加科思-B2025中期报告

加科思藥業集團有限公司JACOBIO PHARMACEUTICALS GROUP CO., LTD.（於開曼群島註冊成立的有限公司）股份代號:1167 2025中 期 報 告 2457284546474850515266 ʮ̡༟ࣘ 8835 2920 Walkers Corporate Limited190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 1058 20253 1920253 19 24840 124 Walkers Corporate Limited 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands Bank of America41 Beacon streetFraminghamMA 01701USA 183171712 1716 88 Cooley HK835 http://www.jacobiopharma.com 1167 ࠅৌਕ࿜ 20246 3045.7100.0%20256 3045.7 20246 30176.883.647.3%20256 3093.2glesirasibsitneprotafibJAB-23E73IKRASADC 20246 3021.22.612.4%20256 3018.6 20246 30169.1202563059.0 ࠅุਕ࿜ •GlecirasibJAB-21822 KRAS G12CSitneprotafibJAB-3312 SHP2 NSCLC ≥2L NSCLCGlecirasib≥2L NSCLC20255KRAS G12CNSCLCGlecirasibGlecirasib≥2L NSCLC20251•(Nature Medicine) 1L NSCLCSitneprotafib20255(Clinical Cancer Research)10.4sitneprotafibRTK/RAS/MAPKPD-1SitneprotafibKRAS G12CglecirasibFDAIII IIIIFDA2025 CRC glecirasibcetuximabCRCI/II2025(ASCO)2025 Glecirasibsitneprotafib20248 3020248 30 •JAB-23E73 (pan-KRAS I20241120257I2026 •JAB-30355p53 Y220C IDLTp53 Y220C •JAB-8263BET JAB-8263JAB-8263RP2DJAB-8263MF •JAB-2485Aurora A JAB-2485I/IIa2025 iADC HER2-STING iADCJAB-BX46720242026INDJAB-BX467IL-6 ၍ଣᄴীሞၾʱؓ Kirsten2(KRAS)MYC(MYC)p531(PD-1)(PD-(L)1)(PTP)Src22 (SHP2)GTPKRAS 20157iADC INDINDRAS IND 2025glecirasib20255 •GlecirasibKRAS G12C GlecirasibKRAS G12CSHP2EGFRMiratiKRAS G12CglecirasibPK oNSCLC ≥2L NSCLC glecirasib ≥2L NSCLC20255KRAS G12CNSCLCGlecirasibII•Nature Medicine58.7IIglecirasibNSCLCKRAS G12CNSCLCglecirasibORR49.6%DCR86.3%PFS8.2OS14.52024928mDOR14.5KRASG12Cglecirasib 1L NSCLCSitneprotafib NSCLCglecirasibsitneprotafibGlecirasibsitneprotafib20248 30FDAIII o PDACII20237CDE20248CDEglecirasib20244FDAODD202410EMA20238CDEKRAS FDA20253Glecirasib2025 oCRC EGFRCetuximab Glecirasibglecirasibcetuximab≥3L KRAS G12CCRCIII20245CDE 20251glecirasibcetuximabKRAS G12CCRC2025(ASCO GI)CRCglecirasibORRDCR22.7% (10/44)86.4% (38/44)DoR4.495%CI4.2,9.7PFS5.695%CI4.1, 7.0OS16.095%CI8.8, 26.3glecirasibcetuximabORRDCR50% (23/46)87.0% (40/46)DoR5.195%CI4.1, 6.9PFS6.995%CI5.4-6.9OS19.395%CI13.1,NEglecirasibglecirasibcetuximabKRAS G12CCRC2025 cetuximab GlecirasibI20228II20229 oGlecirasibSitneprotafib 20248 30glecirasibsitneprotafib20248 30FDA 20255GlecirasibKRAS G12CNSCLC5020255 22 18A.08(3)glecirasib •SitneprotafibJAB-3312 SHP2 SitneprotafibSHP2RASSHP2SHP2SHP2 SitneprotafibSHP2SHP2sitneprotafibIC500.7-3.0 