HP-518

Metastatic Castration-Resistant Prostate Cancer (mCRPC) refers to prostate cancer that has spread (metastasized) to other parts of the body and continues to progress despite treatments that lower testosterone levels (androgen deprivation therapy or ADT) major pharmaceutical companies are heavily investing in research and development of new treatments, including immunotherapy (e.g., sipuleucel-T) and targeted therapies, which are seen as the next frontier in treating mCRPC. The use of precision medicine to identify genetic profiles in patients has further expanded the potential for targeted treatment. LAS VEGAS , Oct. 10, 2024 /PRNewswire/ -- DelveInsight's ' Metastatic Castration-Resistant Prostate Cancer Pipeline Insight 2024 ' report provides comprehensive global coverage of pipeline mCRPC therapies in various stages of clinical development, major pharmaceutical companies are working to advance the pipeline space and future growth potential of the mCRPC pipeline domain. Key Takeaways from the Metastatic Castration-Resistant Prostate Cancer Pipeline Report DelveInsight's mCRPC pipeline report depicts a robust space with 90+ active players working to develop 100+ pipeline therapies for mCRPC treatment. Key mCRPC companies such as Regeneron Pharmaceuticals, AstraZeneca, Hinova Pharmaceuticals, Zenith Epigenetic, Eli Lilly and Company, Astellas Pharma, Seagen, Pfizer, Progenics Pharmaceutical, Molecular Insight Pharmaceuticals, Bayer, Accutar Biotechnology Inc, Hinova Pharmaceuticals, Forma Therapeutics, Inc., HALDA THERAPEUTICS INC., Tavanta Therapeutics, Lantheus, Pfizer, AB Science, Syntrix Pharmaceuticals, Exelixis, Laekna Therapeutics Shanghai Co. Ltd., Cardiff Oncology, Ipsen, Norroy Bioscience, Astellas Pharma, Novartis, Johnson & Johnson, Tempest Therapeutics, and others are evaluating new mCRPC drugs to improve the treatment landscape. Promising mCRPC pipeline therapies such as REGN 4336, Capivasertib, Deutenzalutamide, ZEN003694, Abemaciclib, Enfortumab vedotin, Talazoparib, I-131-1095, Pelgifatamab corixetan, AC176, HP518, FT-7051, HLD-0915, TAVT-45, PNT2002, Mevrometostat, Masitinib, SX-682, XL092, LAE001, Onvansertib, Tazemetostat, 177Lu-NYM032, PRL-02, 225 Actinium PSMA 617, ARX51, TPST-1120, and others are under different phases of mCRPC clinical trials. In October 2024, Curium announced that it had entered into a strategic partnership with PDRadiopharma Inc, a wholly-owned subsidiary of PeptiDream, for the clinical development, regulatory filing, and commercialization in Japan of 177Lu-PSMA-I&T and 64Cu-PSMA-I&T. The two agents 177Lu-PSMA-I&T and 64Cu-PSMA-I&T target prostate-specific membrane antigen (PSMA) expressed on prostate cancer cells and are being investigated for prostate cancer treatment and diagnostics. In July 2024, the US FDA granted fast-track designation to the prostate-specific membrane antigen (PSMA)–targeted radiopharmaceutical 225Ac-FL-020 for the treatment of patients with metastatic castration-resistant prostate cancer (mCRPC). In July 2024, Merck and Orion Corporation announced the mutual exercise of option providing Merck global exclusive rights to Opevesostat, an investigational CYP11A1 inhibitor, for the treatment of Metastatic Castration-Resistant Prostate