The purpose of this study is to understand the characteristics of adults diagnosed with with clinically palpable stage III resectable melanoma, the associated treatment patterns for their disease, and outcomes associated with the real-world use of neoadjuvant nivolumab+relatlimab or nivolumab+ipilimumab

开始日期2025-08-01

申办/合作机构

Bristol Myers Squibb Co.

NCT06624475

/ Not yet recruiting临床2期IIT

Randomized Phase II Trial Neoadjuvant Opdualag Versus Nivolumab for Resectable High-Risk Basal Cell Carcinoma

This is a Phase 2 clinical trial with a 2:1 randomization comparing neoadjuvant Nivolumab + Relatlimab (Opdualag) vs neoadjuvant Nivolumab in patients with resectable high risk BCC (HR BCC)

开始日期2025-08-01

申办/合作机构

University of California San Diego

NCT06319196

/ Recruiting临床2期IIT

Clear Me: Interception Trial to Detect and Clear Molecular Residual Disease in Patients With High Risk Melanoma

Clear-Me is a biomarker-driven phase II study that tests whether the combination anti- lymphocyte-activation gene-3 (LAG3)/anti-programmed cell death protein 1(PD-1) inhibition Bristol-Myers Squibb (BMS986213) is superior to anti-PD-1 inhibition in patients with detectable circulating tumor deoxyribonucleic acid (ctDNA) following definitive surgery for high risk melanoma. Patients will be allocated to either Arm A or Arm B via the process of randomization. The randomization process will be stratified according to stage (Stage 2A/2B/3A/3B/3C/3D or 4), to ensure absolute balance between stage groups. The investigators are choosing only 1 stratification factor, disease stage, as the investigators consider stage being the most significant prognosticating variable. Each stage represents a biologically distinct entity with varying recurrence rate outcomes. Block randomization will be performed to ensure equal sample sizes in the combination and monotherapy arms. At least 54 patients will be included in the randomized part of the study. The investigators are expecting approximately 20% of the patients to have detectable ctDNA after definite surgery. Therefore, approximately 270 patients are expected to be enrolled and tested for ctDNA in the entire study.

开始日期2025-07-31

申办/合作机构

University Health Network

100 项与纳武利尤单抗/瑞拉利单抗相关的临床结果

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100 项与纳武利尤单抗/瑞拉利单抗相关的专利（医药）

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项与纳武利尤单抗/瑞拉利单抗相关的文献（医药）

2025-10-01·EUROPEAN JOURNAL OF PHARMACOLOGY

Safety profile of nivolumab-relatlimab in cancer patients: a living pharmacovigilance study of clinical trials and postmarketing data (version 1.0)

Review

作者: Wu, Chengmi ; Zhou, Jingyi ; Wu, Qian ; Jiang, Jie ; Yang, Ziwen ; Zhu, Jianhong ; Li, Sha ; Wu, Junyan

In 2022, the FDA approved nivolumab-relatlimab for the treatment of unresectable or metastatic melanoma. In the present study, we conducted a living pharmacovigilance study, integrating data from clinical trials and the FDA Adverse Event Reporting System (FAERS) database, to assess the safety profile of nivolumab-relatlimab. Treatment related adverse events (TRAEs) in trials of nivolumab-relatlimab available in electronic databases were systematically searched. The outcomes included were all-grade (grades 1-5) and high-grade (grades 3-5) TRAEs, considering both overall and individual aspects. Meta-analysis was conducted to calculate the incidence and risk ratio of TRAEs associated with nivolumab-relatlimab. Certainty of evidence was assessed using the GRADE system. Adverse events reports were extracted from the FAERS database, and a disproportionality analysis was carried out to estimate the safety signals of AEs associated with nivolumab-relatlimab. A total of 12 trials were included, the incidence of all-grade and high-grade TRAEs for nivolumab-relatlimab was 74.11 % and 38.05 %, respectively. Compared with nivolumab monotherapy, therapy with nivolumab-relatlimab was associated with a significantly increased risk of high-grade TRAEs, and some individual specified all-grade TRAEs, including hypothyroidism/thyroiditis, rash, diarrhea/colitis, hepatitis, adrenal insufficiency, hypophysitis, arthralgia and myalgia. Disproportionality analyses of FAERS pharmacovigilance data identified 39 positive signals, with 18 AEs not mentioned in the drug label. Nivolumab-relatlimab showed significantly higher reporting frequencies for 15 AEs than nivolumab monotherapy. Our study provides valuable insights into the potential safety profile of nivolumab-relatlimab, the results of this living study will be updated to incorporate new, robust evidence as it becomes available.

2025-01-11·Gastroenterology Report

Single-cell transcriptomic landscape indicates the potential role of immunotherapy in metastatic pancreatic angiosarcoma

Article

作者: Yang, Yizhen ; Chen, Luohai ; Zeng, Zhirong ; Peng, Sui ; Xie, Yubin ; Liu, Man ; Lin, Xiaoxuan ; Chen, Minhu ; Zhang, Ning

Abstract:

Background:

Pancreatic angiosarcoma is a rare and highly aggressive tumor originating from lymphatic or vascular endothelial cells, with poor prognosis and few effective treatments. In this study, we aimed to characterize the tumor ecosystem of metastatic pancreatic angiosarcoma, along with its potential treatment strategies.

Methods:

Single-cell RNA-sequencing and bioinformatics analysis were performed on samples obtained from one patient, including at total of 16,841 cells from pancreatic angiosarcoma liver metastasis and adjacent normal liver tissue.

