宜明昂科-B2024年报

1541 2024 2358111235446888127131132133134135182183 ()2015Drug-by-Design 2024528 H 183171712–1716 Kendall Arthur Smith 2 315 Kendall Arthur Smith 883 2024729 271 100015 717710 33191918 8835 1541 www.immuneonco.com 20239 5 2024(BD)BD 2024IMM01 202412 31(MDS)II26.0(95%CI23.5—28.3)51(ORR)64.7%33.3%15.7%(mCR+HI)3.9%HI 11.8%mCRII2024(ASCO)(CSCO)202420245IMM01(HR-MDS)IIIIND 202412 31—(CMML)II21.0(95%CI19.3—23.3)22(ORR)72.7%27.3%CR13.6% mCR4.5% HI 27.3% mCRII2024(ESMO)20246IMM01CMMLIIIIND202411 202412 31PD-1(R/R)(cHL)II338CR15(PR)ORR 69.7%CRR24.2%IIASCOESMO2024(BOC)Best of ASCO®(BOC/BOA)2024 4IMM01PD-(L) 1cHLIII20247 202412 31IMM2510Ib/II74I332024107IMM27MIb/II20247IMM2510NSCLCIb/II2024122025 20249Ib(HR+)HER2 202412 31IMM0306R/R(FL)(MZL)Ib11ORRCRR90.9%27.3%20243IIa202412 3136R/RFL2025ASCO 2024(SLE)(NMOSD)(LN)INDIb/II20254IMM72/IMC-003ActRIIA-FcIND20254(PAH)IMM72IMM7220/IMC-010GLP-1 x ActRIIAIMM7220 2024(BD)BD202481Axion Bio, Inc.InstilBio, Inc. (TIL US)SynBioTx Inc.InstilPD-L1xVEGFADCCCTLA-45,00021202412 311,500 20252025IIINSCLCIb/II2025B-NHLIb/IIIMM72IMM7220/IMC-010 IMM01SIRP-Fc 20236IMM01(MDS)II202412 3126.0(95%CI23.5–28.3)51(ORR)64.7%33.3%(CR)15.7%(mCR+HI)3.9%HI11.8% mCR 2024II(ASCO)(PFS)2025 20235IMM01–(CMML)II202412 3121.0(95%CI19.3–23.3)22(ORR)72.7%27.3% CR13.6% mCR4.5% HI 27.3% mCR 2024II(ESMO)PFS2025 202312IMM01PD-1(R/R)(cHL)II202412 31338CR15(PR)ORR 69.7%CRR 24.2%IIASCOESMO2024(BOC)Best of ASCO®(BOC/BOA) 20244IMM01PD-(L)1cHLIII20247 20245IMM01(HR-MDS)III(IND) 20246IMM01CMMLIIIIND202411 20253IMM01IMM2510IND IMM2510(VEGFPD-L1) 20239IMM2510 I33II(RP2D)IMM2510IPRSD15% 202311IMM2510Ib/II202412 31Ib/II74202412 31107I33 202310IMM2510IMM27MINDIMM2510–002IMM2510IMM27MR/RIb/II2024720247 IMM2510–003IMM2510NSCLCIb/II2024122025 IMM27M(CTLA-4 ADCC) IMM27MIIMM27M202412 31PR IRP2D20249(HR+)HER2IMM27M IMM0306(CD47CD20) IMM0306R/R(FL)(MZL)Ib202412 311.6 mg/kg2.0 mg/kg11Ib113CRFL7PR 5 FL 2 MZLORRCRR90.9%27.3%1.6 mg/kgIMM030620(RP2D)R/R FLMZL 20243IIa202412 3136R/RFL2025 IMM2520 (CD47PD-L1) 202412 3126IMM2520PR10%SD IMM0306(CD47CD20) 202410(SLE)II720252SLE202412(NMOSD)II320252NMOSD202412(LN) IIIND(FDA)IND2025SLEIND IMM01SIRP-Fc IMM01IND IMM72/IMC-003ActRIIA IND20256IND IMM7220/IMC-010 (GLP-1 x ActRIIA 20248 1Axion Bio, Inc.Instil Bio, Inc. (TIL US)SynBioTx Inc.InstilPD-L1xVEGFIMM2510CTLA-4(ADCC+)IMM27M5021 202412 3115 202412 3174.1202312 310.473.7AxionBio,Inc.Instil Bio Inc.NASDAQ:TILSynBioTx Inc. 202312 