Dostarlimab-gxly

▎Armstrong2024年5月，康方生物PD-1/VEGF双抗依沃西单抗首个三期临床达到PFS并在国内获批上市以来，MNC开始认可PD-1/VEGF并积极入场，默沙东以33亿美元引进礼新医药一期临床的PD-1/VEGF双抗，辉瑞以60.5亿美元引进三生制药的PD-1/VEGF双抗，百时美施贵宝以111亿美元引进BioNTech的PD-L1/VEGF双抗（收购普米斯生物获得）。面对潜在新一代的IO基石，还有哪些MNC可能会成为潜在买家？首先看PD-(L)1领域的IO格局，2024年PD-(L)1抗体市场规模达到534亿美元，默沙东Keytruda销售额294.82亿美元，百时美施贵宝Opdivo销售额101.29亿美元，阿斯利康Imfinzi销售额47.17亿美元，罗氏Tecentriq销售额44.50亿美元，再生元Libtayo销售额12.17亿美元，辉瑞/默克Bavencio销售额7.96亿美元，葛兰素史克Jemperli销售额6.03亿美元，礼来曾引进信达生物的Tyvyt但没能在美国获批上市。如今PD-1头部的默沙东与百时美施贵宝已经先后引进PD-(L)1/VEGF双抗，PD-L1的头部企业阿斯利康、罗氏则有可能进一步布局PD-1/VEGF双抗。阿斯利康其实是MNC中最早谋求布局PD-1双抗迭代PD-1的企业，PD-1/TIGIT、PD-1/CTLA-4均已启动多项三期临床，两者都属于双免双抗，不排除会进一步布局PD-1/VEGF双抗。罗氏一度将IO迭代的重心放在PD-L1+TIGIT联合治疗，但随着多项三期临床失败，罗氏亟需布局新一代的IO产品。作为贝伐珠单抗的原研企业，罗氏布局PD-1/VEGF双抗同样是大概率事件。此外，阿斯利康、罗氏都是ADC领域的主要玩家，对新一代IO产品的需求同样迫切。总结除上述几家MNC外，葛兰素史克、礼来、默克都布局PD-1产品，但在IO领域都属于后来者，近年来几家企业同样开始布局ADC，因此也有可能通过布局PD-1/VEGF双抗以抢夺IO领域的竞争机会。Armstrong技术全梳理系列GPRC5D靶点全梳理；CD40靶点全梳理；CD47靶点全梳理；补体靶向药物技术全梳理；补体药物：眼科治疗的重要方向；Claudin 6靶点全梳理；Claudin 18.2靶点全梳理；靶点冷暖，行业自知；中国大分子新药研发格局；被炮轰的“me too”；佐剂百年史；胰岛素百年传奇；CUSBEA：风雨四十载；中国新药研发的焦虑；中国生物医药企业的研发竞争；中国双抗竞争格局；中国ADC竞争格局；中国双抗技术全梳理；中国ADC技术全梳理；Ambrx技术全梳理；Vir Biotech技术全梳理；Immune-Onc技术全梳理；亘喜生物技术全梳理；康哲药业技术全梳理；科济药业技术全梳理；恺佧生物技术全梳理；同宜医药技术全梳理；百奥赛图技术全梳理；腾盛博药技术全梳理；创胜集团技术全梳理；永泰生物技术全梳理；中国抗体技术全梳理；德琪医药技术全梳理；德琪医药技术全梳理2.0；和铂医药技术全梳理；荣昌生物技术全梳理；再鼎医药技术全梳理；药明生物技术全梳理；恒瑞医药技术全梳理；豪森药业技术全梳理；正大天晴技术全梳理；吉凯基因技术全梳理；基石药业技术全梳理；百济神州技术全梳理；百济神州技术全梳理第2版；信达生物技术全梳理；信达生物技术全梳理第2版；中山康方技术全梳理；复宏汉霖技术全梳理；先声药业技术全梳理；君实生物技术全梳理；嘉和生物技术全梳理；志道生物技术全梳理；道尔生物技术全梳理；尚健生物技术全梳理；康宁杰瑞技术全梳理；科望医药技术全梳理；岸迈生物技术全梳理；礼进生物技术全梳理；康桥资本技术全梳理；余国良的抗体药布局；荃信生物技术全梳理；安源医药技术全梳理；三生国健技术全梳理；仁会生物技术全梳理；乐普生物技术全梳理；同润生物技术全梳理；宜明昂科技术全梳理；派格生物技术全梳理；迈威生物技术全梳理；Momenta技术全梳理；NGM技术全梳理；普米斯生物技术全梳理；普米斯生物技术全梳理2.0；三叶草生物技术全梳理；贝达药业抗体药全梳理；泽璟制药抗体药全梳理；恒瑞医药抗体药全梳理；齐鲁制药抗体药全梳理；石药集团抗体药全梳理；豪森药业抗体药全梳理；华海药业抗体药全梳理；科伦药业抗体药全梳理；百奥泰技术全梳理；凡恩世技术全梳理。

SAN DIEGO, CA, USA I June 03, 2025 I AnaptysBio, Inc. (Nasdaq: ANAB), a clinical-stage biotechnology company focused on delivering innovative immunology therapeutics, today announced that investigational rosnilimab, a depleter and agonist targeting PD-1+ T cells, demonstrated a best-in-disease profile in patients with moderate-to-severe rheumatoid arthritis (RA). In the robust, global 424-patient Phase 2b trial, rosnilimab achieved JAK-like efficacy on multiple clinically meaningful measures, including low disease activity (LDA) and remission on the Clinical Disease Activity Index (CDAI), as well as ACR70 response, over a six-month period. Furthermore, responses were then durable for at least two months off drug. Rosnilimab was safe and well tolerated, particularly when compared to standard of care biologics or JAKs. “This is exciting news for patients living with RA, who cycle through numerous treatment options without achieving a low level of disease activity shown to be correlated with slowing of disease progression. The updated Phase 2b data for rosnilimab confirm a best-in-disease profile through six months that is safe and well tolerated, with JAK-like efficacy and the potential to be administered in a monthly, subcutaneous dose. Additionally, responses after six months of treatment are durable for at least two months off drug, suggesting the potential for extended, every eight-week dosing intervals during maintenance treatment,” said Daniel Faga, president and chief executive officer of Anaptys. “These findings, consistent with compelling and objective translational data, surpass our target product profile for rosnilimab in the ~$20 billion U.S. RA market. Our next priority is to complete the ongoing Phase 2 study for rosnilimab in UC, which is on track to report initial data in Q4 2025.” Most rosnilimab patients showed symptomatic and clinical improvement by three months. As previously reported, all three doses of rosnilimab achieved statistically significant reductions in mean change from baseline in DAS-28 CRP, the study’s primary endpoint, as well as for ACR20, at Week 12 versus placebo. During the three-month placebo-controlled period in both b/tsDMARD-naïve and b/tsDMARD-experienced patients, rosnilimab demonstrated a rapid onset of ACR20 response, an accepted Phase 3 registrational endpoint, as well as a substantial decrease in objective measures such as C-reactive protein (CRP), that were both comparable to the Phase 2b trial results of upadacitinib. Rosnilimab demonstrated JAK-like efficacy with deepening of responses through six months on CDAI LDA, CDAI remission