Results:

Pancreatic angiosarcoma cells exhibited marked upregulation of nuclear factor kappa-B (NF-κB), hypoxia-inducible factor 1 (HIF-1), and myelocytomatosis oncogene (MYC) proto-oncogene signaling pathways, while presenting limited upregulation of actionable therapeutic targets except for cyclin-dependent kinase 4 (CDK4) and epidermal growth factor receptor. Several immune checkpoint genes, including cytotoxic T-lymphocyte-associated protein 4 (CTLA4), lymphocyte-activation gene 3 (LAG3), programmed cell death protein 1 (PDCD1), and cluster of differentiation 86 (CD86), were upregulated in tumor-infiltrating T cells, natural killer (NK) cells, and myeloid cells. Furthermore, intercellular interaction profiling demonstrated enhanced activity of the programmed death-ligand 1 (PD-L1) and CD86 signaling pathways within the tumor microenvironment. The gene-set scores of T/NK-cell exhaustion, regulatory T cell, and macrophage angiogenesis were significantly higher in tumor tissues compared with adjacent normal tissues. However, the phagocytosis scores of macrophages within the tumor-infiltrating region were significantly lower than those in the adjacent normal tissues.

Conclusions:

Our findings outlined an immunosuppressive and angiogenic tumor ecosystem in pancreatic angiosarcoma liver metastasis, suggesting that pancreatic angiosarcoma may be insensitive to most targeted therapies. Conversely, immunotherapies targeting LAG3, PD-L1, and CD86 (e.g. isatuximab, Opdualag, and abatacept) and anti-angiogenic agents may be therapeutically effective and worthy of subsequent exploration.

2024-08-01·Melanoma research

Pseudoprogression in a patient with metastatic melanoma treated with PD-1 and LAG-3 inhibition

Article

作者: Tao, Jacqueline J. ; McDonnell, Diana ; Wu, Lawrence W. ; Izar, Benjamin

Pseudoprogression encapsulates a process of temporary radiographic growth followed by subsequent regression of metastatic melanoma lesions in response to immune checkpoint blockade (ICB), such as the combination of anti-programmed cell death protein 1 (PD-1) and anticytotoxic T-lymphocyte-associated antigen 4 therapy. This occurs in approximately 5–10% of ICB-treated patients, but has not yet been described in the context of novel combination therapies. Here, we report a case of an 89-year-old patient with metastatic melanoma to the liver, lung and lymph nodes, who underwent treatment with Opdualag (combining anti-PD-1 nivolumab and anti-lymphocyte-activation gene 3 relatlimab ICBs), and developed pseudoprogression after two cycles of therapy. The patient experienced a radiographic increase in liver metastatic lesion size, but was found to have a subsequent reduction in these lesions. The patient has been on therapy for 18 months without evidence of disease progression and continues to be clinically well-appearing.

