XPENG-W (09868.HK) Robot completed supply chain factory audits and core component supplier designation, further advancing its mass production process, The Paper reported, citing sources.

XPENG-W held its inaugural robot supply chain partner conference today (22nd), with leading supply chain enterprises in core component fields including actuators, dexterous hands, sensors and AI chips attending the event.

Separately, the robot team of Tesla, Inc. (TSLA.US) recently visited Chinese supply chain companies for factory audits. Sources indicated that the two parties have a relatively high overlap at the core supplier level.
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CHENGDU, China, Sept. 22, 2026 /PRNewswire/ -- The 2026 European Society for Medical Oncology (ESMO) Congress will be held in Madrid, Spain, from October 23 to 27. Multiple Phase III clinical studies of the TROP2 ADC sacituzumab tirumotecan (sac-TMT, also known as SKB264/MK-2870) (佳泰莱^®) developed by Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK) have been selected as Late-Breaking Abstracts (LBAs) and the study results will be presented as oral reports. Abstract titles of these studies have been published on the official website of ESMO. Among them, the Phase III studies of OptiTROP-Lung04 and OptiTROP-Lung06 have both been selected for the "Non-Small Cell Lung Cancer (NSCLC), Metastatic" session and will be presented in the same time slot as proffered paper presentations, as follows:

Title: Sacituzumab tirumotecan (sac-TMT) plus pembrolizumab (P) versus chemotherapy (chemo) plus pembrolizumab (P) as first-line (1L) treatment for PD-L1 negative advanced non-squamous (nsq) NSCLC: randomized phase 3 OptiTROP-Lung06 study
Presentation Type: Proffered paper | NSCLC, metastatic
Presentation #: LBA66
Date and Time: October 25, 10:15 to 11:45 local time

Title: Final OS analysis of sacituzumab tirumotecan (sac-TMT) versus platinum-based chemotherapy in EGFR-mutated non-small cell lung cancer (NSCLC) after progression on EGFR-TKI: phase III OptiTROP-Lung04 study
Presentation Type: Proffered paper | NSCLC, metastatic
Presentation #: LBA67
Date and Time: October 25, 10:15 to 11:45 local time

A Phase III study, TroFuse-005, evaluating sac-TMT in patients with previously treated advanced or recurrent endometrial cancer (EC), has also been selected as an LBA at this Congress and will be presented in an oral report in the Presidential Symposium.

Title: Sacituzumab Tirumotecan in Previously Treated Advanced or Recurrent Endometrial Cancer: Results from the Phase 3 TroFuse-005/ENGOT-en23/GOG-3095 Study
Presentation Type: Presidential Symposium
Presentation #: LBA11
Date and Time: October 26, 16:30 to 18:15 local time

Other sac-TMT studies to be presented at this Congress are as follows:

About sac-TMT(佳泰莱^®)

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 NSCLC, breast cancer (BC), gastric cancer (GC), gynecological tumors and genitourinary tumors, among others. Sac-TMT is developed with a unique, bifunctional linker that maximizes payload delivery to tumor cells both through its irreversible connection with the anti-TROP2 monoclonal antibody sacituzumab and its pH-sensitive cleavage from KL610023, a belotecan-derivative topoisomerase I inhibitor payload in the lysosome, 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 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: 1) unresectable locally advanced or metastatic triple-negative breast cancer (TNBC) who have received at least two prior systemic therapies (at least one of them for advanced or metastatic setting); 2) EGFR mutant-positive locally advanced or metastatic non-squamous NSCLC following progression on EGFR-tyrosine kinase inhibitor (TKI) therapy and platinum-based chemotherapy; 3) EGFR mutant-positive locally advanced or metastatic non-squamous NSCLC who progressed after treatment with EGFR-TKI therapy; 4) unresectable or metastatic hormone receptor-positive (HR+)/human epidermal growth factor receptor 2-negative (HER2-) (Immunohistochemistry (IHC) 0, IHC 1+ or IHC 2+/In Situ Hybridization (ISH)-) BC who have received prior endocrine therapy and at least one line of chemotherapy in advanced setting. The first two indications above have been included in China's National Reimbursement Drug List (NRDL). This inclusion is expected to bring clinically meaningful benefits to a greater number of patients with BC and NSCLC. Additionally, sac-TMT has been granted six Breakthrough Therapy Designations by the NMPA.