31291.910.6%202412 31322.8(i)CMC43.6IMM2510IMM0306CDMO(ii)20247.418.3(i)CRO4.0(ii)14.320241231 2015Drug-by-Design11 (1)IND11 (2) (3)IMM01PD-(L)1(cHL) MDSCMML-cHLFLMZLINDCMCADCCTNBCNSCLCSLELNNMOSDPAH IMM01SIRP-Fc IMM01CD47SIRP-FcIgG1 FcIMM01—CD47/SIRPFcIMM01CD47(RBC)IMM01IMM01 o 20236IMM01II57202412 3126.0(95%CI23.5-28.3)51(ORR)64.7%33.3%(CR)15.7%(mCR+HI)3.9% HI 11.8% mCR≥6ORR89.7% (26/29)CRR 58.6% (17/29)(PFS)2025≥G3(TRAE) (≥10%)(78.9%)(66.7%)(66.7%)(57.9%)(45.6%)(17.5%)(12.3%)1(1.8%)3IMM01 ◆20245IMM01MDSIII(IMM01-009) ◆20235IMM01CMMLII24202412 3121.0(95%CI19.3–23.3)22ORR72.7%27.3% CR13.6% mCR4.5% HI27.3% mCR≥6ORR84.6% (11/13)CRR 46.2% (6/13)(PFS)2025≥3TRAE(≥10%)(66.7%)(62.5%)(58.3%)(50.0%)(29.2%)(16.7%)IMM01CMMLIMM01CMML 202311IMM01CMML ◆20246IMM01CMMLIII(IMM01-010)202411 o 20231 19IMM01PD-1R/RcHLII202312II2024123133cHL R/R338CR15PRORR69.7%CRR 24.2%TRAE ◆202412 31 IMM01 ◆20244IMM01PD-(L)1cHLIII20247 oIMM2510 ◆20253IMM01IMM2510IND o ◆IMM01CD47/SIRPIMM01IND 18A.08(3)IMM01 •IMM2510(VEGFPD-L1) IMM2510—VEGFPD-L1VEGFPD-L1 IMM2510TIMM2510FcADCC/ADCP o ◆20239IMM2510I33RP2D202412 31IMM2510 I202412 313PR7SD415%IMM2510 ◆202412 31Ib/II7460%VEGF- ◆202412 24(Q2W)20 mg/kgIb/IITRAE12 o ◆202311IMM2510NSCLCTNBC IIIND202412NSCLC2025 oIMM27M ◆202310IMM2510IMM27MINDIMM2510–002R/RIMM2510+IMM27M Ib/II202472024723 IMM27M(CTLA-4 ADCC) IMM27MCTLA-4ADCCCTLA-4TCD80/CD86TCTLA-4CTLA-4CD80/CD86TIMM27M IIMM27MRP2D20241231I2PR20249(HR+)HER2 IMM0306(CD47CD20) IMM0306CD47CD20CD47CD20-IMM0306CD47ADCCIgG1 Fc(ADCP)(ADCC)  o ◆20236IMM0306R/R CD20B-NHLIb/IIa◆IMM0306R/R(FL)(MZL)Ib202412 311.6 mg/kg2.0 mg/kg11Ib113CRFL7PR 5 FL 2MZLORRCRR90.9%27.3%1.6mg/kg IMM030620(RP2D)R/R FLMZL◆20243IIa202412 3136R/RFL2025◆IMM0306Ib o ◆IMM0306B◆202410(SLE)II720252SLE◆202412(NMOSD)Ib320252NMOSD◆202412(LN) IIIND◆FDAIND2025SLEIND IMM2520 (CD47PD-L1) IMM2520CD47PD-L1IMM2520ADCCIgG1FcPD-L1NIMM01CD47CD47ADCCIgG1 FcADCPADCC 20233 23IMM2520I0.1mg/kg202412312660.1mpk4mpk20241231PR10%SDPR IMM72/IMC-003 (ActRIIA) IMM72/IMC-003ActRIIAsotaterceptPAHIND20256IND IMM7220/IMC-010 (GLP-1ActRIIA IMM7220/IMC-010ActRIIAGLP-1RFc IMM67 IMM67IMM67IMM67CMC2025 18A.08(3)IMM2510IMM27MIMM0306IMM2520 IMM72/IMC-003IMM7220/IMC-010IMM67 20248 1Axion Bio, Inc.SynBioTx Inc.Instil Bio, Inc. (NASDAQ TIL)InstilAxion Bio, Inc.IMM2510IMM27M 15352127018 Instil2025AXN-2510/IMM2510NSCLC 2025 18A.08(3) 2024202312 3174.10.4Axion Bio, Inc.Axion Bio, Inc. 202312 3118.2202412 3111.84.4 202312 311.8202