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2026-02-06
17:00
Kelun-Biotech Announces Fourth Indication for Sacituzumab Tirumotecan (sac-TMT) Approved by NMPA in HR+/HER2- Breast Cancer

CHENGDU, China, Feb. 6, 2026 /PRNewswire/ -- Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK) announced that a new indication application for its TROP2-directed ADC sacituzumab tirumotecan (sac-TMT, also known as SKB264/MK-2870) (佳泰莱®) has been approved by the National Medical Products Administration (NMPA) of China for treatment of adult patients with unresectable or metastatic HR+/HER2- (IHC 0, IHC 1+ or IHC 2+/ISH-) breast cancer (BC) who have received prior endocrine therapy (ET) and at least one line of chemotherapy in advanced setting. This approval for HR+/HER2- BC after at least one prior line of chemotherapy marks the fourth indication for sac-TMT approved for marketing in China.

The approval is based on the positive results from the Phase III OptiTROP-Breast02 study which was selected as a Late-Breaking Abstract (LBA) and presented as an oral report at the 2025 European Society for Medical Oncology (ESMO) Congress.

The OptiTROP-Breast02 study evaluated the efficacy and safety of sac-TMT monotherapy compared to investigator's choice of chemotherapy in patients with unresectable or metastatic HR+/HER2- BC. Of the patients enrolled in this Phase III study, 95.7% had visceral metastases, 75.9% had liver metastases; 52.9% were HER2-zero (IHC 0), while 47.1% were HER2-low (IHC 1+ or IHC 2+/ISH-). All patients had received prior CDK4/6 inhibitor and taxane therapy; 56.6% had received ≥2 lines of prior chemotherapy in the advanced or metastatic setting.

Results showed that sac-TMT demonstrated a statistically significant and clinically meaningful increase in progression-free survival (PFS) as assessed by the Blinded Independent Central Review (BICR) compared to chemotherapy (8.3 vs. 4.1 months; hazard ratios (HR), 0.35; 95% CI: 0.26-0.48; p<0.0001). Consistent PFS benefits were observed across all pre-specified subgroups, including HER2-zero and HER2-low, number of chemotherapy lines received in the advanced or metastatic setting, presence of baseline visceral and liver metastases and previous CDK4/6 inhibitor use. According to BICR-assessed PFS results, the hazard ratios in the HER2-zero and HER2-low (IHC 1+ or IHC 2+/ISH-) subgroups were 0.39 (95% CI: 0.26-0.57) and 0.31 (95% CI: 0.20-0.48), respectively. A trend towards overall survival (OS) benefit and a significantly higher objective response rate (ORR) (41.5% vs. 24.1%) were also observed compared with chemotherapy. [1]

Currently, Phase III clinical studies of sac-TMT with or without pembrolizumab (KEYTRUDA®[2]) for the treatment of chemotherapy-naïve HR+/HER2- BC who have received prior ET have been initiated globally (NCT06312176) and in China (NCT07071337).

About HR+/HER2- Breast Cancer

Breast cancer is one of the most common malignant tumors that seriously threaten women's health worldwide. In 2022, there were about 2,297,000 new cases of breast cancer and 666,000 deaths worldwide. Among them, HR+/HER2- breast cancer is the most common subtype, accounting for about 70% of all breast cancer cases, and advanced HR+/HER2- breast cancer has a poor prognosis. This subtype is typically sensitive to hormonal therapy, and therefore, endocrine therapy combined with a CDK4/6 inhibitor constitutes the standard treatment. However, for patients with HR+/HER2- advanced breast cancer whose disease progresses on endocrine therapy, chemotherapy is widely used in clinical while it is associated with low response rate (ORR approximately 14%-22.9%) and limited survival benefit (mPFS approximately 4.0-4.9 months).

About Sac-TMT

Sac-TMT, a core product of the Company, is a novel human TROP2 ADC in which the Company has proprietary intellectual property rights, targeting advanced solid tumors such as non-small cell lung cancer (NSCLC), breast cancer (BC), gastric cancer (GC), gynecological tumors, among others. Sac-TMT is developed with a novel linker to conjugate the payload, a belotecan-derivative topoisomerase I inhibitor with a drug-to-antibody-ratio (DAR) of 7.4. Sac-TMT specifically recognizes TROP2 on the surface of tumor cells by recombinant anti-TROP2 humanized monoclonal antibodies, which is then endocytosed by tumor cells and releases the payload KL610023 intracellularly. KL610023, as a topoisomerase I inhibitor, induces DNA damage to tumor cells, which in turn leads to cell-cycle arrest and apoptosis. In addition, it also releases KL610023 in the tumor microenvironment. Given that KL610023 is membrane permeable, it can enable a bystander effect, or in other words kill adjacent tumor cells.

In May 2022, the Company licensed the exclusive rights to MSD (the tradename of Merck & Co., Inc, Rahway, NJ, USA) to develop, use, manufacture and commercialize sac-TMT in all territories outside of Greater China (which includes Mainland China, Hong Kong, Macao and Taiwan).

To date, four indications for sac-TMT have been approved and marketed in China for: EGFR mutant-positive locally advanced or metastatic non-squamous NSCLC following progression on EGFR-TKI therapy and platinum-based chemotherapy; unresectable locally advanced or metastatic TNBC who have received at least two prior systemic therapies (at least one of them for advanced or metastatic setting); EGFR mutant-positive locally advanced or metastatic non-squamous NSCLC who progressed after treatment with EGFR-TKI therapy; unresectable or metastatic HR+/HER2- (IHC 0, IHC 1+ or IHC 2+/ISH-) BC who have received prior ET and at least one line of chemotherapy in advanced setting. The first two indications listed above have been included in China's National Reimbursement Drug List (NRDL). This inclusion is expected to bring clinical benefits to a greater number of patients with BC and NSCLC. Additionally, sac-TMT has been granted six Breakthrough Therapy Designations (BTDs) by the NMPA.

Sac-TMT is the world's first TROP2 ADC drug approved for marketing in lung cancer. As of today, Kelun-Biotech has initiated 9 registrational clinical studies in China. MSD is evaluating16 ongoing Phase III global clinical studies of sac-TMT as a monotherapy or with pembrolizumab or other anti-cancer agents for several types of cancer. These studies are sponsored and led by MSD.

About Kelun-Biotech

Kelun-Biotech (6990.HK) is a holding subsidiary of Kelun Pharmaceutical, which focuses on the R&D, manufacturing, commercialization and global collaboration of innovative biological drugs and small molecule drugs. Kelun-Biotech focuses on major disease areas such as solid tumors, autoimmune, and metabolic diseases, and in establishing a globalized drug development and industrialization platform to address the unmet medical needs in China and the rest of world. Kelun-Biotech is committed to becoming a leading global enterprise in the field of innovative drugs. At present, Kelun-Biotech has more than 30 ongoing key innovative drug projects, of which 4 projects have been approved for marketing, more than 10 projects are in the clinical stage. Kelun-Biotech has established one of the world's leading proprietary ADC and novel DC platforms, OptiDC™, and has 2 ADC projects approved for marketing, and multiple ADC and novel DC assets in clinical or preclinical research stage. For more information, please visit https://en.kelun-biotech.com/

[1] Fan Y, Li H, Wang H, et al. ESMO Congress 2025, LBA23.