and ACR70. Importantly, this is particularly observed in the b/tsDMARD-experienced patients for the 400mg Q4W and 600mg Q2W doses, showing a dose response relative to the 100mg Q4W dose. At baseline, patients had high disease activity with a mean CDAI of 38 and median CDAI of 36. Of the 318 rosnilimab patients in the intent to treat (ITT) population, CDAI of ≤10 (LDA) was achieved by 45% of patients by Week 12 and increased to 69% of patients (220 responders) across all three doses at Week 14, the timepoint required in the trial to be eligible to remain in the all-active treatment period on rosnilimab through Week 28. This sets a ceiling on the number of CDAI LDA responders at Week 28 when using a non-responder imputation (NRI) analysis of the ITT population to calculate rosnilimab response rates. Max response rates for rosnilimab have not yet been observed as strict criteria at Week 14 prevented patients with meaningful improvement from continuing treatment in the trial. For example, 12 patients achieved CDAI LDA four or six weeks after their last rosnilimab dose at their first follow-up visit (Week 18), but were ineligible to continue in the all-active treatment period and imputed as non-responders at Week 28 in the below NRI analysis. If these 12 responding patients had been eligible to continue treatment, CDAI LDA would have been up to 232 responders (73%) of 318 rosnilimab patients in the ITT across all three doses. Of the remaining patients ineligible to enter the all-active treatment period, ~50% had achieved ACR20 at Week 14 and were trending toward CDAI LDA. The following data table reports the results at Week 28 (six months) using a conservative NRI analysis of the ITT population of rosnilimab patients randomized in the trial, which counts as responses only patients who entered the all-active treatment period at Week 14 and were in response at Week 28: NRI analysis on ITT population (n =318 total rosnilimab patients; 188 b/tsDMARD-naïve, 130 b/tsDMARD-experienced); Values rounded to the nearest whole number CDAI LDA responders at Week 28 had durable responses for at least two months off drug, supporting the potential for maintenance dosing with extended dosing intervals (e.g. Q8W). As of the March 11, 2025 data cutoff date, 83% were still in LDA at Week 34 across all doses. Of the remaining 17% of patients who did not sustain CDAI LDA at Week 34, most remained near the cutoff of CDAI=10, with a median CDAI of 13. Importantly, rosnilimab demonstrated clinically meaningful improvements that deepened through Week 28 across multiple validated patient-reported outcomes, including the pain visual analog scale (VAS) and the health assessment questionnaire, or HAQ-Disability Index (DI), a self-reporting tool to measure function and disability. The Pain VAS scale ranges from zero to 100, where scores of 20 indicate mild pain and above 60 indicate severe pain. The rosnilimab patients who entered the all-active treatment period improved on the Pain VAS from a mean baseline of ~65 to ~15, a ~50-point change where the minimal clinically important difference (MCID) is a ~10-point change from baseline. HAQ-DI scores range from zero to three, where scores of one to two indicate moderate to severe disability. The rosnilimab patients who entered the all-active treatment period with a score of ~1.6 reported a 0.9-point reduction in the HAQ-DI to ~0.7, where the MCID is a 0.22-point change from baseline. Clinical outcomes were further substantiated by compelling and objective translational data. An ~50% reduction in the mean CRP from baseline, an objective measure of inflammation, was observed through Week 28 in rosnilimab patients who entered the all-active period. Additionally, translational blood and synovial biopsy biomarker data showed differentiated and consistent immunological impact with robust, on-target pharmacological activity in rosnilimab patients that was not observed on placebo. In blood, rosnilimab demonstrated rapid, deep and sustained reductions of ~90% in PD-1 high T cells and ~50% in PD-1+ T cells, and an increase in total Tregs. Together, this resulted in stable total T cell counts and favorable T cell composition reflective of healthy immune homeostasis. Additionally, synovial biopsies of the most impacted joint taken at baseline and after six weeks showed a deep reduction of ~90% in PD-1+ T cells at the 400mg Q4W and 600mg Q2W doses, showing