您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:加科思-B2023中期报告 - 发现报告

加科思-B2023中期报告

2023-09-28 港股财报 @·*&&
报告封面

(於開曼群島註冊成立的有限公司) 股份代號:1167 2458314950515254555677 20238 3120233 2320233 2320238 31 20238 31 202332320233 23 22 20233 232023323 2920 202332320233 23 Walkers Corporate Limited 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 1058 124 Bank of America41 Beacon streetFraminghamMA 01701USA 24840 88 Walkers Corporate Limited 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands http://www.jacobiopharma.com 1831717121716 1167 Cooley HK835 202363040.3AbbVieSHP2 2022630176.622.212.6%2023630198.8 202263022.80.93.9%202363023.7 2022630127.82023630166.3 JAB-21822Glecirasib KRAS G12C NSCLC KRAS G12CNSCLCCDE6020239NDACMC2023CDENDA2024GlecirasibNSCLCNDA2024 PDAC 20237KRASG12CPDACCDE20239 20238G l e c i r a s i bC D EK R A SG12CB T DGlecirasibPDACI/IIa2024(ASCO)GI20241 CRC GlecirasibcetuximabKRAS G12C2023(JCA)–(AACR)GlecirasibcetuximabCDE JAB-3312SHP2 JAB-3312KRASG12C(Glecirasib)I/IIaGlecirasibJAB-3312(Profferedpaper presentation)2023(ESMO)202310 JAB-8263BET AMLMFIRP2D2023 JAB-2485Aurora A JAB-2485I/IIa2023120238 JAB-2485202342023AACR2023AACR JAB-BX102CD73 I/IIa2024RP2D 20233Merck & Co., Inc., Rahway, NJ, USA (Merck & Co)CD73JAB-BX102KEYTRUDA®(pembrolizumabPD-1 JAB-26766PARP7 6CDEI/IIaIND JAB-24114Glutamine-utilizing Enzyme JAB-24114IND20233 JAB-BX300LIF JAB-BX300IND20234 IND JAB-23400KRASmulti JAB-23400KRASmultiRAS(ON)RAS(OFF)KRASHRASNRASKRASRAS(ON)RAS(OFF)KRASmulti2024JAB-23400IND JAB-30300P53 Y220C JAB-30300P53Y220C2023JAB-30300IND iADC •(iADC)STINGHER2(JAB-BX400)CD73(JAB-X1800)JAB-BX400DS820120242025IND Kirsten2(KRAS)MYC(MYC)P53(RB)1(PD-(L)1)70%(PTPs)Src22(SHP2)GTPKRAS 20157iADC (MNCs) IND IND KRASSHP2RASKRASSHP2KRASG12CSHP2KRASG12CJAB-3312Glecirasib2023 2 0 2 3Glecirasib(JAB-21822)NSCLCPDACIIKRASG12CGlecirasibcetuximabKRASG12CJCA-AACRGlecirasib •JAB-21822Glecirasib KRAS G12C GlecirasibKRASG12CSHP2EGFRPD-1MiratiKRASG12CGlecirasib(PK) NSCLC KRASG12CGlecirasibI800QDRP2D37800QDIIaNSCLCGlecirasib KRAS G12CNSCLCCDE6020239NDACMC2023CDENDA2024GlecirasibNSCLCNDA2024 2022GlecirasibCDEKRASG12CNSCLCBTD STK 11 I/IIaKRASG12CSTK11NSCLC PD-1 GlecirasibPD-1NSCLCKRAS G12C GlecirasibI20228II20229 20237KRASG12CPDACGlecirasibCDE20239 20238GlecirasibCDEKRASG12CBTDBTDCDE GlecirasibPDACI/IIa2024ASCOGI20241 PDAC oCRC EGFRCetuximab I/IIaGlecirasibKRAS G12C 35800QDKRASG12CJAB-218222023JCA-AACR2023529(ORR)33.3% (11/33)(DCR)90.9% (30/33)(mPFS)6.9 