[2] KEYTRUDA® (pembrolizumab) is a registered trademark of Merck Sharp & Dohme LLC (MSD), a subsidiary of Merck & Co., Inc., Rahway, NJ, USA.

 

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17:00
破局HR+/HER2-乳腺癌!蘆康沙妥珠單抗(sac-TMT)獲批第四項適應症

成都2026年2月6日 /美通社/ -- 四川科倫博泰生物醫藥股份有限公司("科倫博泰"或"公司",6990.HK)宣佈,公司的TROP2 ADC蘆康沙妥珠單抗(sac-TMT,亦稱SKB264/MK-2870)(佳泰萊®)的一項新增適應症上市申請已獲中國國家藥品監督管理局(NMPA)批准,用於治療既往接受過內分泌治療且在晚期疾病階段接受過至少一線化療的不可切除或轉移性的激素受體(HR)陽性、人類表皮生長因數受體2(HER2)陰性(IHC 0、IHC 1+或IHC 2+/ISH-)乳腺癌成人患者。此次獲批的至少經一線化療治療HR+/HER2-乳腺癌,是蘆康沙妥珠單抗(sac-TMT)在中國上市的第四項適應症。

本次獲批基於OptiTROP-Breast02 III期臨床研究的積極結果,該研究已在2025年歐洲腫瘤內科學會(ESMO)大會入選最新突破性摘要(LBA),並以口頭報告的形式發佈。

OptiTROP-Breast02研究評估蘆康沙妥珠單抗(sac-TMT)單藥對比研究者選擇化療用於治療不可切除或轉移性HR+/HER2-乳腺癌患者的有效性和安全性。本項III期研究入組患者中,95.7%的患者入組時存在內臟轉移,75.9%的患者存在肝轉移; 52.9%的患者入組時HER2表達為0(IHC 0),47.1%的患者入組時HER2為低表達(IHC 1+或IHC 2+/ISH-); 所有患者既往接受過CDK 4/6抑制劑和紫杉烷類藥物治療。在晚期或轉移性階段,56.6%的患者既往接受過≥2線化療方案治療。

結果顯示,蘆康沙妥珠單抗(sac-TMT)組盲態獨立評審委員會(BIRC)評估的無進展生存期(PFS)相較於化療組顯示出具有顯著統計學意義和臨床意義的改善(8.3個月vs. 4.1個月;HR, 0.35;95% CI: 0.26-0.48;p<0.0001);在預先設定的各亞組中均觀察到一致的PFS獲益,包括HER2表達為0及HER2低表達、晚期或轉移性階段接受化療線數、基線有無內臟轉移、基線肝轉移、既往CDK4/6抑制劑治療時長。 BIRC評估的PFS結果顯示,在HER2表達為0和HER2低表達(IHC 1+或IHC 2+/ISH-)亞組中,風險比(HR)分別為0.39(95% CI:0.26-0.57)和0.31(95% CI:0.20-0.48)。同時,相較於化療組,蘆康沙妥珠單抗(sac-TMT)組顯示出總生存期(OS)的獲益趨勢以及客觀緩解率(ORR)的明顯提升(41.5% vs 24.1%)[1]

目前,蘆康沙妥珠單抗(sac-TMT)聯合/不聯合帕博利珠單抗(可瑞達®[2])用於治療既往接受過內分泌治療但未接受過化療的HR+/HER2-乳腺癌患者的全球(NCT06312176)和中國(NCT07071337)的III期臨床研究均已啟動。

關於HR+/HER2-乳腺癌

乳腺癌是嚴重威脅全世界女性健康的最常見惡性腫瘤之一。2022年,全球新發乳腺癌病例約229.7萬,死亡病例約66.6萬。其中,HR+/HER2-乳腺癌是最常見的亞型,約占全部乳腺癌病例的70%,但晚期患者預後較差。該亞型乳腺癌通常對激素治療敏感,因此,內分泌治療聯合CDK4/6抑制劑是其標準治療方案。然而,對於內分泌治療失敗的HR+/HER2-晚期乳腺癌患者,化療方案是目前臨床上廣泛應用的方案,但其取得的客觀緩解率較低(約14-22.9%),且生存獲益有限,中位PFS僅為4.0-4.9個月左右。

關於蘆康沙妥珠單抗(sac-TMT)(佳泰萊®)

作為公司的核心產品,蘆康沙妥珠單抗(sac-TMT)是一款公司擁有自主智慧財產權的新型TROP2 ADC,針對非小細胞肺癌(NSCLC)、乳腺癌(BC)、胃癌(GC)、婦科腫瘤等晚期實體瘤。蘆康沙妥珠單抗(sac-TMT)採用新型連接子進行開發,其通過偶聯一種貝洛替康衍生的拓撲異構酶I抑制劑作為有效載荷,藥物抗體比(DAR)達到7.4。蘆康沙妥珠單抗(sac-TMT)通過重組抗TROP2人源化單克隆抗體特異性識別腫瘤細胞表面的TROP2,其後被腫瘤細胞內吞併於細胞內釋放有效載荷KL610023。KL610023作為拓撲異構酶I抑制劑,可誘導腫瘤細胞DNA損傷,進而導致細胞週期阻滯及細胞凋亡。此外,其亦於腫瘤微環境中釋放KL610023。鑒於KL610023具有細胞膜滲透性,其可實現旁觀者效應,即殺死鄰近的腫瘤細胞。

於2022年5月,公司授予默沙東(美國新澤西州羅威市默克公司的商號)在大中華區(包括中國內地、香港、澳門及臺灣)以外的所有地區開發、使用、製造及商業化蘆康沙妥珠單抗(sac-TMT)的獨家權利。

截至目前,蘆康沙妥珠單抗(sac-TMT)的4項適應症已於中國獲批上市,分別用於:經EGFR-TKI和含鉑化療治療後進展的EGFR基因突變陽性的局部晚期或轉移性非鱗狀NSCLC;既往至少接受過2種系統治療(其中至少1種治療針對晚期或轉移性階段)的不可切除的局部晚期或轉移性TNBC;經EGFR-TKI治療後進展的EGFR基因突變陽性的局部晚期或轉移性非鱗狀NSCLC;既往接受過內分泌治療且在晚期疾病階段接受過至少一線化療的不可切除或轉移性的HR+/HER2- (IHC 0、IHC 1+或IHC 2+/ISH-) BC;其中前2項適應症已經被納入醫保範圍,將為更多乳腺癌和非小細胞肺癌患者帶來臨床獲益。此外,蘆康沙妥珠單抗(sac-TMT)已獲NMPA授予6項突破性療法認定(BTD)。