218

项与纳武利尤单抗/瑞拉利单抗相关的新闻（医药）

2025-08-10

·精准药物

2025 H1全球TOP10 MNC药企半年报汇总，礼来增长超40%

随着全球药企陆续披露2025年Q2财报，各企业H1营收情况浮出水面。 H1营收排名依次是：强生、罗氏、默沙东、艾伯维、辉瑞、礼来、阿斯利康、诺华、拜耳、BMS。总体来讲，强生以456.36亿美元营收依然领跑MNC，礼来凭借大爆减重产品替尔泊肽实现业绩增长41%，飞跃入榜居第6位。TOP10外还有诺和诺德、赛诺菲、GSK紧随其后。整体来看，2025年上半年MNC的业绩表现基本勾勒出当下制药企业发展的激烈竞争与多元图景。 1 强生 7月16日，强生公布2025年上半年业绩，上半年营收456.36亿美元，同比增长4.1%。创新药和医疗技术板块收入分别达290.75亿美元（+3.6%）和165.61亿美元（+5.0%）。创新药板块中，肿瘤业务表现亮眼，上半年销售额119.9亿美元，同比增长21.1%，主要依赖 Darzalex（达雷妥尤单抗）、Carvykti（西达基奥仑赛）等产品。Darzalex上半年销售额67.76亿美元（+21.7%），Carvykti销售额达8.08亿美元，增长迅猛。免疫学领域，Tremfya销售成绩21.42亿美元（+25%）依旧亮眼，抵消了一部分Stelara销售额下滑的冲击。神经学领域，Spravato（艾司氯胺酮鼻喷雾剂）上半年销售额7.34亿美元（+48.1%），表现出色。双抗药物多点发力，Tecvayli （特立妥单抗）上半年销售额3.17亿美元（+18.2%），Talvey（塔奎妥单抗）达1.92亿美元（+52%），Rybrevant（埃万妥单抗）与 Lazcluze（拉泽替尼）共同实现3.2亿美元销售额。交易方面，强生年初146亿美元收购的Intra-Cellular Therapies旗下 Caplyta，上半年销售额 2.11 亿美元，未来商业潜力较大。展望下半年，创新药业务有望延续增长，全年预计销售额中点上调至934亿美元，多个产品适应症拓展和研发值得期待，长期增长动力充足。 2 罗氏 7月24日，罗氏公布2025年上半年业绩，总营收309.44亿瑞士法郎（约389.52 亿美元），同比增长7%。制药业务营收239.85亿瑞士法郎（+10%，约 301.92 亿美元），中国区收入17.02亿瑞士法郎（+9%，约21.42亿美元）。共有9款药物销售额超10亿瑞士法郎，其中TOP5为：Ocrevus、Hemlibra、Vabysmo、Tecentriq、Perjeta。核心治疗领域的收入分为肿瘤（78.27亿瑞士法郎，+2%），血液（43.2亿瑞士法郎，+19%）、神经学（48.72亿瑞士法郎，+10%）、免疫（33.21亿瑞士法郎，+14%）和眼科（21.48亿瑞士法郎，+17%）几大领域，除肿瘤外均保持双位数增长。 ADC药物表现亮眼，Polivy（维泊妥珠单抗）销售额7.3亿瑞士法郎（约9.19亿美元，+46%）临床进展有所突破；Kadcyla（恩美曲妥珠单抗）销售额10.37亿瑞士法郎（约13.05亿美元，+9%），早期乳腺癌辅助治疗贡献增长。双抗药物方面，Columvi销售额1.23亿瑞士法郎（约1.52亿美元，+88%），新适应症获批；Lunsumio销售额4800万瑞士法郎（约5900万美元，+33%），皮下制剂有望年底在美获批。血友病双抗NXT007临床效果瞩目，计划2026年启动 III 期试验。 3 默沙东 7月29日，默沙东公布2025年上半年业绩，总营收313.38亿美元，同比下降2%；制药业务276.88亿美元，同比下降3%。其中，核心产品 Keytruda（帕博利珠单抗）销售额79.56亿美元，同比增长7%；Lynparza（奥拉帕利）和Lenvima（仑伐替尼）分别为默沙东带来了6.82亿美元和5.23亿美元的收入。但Gardasil（HPV疫苗）系列销售额24.53亿美元，同比大跌48%，主要原因在于中国地区需求下降及国际市场竞争压力。管线方面，与第一季度相比，默沙东终止多个II期和III期临床管线，包括MK-1308（CTLA-4单抗）针对非小细胞肺癌的II期研究、MK-6194（IL-2融合蛋白）针对红斑狼疮和白癜风的II期研究、MK-1022（HER3-ADC）针对非小细胞肺癌的III期研究，以及MK-7902（仑伐替尼）针对食管癌的III期研究。全年展望方面，2025年全球销售额预期收窄至 643-653 亿美元。此外，默沙东还宣布启动一项新的多年期优化计划，希望通过生产力行动预计每年节省30亿美元的成本来实现其产品组合的转型。 4 艾伯维 7月31日，艾伯维公布2025年上半年业绩，总营收287.66亿美元，同比增长8%。各业务板块中，免疫学领域上半年全球净收入138.95亿美元，同比增长12.6%。其中，Skyrizi（利生奇珠单抗）收入78.48亿美元（+65.8%）；Rinvoq（乌帕替尼）收入37.46亿美元（+48.5%）。Humira受专利困扰，销售额仍在持续下滑，降至23.01亿美元（-54.7%）。Skyrizi和Rinvoq各自收入已远超Humira，且仍在高速增长。肿瘤学领域上半年净收入33.09亿美元，同比增长4.2%。BTK抑制剂Imbruvica（依鲁替尼）收入14.92亿美元（-10.7%）；Bcl-2抑制剂Venclexta（维奈克拉）收入13.56亿美元（+8.4%）。神经学领域上半年净收入49.65亿美元，同比增长20.3%。抗精神分裂药物Vraylar（卡利拉嗪）收入16.65亿美元（+13.5%），偏头痛药物Ubrelvy和Qulipta各自收入5.78亿美元（+33.3%）和4.6亿美元（+63.6%）。 ADC药物Elahere（索米妥昔单抗）上半年收入3.38亿美元，同比增长75.5%。双抗药物Epkinly（艾可瑞妥单抗）上半年收入1.21亿美元，同比增长92.1%。 5 辉瑞 8月5日，辉瑞公布2025年上半年业绩，总营收283.67亿美元，同比增长1%。从业务板块来看，肿瘤业务表现亮眼，营收81.45亿美元，同比增长9%。其中，乳腺癌重磅药物 Ibrance（哌柏西利，CDK4/6 抑制剂）尽管面临激烈竞争，销售额有所下滑，但上半年仍贡献了20.26亿美元的业绩。第三代ALK抑制剂Lorbrena（洛拉替尼）销售额为4.73亿美元，涨幅高达42% 。PARP抑制剂Talzenna（他拉唑帕利）也实现了42%的增长，收入 0.86 亿美元。