I/IIaGlecirasibcetuximabKRAS G12C I/IIa202322023247CRCRP2D2023JCA-AACR2023529GlecirasibcetuximabORR62.8%(27/43)DCR93%(40/43)mPFS(TRAEs)1-2 GlecirasibcetuximabCDE cetuximab o GlecirasibKRASG12C 18A.08(3)Glecirasib •JAB-3312JAB-3068 JAB-3312JAB-3068SHP2RASSHP2SHP2SHP2 JAB-3312SHP2SHP2JAB-3068FDAINDSHP2JAB-3312JAB-3068FDASHP2JAB-3312SHP2JAB-3068JAB-3068 JAB-3312 oJAB-3312KRAS G12CEGFRPD-1 JAB-3312KRAS G12C I/IIaJAB-3312GlecirasibKRASG12C100KRASG12CNSCLCSHP2KRAS G12C KRAS G12CNSCLCIIa 2023ESMO202310 JAB-3312 JAB-3312osimertinibPD-1JAB-3312 oJAB-3312 JAB-3312SHP2SHP2I/IIa oAbbVie AbbVieAbbVieAbbVieAbbVieAbbVieSHP2AbbVieAbbVieSHP2SHP2SHP2180AbbVieAbbVie202374 JAB-3312KRASG12C 18A.08(3)JAB-3312JAB-3068 •JAB-8263 JAB-8263BETc-MycJAB-8263MFAMLJAB-8263BET RP2D2023RP2D 18A.08(3)JAB-8263 •JAB-2485 JAB-2485AuroraAJAB-2485AuroraAAuroraBAuroraC1500PKAurora A JAB-2485RB JAB-2485I/IIa20231CRO I/IIaIND20221020238JAB-2485202342023AACR 18A.08(3)JAB-2485 •JAB-BX102 JAB-BX102CD73JAB-BX102PD-(L)1JAB-BX102 20229JAB-BX102I/IIaRP2D2024 IIIaJAB-BX102pembrolizumab 20233M e r c k&C oC D73J A B - B X102KEYTRUDA®(pembrolizumabPD-1Merck & CopembrolizumabJAB-BX102pembrolizumab 18A.08(3)JAB-BX102 •JAB-26766 J A B - 2 6 7 6 6P A R P 7NSCLCPARP7STINGTBK1I(IFN)PARP7αJAB-26766PARP1/2JAB-26766 IJAB-2676620236CDEI/IIaIND •JAB-24114 JAB-241146-5-L(DON)(GUE)(TCA)GLSJAB-24114DONJAB-24114DON JAB-24114TPD-(L)1JAB-24114SHP2KRAS IJAB-2411420233I/IIaIND 18A.08(3)JAB-24114 •JAB-BX300 JAB-BX300(LIF)LIFJAB-BX300M2T(CTL)PD-(L)1LIFKRASPDACCRCLIF I/IIJAB-BX30020234IND 18A.08(3)JAB-BX300 RASMYC P53 RB 15 • JAB-23400– JAB-23400KRASmultiRAS (ON)RAS (OFF)KRASKRAS G12X (G12DG12VG12RG12SG12AG13DQ61HHRASNRASKRASJAB-23400KRASWTKRASKRAS JAB-23400JAB-23400KRASG12XG13DLS513KRAS G12DHPACKRAS G12DRKNKRAS G12VNCIH441KRAS G12VCapan-2KRAS G12VLOVOKRAS G13DJAB-23400JAB-23400 IND2024RAS(ON)RAS(OFF)KRASmultiJAB-23400 KRASmulti2023AACR JAB-30300– JAB-30300P53 Y220C JAB-30300P53Y220CP53Y220CTP53Y220CCDXPDXHCCSCLCPDACJAB-30300PK IND2023IJAB-30300 18A.08(3)JAB-23400JAB-30300 • JAB-22000–JAB-22000KRASG12DINDKRASmultiJAB-23400 18A.08(3)JAB-22000 iADC ADCFDAADCADCICIT iADCiADCADCICI iADCiADC •STING-iADCiADC STINGIFN STING(CRS) STING(TAA)iADC JAB-27670CDNSTINGCT26MC38CDXHER2CD73 JAB-27670HER2-STINGiADC(JAB-BX400)CD73-STINGiADC(JAB-X1800)JAB-BX400DS820120242025IND JAB-X18002023AACR 18A.08(3)iADCJAB-X1800JAB-BX400 •202332023313•202363031077 • •RAS KRASRASGlecirasibKRAS G12CJAB-23400KRASmultiJAB-3312SHP2J