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Replimune Presents Late-Breaking Abstract and Additional Posters on RP1 at 40th Annual Meeting of the Society for the Immunotherapy of Cancer (SITC 2025)
Globenewswire· 2025-11-08 05:45
Oral presentation of biomarker data shows RP1 plus nivolumab reverses multiple resistance mechanisms to PD-1 blockade in advanced melanoma following definitive anti-PD-1 failureWOBURN, Mass., Nov. 07, 2025 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (NASDAQ: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced that biomarker data and updated clinical data from the IGNYTE clinical trial of RP1 plus nivolumab was presented as a late-breakin ...
Medicenna and Fondazione Melanoma Onlus Collaborate to Advance MDNA11 Before First-Line Therapy in a Randomized Neoadjuvant Combination Trial, “NEO-CYT”, in High-Risk, Surgically Resectable Stage III Melanoma
Globenewswire· 2025-11-06 20:00
NEO-CYT is a randomized, multi-centre trial of neoadjuvant MDNA11 (before curative intent surgery) sponsored by the Fondazione Melanoma Onlus, and led by Professor Paolo A. Ascierto of the Istituto Nazionale Tumori Fondazione “G. Pascale”, a leading cancer centre in Europe The NEO-CYT Study will evaluate MDNA11 as a neoadjuvant immunotherapy in earlier-stage melanoma patients whose immune systems are more amenable to immunotherapy and may be more likely to benefit from MDNA11 treatment Based on deep and dur ...
Delcath Systems (NasdaqCM:DCTH) Update / Briefing Transcript
2025-10-20 21:45
涉及的行业或公司 * 公司为Delcath Systems (NasdaqCM: DCTH) [1] * 核心产品为HEPZATO KIT(也称为Melphalan/Hepatic Delivery System或PHP)[6][15] * 行业聚焦于肿瘤治疗领域,特别是针对葡萄膜黑色素瘤(MUM)的肝转移治疗 [6][8][13] 核心观点和论据 **1 临床试验结果(Chopin试验)** * Chopin试验是一项针对76名转移性葡萄膜黑色素瘤(MUM)患者的随机II期研究 [7][8] * 试验设计:患者被1:1随机分组,一组接受两次单独的经皮肝灌注(PHP)治疗(第1周和第7周),另一组在接受两次PHP治疗的同时,联合使用ipilimumab和nivolumab(约9周内,每三周一次,共四个周期) [7][8] * 主要终点一年无进展生存期(PFS)达成:联合治疗组为54.7%,显著高于PHP单独治疗组的15.8% [9] * 次要终点显示联合疗法优势:中位总生存期(OS)为23.1个月 vs 19.6个月;最佳总体缓解率(ORR)为76.3% vs 39.5% [9] * 安全性:联合治疗组3级及以上治疗相关不良事件发生率更高(81.6% vs 40.5%),但多数可通过标准护理管理,且与Focus关键试验中观察到的发生率一致 [9][19] **2 临床专家观点与影响** * 外部专家Dr Ma认为Chopin试验结果具有实践改变意义,联合疗法的客观缓解率是任何前瞻性葡萄膜黑色素瘤II期试验中最高的(75%+)[17] * 联合疗法中位无进展生存期(12.8个月)显著优于其他疗法(如Tebentafusp为3.3个月,ipilimumab/nivolumab为2.7-5.5个月)[17] * 主要挑战在于联合疗法的高级别不良事件发生率(81.6%),但其中约一半为PHP相关的血液学毒性,另一半为免疫检查点抑制剂相关的免疫学毒性,且无新的安全性信号 [18][19][73] * 专家预计美国医生在临床实践中可能会在Chopin方案基础上进行优化,例如增加PHP治疗周期(机构经验显示最多6个周期)和加入nivolumab维持治疗,以期获得更好疗效 [23][24][25][103] **3 商业运营与财务表现** * 2025年第三季度初步未经审计财务业绩:收入2050万美元,毛利率87%,净利润80万美元,运营现金流约480万美元,调整后息税折旧摊销前利润530万美元 [32] * 截至2025年9月30日,公司初步报告拥有现金、现金等价物和短期投资共8890万美元 [33] * 340B药品折扣协议导致HEPZATO KIT平均收入每套下降约12%,约50%的治疗量站点受到影响 [33][45] * 站点激活与患者招募:目前有24个活跃治疗站点,预计到2025年底达到40个 [33] 第三季度新患者招募率显著下降,部分归因于夏季日程安排问题(如医护人员休假),但近期已恢复至约疫情前水平的80% [34][50][66][68] * 2025年全年指引下调:总收入预期调整为8300万至8500万美元,毛利率预计在85%-87%之间,预计全年保持正的非GAAP调整后息税折旧摊销前利润和正现金流 [35][36] * 2025年HEPZATO KIT治疗总量预计将比2024年增长约150% [36] **4 未来战略与拓展潜力** * Chopin试验数据证明了PHP与免疫检查点抑制剂(ICI)联合疗法的协同效应,为在其他肝转移常见的癌症(如非小细胞肺癌、 cutaneous melanoma)中探索此疗法提供了概念验证 [27][29][32][58] * 公司已安排专家咨询委员会会议,讨论在上述及其他患者群体中的潜在治疗方案 [32] * 公司长期战略未变,将继续推进在转移性结直肠癌和乳腺癌等适应症的研究 [58] * Chopin数据有望通过提供联合治疗方案(可先开始系统性治疗)来缓解因治疗日程安排冲突导致的患者流失问题,并吸引那些不愿推迟系统性治疗的医生 [39][40][92][93] 其他重要内容 * **治疗流程与机构经验**:威斯康星大学等机构的经验显示,通过多学科团队(肿瘤内科、介入放射科)协作,并在PHP手术当天使用实时CT血管造影优化药物输送,可以优化治疗 [15][16] 患者通常能耐受最多6个PHP周期,且最大肝肿瘤体积缩小出现在第6次治疗后 [23] * **市场教育与挑战**:HEPZATO KIT作为一种新颖疗法,面临特定的推广挑战,公司正优先与中心合作,培训更多的医疗专业人员以管理HEPZATO KIT,避免因日程冲突造成治疗中断 [34] 医生反馈持续表明该产品解决了显著的未满足需求 [35] * **报销预期**:基于Chopin试验数据预计将在知名期刊发表,公司对医保(CMS)和商业支付方的覆盖持乐观态度,且已有使用类似联合方案的医生获得支付的先例 [77]
Replimune Announces FDA Acceptance of BLA Resubmission of RP1 for the Treatment of Advanced Melanoma
Globenewswire· 2025-10-20 19:00
监管审批进展 - 美国FDA已接受公司RP1联合纳武利尤单抗治疗晚期黑色素瘤的生物制品许可申请重新提交 [1] - FDA设定的PDUFA目标行动日期为2026年4月10日 该日期基于II类重新提交的时间线 [1] - FDA表示此次重新提交是对2025年7月收到的完整回复函的完整回应 [2] 产品与临床价值 - RP1是公司领先的候选产品 基于一种专有的疱疹 simplex 病毒株 经过工程化改造并携带融合蛋白和GM-CSF [3] - RP1旨在最大化肿瘤杀伤效力 肿瘤细胞死亡的免疫原性以及系统性抗肿瘤免疫反应的激活 [3] - RP1联合纳武利尤单抗为在接受含抗PD-1方案治疗后病情进展的晚期黑色素瘤患者提供了具有优势的风险获益特征 该类患者治疗选择有限 [2] 公司平台与技术 - 公司专注于开发新型溶瘤免疫疗法 其专有RPx平台基于强效的HSV-1骨架 [4] - RPx平台旨在引发局部活性 通过病毒介导的直接选择性肿瘤杀伤 释放肿瘤衍生抗原并改变肿瘤微环境 从而激活强效且持久的系统性免疫反应 [4] - RPx平台候选产品预计与大多数已确立和实验性的癌症治疗方式具有协同作用 可单独开发或与多种其他治疗方案联合使用 [4] 公司沟通与合作 - 公司首席执行官表示期待与FDA密切合作 尽可能加快审评进程 以使患者受益 [2] - 在过去的几个月中 公司一直致力于解决监管机构的反馈 重新提交中包含了额外的信息、数据和分析 [2]
Replimune Highlights Acral Melanoma Data for RP1 plus Nivolumab at the ESMO Congress 2025
Globenewswire· 2025-10-19 20:00
WOBURN, Mass., Oct. 19, 2025 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (NASDAQ: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced data from a new ad hoc analysis from the IGNYTE phase 2 cohort of RP1 plus nivolumab was presented by Caroline Robert, M.D., Ph.D., at the European Society for Medical Oncology (ESMO) Congress 2025 being held in Berlin (Poster 1644P). The analysis of acral melanoma patients from the IGNYTE clinical trial s ...