2023年获批用于治疗多发性骨髓瘤的CD3/BCMA双抗Elrexfio（埃纳妥单抗），在上半年带来1.45亿美元收入。辉瑞在2023年底收购Seagen获得的产品持续放量，上半年收入约17.52 亿美元，其中ADC产品合计约15.18亿美元。全球首个Nectin-4 ADC 药物 Padcev（维恩妥尤单抗）上半年收入9.67亿美元，同比增长32% ；全球首个组织因子（TF）ADC 药物Tivdak收入0.79亿美元，增长31% 。初级护理板块营收为112.36 亿美元，同比下降8%。老牌抗凝药Eliquis 贡献突出，达39.26亿美元，同比增长1% 。RSV疫苗Abrysvo实现36%的增幅，达2.74 亿美元。专科护理板块收入83.64 亿美元，同比增长6%。其中罕见病氯苯唑酸类药物 Vyndaqel family表现出众，创收31.01亿美元，同比增长 26% 。管线方面，辉瑞放弃了口服GLP-1R激动剂 PF-06954522 的开发。这是继 Danuglipron、Lotiglipron 后，辉瑞放弃的第3款GLP-1产品。除此之外还有7个临床项目被终止。基于良好的业绩表现，辉瑞维持2025年收入指引在610亿美元至640亿美元的范围。 6 礼来 8月7日，礼来公布2025年上半年业绩，总营收达282.86亿美元，同比增长41%。核心产品中，Mounjaro（降糖版替尔泊肽）上半年收入90.41亿美元，同比增85%，二季度以51.99亿美元创单季新高；Zepbound（减重版替尔泊肽）上半年收入56.93亿美元，二季度收入33.81亿美元，同比激增 172%。肿瘤领域Verzenio（阿贝西利）上半年收入26.48亿美元，同比增11%。管线进展方面，口服GLP-1药物Orforglipron在肥胖症III期试验中取得积极结果，计划年底提交监管申请；Mounjaro的SURPASS-CVOT试验头对头战胜度拉糖肽；Jaypirca（匹妥布替尼）在BRUIN CLL-314研究中头对头战胜伊布替尼。交易方面，礼来在上半年还完成对SiteOne Therapeutics和Verve Therapeutic的收购，强化自身疼痛与心血管疾病管线。基于上半年的出色表现，礼来2025年全年营收指引中位数上调15亿美元，至600亿-620亿美元区间。 7 阿斯利康 7月29日，阿斯利康公布2025年上半年业绩，延续强劲增长势头，总收入达280.45亿美元，同比增长 11%。其中，产品销售收入266.7亿美元，同比增长10%。从治疗板块看，肿瘤学上半年营收119.54亿美元（+16%）。Tagrisso（奥希替尼）（34.88亿美元，+10%）、Imfinzi（度伐利尤单抗）（27.16亿美元。+21%）、Calquence（阿可替尼）（16.34亿美元，+9%）、Lynparza（奥拉帕利）（15.64亿美元，+9%）和Enhertu（德曲妥珠单抗）（12.62亿美元，+38%，不含第一三共销售额）等核心产品持续领跑。 ADC Enhertu上半年加上第一三共财报收入约为22.89亿美元，增长依旧迅猛；TROP2 ADC 药物Datroway 上半年销售额0.14亿美元，另有两款 ADC 进入 III 期。双抗方面，rilvegostomig（PD-1/TIGIT）、volrustomig（PD-1/CTLA-4）等多款药物处于III期，覆盖多癌种。阿斯利康维持全年高个位数增长预期。 8 诺华 7月17日，诺华公布2025年上半年业绩，净销售额为272.87亿美元，同比增长12%，中国区收入22亿美元，同比增加8%。四大核心领域：肿瘤领域、心血管 - 肾脏 - 代谢领域、免疫学领域、神经学领域在上半年分别贡献了81.99 亿美元（+21%）、51.73 亿美元（+26%）、49.58 亿美元（+13%）和27.59 亿美元（+24%）。畅销药物TOP3：Entresto（沙库巴曲缬沙坦）、Cosentyx（司库奇尤单抗）和 Kisqali（瑞波西利），分别实现了 46.18 亿美元（+22%）、31.63 亿美元（+11%）和 21.33 亿美元（+59%）的销售额。明星核药Pluvicto 上半年销售额达到8.25亿美元（+26%）。基于上半年的出色表现，诺华上调了 2025 年全年业绩预期。预计净销售额将实现高个位数增长。 9 拜耳 7月31日，拜耳公布2025年上半年业绩，总销售额244.77亿欧元（约271.01亿美元），同比下降1.7%。制药板块销售额90.18亿欧元（约99.85亿美元），同比增长0.6%。明星产品前列腺癌药物Nubeqa销售额10.61亿欧元（约11.75亿美元，+60%），心衰药物Kerendia收入3.44亿欧元（约3.81亿美元，+72%），眼科药物Eylea收入16.77亿欧元（18.57，+3.2%）；但抗凝药Xarelto因专利到期销售额下降29.9%，为12.83亿欧元（约14.21亿美元）。 10 BMS 7月31日，BMS公布2025年上半年业绩，总营收 234.70 亿美元，同比下降 2%，主要是美国地区收入下降。肿瘤领域，Opdivo（纳武利尤单抗）上半年收入48.24亿美元，同比增长8%，主要得益于其在免疫肿瘤治疗中的关键地位，尤其是在联合疗法中的强劲应用表现。其皮下注射剂型收入3800万美元，第二季度增长态势尤为突出。KRAS G12C 抑制剂Krazati（阿达格拉西）收入 9600 万美元（+81%）。Opdualag（纳武利尤单抗 + 瑞拉利单抗）收入5.37亿美元（+22%）。血液领域，Revlimid（来那度胺）（17.74 亿美元，- 41%）和 Pomalyst（泊马度胺）（13.66 亿美元，-25%）收入下滑。新一代产品CD19 CAR-T 疗法Breyanzi收入大涨134%，达6.07亿美元。心血管领域，Eliquis（阿哌沙班）收入72.45亿美元，同比增长 2%。Camzyos（玛伐凯泰）收入大涨88%，达4.19亿美元。交易方面，BMS与BioNTech签署全球联合开发和商业化协议，对PD-L1/VEGF 双特异性抗体 BNT327（来自普米斯）着重开发。基于增长产品的出色表现，BMS上调全年收入指引至465亿-475亿美元。参考资料： 1.各公司财务公告声明：发表/转载本文仅仅是出于传播信息的需要，并不意味着代表本公众号观点或证实其内容的真实性。据此内容作出的任何判断，后果自负。若有侵权，告知必删！长按关注本公众号粉丝群/投稿/授权/广告等请联系公众号助手觉得本文好看，请点这里↓

