1Q26 Reports: Substantial Value Ahead w/ JEMPERLI and Imsidolimab Royalties

研报英文原文证据摘录

1Q26 Reports: Substantial Value Ahead w/ JEMPERLI and Imsidolimab Royalties

ov) — Recruiting

• JEMPERLI up-to 24-month Ph2 (NCT05526989) in n=25 patients with penile carcinoma

with primary endpoint of ORR has primary completion listed as November, 2026 (per

clinicaltrials.gov) — Recruiting

• JEMPERLI 18-month Ph2 AZUR-1 (NCT05723562) in n=154 untreated Stage II/III dMMR/

MSI-H locally advanced rectal cancer patients with primary endpoint number of participants

with sustained complete clinical response for 12 months (cCR12) as assessed by an

independent central review at 18-months has primary endpoint listed as November 2, 2026

(per clinicaltrials.gov) with topline expected 2H26 (FDA Commissioner's National Priority

Voucher allows for a ~1-2-month sBLA review timeline for potential US approval) – Active,

not recruiting (status changed on August 4, 2025)

• JEMPERLI capecitabline + oxaliplatin (CAPEOX; chemotherapy) vs CAPEOX in the up-to

~18-week (up-to ~105-week) Ph2 AZUR-4 (NCT06567782) in n=120 untreated T4N0 or stage

II repair proficient (MMRp)/Microsatellite Stable (MSS) colon cancer patients with primary

endpoints major pathological response (mPR) rate at up-to ~18-weeks and safety at up-to

~105-weeks has primary completion listed as November 23, 2026 (per clinicaltrials.gov) with

potential data around ~4Q26 – Recruiting

• JEMPERLI up-to 48-month Ph2 DOVE (NCT06023862) in n=198 patients with gynecological

clear cell carcinoma with primary endpoint of progression free survival has primary completion

listed as August 31, 2027 (per clinicaltrials.gov) — Recruiting

• JEMPERLI has regulatory submission/decision in the US, EU, and Japan for rectal cancer

guided for 2027

• JEMPERLI up-to ~5-year Ph3 AZUR-2 (NCT05855200) in n=892 untreated T4N0 or stage

AnaptysBio, Inc.