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China Healthcare ASCO 2026 Preview: Key China biotech/pharma presentations to look out for

发布日期: 2026-05-12研究机构: JPMorgan报告页数: 10原文语言: 英语证据页码: 2

研报英文原文证据摘录

China Healthcare ASCO 2026 Preview: Key China biotech/pharma presentations to look out for

chemo in patients with recurrent or metastaticis is another key readout to watch to ensure

successful BLA filings in both the US and China.

• Henlius — HLX43 (PD-L1 ADC) for NSCLC. The primary focus is on the NSCLC Ph2

data, where HLX43’s Ph1 results demonstrated a 47.4% ORR in EGFR wild-type non-

squamous NSCLC and remarkable activity in patients who failed prior checkpoint

inhibitor therapy. We will see if the oral presentation of HLX43 demonstrates a

meaningful and durable signal in IO-resistant NSCLC.

• 3SBio — Ph2 updated NSCLC data of PD-1xVEGF bsAb. Pfizer will present updated

Ph2 data for SSGJ-707 (PF’4404) as monotherapy in 1L PD-L1-expressing NSCLC at

ASCO 2026. At ASCO 2025, the Ph2 data showed confirmed ORRs of 65% in PD-L1

1–49% expressers and 77% in PD-L1 ≥50% expressers. The ASCO 2026 update, with a

more mature follow-up, will likely provide the durability and median PFS data to allow

a cleaner benchmark against ivonescimab and the broader PD-(L)1×VEGF class.

• Fosun Pharma — Luvometinib Ph3 data in NF1-PN in adults. The Ph3 data of

luvometinib for adult patients with NF1 (neurofibromatosis type 1) with symptomatic

inoperable PN (plexiform neurofibroma) was selected for a rapid oral abstract session.

Luvometinib is a highly selective MEK1/2 inhibitor already approved in China for

paediatric NF1-PN and for adult with Langerhans cell histiocytosis. In February 2026,

the NDA (new drug application) for luvometinib in adult NF1-PN was accepted for

priority review by the NMPA.

• Dizal — 4th-Generation EGFR TKI for EGFR C797X NSCLC. Updated clinical data

of DZD6008 in pretreated NSCLC patients with EGFR C797X mutations has been

selected for oral presentation.

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