抗体药物偶联物财报免疫疗法并购细胞疗法

2025-08-10

·凯莱英药闻

2025 H1全球TOP10 MNC药企半年报汇总

欢迎关注凯莱英要闻随着全球药企陆续披露2025年Q2财报，各企业H1营收情况浮出水面。 H1营收排名依次是：强生、罗氏、默沙东、艾伯维、辉瑞、礼来、阿斯利康、诺华、拜耳、BMS。总体来讲，强生以456.36亿美元营收依然领跑MNC，礼来凭借大爆减重产品替尔泊肽实现业绩增长41%，飞跃入榜居第6位。TOP10外还有诺和诺德、赛诺菲、GSK紧随其后。整体来看，2025年上半年MNC的业绩表现基本勾勒出当下制药企业发展的激烈竞争与多元图景。 1 强生 7月16日，强生公布2025年上半年业绩，上半年营收456.36亿美元，同比增长4.1%。创新药和医疗技术板块收入分别达290.75亿美元（+3.6%）和165.61亿美元（+5.0%）。创新药板块中，肿瘤业务表现亮眼，上半年销售额119.9亿美元，同比增长21.1%，主要依赖 Darzalex（达雷妥尤单抗）、Carvykti（西达基奥仑赛）等产品。Darzalex上半年销售额67.76亿美元（+21.7%），Carvykti销售额达8.08亿美元，增长迅猛。免疫学领域，Tremfya销售成绩21.42亿美元（+25%）依旧亮眼，抵消了一部分Stelara销售额下滑的冲击。神经学领域，Spravato（艾司氯胺酮鼻喷雾剂）上半年销售额7.34亿美元（+48.1%），表现出色。双抗药物多点发力，Tecvayli （特立妥单抗）上半年销售额3.17亿美元（+18.2%），Talvey（塔奎妥单抗）达1.92亿美元（+52%），Rybrevant（埃万妥单抗）与 Lazcluze（拉泽替尼）共同实现3.2亿美元销售额。交易方面，强生年初146亿美元收购的Intra-Cellular Therapies旗下 Caplyta，上半年销售额 2.11 亿美元，未来商业潜力较大。展望下半年，创新药业务有望延续增长，全年预计销售额中点上调至934亿美元，多个产品适应症拓展和研发值得期待，长期增长动力充足。 2 罗氏 7月24日，罗氏公布2025年上半年业绩，总营收309.44亿瑞士法郎（约389.52 亿美元），同比增长7%。制药业务营收239.85亿瑞士法郎（+10%，约 301.92 亿美元），中国区收入17.02亿瑞士法郎（+9%，约21.42亿美元）。共有9款药物销售额超10亿瑞士法郎，其中TOP5为：Ocrevus、Hemlibra、Vabysmo、Tecentriq、Perjeta。核心治疗领域的收入分为肿瘤（78.27亿瑞士法郎，+2%），血液（43.2亿瑞士法郎，+19%）、神经学（48.72亿瑞士法郎，+10%）、免疫（33.21亿瑞士法郎，+14%）和眼科（21.48亿瑞士法郎，+17%）几大领域，除肿瘤外均保持双位数增长。 ADC药物表现亮眼，Polivy（维泊妥珠单抗）销售额7.3亿瑞士法郎（约9.19亿美元，+46%）临床进展有所突破；Kadcyla（恩美曲妥珠单抗）销售额10.37亿瑞士法郎（约13.05亿美元，+9%），早期乳腺癌辅助治疗贡献增长。双抗药物方面，Columvi销售额1.23亿瑞士法郎（约1.52亿美元，+88%），新适应症获批；Lunsumio销售额4800万瑞士法郎（约5900万美元，+33%），皮下制剂有望年底在美获批。血友病双抗NXT007临床效果瞩目，计划2026年启动 III 期试验。 3 默沙东 7月29日，默沙东公布2025年上半年业绩，总营收313.38亿美元，同比下降2%；制药业务276.88亿美元，同比下降3%。其中，核心产品 Keytruda（帕博利珠单抗）销售额79.56亿美元，同比增长7%；Lynparza（奥拉帕利）和Lenvima（仑伐替尼）分别为默沙东带来了6.82亿美元和5.23亿美元的收入。但Gardasil（HPV疫苗）系列销售额24.53亿美元，同比大跌48%，主要原因在于中国地区需求下降及国际市场竞争压力。管线方面，与第一季度相比，默沙东终止多个II期和III期临床管线，包括MK-1308（CTLA-4单抗）针对非小细胞肺癌的II期研究、MK-6194（IL-2融合蛋白）针对红斑狼疮和白癜风的II期研究、MK-1022（HER3-ADC）针对非小细胞肺癌的III期研究，以及MK-7902（仑伐替尼）针对食管癌的III期研究。全年展望方面，2025年全球销售额预期收窄至 643-653 亿美元。此外，默沙东还宣布启动一项新的多年期优化计划，希望通过生产力行动预计每年节省30亿美元的成本来实现其产品组合的转型。 4 艾伯维 7月31日，艾伯维公布2025年上半年业绩，总营收287.66亿美元，同比增长8%。各业务板块中，免疫学领域上半年全球净收入138.95亿美元，同比增长12.6%。其中，Skyrizi（利生奇珠单抗）收入78.48亿美元（+65.8%）；Rinvoq（乌帕替尼）收入37.46亿美元（+48.5%）。Humira受专利困扰，销售额仍在持续下滑，降至23.01亿美元（-54.7%）。Skyrizi和Rinvoq各自收入已远超Humira，且仍在高速增长。肿瘤学领域上半年净收入33.09亿美元，同比增长4.2%。BTK抑制剂Imbruvica（依鲁替尼）收入14.92亿美元（-10.7%）；Bcl-2抑制剂Venclexta（维奈克拉）收入13.56亿美元（+8.4%）。神经学领域上半年净收入49.65亿美元，同比增长20.3%。抗精神分裂药物Vraylar（卡利拉嗪）收入16.65亿美元（+13.5%），偏头痛药物Ubrelvy和Qulipta各自收入5.78亿美元（+33.3%）和4.6亿美元（+63.6%）。 ADC药物Elahere（索米妥昔单抗）上半年收入3.38亿美元，同比增长75.5%。双抗药物Epkinly（艾可瑞妥单抗）上半年收入1.21亿美元，同比增长92.1%。 5 辉瑞 8月5日，辉瑞公布2025年上半年业绩，总营收283.67亿美元，同比增长1%。从业务板块来看，肿瘤业务表现亮眼，营收81.45亿美元，同比增长9%。其中，乳腺癌重磅药物 Ibrance（哌柏西利，CDK4/6 抑制剂）尽管面临激烈竞争，销售额有所下滑，但上半年仍贡献了20.26亿美元的业绩。第三代ALK抑制剂Lorbrena（洛拉替尼）销售额为4.73亿美元，涨幅高达42% 。PARP抑制剂Talzenna（他拉唑帕利）也实现了42%的增长，收入 0.86 亿美元。