Cancer. In July 2024, the US FDA granted fast-track designation to the antibody-drug conjugate (ADC) BNT324/DB-1311 to potentially treat patients with unresectable advanced or metastatic castration-resistant prostate cancer (mCRPC) whose disease had progressed on or after standard systemic regimens. In July 2024, FutureChem announced that the FC-705 has received orphan drug designation from the Ministry of Food and Drug Safety (MFDS) for the treatment of prostate cancer. In June 2024, CAR T-Cell Therapy demonstrated promising results for mCRPC according to Phase I trial results. In January 2024, Lava Therapeutics announced that it has signed a clinical trial collaboration and supply agreement with Merck to evaluate its prostate cancer therapy LAVA-1207 as a combination treatment with MSD's Keytruda (pembrolizumab). In July 2024, Blue Earth Therapeutics announced the signing of a clinical research collaboration with University College London (UCL). The collaboration is centered on a Phase I/II trial designed to evaluate the safety, tolerability, radiation dosimetry, and antitumor activity of the 225Ac-rhPSMA-10.1 in men with metastatic castrate-resistant prostate cancer who have previously responded to lutetium 177 (177Lu)-PSMA therapy. Request a sample and discover the recent advances in mCRPC treatment drugs @ Metastatic Castration-Resistant Prostate Cancer Pipeline Report The mCRPC pipeline report provides detailed profiles of pipeline assets, a comparative analysis of clinical and non-clinical stage mCRPC drugs, inactive and dormant assets, a comprehensive assessment of driving and restraining factors, and an assessment of opportunities and risks in the mCRPC clinical trial landscape. Metastatic Castration-Resistant Prostate Cancer Overview Metastatic castration-resistant prostate cancer (mCRPC) is an advanced stage of prostate cancer that continues to grow and spread despite hormone therapy aimed at lowering testosterone levels. The term "metastatic" refers to cancer spreading to other parts of the body, such as the bones, lymph nodes, or distant organs, while "castration-resistant" indicates that the cancer no longer responds to treatments that reduce testosterone, a key driver of prostate cancer growth. mCRPC is typically more aggressive and challenging to treat than earlier stages of prostate cancer. The causes of mCRPC stem from genetic and environmental factors. Genetic mutations in the androgen receptor pathway can make cancer cells less dependent on testosterone, allowing them to thrive even under hormone-suppressing treatments. Environmental factors like diet, lifestyle, and exposure to certain chemicals may also contribute to the development and progression of prostate cancer. Symptoms of mCRPC often include pain in bones, fatigue, difficulty urinating, weight loss, and general weakness. As the cancer spreads, it can impair the function of other organs, depending on the site of metastasis. Diagnosis of mCRPC usually involves a combination of tests, including prostate-specific antigen (PSA) blood tests, imaging studies like CT scans, MRIs, or bone scans, and sometimes biopsies to confirm the spread and resistance to treatment. Treatment options for mCRPC are more complex and may include newer