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0 FR ADC-2024 4 24|S0120523080003 lijy7 1FR ADC FDA 101 ImmunoGen 2023 11 30 AbbVie ImmunoGen 101 ImmunoGen ADC Elahere ImmunoGen ADC ADC Elahere ImmunoGen CD123 ADC ADAM9 ADC 2022 11 FDA Elahere immunogen 2023 2950 7740 1.052 2.12 3 22 FDA ELAHERE 18 2024 4 3 Genmab ProfoundBio Genmab 18 ProfoundBio Genmab rinatabartsesutecan Rina-S ProfoundBio-ADC Rina-S Topo1 ADC Elahere ImmunoGen FR FR FR ADC Elahere FDA ADC TPO1 DAR Elahere FR ADC 资料来源：ImmunoGen官网、医麦客News公众号、艾伯维abbvie公众号、药通社公众号、德邦证券研究所ZXDWzQtOnOmNtNsRsPoRmN7N9R9PnPoOsQmQlOnNnRjMtRrM9PpOnMMYnMsPuOmQtR2 01020304FR ELAHERE FDA ADC CONTENTS3 01FR jo2q217FzoPQth4cRI7P88iCYydMK33bsDsO0TSEcfY/ZzXGT3LzbcULdbAHpIYD 4FR/5-FOLR1 38-40KD DNA RNA 72-100%35-68%76-89%14-74%FR FR 资料来源：Mariana Scaranti et al.Exploiting the folate receptor in oncology、同写意公众号、德邦证券研究所5 2022 3 70%BRCA1 BRCA2 54%23%2 资料来源：艾伯维公众号、2023 NCCN卵巢癌包括输卵管癌及原发性腹膜癌临床实践指南（第1版）解读、德邦证券研究所 NCCN NCCN6 20 2019 2015 2015 69,000 16,000 10.28/10 3.88%20%30%NCCN2024/1 HER2+HER2 T-DXd DESTINY-PanTumor02 T-DXd T-DXd HER2 ORR 57.5%50.0%45.0%IHC+ORR 84.6%75.0%63.6%资料来源：子宫内膜癌诊治指南(2022 年版)、子宫内膜癌2024年NCCN指南第2版、谢玲玲等2024 NCCN子宫肿瘤临床实践指南（第1版）解读、医药魔方等，德邦证券研究所 NCCN7FR ADC ADC microtubule;FR ImmunoGen(AbbVie);Takeda Pharmaceuticals ActiveAZD5335 ADC AstraZeneca II I/II I/II ActiveBAT8006 ADC II II IND Activefarletuzumab ecteribulin ADC microtubule;FR Morphotek(Eisai);Bristol-Myers Squibb II II Activeluveltamabtazevibulin ADC microtubule;FR;Sutro Biopharma I/II II I Activerinatabartsesutecan ADC(Genmab)I/II I/II ActiveAMT-151 ADC I Active资料来源：医药魔方、百奥泰官网、德邦证券研究所；备注：数据截至2024.04.07 FR ADC CART ADC ADC BMS Sutro8 02 MIRV ELAHERE FDA9 Elahere FR ADC ImmunoGen Elahere ADC DM4 DM4 2022 11 FDA Elahere immunogen 2023 2950 7740 1.052 2.12 2023 11 30 AbbVie ImmunoGen 101 ImmunoGen 3 22 FDA ELAHERE ELAHERE 2022 11 FDA 3 MIRASOL PROC ELAHERE IC 资料来源：Kathleen et al.Mirvetuximab Soravtansine in FR-Positive,Platinum-Resistant Ovarian Cancer、ImmunoGen官网、药脉网、搜狐网、艾伯维abbvie公众号、药渡公众号、德邦证券研究所 Elahere10MIRASOL MIRASOL PFS ORR OS MIRASOL ELAHERE IC 3 Ventana FOLR1 PROC 453 14%39%47%IC 62%55%PARP HR 0.67 95%CI 0.50 0.88 p=0.0046 IC ELAHERE 33%0.65 95%CI 0.52 0.81 p0.0001 IC ELAHERE 35%IC ELAHERE 3 资料来源：Kathleen et al.Mirvetuximab Soravtansine in FR-Positive,Platinum-Resistant Ovarian Cancer、艾伯维abbvie公众号、德邦证券研究所 MIRASOL11 2 1.3 34000-12K 22K PSOC 3 GLORIOSA NCT05445778 2020 ImmunoGen ImmunoGen 4000 2.65 ELAHERE 2023 10 NMPA 