2023年获批用于治疗多发性骨髓瘤的CD3/BCMA双抗Elrexfio（埃纳妥单抗），在上半年带来1.45亿美元收入。辉瑞在2023年底收购Seagen获得的产品持续放量，上半年收入约17.52 亿美元，其中ADC产品合计约15.18亿美元。全球首个Nectin-4 ADC 药物 Padcev（维恩妥尤单抗）上半年收入9.67亿美元，同比增长32% ；全球首个组织因子（TF）ADC 药物Tivdak收入0.79亿美元，增长31% 。初级护理板块营收为112.36 亿美元，同比下降8%。老牌抗凝药Eliquis 贡献突出，达39.26亿美元，同比增长1% 。RSV疫苗Abrysvo实现36%的增幅，达2.74 亿美元。专科护理板块收入83.64 亿美元，同比增长6%。其中罕见病氯苯唑酸类药物 Vyndaqel family表现出众，创收31.01亿美元，同比增长 26% 。管线方面，辉瑞放弃了口服GLP-1R激动剂 PF-06954522 的开发。这是继 Danuglipron、Lotiglipron 后，辉瑞放弃的第3款GLP-1产品。除此之外还有7个临床项目被终止。基于良好的业绩表现，辉瑞维持2025年收入指引在610亿美元至640亿美元的范围。 6 礼来 8月7日，礼来公布2025年上半年业绩，总营收达282.86亿美元，同比增长41%。核心产品中，Mounjaro（降糖版替尔泊肽）上半年收入90.41亿美元，同比增85%，二季度以51.99亿美元创单季新高；Zepbound（减重版替尔泊肽）上半年收入56.93亿美元，二季度收入33.81亿美元，同比激增 172%。肿瘤领域Verzenio（阿贝西利）上半年收入26.48亿美元，同比增11%。管线进展方面，口服GLP-1药物Orforglipron在肥胖症III期试验中取得积极结果，计划年底提交监管申请；Mounjaro的SURPASS-CVOT试验头对头战胜度拉糖肽；Jaypirca（匹妥布替尼）在BRUIN CLL-314研究中头对头战胜伊布替尼。交易方面，礼来在上半年还完成对SiteOne Therapeutics和Verve Therapeutic的收购，强化自身疼痛与心血管疾病管线。基于上半年的出色表现，礼来2025年全年营收指引中位数上调15亿美元，至600亿-620亿美元区间。 7 阿斯利康 7月29日，阿斯利康公布2025年上半年业绩，延续强劲增长势头，总收入达280.45亿美元，同比增长 11%。其中，产品销售收入266.7亿美元，同比增长10%。从治疗板块看，肿瘤学上半年营收119.54亿美元（+16%）。Tagrisso（奥希替尼）（34.88亿美元，+10%）、Imfinzi（度伐利尤单抗）（27.16亿美元。+21%）、Calquence（阿可替尼）（16.34亿美元，+9%）、Lynparza（奥拉帕利）（15.64亿美元，+9%）和Enhertu（德曲妥珠单抗）（12.62亿美元，+38%，不含第一三共销售额）等核心产品持续领跑。 ADC Enhertu上半年加上第一三共财报收入约为22.89亿美元，增长依旧迅猛；TROP2 ADC 药物Datroway 上半年销售额0.14亿美元，另有两款 ADC 进入 III 期。双抗方面，rilvegostomig（PD-1/TIGIT）、volrustomig（PD-1/CTLA-4）等多款药物处于III期，覆盖多癌种。阿斯利康维持全年高个位数增长预期。 8 诺华 7月17日，诺华公布2025年上半年业绩，净销售额为272.87亿美元，同比增长12%，中国区收入22亿美元，同比增加8%。四大核心领域：肿瘤领域、心血管 - 肾脏 - 代谢领域、免疫学领域、神经学领域在上半年分别贡献了81.99 亿美元（+21%）、51.73 亿美元（+26%）、49.58 亿美元（+13%）和27.59 亿美元（+24%）。畅销药物TOP3：Entresto（沙库巴曲缬沙坦）、Cosentyx（司库奇尤单抗）和 Kisqali（瑞波西利），分别实现了 46.18 亿美元（+22%）、31.63 亿美元（+11%）和 21.33 亿美元（+59%）的销售额。明星核药Pluvicto 上半年销售额达到8.25亿美元（+26%）。基于上半年的出色表现，诺华上调了 2025 年全年业绩预期。预计净销售额将实现高个位数增长。 9 拜耳 7月31日，拜耳公布2025年上半年业绩，总销售额244.77亿欧元（约271.01亿美元），同比下降1.7%。制药板块销售额90.18亿欧元（约99.85亿美元），同比增长0.6%。明星产品前列腺癌药物Nubeqa销售额10.61亿欧元（约11.75亿美元，+60%），心衰药物Kerendia收入3.44亿欧元（约3.81亿美元，+72%），眼科药物Eylea收入16.77亿欧元（18.57，+3.2%）；但抗凝药Xarelto因专利到期销售额下降29.9%，为12.83亿欧元（约14.21亿美元）。 10 BMS 7月31日，BMS公布2025年上半年业绩，总营收 234.70 亿美元，同比下降 2%，主要是美国地区收入下降。肿瘤领域，Opdivo（纳武利尤单抗）上半年收入48.24亿美元，同比增长8%，主要得益于其在免疫肿瘤治疗中的关键地位，尤其是在联合疗法中的强劲应用表现。其皮下注射剂型收入3800万美元，第二季度增长态势尤为突出。KRAS G12C 抑制剂Krazati（阿达格拉西）收入 9600 万美元（+81%）。Opdualag（纳武利尤单抗 + 瑞拉利单抗）收入5.37亿美元（+22%）。血液领域，Revlimid（来那度胺）（17.74 亿美元，- 41%）和 Pomalyst（泊马度胺）（13.66 亿美元，-25%）收入下滑。新一代产品CD19 CAR-T 疗法Breyanzi收入大涨134%，达6.07亿美元。心血管领域，Eliquis（阿哌沙班）收入72.45亿美元，同比增长 2%。Camzyos（玛伐凯泰）收入大涨88%，达4.19亿美元。交易方面，BMS与BioNTech签署全球联合开发和商业化协议，对PD-L1/VEGF 双特异性抗体 BNT327（来自普米斯）着重开发。基于增长产品的出色表现，BMS上调全年收入指引至465亿-475亿美元。参考资料： 1.各公司财务公告感谢关注、转发，转载授权、加行业交流群，请加管理员微信号“queenachuen”。 “在看”点一下