Sac-TMT is the world's first TROP2 ADC drug approved for marketing in lung cancer. Two new indication applications have been accepted for review by the NMPA and have been included in the priority review and approval process: 1)  sac-TMT in combination with pembrolizumab (KEYTRUDA^®) as first‑line treatment for locally advanced or metastatic NSCLC who have PD-L1 TPS≥1% and are EGFR-negative and ALK-negative; 2) sac‑TMT as first‑line treatment for patients with recurrent or metastatic TNBC who have a PD‑L1 combined positive score (CPS) <10 or have recurred after prior PD‑1/PD‑L1 inhibitor therapy in the early stage, two applications have been included in the priority review and approval process. As of today, Kelun-Biotech has initiated 9 registrational clinical studies in China. MSD has initiated 18 ongoing global Phase III clinical studies of sac-TMT as a monotherapy or in combination 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 with 8 indications have been approved for marketing, 2 projects with 3 indications are in the NDA stage and 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 with 5 indications 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/. 

成都2026年9月22日 /美通社/ -- 2026年歐洲腫瘤內科學會(ESMO)大會將於10月23日至27日在西班牙馬德裡舉行。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)自主研發的TROP2 ADC蘆康沙妥珠單抗(sac-TMT，亦稱SKB264/MK-2870)(佳泰萊^®)多項Ⅲ期臨床研究入選最新突破性摘要(LBA)並將以口頭報告的形式展示研究結果，相關研究摘要標題已於ESMO官方網站公布，其中，OptiTROP-Lung04和OptiTROP-Lung06 Ⅲ期研究均入選「轉移性非小細胞肺癌」專場，並將於同一時段以優選口頭報告(Proffered paper)形式發布。具體如下：

標題：蘆康沙妥珠單抗(sac-TMT)聯合帕博利珠單抗對比化療聯合帕博利珠單抗一線治療PD-L1陰性晚期非鱗狀NSCLC：隨機III期OptiTROP-Lung06研究結果
展示形式：優選口頭報告(Proffered paper) | 轉移性非小細胞肺癌
報告編號：LBA66
日期和時間：當地時間10月25日10:15-11:45

標題：蘆康沙妥珠單抗(sac-TMT)對比含鉑化療治療EGFR-TKI治療後進展的EGFR突變非小細胞肺癌(NSCLC)：III期OptiTROP-Lung04研究總生存期最終分析結果
展示形式：優選口頭報告(Proffered paper) | 轉移性非小細胞肺癌
報告編號：LBA67
日期和時間：當地時間10月25日10:15-11:45

一項評估蘆康沙妥珠單抗(sac-TMT)用於既往接受過治療的晚期或復發性子宮內膜癌(EC)患者的III期TroFuse-005 研究亦入選本屆大會的 LBA，將於主席論壇(Presidential Symposium)以口頭報告的形式披露。

標題：蘆康沙妥珠單抗(sac-TMT) 治療既往接受過治療的晚期或復發性子宮內膜癌：III期TroFuse-005/ENGOT-en23/GOG-3095研究結果
展示形式：主席論壇(Presidential Symposium)
報告編號：LBA11
日期和時間：當地時間10月26日16:30-18:15

