醫藥行業周報：中國新藥閃耀2025ESMO大會，推薦相關投資機會

開源證券

2025/10/26

（以下內容從開源證券《醫藥行業周報：中國新藥閃耀2025ESMO大會，推薦相關投資機會》研報附件原文摘錄）2L EGFR突變NSCLC：走出TKI耐藥困境，總生存期首次明確獲益蘆康沙妥珠單抗是全球首個在2L EGFR TKI耐藥NSCLC中達成OS、PFS雙獲益的藥物。OptiTROP-Lung04研究結果顯示，蘆康沙妥珠單抗對比含鉑雙藥化療經BIRC評估的mPFS分別為8.3m vs4.3m，...

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TKI耐藥NSCLC中達成OS、PFS雙獲益的藥物。OptiTROP-Lung04研究結果顯示，蘆康沙妥珠單抗對比含鉑雙藥化療經BIRC評估的mPFS分別為8.3m vs4.3m，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026200712a475a539&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>醫藥行業周報：中國新藥閃耀2025ESMO大會，推薦相關投資機會</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026200712a475a539&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026200712a475a539&s=b\">開源證券</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0502904849.HKD","symbol_name":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026200712a475a539&s=b","article_id":"2578963270","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026200712a475a539&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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vs4.3m，HR0.49；OS分別為NR vs17.4m，HR0.60。截至2025年10月，針對2L EGFR TKI耐藥NSCLC適應症已獲批的方案有埃萬妥單抗聯合含鉑雙藥化療、依沃西單抗聯合含鉑雙藥化療、蘆康沙妥珠單抗；處於關鍵臨床階段的藥物有倫康依隆妥單抗、德達博妥單抗、單藥或聯合奧希替尼、CPO301等。其中，蘆康沙妥珠單抗是全球首個在2L EGFR TKI耐藥NSCLC中達成OS、PFS雙獲益的藥物。HER2陽性乳腺癌：瑞康曲妥珠單抗有望患者帶來新選擇非頭對頭對比德曲妥珠單抗，瑞康曲妥珠單抗治療患者後無進展生存(mPFS)更長，有望為患者帶來新的選擇。HORIZON-Breast01研究結果顯示，瑞康曲妥珠單抗對比聯合化療方案的患者mPFS分別是30.6m vs8.3m，HR=0.22；對於既往接受過≥2線治療的患者，mPFS分別為30.6m vs9.7m，HR0.26。DESTINY-Breast03數據顯示德曲妥珠單抗治療患者後mPFS為29個月（中位治療線數2L）。從非頭對頭數據來看，瑞康曲妥珠單抗治療患者後無進展生存(mPFS)更長，有望為患者帶來新的選擇。T-Bren針對後線多亞型乳腺癌早期數據驚豔，初步展現BIC潛力2025ESMO公布了百利天恒新型HER2ADC藥物T-Bren的I期研究數據，結果顯示T-Bren單藥在HER2陽性、或HER2低表達或是三陰乳腺癌患者人群中均呈現出良好安全性與療效的信號。45例HER2陽性乳腺癌患者的cORR82.2%，mPFS18.0個月，18個月的OS率為85.5%；60例HR陽性HER2陰性乳腺癌患者的cORR70.0%，mPFS15.2個月，18個月的OS率為72.6%；27例三陰性乳腺癌患者的cORR55.6%，mPFS7.2個月，18個月的OS率為75.5%。2L HER2陽性胃癌：安尼妥單抗有望改變二線及以上胃癌治療格局安尼妥單抗聯合化療達到PFS和OS呈現雙強陽性，有望改變二線HER2陽性胃癌/胃食管結合部腺癌的治療格局。KC-WISE期中分析結果顯示，安尼妥單抗聯合化療對比化療的mPFS分別為7.1m vs2.7m，HR0.25；mOS分別為19.6m（未成熟）vs11.5m，HR0.29。目前針對2L+HER2陽性胃癌的標準療法是雷莫西尤單抗聯合化療，但患者整體獲益較差。與雷莫西尤單抗聯合方案數據非頭對頭比較，安尼妥單抗療效及安全性都更加優秀。醫藥金股組合推薦月度組合推薦：三生製藥、信達生物、藥明康德、藥明生物、澤璟製藥、方盛製藥、前沿生物、普洛藥業、石藥集團、百普賽斯、阿拉丁。周度組合推薦：畢得醫藥、科倫博泰、百利天恒、皓元醫藥、奧浦邁、藥康生物、興齊眼藥、熱景生物、陽光諾和、上海誼眾。風險提示：政策推進不及預期，產品銷售不及預期，行業競爭加劇。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}