蘆康沙妥珠單抗(sac-TMT)是全球首個在肺癌適應症獲批上市的TROP2 ADC藥物。目前,科倫博泰已在中國開展9項註冊性臨床研究。默沙東已佈局16項正在進行的蘆康沙妥珠單抗(sac-TMT)作為單藥療法或聯合帕博利珠單抗或其他抗癌藥物用於多種類型癌症的全球性III期臨床研究(這些研究由默沙東申辦並主導)。

關於科倫博泰

四川科倫博泰生物醫藥股份有限公司(簡稱"科倫博泰",股票代碼:6990.HK)是科倫藥業控股子公司,專注于創新生物技術藥物及小分子藥物的研發、生產、商業化及國際合作。公司圍繞全球和中國未滿足的臨床需求,重點佈局腫瘤、自身免疫和代謝等重大疾病領域,建設國際化藥物研發與產業化平臺,致力於成為在創新藥物領域國際領先的企業。公司目前擁有30余個重點創新藥項目,其中4個項目已獲批上市,10餘個專案正處於臨床階段。公司成功構建了享譽國際的專有ADC及新型偶聯藥物平臺OptiDCTM,已有2個ADC項目獲批上市,多個ADC或新型偶聯藥物產品處於臨床或臨床前研究階段。

[1] Fan Y, Li H, Wang H, et al. ESMO Congress 2025, LBA23.

[2] 可瑞達®(帕博利珠單抗)為美國新澤西州羅威市默克公司的附屬公司Merck Sharp & Dohme LLC (默沙東)的注冊商標。


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16:08
TCL Elevates Olympic Winter Games for Fans and Athletes at Milano Cortina 2026, Empowering Audiences Worldwide with Vision of "It's Your Greatness"

TCL Edelweiss Land launches at Milan Central Station, showcasing innovation in the heart of the city

MILAN, Feb. 6, 2026 /PRNewswire/ -- TCL, a leading global technology company and a Worldwide Olympic and Paralympic Partner, celebrated the opening of the Olympic Winter Games Milano Cortina 2026 with the launch of its "It's Your Greatness" campaign and the inauguration of its creative showcase, TCL Edelweiss Land, at the Piazza Duca d'Aosta in front of Milan Central Station. Key guests attended the opening on 5 February, including Kirsty Coventry, President of the International Olympic Committee, Kevin Wang, CEO, TCL Technology, and Dr. Yan, CTO of TCL Technology and CTO of TCL CSOT.

The initiative comes at a time when technology partners are becoming increasingly important to global sporting events, with brands playing a more integral role in the infrastructure behind how the Olympic Games are delivered and experienced.

TCL firmly believes in the power of sport to inspire and unite people across cultures and generations. As the world joins together to welcome the Olympic Winter Games, TCL's "It's Your Greatness" campaign will encourage people to find their own excellence—in tune with the event's official theme of "IT's your vibe." Throughout the event, TCL technology will transform how fans enjoy the event, provide comfort and connection so athletes can perform at their best, and engage viewers and communities around the world to Inspire Greatness.

TCL will help millions of fans to enjoy the Olympic Winter Games on-site and worldwide by providing TVs, digital signage, and technical assistance to the Olympic Broadcasting Services (OBS) so that media at the International Broadcasting Centre can bring Milano Cortina 2026 to global audiences. TCL's 'screen universe' and other innovations such as AI-enabled air conditioners will also be featured in a TCL space at the Milano Olympic Village, showing how technology gives fans more choice than ever in how they enjoy the Olympic Winter Games.

TCL displays at the IBC help media bring Milano Cortina 2026 to global audiences
TCL displays at the IBC help media bring Milano Cortina 2026 to global audiences

TCL is also helping to ensure athletes participating in the Olympic Winter Games are ready for action. As they settle in, TCL's next-generation home appliances such as smart washing machines and dryers are helping them to enjoy a new level of comfort at the Anterselva and Livigno Olympic Villages, while TCL TVs help them relax and unwind. TCL is also supporting the "Athlete Moment", providing the display technology that will connect athletes with their loved ones for moments of celebration immediately after each event.

TCL products are featured in a space at the Milano Olympic Village
TCL products are featured in a space at the Milano Olympic Village

The idea behind "It's Your Greatness" reflects TCL's commitment to excellence, in close alignment with the Olympic values. Years of practice and months of intense training by hundreds of athletes culminate in Olympic events over the next two weeks where outstanding passion and dedication will inspire the world. These include the likes of Olympic champion and freestyle skier Eileen Gu, rising ice hockey star Jack Hughes and slalom specialist Alex Vinatzer, supported by TCL as part of Team TCL's 15 athletes from 8 countries participating in the Olympic Winter Games and Paralympic Winter Games.

In his remarks at the opening of TCL Edelweiss Land, Kevin Wang, CEO, TCL Technology said "TCL's latest innovations are playing a key role in the Olympic Winter Games. Today is a milestone in TCL's first year as a Worldwide Olympic Partner, a collaboration born from shared values of innovation and excellence. TCL has always believed in the power of sport to bring people together across cultures and generations, and this is just the beginning."

TCL Edelweiss Land Showcases Cutting-Edge Innovation

TCL Edelweiss Land extends the celebration of greatness, running from 5-22 February in the Piazza Duca d'Aosta in front of Milan Central Station. Spanning over 500 square meters, visitors can get hands-on with TCL's latest innovations, share photo-worthy moments and inspire themselves, their friends and their community to create the extraordinary. Designed around environmentally friendly principles and driven by creativity, the showcase's design reflects TCL's commitment to sustainability and to innovation.

Kevin Wang, CEO, TCL Technology and Kirsty Coventry, President of the International Olympic Committee celebrate the opening of TCL Edelweiss Land
Kevin Wang, CEO, TCL Technology and Kirsty Coventry, President of the International Olympic Committee celebrate the opening of TCL Edelweiss Land

Speaking at the event, Kirsty Coventry, President of the International Olympic Committee, said "When I think of TCL as a TOP Partner, what stands out is how global they are. Their reach helps to spread the magic of the Olympic Winter Games to communities everywhere. TCL is also a technology leader, but it's not just about technology. TCL shares our values – inspiring greatness, connecting people, and bringing the Olympic Games closer to everyone. I'm very excited about the future of our partnership and TCL will play a leading role in shaping how the world experiences the Olympic Games."

TCL Edelweiss Land showcases cutting-edge innovation
TCL Edelweiss Land showcases cutting-edge innovation

TCL Edelweiss Land is open daily from 10 a.m. to 10 p.m., with distinctive zones featuring TCL's latest products, including the latest display technology developed by TCL CSOT. Visitors can also see smart home appliances and TCL RayNeo AR glasses that showcase the latest in augmented-reality technology.