资料来源：ImmunoGen官网、ClinicalTrails、华东医药公众号、医药魔方等，德邦证券研究所 12;*;MSS/pMMR EC 453 106 16 III III II NCT04209855 NCT04296890 NCT03835819 0.65 FR high FR high MSS/pMMR|FR-positive mPFS:5.62 vs 3.98 months(p0.001)ORR:32.4%ORR:37.5%2023-12-07 2023-05-01 2024-04-05 2024 AACR PD-1 资料来源：医药魔方、德邦证券研究所13 03ADC 14FR ADC AZ DAR ADC 资料来源：医药魔方、药研网、药渡数据等，德邦证券研究所 DAR 3.4 FOLR1 M9346A DM4 SPDB ImmunoGen(AbbVie);Takeda Pharmaceuticals AZD5335 1 AZ14170132 8 1 TOP1i AstraZeneca II I/IIAMT-151 DUO-5/DUO-5 K-lock I farletuzumabecteribulinmicrotubule;FR 4 a(FRA)Farletuzumab Ma-PEG2-Val-Cit-PAB-eribulin Morphotek(Eisai);Bristol-Myers Squibb II BAT8006 I Exatecan 8 I II luveltamab tazevibulinmicrotubule;FR DBCO-3-aminophenyl-hemiasterlin 4 FolR IgG1 SP8166 DBCO-3-aminophenyl-hemiasterlin;Sutro Biopharma I/II II rinatabartsesutecan 1 Exatecan 8 1 Exatecan(Genmab)I/II I/II15 BAT8006 II I DAR 8 DAR ADC BAT8006 ADC BAT8006 2023 7 6 29 1.2mg/kg 1.8mg/kg 2.1mg/kg 2.4mg/kg 60%29 ORR 31%DCR 86.2%2.1 mg/kg 2.4mg/kg 15 TPS25%12 ORR 58.3%DCR 91.7%BAT8006 best-in-class 2024 3 BAT8006 ADC-II FDA BAT8006 BAT8006 FDA药物 BAT8006公司 百奥泰数据来源 2023白求恩妇产科学高峰论坛临床试验 I期适应症 多种实体瘤亚组囊括了卵巢癌、乳腺癌、非小细胞肺癌和宫颈癌等多个瘤种，卵巢癌受试者占比约60%卵巢癌（大多数曾接受过包含了贝伐珠单抗、PARPi等药物的3线以上抗肿瘤治疗）人数 29 15用药方案 1.2mg/kg、1.8mg/kg、2.1mg/kg、2.4mg/kg剂量爬坡 2.1 mg/kg和2.4mg/kgORR 31%58%DCR 86.20%91.70%资料来源:百奥泰2023中报、百奥泰公众号、百奥泰官网、广东省生物医药创新技术协会、德邦证券研究所16 18 FR ADC ProfoundBio ProfoundBio-ADC FR 2024 4 3 Genmab ProfoundBio Genmab 18 ProfoundBio Rina-S FR 1 ADC 2027 资料来源:普方生物官网、Genmab官网、CPHI制药在线公众号、普方生物公众号、德邦证券研究所 rinatabartsesutecan Rina-S;PRO1184 FR II PRO1160 CD70 RCC NPC NHL I PRO1107 PTK7 I PRO1286 EGFR cMET Rina-S17Rina-S Rina-S 1/2 NCT05579366 SITC 2023 42 5 21 4.5 1/ORR 38%21 2 FR 1%ORR 67%3 TRAE 1 2 资料来源:Genmab官网、德邦证券研究所 Rina-S Rina-S18AZD5335 1/2a AZD5335 1 TOP1i AZ14170132 FR DAR 8 2023 11 6(CDE)(AZN.US)1 AZD5335 ClinicalTrials AZD5335 1/2a AZD5335 2024 AACR 1 AZD5335 2.5 mg/kg,IV,SD CDX TGI 75%-94%2 14/17 82%PDX 30%3 FR-PDX AZD5335 MTI FR ADC 资料来源:ACROBiosystems、医药魔方、丁香通、CDE官网、ClinicalTrials 德邦证券研究所 AZD5335/I/II Active I/II Active I/II Active AZD533519STRO-002 Luvelta 3.8 3.8 STRO-002 Sutro F R ADC DAR 4 XpressCF XpressCF+-ADC AML 2021 Sutro 4,000 3.45 43 TPS 25%PROC ORR 28%PFS 5.8 ADC 资料来源:sutrobio官网、天士力公告、德邦证券研究所 Luvelta PROC STRO-00220 II III III II 21 2023 2023 S0120523080003 1.6 6 20%5%20%-5%+5%5%2.A 500 10%-10%10%10%22 23 600 N1 9+86 21 68761616+86 21 68767880400-8888-128
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