其他將於本次會議展示的蘆康沙妥珠單抗(sac-TMT)研究如下：

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知識產權的新型TROP2 ADC，針對NSCLC、BC、胃癌(GC)、婦科腫瘤及泌尿生殖系統腫瘤等晚期實體瘤。蘆康沙妥珠單抗(sac-TMT)采用獨特雙功能連接子開發而成。該連接子一方面通過與抗TROP2單抗沙妥珠單抗形成不可逆結合，另一方面在溶酶體中可從KL610023(一種貝洛替康衍生物拓撲異構酶I抑制劑有效載荷)pH敏感裂解，從而最大限度將有效載荷遞送至腫瘤細胞，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並於細胞內釋放有效載荷KL610023。KL610023可誘導腫瘤細胞DNA損傷，進而導致細胞周期阻滯及細胞凋亡。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、澳門及台灣)以外的所有地區開發、使用、制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：1)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三陰性乳腺癌(TNBC)；2)經表皮生長因子受體-酪氨酸激酶抑制劑(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；3)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；4)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陽性(HR+)且人類表皮生長因子受體2陰性(HER2-) (免疫組織化學(IHC) 0、IHC 1+或IHC 2+/原位雜交(ISH)-) BC；其中前2項適應症已經被納入醫保范圍，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)已獲中國國家藥品監督管理局(NMPA)授予6項突破性療法認定。

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。蘆康沙妥珠單抗(sac-TMT)的兩項新增適應症上市申請已獲NMPA受理，分別用於：1)聯合帕博利珠單抗一線治療PD-L1 TPS≥1%的EGFR基因突變陰性和ALK陰性的局部晚期或轉移性NSCLC；2)PD-L1綜合陽性評分(CPS)<10或早期階段接受過PD-1/PD-L1抑制劑的復發或轉移性TNBC的一線治療，兩項申請均被納入優先審評審批程序。目前，科倫博泰已在中國開展9項注冊性臨床研究。默沙東已啟動18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，專注於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，重點布局腫瘤、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台，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8個適應症已獲批上市，2個項目3個適應症處於NDA階段，10余個項目正處於臨床階段。公司成功構建了享譽國際的專有ADC及新型偶聯藥物平台OptiDC^TM，已有2個ADC項目5個適應症獲批上市，多個ADC或新型偶聯藥物產品處於臨床或臨床前研究階段。了解更多，請訪問：https://www.kelun-biotech.com/。

Omdia's latest research report showed that global semiconductor revenue exceeded USD425 billion in 2Q, setting another record high, while the market's QoQ growth rate reached a record 31.4%. AI demand and strong memory prices continued to be the main drivers of the market, pushing total semiconductor revenue in 1H26 to USD752 billion.

2Q revenue grew 31.4% QoQ, exceeding 1Q's record QoQ growth of 29.2%. Since Omdia began tracking the semiconductor market in 1Q02, only 10 out of 97 quarters recorded QoQ revenue growth of more than 10%. The most recent four quarters since 3Q25 all achieved double-digit QoQ growth, and this trend is expected to continue in 3Q26.

Omdia forecast 3Q semiconductor revenue to surpass USD500 billion, bringing total revenue for the first three quarters to more than USD1.25 trillion. This figure would be 50% higher than total semiconductor revenue for the whole of 2025. Strong market conditions and record quarterly revenue levels are expected to persist.
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JP Morgan Chase & Co. (JPM.US) CEO Jamie Dimon said the spending boom in the AI sector shows no signs of slackening, with investment in the hyperscale data center ecosystem potentially reaching USD1 trillion next year, compared with estimated spending of about USD700 billion this year.

Dimon said the upsurge in spending would help juice economic growth, but could also intensify inflation as companies hire workers, build factories and power plants, and purchase equipment and materials. However, over the longer term, AI may have a deflationary effect.

When asked about returns on AI investments, Dimon said investments cannot always be measured simply by returns, adding that sometimes it is just the price of admission. He noted that improving customer experience is a benefit that is difficult to quantify, and companies may become more efficient in deploying AI over time.
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HONG KONG, Sept. 22, 2026 /PRNewswire/ -- Akeso, Inc. (9926.HK) ("Akeso" or the "Company") announced that nearly 30 clinical studies of its globally first-in-class bispecific antibodies will be presented at the 2026 European Society for Medical Oncology (ESMO) Congress, taking place October 23–27 in Madrid, Spain. The presentations include one Late-Breaking Abstract (LBA) selected for the Presidential Symposium and two oral presentations.

