RTTNews BiotechCodex · 实盘不做把握 6/10
北京时间·🕒 发布 23:17:22时区推断·⟳ 抓取 23:31:38·⚡ 决策 07-21 23:42:08 +10m30s·97.7 天前
吉利德和默沙东公布ISL/LEN每周一次口服HIV方案48周三期详细数据
ISLEND-1中ISL/LEN第48周HIV-1 RNA≥50 copies/mL为0%,对照BIKTARVY为0.3%;ISLEND-2中为0.3%,对照标准治疗为1.3%,支持后续申报。
📄 原文RTTNews Biotech↗ 原文
GILD: Once-Weekly Oral HIV Regime Maintains Virologic Suppression At Week 48
Gilead Sciences, Inc. (GILD) and Merck (MRK), announced detailed results from the Phase 3 ISLEND-1 and ISLEND-2 trials…
不做 Gilead Sciences(GILD.US)
事件为正面但主要终点阳性已在2026-06-08公布,本次详细数据对约1620亿美元市值的吉利德缺少新增短线edge。
不做 Merck(MRK.US)
默沙东享有合作权益,但当前只是已知三期阳性后的详细数据披露,未到获批或销售落地,且相对约3098亿美元市值增量不足。
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
消息传播链
- 公司已宣布ISLEND-1和ISLEND-2两项三期达到48周主要疗效终点,并计划全球申报,构成本次详细数据前的核心利好首发。
- 公司公布AIDS 2026会议详细数据:ISLEND-1为0% vs 0.3%,ISLEND-2为0.3% vs 1.3%,安全性总体可比但ISLEND-2治疗相关AE更高。市场反应:截至2026-07-21 15:40 UTC,GILD跌1.56%,MRK涨0.70%,未显示强同向重定价。
- RTTNews转述详细三期数据和后续监管申报展望。
关键理由
- ISLEND-1中ISL/LEN第48周HIV-1 RNA≥50 copies/mL为0%,对照BIKTARVY为0.3%;ISLEND-2中为0.3%,对照标准治疗为1.3%,支持后续申报。
- 合作条款显示口服组合全球收入在年销售额超过20亿美元前由吉利德和默沙东平均分享,超过门槛部分调整为吉利德65%/默沙东35%。
- 量级上,若未来获批并达到20亿美元年销售额,单家公司约10亿美元收入份额,约占吉利德当前约1620亿美元市值的0.6%、默沙东约3098亿美元市值的0.3%;但当前只是详细会议数据,非获批或销售落地。
主要风险
- 6月8日已公布两项三期达到主要终点,7月21日只是详细数据首次会议展示,新信息增量有限。
- ISLEND-2治疗相关不良事件18%高于标准治疗少于1%,且监管审批和商业渗透仍未落地。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中该具体ISLEND详细数据的付费旧闻,但公开官方信息显示核心阳性结果已于6月8日发布。
检索:Gilead Merck islatravir lenacapavir ISLEND Week 48 once weekly oral HIV - 做多前查反向 · 来源 web · 日期 2026-06-08 · 影响 weakens
反向证据是新鲜度不足:两项三期主要终点阳性已提前一个多月官方披露,本次为详细数据。
检索:Gilead Merck ISLEND-1 ISLEND-2 week 48 results July 2026 once weekly oral HIV 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 3,311 字
Gilead Sciences, Inc. (GILD) and Merck (MRK), announced detailed results from the Phase 3 ISLEND-1 and ISLEND-2 trials evaluating the investigational once-weekly oral single-tablet regimen of Islatravir 2 mg/Lenacapavir 300 mg (ISL/LEN). The data, presented at the 26th International AIDS Conference, showed that ISL/LEN maintained high rates of virologic suppression at Week 48 in adults living with HIV, who switched from daily antiretroviral therapy.
Trial Results
In ISLEND-1, participants switching from BIKTARVY maintained virologic suppression, with no participants of ISL/LEN patients showing HIV-1 RNA = 50 copies/mL at Week 48 compared to 0.3% on BIKTARVY.
In ISLEND-2, patients switching from other standard daily regimens also maintained suppression, with 0.3% of ISL/LEN patients showing HIV-1 RNA = 50 copies/mL compared to 1.3% on standard of care.
Safety profiles were generally comparable across groups. In ISLEND-1, treatment-related adverse events occurred in 13.5% of ISL/LEN patients versus 13.2% on BIKTARVY, with nausea and headache each reported in 3%. Serious adverse events were reported in 5.3% of ISL/LEN patients versus 4.6% on BIKTARVY.