hormonal therapies (e.g., abiraterone, enzalutamide), chemotherapy (docetaxel or cabazitaxel), immunotherapy (e.g., sipuleucel-T), or targeted therapies such as PARP inhibitors. Bone-targeting therapies, radiation, and palliative care can also be used to manage symptoms and improve the quality of life. Treatment is typically tailored to the individual based on the extent of the disease and the patient health. Find out more about mCRPC treatment drugs @ Drugs for Metastatic Castration-Resistant Prostate Cancer Treatment A snapshot of the mCRPC Pipeline Drugs mentioned in the report: Learn more about the emerging mCRPC pipeline therapies @ Metastatic Castration-Resistant Prostate Cancer Clinical Trials Metastatic Castration-Resistant Prostate Cancer Therapeutics Assessment The mCRPC pipeline report proffers an integral view of the mCRPC emerging novel therapies segmented by stage, product type, molecule type, mechanism of action, and route of administration. Scope of the Metastatic Castration-Resistant Prostate Cancer Pipeline Report Coverage: Global Therapeutic Assessment By Product Type: Mono, Combination, Mono/Combination Therapeutic Assessment By Clinical Stages: Discovery, Pre-clinical, Phase I, Phase II, Phase III Therapeutics Assessment By Route of Administration: Oral, Intravenous, Subcutaneous Therapeutics Assessment By Molecule Type: Small molecule, Cell therapy, Peptides, Polymer, Small molecule, Gene therapy Therapeutics Assessment By Mechanism of Action: Androgen receptor degradation enhancers, Antibody-dependent cell cytotoxicity, Proto-oncogene protein c-akt inhibitors, Androgen receptor antagonists, Bromodomain and extraterminal domain protein inhibitors, Cyclin-dependent kinase 4 inhibitors, Cyclin-dependent kinase 6 inhibitors, Ionizing radiation emitters, PPAR alpha antagonists. Key Metastatic Castration-Resistant Prostate Cancer Companies: Regeneron Pharmaceuticals, AstraZeneca, Hinova Pharmaceuticals, Zenith Epigenetic, Eli Lilly and Company, Astellas Pharma, Seagen, Pfizer, Progenics Pharmaceutical, Molecular Insight Pharmaceuticals, Bayer, Accutar Biotechnology Inc, Hinova Pharmaceuticals, Forma Therapeutics, Inc., HALDA THERAPEUTICS INC., Tavanta Therapeutics, Lantheus, Pfizer, AB Science, Syntrix Pharmaceuticals, Exelixis, Laekna Therapeutics Shanghai Co. Ltd., Cardiff Oncology, Ipsen, Norroy Bioscience, Astellas Pharma, Novartis, Johnson & Johnson, Tempest Therapeutics, and others. Key Metastatic Castration-Resistant Prostate Cancer Pipeline Therapies: REGN 4336, Capivasertib, Deutenzalutamide, ZEN003694, Abemaciclib, Enfortumab vedotin, Talazoparib, I-131-1095, Pelgifatamab corixetan, AC176, HP518, FT-7051, HLD-0915, TAVT-45, PNT2002, Mevrometostat, Masitinib, SX-682, XL092, LAE001, Onvansertib, Tazemetostat, 177Lu-NYM032, PRL-02, 225 Actinium PSMA 617, ARX51, TPST-1120, and others. Dive deep into rich insights for new drugs for mCRPC treatment, visit @ Metastatic Castration-Resistant Prostate Cancer Drugs Table of Contents For further information on the mCRPC Cancer pipeline therapeutics, reach out @ Metastatic Castration-Resistant Prostate Cancer Treatment Drugs Related Reports Metastatic Castration-Resistant Prostate Cancer Market Metastatic Castration-Resistant Prostate