To further amplify the energy and excitement around the Olympic Winter Games, TCL has also collaborated with the Olympic Museum to bring a vibrant mural to the heart of Milan at Corso di Porta Romana 111. The design was developed by Zeina Rashid, a painter and Olympian who represented Jordan in table tennis in Athens 2004 and Beijing 2008, and who was selected for the project through the Olympian Artists Programme of the Olympic Museum. The inspiration came from her childhood memories of watching the Olympic Winter Games on television, which sparked her dreams about the Olympic Games. Her vision was then brought to life by mural artist Bublegum. The result is a lively tribute to the cultural heritage of the Olympic Games, celebrating how countless children around the world first discover the Olympic spirit through a screen that opens a window onto their future ambitions.

About TCL

Founded in 1981, TCL—short for "The Creative Life"—embodies creativity in every aspect of life. As a leading technology company, TCL is dedicated to delivering innovative solutions—including TVs, audio products, smart home devices, display technologies, and clean energy—that enhance customer experiences through TCL Industries and TCL Technology.

As of now, with 47 R&D centers and 39 manufacturing bases globally, TCL operates in over 160 countries and regions, cementing its position as a globally competitive smart technology brand. To further inspire greatness, TCL has become an official Worldwide Olympic and Paralympic Partner in the Home Audiovisual Equipment and Home Appliances category.

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15:33
HSBC Research Elevates Alphabet (GOOGL.US) TP to US$385, Raises Cloud Biz Forecast

Alphabet (GOOGL.US)'s 4Q25 total revenue grew by 18% YoY to US$113.9 billion, ahead of the market consensus of US$111.4 billion, HSBC Global Research issued a research report saying.

Overall EBIT increased by 16% YoY to US$35.9 billion, but missed market expectation by 2.7%, mainly due to expanded losses in the Other Bets business and at the group level.

However, if adjusted for an one-off employee compensation expense of US$2.1 billion related to Waymo, EBIT would reach US$38 billion, 3% higher than market consensus.

HSBC Global Research raised its FY2026 cloud business revenue forecast by 10.7% to US$95 billion, and its EBIT forecast by 36% to US$31 billion. Therefore, the broker kept rating at Buy, and elevated its target price from US$370 to US$385.
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15:23
G Sachs Expects Negative Stock Reaction for Amazon Post-Results, TP at USD300

Goldman Sachs' report predicted that Amazon's (AMZN.US) stock price will react negatively following the disclosure of its 4Q25 results. This was attributable to the complexity of the results compared to key themes that have been driving investor debates in the past few months. Both the GAAP operating income and the guidance for 1Q26 operating income fell short of expectations, sparking concerns about the long-term profitability trajectory of its North American and international retail operations.

The broker also noted that Amazon's AWS fared strongly, but its growth potential requires further validation. The ads revenue remained robust and exceeded the broker's expectations. However, Amazon's capex guidance for 2026 is approximately USD200 billion, far above the broker's expected USD160 billion level. This raises two core issues: when Amazon's substantial AI investments will lead to a leap in AWS's YoY growth, and how the additional computing capacity in the coming years will be allocated between internal use and external customer demand.

Goldman Sachs set a target price of USD300 for Amazon and assigned a Buy rating.
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14:38
G Sachs Expects NVIDIA Quarterly Results to Beat with Multiple Catalysts to Potentially Outperform This Yr

Goldman Sachs, in its research report, anticipated that NVIDIA (NVDA.US) will top expectations in its quarterly results and will raise its guidance due to positive industry supply-demand data, but the broker believed the bar for outperformance is high heading into the quarter.

The broker believed that the short-term stock performance will hinge on the visibility of the company's 2027 revenue, as the upside for 2026 is largely priced in the stock. However, considering the catalysts in 1H26, the broker believed the stock still has the opportunity to outperform.

Firstly, the market continues to raise capex expectations for hyperscale data center operators; secondly, there is heightened confidence in demand from non-traditional customers such as OpenAI and Anthropic. Thirdly, NVIDIA's Blackwell platform, which trains new LLMs, demonstrates strong performance that could further fortify the company's performance leadership.

The broker reiterated its Buy rating on NVIDIA, with a target price of USD250.
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13:10
Everest Medicines Announces China NMPA Approval of VELSIPITY® for Adults with Moderately to Severely Active Ulcerative Colitis

SHANGHAI, Feb. 6, 2026  /PRNewswire/ -- Everest Medicines (HKEX 1952.HK, "Everest", or the "Company"), a biopharmaceutical company focused on the discovery, clinical development, manufacturing and commercialization of innovative therapeutics, today announced that China's National Medical Products Administration (NMPA) has approved VELSIPITY® (etrasimod arginine tablets) for the treatment of adult patients with moderately to severely active ulcerative colitis (UC) who have had an inadequate response, lost response, or were intolerant to either conventional therapy or a biologic agent.

As a next-generation selective S1P receptor modulator, VELSIPITY® offers the potential for rapid onset of action, and long-lasting clinical remission and mucosal healing through an oral, once-daily regimen for adult patients with moderately to severely active UC.

The approval was based on results from the Asian multicenter Phase 3 ENLIGHT UC study (ES101002) and the global ELEVATE UC Phase 3 program (ELEVATE UC 52 and ELEVATE UC 12). The ENLIGHT UC study is the largest Phase 3 trial of moderately to severely active UC in Asia completed to date, with 340 eligible subjects randomized to treatment with VELSIPITY® or placebo. The study results showed that, VELSIPITY® demonstrated statistically significant and clinically meaningful improvements across all primary and secondary efficacy endpoints during both the 12-week induction period and the 40-week maintenance period. The safety profile of VELSIPITY® was consistent with previous studies, with no new safety signals observed. ELEVATE UC 52 and ELEVATE UC 12 are randomized, double-blind, placebo-controlled global phase 3 pivotal studies, which further demonstrate the positive benefit-risk profile of VELSIPITY®.

"Autoimmune diseases have long-term impacts on patients worldwide, with significant unmet clinical needs persisting both in China and globally, "said Mr. Yifang Wu, Chairman of the Board of Everest Medicines. "The approval of VELSIPITY® underscores the clinical value of innovative therapies for UC and reflects Everest Medicines' sustained commitment to advancing drug development in line with international R&D standards. We look forward to expanding our global reach and providing patients with broader access to innovative treatment options."

"Ulcerative colitis is rapidly increasing in China and follows a relapsing course that significantly impairs quality of life and places a substantial burden on both patients and the healthcare system," said Prof. Chen Minhu, Academic Leader and Chief Expert of the Department of Gastroenterology at The First Affiliated Hospital of Sun Yat-sen University. "Achieving mucosal healing is a widely recognized treatment goal in clinical guidelines, as it improves symptom control, reduces relapse risk, and supports long-term disease management. As a next-generation selective S1P receptor modulator, VELSIPITY® is a once-daily oral therapy with rapid onset of action, strong mucosal healing efficacy, and a favorable safety profile, offering a new long-term treatment option for adults with moderately to severely active UC."

