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中国药企在大型癌症会议上地位提升Chinese drug sector’s stature grows at major cancer conference

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一批中国药企在欧洲一场重要医学会议上展示了新型癌症治疗药物的积极临床试验结果,凸显了中国生物技术行业不断扩大的国际影响力。

An array of Chinese drug makers showcased positive trial results for new cancer treatments at a major European medical conference, underscoring the expanding international influence of China’s biotech sector.

中邮证券分析师周一在研报中指出,国产创新药,特别是抗体偶联药物(ADC),在欧洲肿瘤内科学会(Esmo)年会上跨多种肿瘤类型交出了亮眼数据,部分早期数据进一步彰显了中国的“创新能力”。

Domestic innovative drugs, particularly antibody-drug conjugates (ADCs), delivered impressive data across multiple tumour types at the European Society for Medical Oncology (Esmo) Congress, with some early-stage data further showing the country’s “innovation capabilities”, said analysts from China Post Securities in a note on Monday.

在这场于10月23日至27日在马德里举行的行业盛会上,中国研究占96篇晚间突破性摘要(LBA,即新出炉的临床研究数据摘要)中的29篇。入选享有盛誉的主席研讨会的12项研究中,也有5项来自中国企业。

Chinese research accounted for 29 of 96 late-breaking abstracts (LBAs) – summaries of newly available clinical research data – presented at the prominent industry conference, held in Madrid from October 23 to 27. Five of the 12 studies selected for the prestigious presidential symposium were also from Chinese firms.

去年,Esmo年会的117篇LBA中有23篇来自中国,入选主席研讨会的中国研究有3项。

Last year, 23 of 117 LBAs at Esmo were from China, while three Chinese studies were selected for the presidential symposium.

杰富瑞亚洲医疗健康研究主管崔翠在周三的报告中指出,四川科伦博泰生物制药的ADC药物萨西妥单抗替木替康(sac-TMT)例如交出了其首个全球III期验证性数据。

Sichuan Kelun-Biotech Biopharmaceutical’s ADC drug sacituzumab tirumotecan (sac-TMT), for instance, delivered its first global phase three validation, Jefferies’ head of Asia healthcare research Cui Cui noted in a Wednesday report.

ADC能将杀癌药物以靶向方式直接递送至肿瘤细胞。默克周一表示,已获许可在中国以外地区开发和商业化该药物的默克称,与化疗相比,Sac-TMT将晚期或复发性子宫内膜癌患者的死亡风险降低了32%。

ADCs deliver cancer-killing drugs directly to tumour cells in a targeted manner. Sac-TMT, licensed to US pharmaceutical giant Merck for development and commercialisation outside China, reduced the risk of death for patients with advanced or recurrent endometrial cancer by 32 per cent compared with chemotherapy, Merck said on Monday.

恒瑞医药在会上也表示,其骨癌药物瑞苏妥单抗雷替康(Ris-Rez)与化疗相比,将进展或复发性骨肉瘤患者的疾病进展或死亡风险降低了67%。该药物已授权给英国药企巨头葛兰素史克(GSK),还将中位无进展生存期从化疗的1.4个月延长至5.5个月。

Hansoh Pharmaceutical also said during the conference that its bone cancer drug risvutatug rezetecan (Ris-Rez) reduced the risk of disease progression or death by 67 per cent compared with chemotherapy for patients with progressed or relapsed osteosarcoma. Licensed to British pharmaceutical giant GSK, the drug also increased the median progression-free survival time to 5.5 months from 1.4 months with chemotherapy.

中国生物技术公司康诺亚在欧洲肿瘤内科学会(Esmo)年会上表示,其旗舰药物依沃西单抗联合化疗,在一项在中国进行的三期临床试验中,治疗胆道癌的效果优于英国药企阿斯利康的度伐利尤单抗联合化疗。

Chinese biotech firm Akeso said during Esmo that its flagship drug ivonescimab, when used in combination with chemotherapy, beat British drug maker AstraZeneca’s Imfinzi combined with chemo in treating biliary tract cancer in a phase three trial in China.

野村证券中国医疗健康研究主管张佳琳在周一的研报中将康诺亚的这一结果描述为“又一次胜利,尽管并非压倒性优势”。

In a Monday note, Nomura’s head of China healthcare research Jialin Zhang described the Akeso result as “another win, though not overwhelming”.

并非所有中国企业都从会议中以赢家身份脱颖而出。德琪医药的ADC药物曲妥珠单抗帕米替康(授权给德国企业BioNTech)在治疗转移性乳腺癌方面,为患者提供了“有限”的潜在获益,双方公司表示。德琪医药的香港股价周二暴跌近28%。

Not all Chinese firms emerged from the conference as winners. Duality Biologics’ ADC trastuzumab pamirtecan, licensed to German firm BioNTech, provided “limited” potential benefit to patients in the treatment of metastatic breast cancer, the companies said. Duality’s Hong Kong stock lost nearly 28 per cent on Tuesday.

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