a dose response relative to the 100mg Q4W dose. Gene expression studies of the synovium demonstrated significant decreases of T cell activation and B cell activation pathways in rosnilimab patients. Similarly, highly significant decreases in additional downstream pathways including those relevant to TNF and IL-6 within the synovium were observed. “RA is a chronic disease that often begins in early adulthood, making it critical to effectively control disease activity over a patient’s entire lifetime and prevent damage to joints and other organs, reduce pain and improve quality of life. Witnessing rosnilimab, with its novel mode of action, dramatically reduce RA disease activity through six months in most patients, whether having failed multiple classes of b/tsDMARD therapies or b/tsDMARD-naïve, is truly exciting for patients living with this disease and the field of RA treatment,” said Jonathan Graf, M.D., professor of Medicine, Division of Rheumatology at the University of California, San Francisco and RENOIR investigator. “Additionally, impressive translational data provide further evidence that by targeting specific PD-1 expressing cells, rosnilimab has a substantial impact downstream on multiple known pathways that drive RA pathogenesis, with the potential to restore immune homeostasis necessary to achieve meaningful, long-lasting disease remission.  Developing innovative and safe treatment options with novel modes of action for long-term use is crucial to meet the urgent needs of today’s patients with lifelong disease.” Rosnilimab Was Well Tolerated with No Safety Signals Consistent with prior studies, a favorable safety and tolerability profile across all rosnilimab doses was observed with no treatment-related serious adverse events (SAEs), malignancies, anaphylaxis or systemic hypersensitivity, and a low incidence of injection site reactions. Most adverse events (AEs) were mild to moderate in severity. Less than 2% of patients in the entire trial discontinued rosnilimab due to an AE, including only one patient after three months for a moderate headache treated with over-the-counter pain medication. Non-treatment related SAEs observed were consistent with known RA patient history and comorbidities. “This was a robust and well-controlled Phase 2b study with more than 300 patients treated with rosnilimab for up to six months. To date, rosnilimab has shown a safe and well tolerated profile with almost all patients choosing to stay on therapy through the end of the study. Rosnilimab has not demonstrated any concerning safety trends or signals, such as those seen with the JAK inhibitors and most other biologics,” said Paul Emery, M.D., Versus Arthritis professor of rheumatology at the University of Leeds and Leeds Biomedical Research Centre, UK. “This is remarkable, given these patients have a two-to-threefold increased risk of comorbidities such as infections, cardiac events and malignancies, before accounting for the impact of background DMARDs, mostly methotrexate.” The table below shows safety data for trial participants on an exposure adjusted incidence rate (per 100 patient years) from Week 0 through Week 28. Placebo data provided for 12 weeks of treatment, only. “At Anaptys, we are dedicated to developing novel treatments for patients living with inflammatory diseases. Beyond achieving necessary symptomatic improvements and reductions, we strive to advance treatment toward the clinical resolution of disease by restoring immune homeostasis. Today’s updated positive data reinforce our targeted goals with the added potential for convenient monthly dosing through six months and beyond, on top of maintaining sustainable and durable outcomes,” said Paul Lizzul, M.D., Ph.D., M.P.H., MBA, chief medical officer of Anaptys. “We extend our sincere gratitude to all the patients and investigators who participated in this trial and contributed to these clinically meaningful and significant findings that will help advance the field for all patients living with RA, as well as patients with other autoimmune or inflammatory diseases.” Anaptys Investor Call Anaptys management will host an investor call and live webcast, with an accompanying slide presentation, to review results of the data from the Phase 2b RA trial, today, June 3, 2025, at 4:15pm ET/1:15pm PT. A live webcast of the call will be available on the Anaptys website at: https://ir.anaptysbio.com/presentations-and-events . A replay of the webcast will be available for at least 30 days following the event. About the Phase P2b RENOIR Trial and the Primary and Secondary Endpoints The Phase 2b RENOIR trial evaluated the efficacy, safety, tolerability, pharmacokinetics and pharmacodynamics of rosnilimab in patients with moderate-to-severe RA on background conventional disease-modifying antirheumatic drugs (cDMARDs) (e.g., methotrexate). The trial enrolled 424 patients across the U.S., Canada and Europe, who were either biologic or targeted synthetic DMARD (b/tsDMARD) naïve (n=250; 59%) or experienced (n=174; 41%). Patients classified as b/tsDMARD-experienced reported prior utilization of at least one biologic or targeted synthetic therapy, such as TNFα inhibitors, B cell inhibitors, selective costimulatory modulators or JAK inhibitors. Approximately 29% (n=50) of the b/tsDMARD-experienced patients were treated with prior JAK inhibitors. Patients were randomized to receive either 100mg of subcutaneous rosnilimab Q4W, 400mg Q4W, 600mg Q2W, or placebo. The primary and secondary endpoints were assessed at Week 12. Following completion of the Week 14 visit, 220 of the 318 rosnilimab patients (71% of b/tsDMARD-naïve and 66% of b/tsDMARD-experienced) across all doses who achieved a high threshold of CDAI LDA continued with their assigned treatments through Week 28 in a blinded, all-active treatment period. At that time, participants moved into an off-drug observation period that assessed safety and efficacy for 10-12 weeks, or ~3 months, depending on their treatment assignment and completed the trial by Week 38 (Month 9). The primary endpoint of mean change in DAS28-CRP at Week 12 is calculated based on differential weighting of individual measures, including the patient’s general health, CRP and a count of 28 swollen and tender joints, with a score ranging from 0 to 9.4. Secondary endpoints include the CDAI score, a composite assessment used to measure the severity of RA based on the sum of four assessment tools; the number of swollen and tender joints, the patient’s global disease activity index, and the physician’s global disease activity index. The score ranges from 0 to 76, with a score ≤10 defined as the threshold for LDA. CDAI remission score is ≤2.8. Additionally, ACR20/50/70 responses are used to measure change in RA disease activity. For example, an ACR70 response requires a patient to have a 70% reduction in the number of swollen and tender joints, and a reduction of 70% in three of the following five parameters: physician global assessment of disease, patient global assessment of disease, patient assessment of pain, CRP or erythrocyte sedimentation rate, and degree of disability in HAQ score. Further details about the trial are available on: Trial Details | ClinicalTrials.gov . About Rosnilimab Rosnilimab is a novel therapeutic antibody that directly targets PD-1, a co-inhibitory receptor preferentially expressed on the surface of activated T cells, which broadly impacts the pathogenic drivers of inflammatory diseases such as RA and UC. Rosnilimab is a targeted therapy designed to deplete PD-1 high T cells and agonize the remaining PD-1+ T cells to restore the immune system back to a state of homeostasis. This is anticipated to result in specific immunological outcomes in both inflamed tissue and the periphery, such as reduction in T cell proliferation, migration and cytokine secretion, and reduction of plasma cell generation and autoantibody levels. Rosnilimab is currently under clinical investigation, and its safety and efficacy have not been evaluated by any regulatory authority. About Anaptys Anaptys is a clinical-stage biotechnology company focused on delivering innovative immunology therapeutics for autoimmune and inflammatory diseases. Its lead program, rosnilimab, a depleter and agonist targeting PD-1+ T cells, is in a Phase 2b trial for the treatment of rheumatoid arthritis and in a Phase 2 trial for the treatment of ulcerative colitis. The company’s pipeline also includes ANB033, a CD122 antagonist, and ANB101, a BDCA2 modulator, in Phase 1 trials. Anaptys has also discovered multiple therapeutic antibodies licensed to GSK in a financial collaboration for immuno-oncology, including a PD-1 antagonist ( Jemperli (dostarlimab-gxly)) and a TIM-3 antagonist (cobolimab, GSK4069889). To learn more, visit www.AnaptysBio.com or follow us on LinkedIn .