【JPM19更新】INCB86550=口服小分子PD-L1抑制剂

首先是标题，之前披露的INCB86550，属于口服的小分子PD-L1抑制剂

小分子的机制应该不是通过直接阻断PD-L1和PD-1的相互作用（界面太大，估计也很难做到），而是通过PD-L1的内吞来抑制PD-1/PD-L1 axis的信号，处理过的细胞显示内吞可以持续长达5 hrs，而肿瘤模型的小鼠中的结果和atezolizumab接近，目前已经开始FIH研究，祝好运！

具体的机制还没仔细翻专利和文献，分子有可能在下面，也有可能不在

大安进除了炫耀横扫八荒的BiTE外也要进军G12C了？

这个KRAS G12C有多牛逼呢，下图来自友商

KRAS G12C> ALK+RET+TRK，也是横跨多瘤种

不知道大安进什么时候po结果，细胞的老鼠的也行啊，聊胜于无嘛

GSK整合后的IO管线

寄予厚望的anti-BCMA-ADC

和先前预计的上市进度没有差别，今年下半年提交3/4 L数据，争取2020年上市

然后是再生元的Immuno-Oncology Platform，赛诺菲回来撸了5458(BCMAXCD3)和4018(MUC16XCD3)，1979还是再生元独家——bad news for rituximab biosimilars

  • Regeneron has seen encouraging early uptake from the U.S. launch of Libtayo*† for advanced cutaneous squamous cell carcinoma (CSCC). An EMA decision on Libtayo for advanced CSCC is expected in the first half of 2019, and pivotal and earlier studies in other cancers are continuing to enroll.

  • Regeneron's CD20xCD3 bispecific antibody, REGN1979, continues to progress with a potentially pivotal Phase 2 study in Follicular Lymphoma anticipated to begin in the first half of 2019 and a potentially pivotal Phase 2 study in Diffuse Large B-Cell Lymphoma anticipated to begin in the second half of 2019.

  • Supported by Regeneron's proprietary science and technology platforms, the company is advancing a new class of costimulatory bispecific antibodies for cancer, with two candidates expected to enter human clinical studies in 2019. These therapies have the potential to be used in combination with other Regeneron immuno-oncology therapies to address difficult-to-treat cancers.

  • Earlier today, Regeneron and Sanofi announced a restructuring of their 2015 Immuno-oncology Discovery and Development Agreement. Regeneron and Sanofi have selected two investigational bispecific antibodies (MUC16xCD3 for mucin16-expressing cancers and BCMAxCD3 for multiple myeloma) for continued collaborative development. Regeneron will retain exclusive rights to all its other immuno-oncology programs, including additional xCD3 bispecifics and the new class of costimulatory bispecific antibodies. The bispecific antibody REGN1979 (CD20xCD3) remains exclusively owned by Regeneron.

最后diss了一把many companies

最后是德国默克，语词文法体现了德意志民族一贯的严谨

原文链接各大公司官网都有，一般这种ppt 在investors 那栏的events and presentations 如果大家想偷懒 欢迎赞助个鸡蛋🥚会不断更新

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