Corvus Pharmaceuticals Announces Presentation of Interim Data from the Phase 1b/2 Clinical Trial of Ciforadenant for Patients with Metastatic Renal Cell Cancer at the European Society for Medical Oncology (ESMO) Congress 2025
Globenewswire· 2025-10-17 22:00
Trial is evaluating ciforadenant as a potential first line therapy for metastatic renal cell cancer (RCC) in combination with ipilimumab (anti-CTLA-4) and nivolumab (anti-PD-1) Interim data shows triplet therapy with ciforadenant, ipilimumab and nivolumab is feasible and well tolerated; longer follow-up with patients still on therapy needed to determine potential benefit of blocking adenosine signaling SOUTH SAN FRANCISCO, Calif.,, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Corvus Pharmaceuticals, Inc. (Nasdaq: CRVS ...
Junshi Biosciences Announces FDA’s Approval of IND Application for Phase 2/3 Clinical Study of JS207 for the Neoadjuvant Treatment of NSCLC Patients
Globenewswire· 2025-10-17 08:23
SHANGHAI, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Shanghai Junshi Biosciences Co., Ltd (Junshi Biosciences, HKEX: 1877; SSE: 688180), a leading innovation-driven biopharmaceutical company dedicated to the discovery, development, and commercialization of novel therapies, announced that the investigational new drug (“IND”) application for an open-label, two-arm, randomized, active-controlled, phase 2/3 clinical study comparing the company’s product, recombinant humanized anti-PD-1/VEGF bispecific antibody (code: JS ...
Melanoma Data Study Boosts J&J Partner Nanobiotix Stock On Thursday
Benzinga· 2025-09-19 03:46
核心观点 - 公司公布其候选药物JNJ-1900(NBTXR3)联合免疫疗法在经治晚期皮肤黑色素瘤患者中显示出积极的初步疗效信号和良好的安全性 [1][4][5] - 公司股价在消息公布后上涨22.03%至12.45美元 [4] 临床研究设计 - 数据来源于一项正在进行的1期研究(Study 1100)该研究针对晚期癌症患者评估JNJ-1900(NBTXR3)联合免疫检查点抑制剂(帕博利珠单抗或纳武利尤单抗)的效果 [1] - 所有21名原发性皮肤黑色素瘤患者此前均显示出对抗PD-1疗法的耐药性 [1] 安全性数据 - 治疗组合显示出良好的安全性特征 [1] - 共有16名患者出现了与整体治疗方案相关的1级、2级或3级及以上治疗期不良事件 [2] - 公司在推荐的第2阶段剂量下(占肿瘤总体积的33%)确认了注射可行性 [1] 初步疗效数据 - 在19名可评估肿瘤反应的患者中观察到初步疗效信号 [5] - 所有病灶的最佳客观缓解率为47.4%(9/19)包括4例完全缓解和5例部分缓解 [5] - 所有病灶的最佳疾病控制率为78.9%(15/19) [5] - 在JNJ-1900注射并接受放疗的肿瘤中观察到100%(19/19)的疾病控制率 [5] - 所有接受治疗患者(n=21)的中位总生存期为14.6个月 [5] 作用机制观察 - 观察到局部反应深度与全身肿瘤消退之间存在关联提示可能启动或重新激活了免疫反应 [4] 商业合作背景 - 2023年公司与强生旗下的杨森制药签订了关于JNJ-1900(NBTXR3)全球共同开发和商业化的许可协议 [4]
Replimune Stock Crashes 45% After FDA Meeting On Melanoma Therapy Setback
RTTNews· 2025-09-19 01:35
Replimune Group, Inc. (REPL) plunged 44.74 percent to $3.15 on Thursday, down $2.55, after the company said it had completed a Type A meeting with the U.S. Food and Drug Administration regarding the complete response letter tied to its Biologics License Application for RP1 in combination with nivolumab for advanced melanoma. The stock opened at $4.12 and traded between $3.15 and $4.44, compared with a prior close of $5.71 on the Nasdaq. Trading volume surged to 15.9 million shares, well above the average o ...
BREAKING: Replimune Shares Drop Over 40%; Investors Should Contact Block & Leviton By September 22nd To Join Securities Fraud Lawsuit
Globenewswire· 2025-09-18 23:49
BOSTON, Sept. 18, 2025 (GLOBE NEWSWIRE) -- Block & Leviton reminds investors that a securities fraud lawsuit has been filed against Replimune Group, Inc. (Nasdaq: REPL) and certain of its executives. Investors who have lost money in their Replimune Group, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/repl. What is this all about? Replimune’s stock fell over 70% on July 22, following an announcement tha ...