nMIII2QDSitneprotafibJournal of Medicinal ChemistrySitneprotafib20255Clinical Cancer Research10.4sitneprotafibRTK/RAS/MAPKPD-1SitneprotafibKRAS G12CglecirasibFDAIII Sitneprotafib SitneprotafibKRAS G12C o GlecirasibKRAS G12CNSCLC1L NSCLCSitneprotafib oGlecirasibSitneprotafib GlecirasibKRAS G12CGlecirasibSitneprotafib 18A.08(3)sitneprotafib •JAB-23E73 270KRASPDAC90%CRC50%NSCLC30%JAB-23E73KRASRAS(ON)RAS(OFF)KRASKRAS G12X (G12DG12VG12RG12S G12A)G13D Q61HHRASNRASJAB-23E73KRASKRASKRASJAB-23E73JAB-23E73KRAS I20241120257I/IIaJAB-23E73KRAS(PK)1IIa334KRASI2026 18A.08(3)JAB-23E73 •JAB-30355 JAB-30355p53 Y220Cp53 JAB-30355p53 Y220Cp53 Y220Cp53Y220CCDXPDXJAB-30355PK JAB-30355IND2024320246FDACDE202472025p53 Y220CJAB-30355 18A.08(3)JAB-30355 •JAB-8263 JAB-8263BETc-MYCJAB-8263BETBRD2BRD3BRD4 BRDTIC500.200.99 nMJAB-826380-90%c-MYC48JAB-8263JAB-8263BET JAB-8263JAB-8263RP2DJAB-8263MF 18A.08(3)JAB-8263 •JAB-2485 JAB-2485AuroraAAuroraARBSCLCTNBCJAB-2485AuroraAAuroraBCJAB-2485AuroraAAuroraBC 1500JAB-2485PKAuroraA JAB-2485I/IIa2025 18A.08(3)JAB-2485 •JAB-BX102 JAB-BX102CD73JAB-BX102CD73NCD73IC50JAB-BX102CD73JAB-BX102 ICIPD-(L)1JAB-BX102 20229JAB-BX102I/IIaJAB-BX102RP2D 18A.08(3)JAB-BX102 IND •JAB-26766 JAB-26766PARP7PARP7STINGTBK1IFNPARP7JAB-26766PARP1/2JAB-26766 20236CDEI/IIaIND JAB-267662024AACR 18A.08(3)JAB-26766 •JAB-BX300 JAB-BX300LIFLIFJAB-BX300M2TPD-(L)1LIFKRASPDACCRCLIF JAB-BX300IND20236CDE 18A.08(3)JAB-BX300 •JAB-24114 JAB-24114DONJAB-24114DONJAB-24114GIDON JAB-24114TPD-(L)1JAB-24114SHP2KRAS JAB-24114IND20233CDEI/IIa 18A.08(3)JAB-24114 •KRAS tADC KRAS G12DKRASKRAS G12DJAB-22000KRAS G12D tADCKRAS G12DKRAS G12DPK KRAS G12D tADCADCKRAS G12DKRAS G12DNSCLCCRC PDAC KRAS tADCKRASKRASG12VG13DKRAS tADCKRASKRAS tADCKRAS KRAS tADCKRASKRAS oKRAS G12D tADC KRAS G12DJAB-22000EGFRKRAS G12D tADCJAB-BX600KRAS G12DKRAS G12DJAB-BX600EGFREGFRKRASKRASEGFRJAB-BX600EGFRKRAS G12DJAB-BX600IC500.01-0.02 nMJAB-BX600KRAS G12DCRCPDAC CDXPDXPKTAA oADC KRAS G12D tADCADC 18A.08(3)KRASi ADC •iADC ICIICIICITSTINGTAASTINGPD-1PD-1 ADCFDACDEADCADC iADCiADCSTINGICIADC oSTING-iADCiADC PD-1STINGSTINGPD-1STING STINGTAAiADCSTING iADCISTINGSTING iADCCXCL10PD-1CXCL10STING iADCSTING iADCICXCL10PD-1STING STINGTAAiADCHER2-STING iADC2024JAB-BX4672026INDiADCiADCJAB-BX467481%JAB-BX467IL-6EMT6JAB-BX467(CR)JAB-BX467iADCiADCPD-1TAAiADC 18A.08(3)iADCJAB-BX467 20256 30380135 •KRASiADC KRAS KRASKRASglecirasibKRAS G12CJAB-21822JAB-23E73KRASJAB-22000KRAS G12DKRAS