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RTTNews BiotechCodex · 实盘观望把握 5/10
北京时间·🕒 发布 07-10 23:07:02时区推断·⟳ 抓取 07-11 21:19:53·⚡ 决策 07-12 14:01:47 +16h41m·107.1 天前

翰森制药授权给 GSK 的 B7-H3 ADC Ris-Rez 中国 III 期肺癌研究达到总生存终点

ARTEMIS-008 达到总生存 OS 主要终点,是 B7-H3 ADC 首个 III 期 OS 阳性数据,对翰森制药(03692.HK)的中国申报和全球 BD 资产叙事有正面意义。

📄 原文RTTNews Biotech↗ 原文
GSK: Hansoh Pharma's Ris-Rez Shows Survival Benefit In Lung Cancer Trial
Hansoh Pharmaceutical Group, the licensor of GSK's investigational therapy Ris-Rez, announced positive Phase III result…
观望 翰森制药(03692.HK)
临床方向明确利好,但缺少完整数据、明确里程碑和短期收入量化,且7月10日已上涨2.5%;等完整 OS/HR、安全性、NDA 进展或付款确认后再定。
不做 GSK(GSK.US)
GSK 市值约1060亿美元,本次为单一在研药中国人群数据且全球 III 期仍未读出,短线市值级增量不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-10 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-07-10官方确认/否认GSK一手源原文 ↗
    GSK 官方确认 ARTEMIS-008 在中国患者中达到 OS 主要终点,并称这是 B7-H3 ADC 首个 III 期 OS 阳性数据。
    市场反应:GSK.US 2026-07-10 收涨0.59%。
  2. 2026-07-10官方确认/否认Hansoh Pharma一手源原文 ↗
    翰森制药官网发布同一临床结果,称拟用该数据支持中国监管申报。
    市场反应:03692.HK 2026-07-10 收涨2.5%。
  3. 2026-07-10 11:07 ET财经媒体扩散RTTNews非一手原文 ↗
    RTTNews 在美东 11:07 报道该 III 期阳性结果,属于官方稿后的财经媒体扩散。
  4. 2026-07-10行业媒体转载BioPharma Dive非一手原文 ↗
    行业媒体跟进解读,强调该药是 B7-H3 ADC 竞争中的重要临床节点。

关键理由

  • ARTEMIS-008 达到总生存 OS 主要终点,是 B7-H3 ADC 首个 III 期 OS 阳性数据,对翰森制药(03692.HK)的中国申报和全球 BD 资产叙事有正面意义。
  • 翰森制药 2025 年收入约人民币150亿元,HS-20093/Ris-Rez 尚未商业化;本次新增价值主要来自未来中国获批销售、潜在 GSK 里程碑和境外销售 royalty,而不是立即确认收入。
  • GSK(GSK.US)持有大中华区外权益,但其市值约1060亿美元,本次为单个在研管线的中国人群数据,短线相对市值增量不够清晰。

主要风险

  • 未披露本次数据是否触发具体里程碑付款,也未披露 OS 绝对数值、HR 和完整安全性,短线业绩增量难以量化。
  • 消息已由 GSK/翰森官网、SEC 6-K、RTTNews 和行业媒体在 2026-07-10 扩散,翰森当日已上涨2.5%,追高边际不够干净。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-07-09 · 影响 none
    内部库未命中该事件的旧闻或明确反方纪要,主要相关命中是近期 ADC 行业路演和历史授权条款线索。
    检索:Hansoh GSK Ris-Rez ARTEMIS-008 B7-H3 ADC small-cell lung cancer Phase III revenue royalty Hansoh GSK license
  • 做多前查反向 · 来源 web · 日期 2026-07-10 · 影响 weakens
    公开官方稿未披露完整 HR、OS 绝对数值和是否触发里程碑付款,削弱短线可量化交易 edge。
    检索:Hansoh Pharma Ris-Rez Phase III negative risk OS data HR safety regulatory submission 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
  • kb_search · 结果未知
  • stock_quote · 结果未知

原文全文

展开原文 · 2,790 字
Hansoh Pharmaceutical Group, the licensor of GSK's investigational therapy Ris-Rez, announced positive Phase III results from its ARTEMIS-008 study in China, marking a major milestone in small-cell lung cancer research.
The trial met its primary endpoint, showing statistically significant and clinically meaningful improvements in overall survival (OS) compared with the current standard of care, Topotecan.
Conducted in patients with advanced or relapsed in small-cell lung cancer (SCLC), the study also demonstrated consistent benefits across secondary endpoints, including progression-free survival, with a safety profile in line with earlier findings and no new safety signals. These results represent the first pivotal Phase III overall survival data for a B7-H3-targeted antibody-drug conjugate (ADC) in any tumor type—a significant step forward for this emerging class of targeted therapies.
GSK holds exclusive global rights to develop and commercialize Ris-Rez outside mainland China, Hong Kong, Macau and Taiwan. The company is advancing a broad clinical program that includes studies in lung, prostate, and other solid tumors, with pivotal data from the global Phase III EMBOLD SCLC-301 trial expected next year.
Hesham Abdullah, Senior Vice President, Global Head Oncology, R&D, GSK said the results reinforce the potential of B7-H3 as a promising target across multiple tumor types and support continued development of Ris-Rez to improve outcomes in areas of high unmet need.
Ris-Rez is a novel B7-H3 targeted ADC composed of a fully human monoclonal antibody linked to a topoisomerase inhibitor payload. It has received multiple regulatory designations, including orphan drug and breakthrough therapy status from the U.S. FDA, Japan's Ministry of Health, and European Medicines Agency for relapsed or refractory SCLC and osteosarcoma.
The positive ARTEMIS-008 results strengthen the growing body of evidence supporting Ris-Rez's clinical activity and manageable safety profile, offering new hope for patients with extensive-stage SCLC who face limited treatment options and poor prognosis.
GSK has traded between $35.45 and $61.70 over the past year. The stock is currently trading at $52.47, down 0.02%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 03, 2026 16:09 ET A busy week for economic data saw the release of several reports on the labor market and the manufacturing sector. In the U.S., the jobs report for June was in focus and results of the latest ISM purchasing managers’ survey threw light on the health of the factory sector. In Europe, results of the PMI surveys gained attention while the unemployment figures from Germany were also in news. Similarly in Asia, survey data on the Chinese manufacturing sector was the highlight.

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