财报抗体药物偶联物并购免疫疗法细胞疗法

2025-07-31

·FiercePharma

Bristol Myers touts commercial execution, reckons with recent clinical setbacks

After four failed phase 3 trials, Bristol Myers Squibb CEO Chris Boerner said a new chief medical officer represents "an opportunity for a refresh." Bristol Myers Squibb had a strong quarter, with key drugs old and new coming in either above or in line with Wall Street’s expectations.The New Jersey pharma’s $12.3 billion revenues in the second quarter handily beat analysts’ consensus by 7.7%. As a result, the company raised its full-year revenue outlook by $700 million at the midpoint, to a new range between $46.5 billion and $47.5 billion.Both legacy products, such as blood cancer drug Revlimid and Pfizer-partnered blood thinner Eliquis, and newer drugs, including heart disease med Camzyos and cell therapy Breyanzi, outperformed expectations during the period. Most notably, despite a 38% year-over-year decline, Revlimid’s $838 million haul during the quarter landed a surprising 40% above consensus.But investors’ attention remains focused on the schizophrenia drug Cobenfy, despite its small $35 million contribution to BMS’ top line in the second quarter.The number slightly beat analysts’ projection of $32 million, as BMS continues to see prescription growth. Still, the sales are far from the multibillion-dollar territory that BMS and industry watchers believe the novel antipsychotic could reach. Cobenfy is now tracking over 2,000 total weekly scripts in the U.S., BMS Chief Commercialization Officer Adam Lenkowsky told investors on a call Thursday.“As we previously communicated, we knew it was going to take time to change what’s been decades of entrenched prescribing behavior; and indeed, I think that’s been the case,” Lenkowsky said.BMS is expanding its community field force to increase reach and frequency because “it takes multiple calls to change physician behavior,” he said. Addressing a common question from doctors about how to switch from traditional meds, BMS is introducing peer-to-peer assistance and running a phase 4 switch study, which is expected to read out this year.Lenkowsky described a phased approach to Cobenfy’s expansion: first in the community setting, then to hospitals and, ultimately, new indications.However, Cobenfy recently failed as an adjunctive treatment in patients with inadequately controlled schizophrenia. BMS, having observed a numerical improvement and a positive sign through a post-hoc subgroup analysis of the Arise trial, has said it would talk with the FDA about a potential path forward.That discussion has not yet happened, and BMS continues to analyze the data, BMS’ chief medical officer, Samit Hirawat, M.D., said on Thursday’s call.Meanwhile, investors are shifting their focus to Cobenfy’s opportunity in Alzheimer’s disease psychosis, with Adept-2, the first of three phase 3 trials, on track to report data this year. BMS needs at least two positive studies to be able to file for an approval there.Cobenfy is a combination of xanomeline and trospium chloride. Xanomeline has shown some benefits for treating psychosis symptoms in Alzheimer’s, but as one analyst noted on Thursday’s call, xanomeline on its own demonstrated a clear problem with patient dropouts in an earlier trial. Hirawat argued that people should not draw direct conclusions from that case, because BMS’ trials mark “a huge difference” from the xanomeline study conducted 30 years ago.Counting Cobenfy’s Arise trial flop, all four of BMS’ pivotal data readouts so far this year have been negative. The other three setbacks were Opdualag in adjuvant melanoma, Camzyos in non-obstructive hypertrophic cardiomyopathy and, more recently, Reblozyl in myelofibrosis-associated anemia. Clinical failures of those growth products don’t look very promising for a company that’s bracing itself for a major loss-of-exclusivity phase. But BMS CEO Chris Boerner appeared less concerned.“First, as we look back at the studies that haven’t gone the way we had anticipated, there are two things I think are important to keep in mind,” Boerner said on the investor call. “The first is that when you look at those studies in totality, while they were meant to answer important scientific questions or clinical practice questions, they collectively have relatively limited impact on the long-term growth of the company.”“What is more important is whether or not those studies have any implications going forward,” the chief executive continued. “And we don’t see any read-forward from those studies to future opportunities.”That said, BMS is bringing on a new chief medical officer as of Aug. 1: Cristian Massacesi, M.D., formerly AstraZeneca’s chief medical officer and oncology chief development officer.“In many respects, not just with respect to the early pipeline, but really across drug development, there’s going to be a focus that we have on execution,” Boerner said of Massacesi’s appointment.While Hirawat has laid the foundation for some R&D initiatives at BMS, “anytime you bring somebody in from outside the company, you would expect that they would bring a different approach, a different level of energy, a different way of thinking,” Boerner continued. “So, I think there’s an opportunity for a refresh there as well.”

