR爲22.6%,mPFS爲5.4月;葛蘭素史克的dostarlimab在dMMR型子宮內膜癌治療中具有可接受的安全性,ORR爲42.3%;先聲藥業的恩度聯合以順鉑爲基礎的同步放化療治療局部進展期宮頸癌,其ORR可達100%,CR爲48.3%。

二線治療研發藥物中,恆瑞醫藥的阿帕替尼治療晚期複發性上皮性卵巢癌較常規化療存在明顯的生存獲益,其ORR爲38.3%vs21.3%,mPFS爲6.9月vs3.6月,mOS爲15.3vs9.3月;嘉和生物的傑諾單抗注射液(GB226)對含鉑方案化療失敗的PD-L1陽性的復發或轉移性宮頸癌人羣具有較爲顯著抗腫瘤療效,ORR爲25%;齊嶽生物的聚乙二醇化脂質體多柔比星治療復發及難治性卵巢癌,ORR爲35.5%;脂質體多柔比星聯合貝伐珠單抗二線治療晚期卵巢癌的ORR可達80%,CR達到30%。

投資建議:建議關注恆瑞醫藥(阿帕替尼),李氏大藥廠(ZKAB001)、嘉和生物(GB226)等。

風險提示:臨牀研究進展不達預期風險。

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