"UC treatment in China has long faced limited efficacy, high relapse rates, safety concerns, and inconvenient dosing. Despite available biologics and small-molecule therapies, unmet clinical needs persist," said Prof. Wu Kaichun of the First Affiliated Hospital of AFMU, principal investigator of VELSIPITY®'s Asian clinical trial. "Results from the ENLIGHT UC study demonstrated that the clinical remission rate at week 40 of the maintenance period reached 48.1%, and the deep mucosal healing rate reached 51.9%, with an endoscopic mucosal normalization rate of 45.5%[1]. As the first Phase 3 registrational study in Asian patients with moderately to severely active UC, the study confirms the efficacy and safety of VELSIPITY® in this population, with results published in The Lancet Gastroenterology & Hepatology[1]. Its approval represents an important milestone and validation, providing patients with a novel treatment option and advancing UC management."

UC is a chronic, relapsing, non-specific inflammatory bowel disease. In China, the incidence and prevalence of UC are accelerating, with a clear trend toward younger patients. The patient population is projected to increase from approximately 0.98 million in 2025 to 1.50 million by 2031[2],[3] Symptoms include mucous and bloody stools, abdominal pain, diarrhea and rectal tenesmus, all of which significantly impact patients' long-term quality of life. There remains a critical need for therapies that offer sustained and comprehensive disease control.

"In China, a large population of patients with moderately to severely active UC continues to face substantial unmet medical needs," said Mr. Rogers Yongqing Luo, Chief Executive Officer of Everest Medicines. "VELSIPITY® provides patients with moderately to severely active ulcerative colitis a once-daily oral therapy with the potential to achieve steroid-free remission and a favorable benefit–risk profile. Its approval in China addresses a critical unmet medical need and introduces a novel oral therapy promoting deep mucosal healing. We are committed to rapidly commercializing VELSIPITY® and working toward its inclusion in the National Reimbursement Drug List to further expand patient access and affordability, benefiting more patients across China."

The clinical value of VELSIPITY® has been recognized in leading international clinical guidelines. Following its inclusion in the American Gastroenterological Association (AGA) Clinical Practice Guideline in December 2024 as a first-line treatment for ulcerative colitis, VELSIPITY® was also included in the American College of Gastroenterology (ACG) Clinical Guideline Update in June 2025, with strong recommendations supporting its use for both induction and maintenance of remission in patients with moderately to severely active UC. 

In 2024, VELSIPITY® was included in the Catalogues of Guangdong Province on Drugs and Medical Devices from Hong Kong and Macao in Urgent Clinical Use in Nine Mainland Municipalities of the Guangdong-Hong Kong-Macao Greater Bay Area, making it available at designated hospitals across the region. The localized production project for VELSIPITY® was launched at the Jiashan manufacturing site in March 2025, supporting its future commercialization in China. 

About VELSIPITY® (etrasimod arginine tablets)

VELSIPITY® is a once-daily, oral, sphingosine 1-phosphate (S1P) receptor modulator that selectively binds to S1P receptor subtypes 1, 4, and 5. Regulatory approvals have been granted in US, EU, Canada, Japan, Australia, Singapore, UK, Switzerland, Israel, Turkey, India, Hong Kong SAR, Macao SAR and Mainland China for VELSIPITY® in ulcerative colitis, as well as in additional countries. 

About Phase 3 ENLIGHT UC Registrational study (ES101002) 

ENLIGHT is the largest Phase III trial of moderately to severely active ulcerative colitis in Asia completed to date, with 340 eligible subjects randomized to receive etrasimod or placebo. Patients with an inadequate response or intolerance to at least one conventional, biologic, or Janus kinase (JAK) inhibitor therapy were randomized to receive etrasimod once-daily or placebo for 12 weeks of induction treatment. Patients who completed the 12-week induction period and responded were re-randomized into the 40-week maintenance period to receive once-daily etrasimod or placebo.  

The primary efficacy endpoints were the proportion of patients achieving clinical remission at Week 12 (induction) and Week 40 (maintenance). The key secondary endpoints of the study were the proportion of patients achieving endoscopic improvement and clinical response at Week 12 (induction) and at Week 40 (maintenance).  

The study results showed that, during both the 12-week induction phase and the 40-week maintenance phase, etrasimod demonstrated statistically significant and clinically meaningful improvements across all primary and secondary efficacy endpoints.  

A significantly greater proportion of patients treated with etrasimod than those treated with placebo achieved clinical remission at induction Week 12 (57 [25.0%] of 228 patients vs 6 [5.4%] of 112 patients; adjusted difference 20.4%, 95% CI 13.4–27.4, p<0.0001) and at maintenance Week 40 (37 [48.1%] of 77 patients vs 10 [12.5%] of 80 patients; adjusted difference 35.9%, 95% CI 22.5–49.2, p<0.0001).  

At induction Week 12, a significantly greater proportion of patients treated with etrasimod than those treated with placebo showed endoscopic improvement (85 [37.3%] of 228 patients treated with etrasimod vs 11 [9.8%] of 112 patients treated with placebo; adjusted difference 28.6%, 95% CI 20.5–36.7, p<0·0001) and clinical response (133 [58.3%] of 228 patients treated with etrasimod vs 31 [27.7%] of 112 patients treated with placebo; adjusted difference 32.0%, 95% CI 21.8–42.2, p<0·0001).  

At maintenance Week 40, a significantly greater proportion of patients treated with etrasimod than those treated with placebo showed endoscopic improvement (47 [61.0%] of 77 patients treated with etrasimod vs 12 [15.0%] of 80 patients treated with placebo; adjusted difference 46.6%, 95% CI 33.2–60.1, p<0·0001) and clinical response (61 [79.2%] of 77 patients treated with etrasimod vs 28 [35.0%] of 80 patients treated with placebo; adjusted difference 45.6%, 95% CI 31.9–59.3, p<0·0001). Other secondary endpoints, including mucosal healing, endoscopic normalization, and histological remission, also significantly favored patients treated with etrasimod compared with placebo. Notably, mucosal healing as measured by a central read endoscopic subscore≤ 1 (excluding friability) with a Geboes Index score < 2.0, was achieved in 51.9% of the etrasimod treated patients compared to 8.8% in the placebo group (p<0.0001). The safety profile of etrasimod during the maintenance period was consistent with previous studies, with no new safety findings observed. 

About ELEVATE UC Phase 3 Registrational Program (ELEVATE UC 52 and ELEVATE UC 12)

ELEVATE UC 52 and ELEVATE UC 12 are pivotal trials that are part of the ELEVATE UC Phase 3 registrational program[4].