Cancer Market Insights, Epidemiology, and Market Forecast – 2034 report deliver an in-depth understanding of the disease, historical and forecasted epidemiology, market share of the individual therapies, and key mCRPC companies including AstraZeneca, Merck Sharp & Dohme, Hinova Pharmaceuticals, Pfizer, Astellas Pharma, Modra Pharmaceuticals, AB Science, Eli Lilly and Company, Zr Pharma & GmbH, Bristol-Myers Squibb, Ipsen, Exelixis, Takeda, Janssen Research & Development, Tesaro, Lantheus Holdings, Kintor Pharmaceutical, MacroGenics, Daiichi Sankyo, Madison Vaccines, Novartis, Point Biopharma, Xencor, Essa Pharma, Telix International, Bayer, Arvinas, among others. Metastatic Prostate Cancer Market Metastatic Prostate Cancer Market Insights, Epidemiology, and Market Forecast – 2034 report deliver an in-depth understanding of the disease, historical and forecasted epidemiology, market share of the individual therapies, and key metastatic prostate cancer companies including AstraZeneca, Arvinas, Madison Vaccines, Phosplatin Therapeutics, Hinova Pharmaceuticals, Bristol Myers Squibb, Merck, MacroGenics, Daiichi Sankyo, Seagen, Taiho Pharmaceutical, Modra Pharmaceuticals, Xencor, Point Biopharma, Lantheus Holdings, Zenith Epigenetics, Essa Pharma, Telix Pharmaceuticals, Kintor Pharmaceutical, AB Science, Eli Lilly and Company, Exelixis among others. Metastatic Castration-Sensitive Prostate Cancer Market Metastatic Castration-Sensitive Prostate Cancer Market Insights, Epidemiology, and Market Forecast – 2034 report delivers an in-depth understanding of the disease, historical and forecasted epidemiology, market share of the individual therapies, and key mCSPC companies including Myovant Sciences, Pfizer, Bayer, Orion, Novartis, AstraZeneca, Pfizer, Janssen, Merck, Eli Lilly, among others. Metastatic Castration-Sensitive Prostate Cancer Pipeline Metastatic Castration-Sensitive Prostate Cancer Pipeline Insight – 2024 report provides comprehensive insights about the pipeline landscape, including clinical and non-clinical stage products, and the key mCSPC companies, including Myovant Sciences, Pfizer, Bayer, Orion, Novartis, AstraZeneca, Pfizer, Janssen, Merck, Eli Lilly, among others. About DelveInsight DelveInsight is a leading Business Consultant and Market Research firm focused exclusively on life sciences. It supports pharma companies by providing comprehensive end-to-end solutions to improve their performance. Get hassle-free access to all the healthcare and pharma market research reports through our subscription-based platform PharmDelve . Contact Us Shruti Thakur [email protected] +14699457679 Logo: SOURCE DelveInsight Business Research, LLP WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In GET STARTED

与中药行业一样，化药行业也呈现出“冰火两重天”的局面。 根据同花顺i问财数据，今年上半年，A股157家化学制药公司（包括化学制剂和原料药公司），仅有四成（63家）实现了正增长（企业的总营收和归母净利润同比增速均为正值） 另外，从股价表现来看，今年以来截至8月30日收盘，157家化药公司中有137家出现股价下跌，其中跌幅超过40%的有16家，跌幅超过50%的有7家。 然而，在这样的环境下，仍有一些化药公司表现亮眼。 近六成负增长， 31家净利润为负 2024年上半年，大部分化药企业都出现了业绩下滑的情况。 根据同花顺i问财数据，今年上半年，A股157家化药公司中，有94家出现了负增长（企业的总营收和归母净利润同比增速均为负值，及其中之一为负值），占比近六成（达到59.87%）。 从营业收入角度看，共有58化药公司的总营收超过10亿元，其中有6家超过100亿元，迈入了“百亿俱乐部”，分别为华东医药、复星医药、恒瑞医药、人福医药、百济神州、科伦药业；总营收同比下滑超过10%的企业共有46家，下滑超过30%的有17家，包括*ST景峰（景峰医药）、ST三圣（三圣股份）等。 