【券商聚焦】中信证券:GDF-15阻断剂有望在未来获批治疗肿瘤恶病质

金吾财讯
8 hours ago

金吾财讯 | 中信证券表示,GDF-15阻断剂目前具备潜在的治疗肿瘤恶病质以及提升PD-(L)1疗效的能力,其中针对肿瘤恶病质的治疗在II期临床中得到了验证,但是其提升PD-(L)1疗效的初步效果仅在早期小样本临床试验中得到积极信号,仍需后续临床验证。目前GDF-15阻断剂行业处于临床开发阶段,尚无任何药物获批,多数临床管线处于早期阶段,进度最快的为辉瑞公司和CatalYm公司。辉瑞公司的GDF-15靶点在研药物Ponsegromab在肿瘤恶病质适应症中有效性和安全性数据较好,成药可能性大并且目前已经进入注册临床阶段,进度领先。Catalym公司的GDF-15靶点在研药物Visugromab在PD-(L)1耐药患者治疗中的早期临床试验数据优异,目前已开展4个临床II期试验,在PD-(L)1联用中进度领先,但仍需更多数据验证。鉴于Ponsegromab在II期临床试验中的优异结果以及Ponsegromab的II/III期临床试验设计,该机构认为其有望获批治疗肿瘤恶病质,成为GDF-15阻断剂上市后第一个适应症。该机构测算肿瘤恶病质全球患病人数超100万人,市场空间庞大,该机构认为该市场有望诞生multi-billion美元的单品。后续如果Ponsegromab成功上市以及Visugromab读出积极数据,将催化GDF-15阻断剂市场快速增长。该机构建议关注国内具备GDF-15资产且处于领先定位以及临床试验数据优秀的公司。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10