ELEVATE UC 52 is a randomized, double-blind, placebo-controlled trial that utilized a treat-through design comprising a 12-week induction period followed by a 40-week maintenance period. Subjects were randomized to receive etrasimod or placebo and continued on treatment without re-randomization for the entire duration of the study. Beginning at Week 12, all patients could continue their randomized treatment; patients whose disease had not improved or had worsened compared with baseline could discontinue treatment and, if eligible, enroll in an open-label extension study. The primary objective of this trial was to assess the safety and efficacy of etrasimod 2 mg once daily on clinical remission after both 12 and 52 weeks. The primary endpoint was based on the 3-domain, modified Mayo score (MMS). In ELEVATE UC 52, clinical remission was achieved by 27.0% of patients receiving etrasimod compared with 7.0% of patients receiving placebo at Week 12 (19.8% differential, P˂0.0001) and by 32.0% compared with 7.0% at Week 52 (25.4% differential, P˂0.0001). Statistically significant improvements were observed in all key secondary endpoints, including endoscopic improvement and mucosal healing at Weeks 12 and 52, and corticosteroid-free remission and sustained clinical remission at Week 52.

ELEVATE UC 12 is a randomized, double-blind, placebo-controlled trial designed to assess the efficacy and safety of etrasimod 2 mg once daily in subjects with moderately to severely active UC. The primary objective of this trial was to assess the safety and efficacy of etrasimod on clinical remission at Week 12, as assessed by the 3-domain MMS. In ELEVATE UC 12, clinical remission was achieved among 25.0% of patients receiving etrasimod compared with 15.0% of patients receiving placebo (9.7% differential, P=0.026). All key secondary endpoints were met at Week 12, including endoscopic improvement and mucosal healing.

In ELEVATE UC 12, a similar proportion of patients experienced treatment-emergent adverse events (AEs) between the etrasimod 2 mg and placebo treatment groups, while in ELEVATE UC 52, the proportion of adverse events was higher in the etrasimod 2 mg group compared with placebo. The proportion of patients experiencing serious AEs was similar between treatment groups in both trials. The most common treatment-emergent AEs occurring in 3% or more of etrasimod-treated patients and at a higher frequency than placebo through Week 52 in either trial were headache, elevated liver tests, worsening of UC, COVID-19 infection, dizziness, pyrexia, arthralgia, abdominal pain and nausea. Data support that initiation of etrasimod treatment does not require a complex up-titration regimen.

Nearly two-thirds of patients in ELEVATE UC 52 and ELEVATE UC 12, respectively, were naïve to biologic or JAK inhibitor therapy.

References:

[1]. K. Wu, et al. Lancet Gastroenterol Hepatol. 2025 Sep 30:S2468-1253(25)00198-0.
      Full results of the ENLIGHT UC study (ES101002) by The Lancet Gastroenterology & Hepatology.

[2]. Shao B, et al. Front Public Health. 2022 Oct 25;10:1032679.    

[3]. Kaplan GG. Nat Rev Gastroenterol Hepatol. 2015;12(12):720-727.

[4]. Sandborn WJ, et al. Lancet. 2023 Apr 8;401(10383):1159-1171.

About Everest Medicines

Everest Medicines is a biopharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative pharmaceutical products that address critical unmet medical needs for patients in global markets. The management team of Everest Medicines has deep expertise and an extensive track record both in China and with leading global pharmaceutical companies.

The Company's therapeutic areas of focus include autoimmune, ophthalmology, critical care, and CKM (cardiovascular, kidney, and metabolic) diseases. Everest Medicines has developed a fully integrated commercialization platform that combines omnichannel commercial capabilities with end-to-end product lifecycle management. Leveraging its proprietary mRNA platform, the Company is advancing its existing pipeline, including mRNA in vivo CAR-T and mRNA cancer vaccines, while selectively expanding into additional high-value therapeutic areas with blockbuster potential, and accelerating its global expansion. For more information, please visit the Company's website: www.everestmedicines.com.

Forward-Looking Statements

This news release may make statements that constitute forward-looking statements, including descriptions regarding the intent, belief or current expectations of the Company or its officers with respect to the business operations and financial condition of the Company, which can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates," "confident" and similar statements. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, or other factors, some of which are beyond the control of the Company and are unforeseeable. Therefore, the actual results may differ from those in the forward-looking statements as a result of various factors and assumptions, such as future changes and developments in our business, competitive environment, political, economic, legal and social conditions. The Company or any of its affiliates, directors, officers, advisors or representatives has no obligation and does not undertake to revise forward-looking statements to reflect new information, future events or circumstances after the date of this news release, except as required by law.

 

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13:10
雲頂新耀宣佈中國國家藥品監督管理局批准維適平®用於治療中重度潰瘍性結腸炎的新藥上市許可申請

上海2026年2月6日 /美通社/ -- 雲頂新耀(HKEX 1952.HK)是一家專注於創新藥開發、製造和商業化的生物製藥公司,今日宣佈中國國家藥品監督管理局(NMPA)已批准維適平®(精氨酸艾曲莫德片, VELSIPITY®)的新藥上市許可申請(NDA),用於治療對傳統治療或生物制劑應答不充分、失應答或不耐受的中度至重度活動性潰瘍性結腸炎成人患者。作為新一代高選擇性S1P受體調節劑,維適平®每日一次口服,可實現快速起效和強效深度黏膜癒合,並具有良好的安全性特徵,具備最佳藥物(best-in-disease)潛質,為成人潰瘍性結腸炎患者提供新的一線治療選擇。

維適平®此次獲批,是基於亞洲多中心III期註冊臨床ENLIGHT UC研究(ES101002)的結果和全球III期註冊研究ELEVATE UC(包括ELEVATE UC 52和ELEVATE UC 12研究)的結果。ENLIGHT UC研究是迄今完成的最大規模亞洲中重度活動性潰瘍性結腸炎患者的III期註冊臨床研究,總計納入340名患者。在12周誘導期及40周維持期治療中,維適平®治療組在所有主要和次要療效終點上均達到統計學顯著性與臨床意義,且安全性良好。ELEVATE UC III期註冊研究中的ELEVATE UC 52和ELEVATE UC 12是兩項隨機、雙盲、安慰劑對照臨床研究,均達到了所有主要和關鍵次要終點,安全性特徵與既往研究一致。

中華醫學會消化病學分會前任主任委員、炎症性腸病學組組長、中山大學附屬第一醫院消化內科學術帶頭人、首席專家旻湖教授表示:「我國目前正處於潰瘍性結腸炎發病率和患病率快速上升階段,該疾病常反覆發作,嚴重影響患者生活質量,對個人、家庭和醫療資源造成沉重負擔。實現黏膜癒合有助於更有效地控制症狀,降低復發風險,改善患者生活質量。黏膜癒合是國內外臨床指南公認的潰瘍性結腸炎治療目標,這不僅關係到疾病的長期症狀緩解,也與改善患者生活質量密切相關。

維適平®作為新一代高選擇性S1P受體調節劑,通過每日一次口服的治療方案,可快速起效、達到臨床緩解,並在黏膜癒合和組織學改善等方面療效顯著,同時安全性良好,為中重度活動性潰瘍性結腸炎成人患者提供新的治療選擇。」