临床3期高管变更

100 项与纳武利尤单抗/瑞拉利单抗相关的药物交易

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研发状态

批准上市

10 条最早获批的记录,

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适应症	国家/地区	公司	日期
转移性黑色素瘤	欧盟	Bristol-Myers Squibb Pharma EEIG	2022-09-15
转移性黑色素瘤	冰岛	Bristol-Myers Squibb Pharma EEIG	2022-09-15
转移性黑色素瘤	列支敦士登	Bristol-Myers Squibb Pharma EEIG	2022-09-15
转移性黑色素瘤	挪威	Bristol-Myers Squibb Pharma EEIG	2022-09-15
不可切除的黑色素瘤	欧盟	Bristol-Myers Squibb Pharma EEIG	2022-09-15
不可切除的黑色素瘤	冰岛	Bristol-Myers Squibb Pharma EEIG	2022-09-15
不可切除的黑色素瘤	列支敦士登	Bristol-Myers Squibb Pharma EEIG	2022-09-15
不可切除的黑色素瘤	挪威	Bristol-Myers Squibb Pharma EEIG	2022-09-15
黑色素瘤	美国	Bristol Myers Squibb Co.	2022-03-18

未上市

10 条进展最快的记录,

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适应症	最高研发状态	国家/地区	公司	日期
肿瘤	临床3期	美国	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	日本	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	阿根廷	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	澳大利亚	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	奥地利	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	比利时	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	巴西	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	智利	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	哥伦比亚	Bristol Myers Squibb Co.	2024-10-07
肿瘤	临床3期	丹麦	Bristol Myers Squibb Co.	2024-10-07

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研究	分期	人群特征	评价人数	分组	结果	评价	发布日期


NCT05002569 (RELATIVITY-098, Company_Website) 人工标引	临床3期	黑色素瘤辅助	-	Opdualag	衊淵憲選壓壓壓膚繭選(醖範鬱繭顧繭壓壓齋醖) = did not meet its primary endpoint. 積積觸醖糧鑰選觸壓獵 (壓製鹹醖蓋遞鹽鏇願觸 ) 未达到	不佳	2025-02-13
				Opdivo
ESMO2024 人工标引	N/A	黑色素瘤二线 \| 一线 \| 新辅助	205	Nivolumab/Relatlimab	鬱襯蓋艱窪襯鏇鹹網鏇(襯鹹衊襯蓋築觸糧觸齋) = 獵鑰蓋襯構顧積糧夢蓋憲製憲襯範齋鏇襯構鑰 (鹽淵鏇獵鬱鹽膚夢簾選 ) 更多	积极	2024-09-14
				Nivolumab/Relatlimab (subsequent line(C2))	鬱襯蓋艱窪襯鏇鹹網鏇(襯鹹衊襯蓋築觸糧觸齋) = 願醖製夢網積艱窪襯鹽憲製憲襯範齋鏇襯構鑰 (鹽淵鏇獵鬱鹽膚夢簾選 ) 更多
NEWS 人工标引	临床2/3期	黑色素瘤	714	Opdualag	製簾觸鹽鑰鬱築醖鑰鏇(齋壓襯願鹽壓築顧簾蓋) = 顧網憲醖鏇鬱顧觸積艱遞顧淵築糧願鹹築簾齋 (淵顧觸網鑰獵製範顧醖 )	积极	2024-01-03
				nivolumab	製簾觸鹽鑰鬱築醖鑰鏇(齋壓襯願鹽壓築顧簾蓋) = 膚齋範醖衊遞鹹餘艱艱遞顧淵築糧願鹹築簾齋 (淵顧觸網鑰獵製範顧醖 )
NCT03662659 (RELATIVITY-060, CTgov)	临床2期	胃食管交界处癌 \| 胃食管交界处腺癌	274	BMS986213 (BMS986213 + Chemotherapy)	夢襯製糧襯積壓衊醖鏇 = 夢鹹獵遞遞膚窪鬱鬱顧顧鑰繭餘餘鑰繭壓鹹顧 (築鹽衊醖鬱鬱繭顧構蓋, 繭衊鑰築醖獵壓構積壓 ~ 廠繭築積襯觸鹽餘餘鏇) 更多	-	2022-05-09
				Nivolumab (Nivolumab + Chemotherapy)	夢襯製糧襯積壓衊醖鏇 = 齋積餘獵糧膚鑰襯遞遞顧鑰繭餘餘鑰繭壓鹹顧 (築鹽衊醖鬱鬱繭顧構蓋, 遞夢齋築觸醖範鹹壓鹹 ~ 繭糧齋夢積簾網餘淵鹽) 更多