景峰医药的主要产品聚焦于心脑血管、骨科、抗肿瘤三大领域，今年上半年实现总营收同比下滑46.76%，且归母净利润亏损额同比扩大。这主要是由于作为公司收入、利润主要来源的重要子公司大连德泽药业本期不再纳入合并范围，致使公司主营业务萎缩。 不过，从今年7月2日石药控股高管空降、拟参与景峰医药重整，到8月27日景峰医药发布公告称“确定以石药控股作为牵头投资人的联合体为中选重整投资人”，*ST景峰的股价累计涨幅超过400%。 石药控股之所以看中景峰医药，在于其拥有不少极具市场前景的产品管线，包括8个全国独家产品，以及占据国内市场主导地位的心脑血管产品参芎葡萄糖注射液、治疗骨科关节炎的玻璃酸钠注射液等。 图片来源：安信证券研报 在净利润方面，今年上半年，A股157家化药公司中，百利天恒、恒瑞医药、新和成、科伦药业等9家企业净利润超过10亿元；净利润同比下滑超过10%的企业有54家，下滑超过50%的有25家。 另外，有31家化药企业的归母净利润为负，公司类型包括传统化药公司、原料药公司以及尚未实现盈利的Biotech，比如富祥药业、百济神州、迪哲医药等。 值得一提的是，今年上半年，富祥药业、百济神州、迪哲医药均实现归母净利润同比亏损收窄，其中百济神州的总营收高达119.96亿元，同比增长65.44%，这主要得益于泽布替尼、替雷利珠单抗以及安进授权产品的销售增长。 63家实现正增长， 恒瑞、科伦、百济营收破百亿 尽管化药行业普遍承压，仍有一些公司异军突起，抵挡住了市场的冷风，实现了总营收与净利润双双攀升。 根据同花顺i问财数据，今年上半年，A股157家化学制药公司（包括化学制剂和原料药公司），共有63家实现了正增长（企业的总营收和归母净利润同比增速均为正值），占比达到40.13%。 在这63家化药公司中，有4家总营收超过100亿元，包括华东医药、恒瑞医药、百济神州、科伦药业。 “医药一哥”恒瑞医药交出了靓丽成绩单：实现总营收136.01亿元，同比增长21.78%，归母净利润34.32亿元，同比增长48.67%，这主要得益于创新药收入实现同比增长33%至66.12亿元（含税，不含对外许可收入），无惧竞争加剧、产品降价及准入难等因素影响，以及收到的Merck Healthcare 1.6亿欧元对外许可首付款确认为收入。 “已经上岸了”的科伦药业，实现总营收、归母净利润分别为118.27亿元、18亿元，同比增长9.52%、28.24%，这主要得益于公司持续优化输液产品结构，利用集采中标优势扩大市场并降低销售费用，同时原料药中间体主要产品量价齐升，川宁生物向本公司贡献归母净利润同比增加2.72亿元，以及科伦博泰海外授权收入大增，向本公司贡献归母净利润同比增加1.9亿元。 表1 2024年上半年化药企业归母净利润排名TOP10 数据来源：同花顺i问财 尤其是百利天恒，今年上半年不仅实现总营收和净利润双双增长，而且净利润达到46.66亿元，同比暴增1521.28%，这主要是由于公司收到BMS基于EGFR×HER3双抗ADC药物BL-B01D1支付了8亿美元首付款。 值得关注的还有艾力斯，上半年实现总营收和净利润同比增长均超过100%，主要原因是公司核心产品甲磺酸伏美替尼片自一线治疗适应症被纳入医保后实现放量大幅增长，以及各项期间费用得到有效管控，降本增效取得了显著成果。 此外，实现净利润同比增长超过100%的化药企业，还有亿帆医药、海思科、奥赛康、溢多利等。 截至2024年中报披露日，亿帆医药的重点产品亿立舒已在中国、美国、欧盟等31个国家/区域获准上市销售，并计划于今年9月底开始陆续向境外部分市场发货。 今年上半年，海思科有两款创新药获批上市：苯磺酸克利加巴林胶囊、考格列汀片，前者是第三代中枢神经系统钙离子通道调节剂，分别于今年5月、6月获批治疗成人糖尿病性周围神经病理性疼痛（DPNP）以及带状疱疹后神经痛，后者是用于2型糖尿病的全球首个双周口服超长效二肽基肽激酶抑制剂（DPP-4i）。 51家研发投入超1亿元， 百济、恒瑞分列一二名 当前，化药企业都处于创新转型的关键时期，研发投入的战略地位日益凸显。企业不仅要在现有产品上进行持续改进和优化，更要通过研发投入开拓新的治疗领域。 根据同花顺i问财数据，今年上半年，A股157家化药公司中，有56家研发投入总额超过1亿元，其中有4家超过10亿元（注：研发投入总额包括研发费用、费用化和资本化研发投入）。 研发投入总额排名前10的化药企业，分别为百济神州、恒瑞医药、复星医药、科伦药业、健康元、华东医药、人福医药、百利天恒、华海药业、丽珠集团，其中百济、恒瑞分别以66.28亿元、38.6亿元位列行业第一，第二名，而且研发投入总额占营业总收入比例分别达到55.25%、28.38%。 表2 2024年上半年化药企业研发投入总额排名TOP10 数据来源：同花顺i问财 截至今年上半年，恒瑞医药ADC平台已有12个新型、具有差异化的ADC分子成功获批临床，SHR-A1811（HER2 ADC）、SHR-A1921（TROP2 ADC）、SHR-A1904（CLAUDIN18.2 ADC）三款产品进入Ⅲ期临床。 在2024年ESMO大会上，恒瑞公布了SHR-A1921治疗铂耐药卵巢癌的首次人体试验I期研究结果：在可评估的患者中，ORR为48.8%，疾病控制率（DCR）为97.7%，mDoR为6.4个月。47.6%的确诊应答仍在进行中，mPFS为7.2个月，中位OS未达到，6个月OS率为91.9%。 另外，恒瑞还公布了SHR-A1904治疗胃或胃食管交界处癌（GC/GEJC）的I期研究结果：在基线和≥1次基线后评估的患者中，6.0 mg/kg剂量组中，ORR、DCR分别为55.6%、88.9%；8.0 mg/kg剂量组中，ORR、DCR分别为36.7%、86.7%。 尤其对于尚未盈利，或实现营收较少的Biotech，研发投入的重要性更是不言而喻。 今年上半年，研发投入总额占营业总收入比例最高的前10家化药企业，分别是海创药业、首药控股、益方生物、盟科药业、亚虹医药、迪哲医药、前沿生物、泽璟制药、微芯生物、百济神州。 表3 2024年上半年化药企业研发投入总额占比排名TOP10 数据来源：同花顺i问财 海创药业以靶向蛋白降解PROTAC技术和氘代技术等平台为基础，在癌症和代谢疾病领域构建了9项在研管线，其中治疗前列腺癌症的HC-1119已提交上市申请，还有4款管线处于临床研究的不同阶段（HP518、HP501、HP537、HP560）。 泽璟制药在肿瘤、出血及血液、免疫炎症性和肝胆等多个治疗领域，布局了丰富的产品管线，其中多纳非尼片（针对肝癌、甲状腺癌）和重组人凝血酶（用于止血）均已获批上市；JAK抑制剂盐酸吉卡昔替尼片治疗骨髓纤维化已提交上市申请，注射用重组人促甲状腺激素的甲状腺癌诊断用药适应症也已提交上市申请。 特别是吉卡昔替尼，目前还在开展多个针对自免疾病的II期及以上临床试验，包括斑秃、特应性皮炎、强直性脊柱炎和斑块状银屑病等，极具市场潜力。 结语 回顾今年上半年的化药行业，可以说是一个充满变数与机遇的时期。 在这个时期，有的企业因为市场环境的变化而陷入了困境，但也有一些企业凭借敏锐的市场洞察力和灵活的应对策略，成功抓住了机遇，实现了快速发展。 这种“冰火两重天”的局面，不仅揭示了化药行业的残酷竞争，也展现了优秀企业的顽强生命力和创新能力。 参考资料： 1.各家公司的财报、公告、官微 2.安信证券研报 声明：本内容仅用作医药行业信息传播，为作者独立观点，不代表药智网立场。如需转载，请务必注明文章作者和来源。对本文有异议或投诉，请联系maxuelian@yaozh.com。 责任编辑 | 史蒂文 转载开白 | 马老师 18996384680（同微信） 商务合作 | 王存星 19922864877（同微信）  阅读原文，是受欢迎的文章哦