維適平®亞太臨床試驗牽頭研究者、世界胃腸病組織執委兼司庫、亞太地區消化病學會副主席、中華醫學會消化病學分會第十、十一屆副主委、空軍軍醫大學西京消化病醫院吳開春教授表示: 「長期以來,我國潰瘍性結腸炎治療面臨傳統療法療效有限、復發率高、給藥便捷性差以及不良反應多等諸多局限。已獲批的生物制劑和小分子治療也存在『療效天花板』及『失應答』等問題。作為新一代高選擇性 S1P 受體調節劑,維適平®通過調控淋巴細胞遷移,從源頭控制腸道炎症,並促進黏膜癒合。在多個臨床研究中維適平®展現出顯著療效,尤其在快速起效、實現無激素緩解及深度黏膜癒合方面具有明顯臨床優勢。

實現黏膜癒合是國內外臨床指南一致認可的治療目標。亞洲多中心III期ENLIGHT UC研究顯示,維適平®維持治療40周,臨床緩解率為48.1%,黏膜癒合率為51.9%,內鏡正常化率為45.5%,且安全性和耐受性良好[1]。作為首個針對亞洲中重度活動性潰瘍性結腸炎患者開展的III期註冊臨床研究,該研究數據驗證了維適平®對中國及亞洲患者具有良好的療效和安全性,其研究結果發表在國際頂級期刊柳葉刀子刊《The Lancet Gastroenterology & Hepatology》,獲得全球學術認可。此次獲批標誌著維適平®從臨床研究到上市的完整驗證,為患者提供創新治療選擇,並推動中重度潰瘍性結腸炎管理進入新階段。」

潰瘍性結腸炎是一種病因尚不明確、易復發的慢性腸道炎症性疾病。近年來,中國潰瘍性結腸炎發病率持續上升,並呈現年輕化趨勢,預計患者人數將由2025年的約98萬增長至2031年的約150萬[2],[3]。該疾病臨床表現為黏液血便、腹痛、腹瀉、裡急後重等症狀,嚴重影響患者的長期生活質量。因此,臨床亟需實現更加穩定、持久的疾病控制。

雲頂新耀董事會主席吳以芳表示:「自身免疫性疾病在全球範圍內對患者造成長期而深遠的影響,在中國乃至全球範圍內,仍存在大量尚未滿足的臨床需求。維適平®的獲批不僅體現了創新療法在潰瘍性結腸炎治療中的臨床價值,也彰顯了公司堅持以國際研發標準推進創新藥物發展的長期戰略。我們期待通過持續拓展全球化佈局,讓更多患者受益於高質量、具有突破性的治療選擇。」

雲頂新耀首席執行官羅永慶表示: 「在中國,中重度潰瘍性結腸炎患者數量龐大,長期以來仍面臨顯著的未滿足醫療需求。維適平®為成人中重度活動性潰瘍性結腸炎患者提供了一種有望實現無激素緩解的口服治療選擇,每日一次給藥,且具有良好的獲益–風險特徵。此次維適平®在中國的獲批,填補了中重度潰瘍性結腸炎治療領域的重要空白,並為以深度黏膜癒合為目標的創新口服治療提供了新的選擇。公司將加快推進維適平®的商業化進程,並積極推動納入國家醫保目錄,持續提升創新療法在中國的可及性和可負擔性,讓更多患者受益。」

維適平®的臨床價值已獲得多項國際權威指南的充分認可。該藥物被納入2024年美國胃腸病學協會(AGA)臨床實踐指南,推薦作為潰瘍性結腸炎的一線治療;並於2025年6月被納入《2025 ACG 臨床指南:成人潰瘍性結腸炎》,獲強烈推薦用於中重度活動性潰瘍性結腸炎的誘導和維持治療,充分體現了國際權威學術機構對其療效與安全性的高度認可。

維適平®於2024年和2025年被納入粵港澳大灣區內地9市臨床急需進口港澳藥品醫療器械目錄(文件中名稱為「伊曲莫德」),在大灣區率先實現臨床應用。目前,維適平®已在美國、歐盟以及中國大陸、中國香港、中國澳門、新加坡等多個國家和地區獲得新藥上市批准。2025年3月,雲頂新耀啟動維適平®嘉善工廠建設項目,為本地化生產及長期可及性提供有力支持。

關於維適平®(精氨酸艾曲莫德片, VELSIPITY®

維適平®是一種每日一次口服的高選擇性鞘氨醇-1-磷酸(S1P)受體調節劑,採用優化的藥理學設計,與S1P受體1、4和5結合。維適平®目前已在美國、歐盟、加拿大、日本、澳大利亞、英國、瑞士、以色列、土耳其、印度以及中國澳門、新加坡、中國香港和中國大陸獲得新藥上市批准。

關於亞洲多中心Ⅲ期臨床ENLIGHT UC 研究(ES101002)

ENLIGHT UC研究(ES101002)是雲頂新耀在亞洲地區(包括中國大陸、中國台灣和韓國)開展的維適平®多中心、隨機、雙盲、安慰劑對照III期研究,亦是迄今為止完成的最大規模的針對亞洲中重度UC患者的III期註冊臨床研究,總計340名既往對至少一種潰瘍性結腸炎常規治療、生物制劑或Janus激酶抑制劑治療應答不充分、不應答或不耐受的中重度活動性UC患者進入誘導期,且以2:1 隨機分組分別接受維適平®或安慰劑治療12周。完成12周誘導治療並達到臨床應答的患者進入維持期,再次以1:1 隨機分組接受為期40周維適平®或安慰劑的治療。研究的主要療效終點分別為患者在誘導期第12周和維持期第40周達到臨床緩解的比例。研究的關鍵次要終點則為患者在誘導期第12周和維持期第40周達到內鏡改善和臨床應答的比例。

研究結果顯示,在12周誘導及40周維持治療中,維適平®治療組在所有主要和次要療效終點上均達到統計學顯著性與臨床意義。

主要療效終點方面,在誘導期第12周,維適平®組臨床緩解率為25.0%,安慰劑組5.4%;調整後差值為20.4%,95% CI 13.4–27.4,p<0.0001。在維持期第40周,維適平®組臨床緩解率為48.1%,安慰劑組為12.5%;調整差值35.9%,95% CI 22.5–49.2,p<0.0001。