Ivonescimab, the world's first approved PD-1/VEGF bispecific antibody, will be featured in 12 presentations at ESMO 2026. Notably, positive overall survival results from the Phase III HARMONi-GI1 trial evaluating ivonescimab plus chemotherapy versus durvalumab plus chemotherapy as first-line treatment for advanced biliary tract cancer have been selected as a Late-Breaking Abstract for the Presidential Symposium and will be delivered as a late-breaking oral presentation. In addition, two rapid oral presentations will present breakthrough data on ivonescimab-based regimens as first-line treatment for advanced renal cell carcinoma and recurrent/metastatic thymic carcinoma. The presentations will also highlight ivonescimab's expanding development across multiple tumor types, including continued progress in lung cancer (including brain metastases), gastrointestinal cancers (esophageal and gastric cancer), and rare or difficult-to-treat malignancies such as pancreatic cancer, glioblastoma, endometrial cancer, thymic carcinoma, and head and neck squamous cell carcinoma.

Cadonilimab, the world's first PD-1/CTLA-4 bispecific antibody, will be featured in 15 presentations covering more than ten tumor types, including gastric cancer, renal cell carcinoma, lung cancer, esophageal squamous cell carcinoma, colorectal cancer, nasopharyngeal carcinoma, ovarian cancer, soft tissue sarcoma, pleural mesothelioma, and rectal cancer. These studies span neoadjuvant settings as well as first- and second-line treatment of advanced disease, underscoring the broad anti-tumor potential of this dual checkpoint inhibitor.

The extensive data to be presented at ESMO 2026 reflect Akeso's ongoing commitment to advancing next-generation immuno-oncology therapies for major global diseases and our continued efforts to build a differentiated global oncology portfolio. Full results will be released during the Congress. Please stay tuned for updates.

Key Presentations Highlights:

LBA8 - Ivonescimab plus chemotherapy versus durvalumab plus chemotherapy as first-line treatment for advanced biliary tract cancer: a randomized, controlled, double- blinded, Phase 3 trial (HARMONi-GI1)

• Speakers: Jian Zhou (Shanghai, China)
• Session Name: Presidential Symposium II
• Room: Alicante Auditorium - Hall 6
• Date: Sunday, 25 October 2026
• Time: 16:30 - 18:15 (Madrid)

Efficacy and Safety of AK112 (Ivonescimab), a PD-1/VEGF Bispecific Antibody, as First-Line Treatment for Patients with IMDC Favorable-Risk Advanced Renal Cell Carcinoma (aRCC): Results from a Phase Ib/II Study

• Session: Rapid Oral 2: Genitourinary tumours, renal and urothelial 
• Abstract: 3592RO 
• Presentation time: Sunday, 25 October 2026, 14:45–16:15 (Madrid) 
• Presenter: Professor Xieqiao Yan, Peking University Cancer Hospital

Ivonescimab plus chemotherapy as first-line treatment in recurrent/metastatic thymic carcinoma: interim results from the iTHYM study

• Session: Rapid Oral: Non-metastatic NSCLC and other thoracic malignancies 
• Abstract: 4156RO 
• Presentation time: Monday, 26 October 2026, 10:15–11:45 (Madrid)
• Presenter: Professor Xue Hou, Sun Yat-sen University Cancer Center

About Akeso
Akeso (HKEX: 9926.HK) is a leading biopharmaceutical company committed to the research, development, manufacturing and commercialization of the world's first or best-in-class innovative biological medicines. Founded in 2012, Akeso has built a comprehensive R&D innovation ecosystem anchored by its proprietary Tetrabody antibody technology platform, AI-powered drug R&D platform, Dual-Shield ADC technology platform, Dual-Lock T-cell engager (TCE) technology platform, Tissue-Smart siRNA/mRNA technology platform, and cell therapy technology platforms.

