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Connect Biopharma-2026-JPM.pdf

上传人: 明**** 编号:1069708 2026-01-17 41页 2.78MB

1、January 2026Corporate Presentation for JPM2This presentation contains“forward-looking statements”within the meaning of the Private Securities Litigation Reform Act of 1995,as amended(the“Act”).Forward-looking statements are statements that are not of historical fact and include,without limitation,st

2、atements regarding future events,our future financial condition,results of operations,business strategy and plans,prospective products(as well as their potential to achieve a differentiated,competitive,or favorable benefit or profile or trend,including on safety,tolerability,improvement,maintenance,

3、clinical response,dosing,efficacy and/or convenience),planned or expected product approval applications or approvals,anticipated milestones,expected data readouts and enrollments,research and development plans and costs,potential future partnerships,expectations about existing partnerships,timing an

4、d likelihood of success,objectives of management for future operations,future results of anticipated product development efforts,and adequacy of existing cash and potential partnership funding to fund operations and capital expenditure requirements,as well as statements regarding industry trends.The

5、se statements are based on managements current expectations of future events only as of the date of this presentation and are inherently subject to a number of risks,uncertainties and assumptions,some of which cannot be predicted or quantified and some of which are beyond our control,including,among

6、 other things:the ability of our clinical trials to demonstrate safety and efficacy of our product candidates and other positive results;whether we will need expanded or additional trials in order to obtain regulatory approval for our product candidates;our ability to obtain and maintain regulatory

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1. **核心产品与机制**:Rademikibart是一种新型抗IL-4Rα单克隆抗体,通过独特结合表位(与dupilumab旋转角59°)更稳定阻断IL-4/IL-13信号,临床显示更快起效、更大FEV1改善及更低嗜酸性粒细胞(vs dupilumab升高)。 2. **临床进展**: - 全球II期哮喘研究显示,首剂后24小时FEV1显著改善(300mg组+299mL),年化急性发作率降低>60%; - 急性哮喘/COPD II期研究(2025年启动)主要终点为28天治疗失败率,数据预计2026年中读出; - 中国合作伙伴Simcere已提交AD新药申请(2025年7月)。 3. **差异化优势**: - 体外实验证实其逆转IL-13诱导的β-激动剂低反应性(hPCLS模型AUC提升26%),解释临床快速起效; - Q4W给药在AD中疗效与Q2W相当,降低给药频率。 4. **市场与财务**:目标适应症(急性/慢性哮喘/COPD)全球市场潜力大,现金储备5480万美元可支持运营至2027年。
新药有何优势? 急性治疗前景如何? 竞争对手差异在哪?
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