次要療效終點方面,在誘導期第12周,維適平®組內鏡改善率為37.3%,安慰劑組為9.8%;調整後差值28.6%,95% CI 20.5–36.7,p<0.0001。臨床應答率方面,維適平®組為58.3%,安慰劑組27.7%;調整後差值32.0%,95% CI 21.8–42.2,p<0.0001。在維持期第40周,維適平®組內鏡改善率為61.0%,安慰劑組為15.0%;調整後差值46.6%,95% CI 33.2–60.1,p<0.0001。臨床應答率方面,維適平®組為79.2%,安慰劑組為35.0%;調整後差值45.6%,95% CI 31.9–59.3,p<0.0001。其他次要終點,包括黏膜癒合、內鏡恢復正常等,也均達到具有顯著臨床意義和統計學意義(p<0.0001)的改善。維適平®治療組51.9%的患者達到黏膜癒合(定義為中心化閱片內鏡評分≤1 [排除易脆] 且 Geboes 指數評分<2.0),顯著高於安慰劑組的8.80%(p<0.0001)。此外,ENLIGHT UC研究也證實了維適平®在亞洲人群中良好的安全性和耐受性,與已知特徵和全球Ⅲ期一致,未觀察到新的安全信號事件。

關於ELEVATE UC III期註冊研究(ELEVATE UC 52和ELEVATE UC 12)

ELEVATE UC Ⅲ期臨床試驗包括ELEVATE UC 52和ELEVATE UC 12研究[4]

ELEVATE UC 52是一項隨機、雙盲、安慰劑對照試驗,包括12周的誘導期和40周的維持期。從第12周開始,所有患者均可繼續接受其隨機治療;與基線時相比,疾病無改善或疾病惡化的患者可以停止治療,符合條件的患者可入組開放擴展研究。該試驗的主要目的是評估每日一次服用2mg維適平®(VELSIPITY®)在12周和52周治療後的安全性和達到臨床緩解的療效性。主要終點是臨床緩解,定義為基於梅奧評分中3個子項的改善,包括排便次數單項評分為0(或為1且較基線降低至少為1分,便血單項評分為0,內鏡單項評分<=1 (排除易脆)。在ELEVATE UC 52中,第12周時,接受維適平®(VELSIPITY®)治療的患者和接受安慰劑的患者的臨床緩解率分別為27.0%和7.0%(調整後差值19.8%,P˂0.0001),第52周時分別為32.0%和7.0%(調整後差值25.4%,P˂0.0001)。所有關鍵次要終點(包括第12周和第 52 周時的內鏡改善和黏膜癒合情況以及第52周時的無激素緩解和持續臨床緩解)均達到統計學顯著性改善。

ELEVATE UC 12是一項隨機、雙盲、安慰劑對照試驗,旨在評估中重度活動性潰瘍性結腸炎患者每日一次服用2mg維適平®(VELSIPITY®)的療效和安全性。該試驗的主要目的是評估維適平®(VELSIPITY®)在12周治療後的安全性和達到臨床緩解的療效,評估基於3個子項的改良梅奧評分。在ELEVATE UC 12中,25.0%接受維適平®(VELSIPITY®)治療的患者和15%接受安慰劑的患者達到臨床緩解(調整後差值9.7%,P=0.026)。第12周時達到了試驗的所有關鍵次要終點,包括內鏡改善和黏膜癒合。

在ELEVATE UC 12中,維適平®(VELSIPITY®) 組和安慰劑治療組發生治療中出現的不良事件(AE)的患者比例相似,而在ELEVATE UC 52中,維適平®(VELSIPITY®)的這一比例高於安慰劑組,但兩項試驗中各治療組之間發生嚴重不良事件的患者比例相似。在兩項試驗中,截至第52周,維適平®(VELSIPITY®)治療組中發生率≥3%且高於安慰劑組的最常見治療中出現的不良事件為頭痛、UC加重、COVID-19感染、頭暈、發熱、關節痛、腹痛和噁心。沒有報告心動過緩或房室阻滯的嚴重不良事件。試驗數據表明,啟動維適平®(VELSIPITY®)治療不需要複雜的滴定方案。

在ELEVATE UC 52和ELEVATE UC 12中,分別有近三分之二的患者既往從未接受過生物制劑或JAK抑制劑治療。

參考文獻:

[1] K. Wu, et al. Lancet Gastroenterol Hepatol. 2025 Sep 30:S2468-1253(25)00198-0.
[2] Shao B, et al. Front Public Health. 2022 Oct 25;10:1032679.   
[3] Kaplan GG. Nat Rev Gastroenterol Hepatol. 2015;12(12):720-727.
[4] Sandborn WJ, et al. Lancet. 2023 Apr 8;401(10383):1159-1171.

關於雲頂新耀

雲頂新耀是一家專注於創新藥研發、臨床開發、製造和商業化的生物製藥公司,致力於滿足全球市場尚未滿足的醫療需求。雲頂新耀的管理團隊在中國及全球領先製藥企業擁有深厚的專長和豐富的經驗。公司在浙江嘉善擁有具備商業化規模的全球生產基地,並嚴格按照國家藥品監督管理局(NMPA)和歐洲藥品管理局(EMA)的 GMP 要求及世界衛生組織(WHO)PQ 標準建設。公司聚焦自身免疫、眼科、急重症及CKM(心血管、腎臟及代謝)等疾病治療領域,已打造集全渠道商業化體系與藥品全生命週期商業化能力於一體的商業化平台,並以擁有全球權益的自研 mRNA 平台為基礎,持續推進mRNA in vivo CAR-T 與 mRNA 腫瘤疫苗等現有管線,同時通過引進及生態孵化潛力平台,拓展研發能力,同時強化全球化佈局,加快國際化發展進程。更多信息,請訪問公司官網:www.everestmedicines.com

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12:30
Citi: Amazon 2026 Capex Guidance of USD200B Beats; Rating Buy

Amazon (AMZN.US) announced its 4Q25 results and 1Q26 forecast, both beating forecasts, Citi's report wrote. Revenue from Amazon Web Services (AWS) grew by 24% YoY, surpassing expectations, but the 2026 capex guidance of USD200 billion was well above Citi's original forecast.

The quarterly revenue reached USD213.4 billion, about 1% higher than street consensus, and operating profit was USD25 billion, within the company's previous guidance range of USD21-26 billion.

Citi set a target price of USD320 for Amazon, based on about 33x 2027E GAAP EPS of USD9.7. Citi considered this valuation multiple reasonable. The rating was Buy.
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11:34
JPM Reiterates Alphabet (GOOGL.US) Overweight Rating, Elevates TP to US$395

Alphabet (GOOGL.US) announced a very strong 4Q25 results, with accelerated growth in search and cloud businesses, but capital expenditure will become the market's focus, JPMorgan released a research report saying.

Its 2026 capital expenditure is expected to be between US$175 billion and US$185 billion, significantly higher than the market's highest forecast of US$142 billion.

The broker believed that the YoY 1x growth of capital expenditure is based on strength base, with Gemini now having 750 million monthly active users (MAUs), showing significantly higher user engagement; Google Cloud revenue accelerating to 48% growth, with backlog orders hiking 55% QoQ to US$240 billion; and search revenue growth reaching 17% as AI continued to expand market space.

Therefore, JPMorgan reiterated rating at Overweight on Alphabet, and elevated its target price from US$385 to US$395.
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