Backed by world-class GMP manufacturing facilities and a highly efficient, integrated commercialization system, Akeso has developed into a globally competitive biopharmaceutical enterprise. Leveraging its fully integrated, multi-functional platform, the Company maintains a robust pipeline of more than 50 innovative assets targeting cancer, autoimmune diseases, inflammation, metabolic disorders, and other major therapeutic areas. Of these, nearly 30 candidates have advanced into clinical trials, including 15 bispecific or multi-specific antibodies and bispecific ADCs. Eight innovative drugs are commercially available, and two additional drugs with three indications are currently under regulatory review for marketing approval.

Akeso is committed to becoming a global leader in biopharmaceuticals through efficient and breakthrough innovation in R&D, developing novel therapies that are first-in-class or best-in-class, and providing better disease solutions for patients around the world.

Forward-Looking Statements
This announcement by Akeso, Inc. (9926.HK, "Akeso") contains "forward-looking statements". These statements reflect the current beliefs and expectations of Akeso's management and are subject to significant risks and uncertainties. These statements are not intended to form the basis of any investment decision or any decision to purchase securities of Akeso. There can be no assurance that the drug candidate(s) indicated in this announcement or Akeso's other pipeline candidates will obtain the required regulatory approvals or achieve commercial success. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements.

Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in the P.R. China, the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; Akeso's ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of Akeso's patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions.

Akeso does not undertake any obligation to publicly revise these forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.

A spokesperson for the Ministry of Foreign Affairs of China announced that, at the invitation of US President Donald Trump, Chinese President Xi Jinping will pay a state visit to the US from Wednesday (23rd) to Friday (25th).

Trump will purportedly host a state dinner for Xi at the White House. US corporate leaders expected to attend include Microsoft Corporation (MSFT.US) CEO Satya Nadella, Apple Inc. (AAPL.US) Executive Chairman Tim Cook, NVIDIA Corporation (NVDA.US) CEO Jensen Huang, OpenAI CEO Sam Altman, and QUALCOMM Incorporated (QCOM.US) CEO Cristiano Amon.
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Following earlier market talks that a Tesla, Inc. (TSLA.US) team conducted factory audits in Ningbo to pave the way for mass production of Optimus, The Paper cited sources as saying that Tesla's robotics team started factory audit work last week at supply chain companies including TUOPU GROUP (601689.SH), SANHUA (02050.HK) and JOYSON ELEC (00699.HK).

These companies primarily supply core electromechanical components such as joint modules, actuators and precision structural parts. Before Tesla's latest factory audits, the above-mentioned companies had already secured orders related to Tesla humanoid robots, although the order sizes differed, report told.

Moreover, Tesla's factory audit work was not limited to Ningbo as rumored online, sources divulged. This round of visits by Tesla's robotics team also covered supply chain companies in Yangtze River Delta areas including Hangzhou and Shanghai.
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NVIDIA Corporation (NVDA.US) CEO Jensen Huang again dismissed the AI doomsday theory, saying AI will not pose an existential risk to humanity. He said under any circumstances, 2030 will not be the end of the world, and the chance of an apocalypse is zero.

Huang has repeatedly reiterated in recent days that AI can be managed safely, but he also opposes the introduction of new regulatory measures, arguing that development in the AI industry should not slow down.

He accentuated that products should not be released before they are ready, nor should unsafe products be delivered.
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Microsoft Corporation (MSFT.US) CEO Satya Nadella plans to attend the state banquet hosted at the White House this week for Chinese President Xi Jinping, Bloomberg, citing sources, reported.

Apple Inc. (AAPL.US) Executive Chairman Tim Cook, NVIDIA Corporation (NVDA.US) CEO Jensen Huang, OpenAI CEO Sam Altman and QUALCOMM Incorporated (QCOM.US) CEO Cristiano Amon will also attend the banquet.

Debate surrounding AI risks is boiling up in the market. Since last week, Anthropic CEO Dario Amodei has called on the entire industry to slow AI development, though technology leaders remain divided on the issue.
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