In ISLEND-2, treatment-related adverse events occurred in 18% of ISL/LEN patients versus less than 1% on standard of care, with headache (5%), nausea (3%), and diarrhea (3%) most common. Discontinuations due to adverse events were low (2% and 1.7%, respectively).
CD4+ T-cell counts and body weight remained stable across both trials.
Expert Commentary
"Once-daily, combination, single-tablet antiretroviral therapy is the cornerstone of HIV treatment today. However, the treatment landscape is evolving," said Jürgen Rockstroh, University Hospital Bonn. "The ISLEND-1 study results show the potential of ISL/LEN as the first once-weekly oral single-tablet treatment option."
Amy Colson, Research Director at Zinberg Clinic added: "Having a treatment option with once weekly dosing can expand choice to help address individual needs and preferences. The 48-week findings provide the evidence for ISL/LEN as the potential first once-weekly oral treatment option."
Mechanism of Action
Islatravir is Merck's next-generation nucleoside analog with multiple mechanisms of action including inhibition of HIV-1 reverse transcriptase translocation. Lenacapavir is Gilead's first-in-class capsid inhibitor that disrupts HIV-1 at multiple stages of its lifecycle. Together, their pharmacokinetic profiles enable once-weekly dosing.
Outlook
Results from ISLEND-1 and ISLEND-2 will form the basis of regulatory submissions. If approved ISL/LEN could become the first once-weekly oral HIV treatment option for adults with virologic suppression.
GILD has traded between $108.06 and $157.29 over the past year. The stock is currently trading at $130.73, down 1.86%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 17, 2026 16:34 ET A slew of U.S. data was released during the week that threw light on trends in prices and spending. Separately, survey data reflected the consumer mood amid easing inflationary pressures. In Europe, economic output figures from the U.K. were the main news. Meanwhile, China dominated the economics news scene in Asia as the country released the latest gross domestic product and external trade data.
Trial Results
In ISLEND-1, participants switching from BIKTARVY maintained virologic suppression, with no participants of ISL/LEN patients showing HIV-1 RNA = 50 copies/mL at Week 48 compared to 0.3% on BIKTARVY.
In ISLEND-2, patients switching from other standard daily regimens also maintained suppression, with 0.3% of ISL/LEN patients showing HIV-1 RNA = 50 copies/mL compared to 1.3% on standard of care.
Safety profiles were generally comparable across groups. In ISLEND-1, treatment-related adverse events occurred in 13.5% of ISL/LEN patients versus 13.2% on BIKTARVY, with nausea and headache each reported in 3%. Serious adverse events were reported in 5.3% of ISL/LEN patients versus 4.6% on BIKTARVY.
In ISLEND-2, treatment-related adverse events occurred in 18% of ISL/LEN patients versus less than 1% on standard of care, with headache (5%), nausea (3%), and diarrhea (3%) most common. Discontinuations due to adverse events were low (2% and 1.7%, respectively).
CD4+ T-cell counts and body weight remained stable across both trials.
Expert Commentary
"Once-daily, combination, single-tablet antiretroviral therapy is the cornerstone of HIV treatment today. However, the treatment landscape is evolving," said Jürgen Rockstroh, University Hospital Bonn. "The ISLEND-1 study results show the potential of ISL/LEN as the first once-weekly oral single-tablet treatment option."
Amy Colson, Research Director at Zinberg Clinic added: "Having a treatment option with once weekly dosing can expand choice to help address individual needs and preferences. The 48-week findings provide the evidence for ISL/LEN as the potential first once-weekly oral treatment option."
Mechanism of Action
Islatravir is Merck's next-generation nucleoside analog with multiple mechanisms of action including inhibition of HIV-1 reverse transcriptase translocation. Lenacapavir is Gilead's first-in-class capsid inhibitor that disrupts HIV-1 at multiple stages of its lifecycle. Together, their pharmacokinetic profiles enable once-weekly dosing.
Outlook
Results from ISLEND-1 and ISLEND-2 will form the basis of regulatory submissions. If approved ISL/LEN could become the first once-weekly oral HIV treatment option for adults with virologic suppression.
GILD has traded between $108.06 and $157.29 over the past year. The stock is currently trading at $130.73, down 1.86%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 17, 2026 16:34 ET A slew of U.S. data was released during the week that threw light on trends in prices and spending. Separately, survey data reflected the consumer mood amid easing inflationary pressures. In Europe, economic output figures from the U.K. were the main news. Meanwhile, China dominated the economics news scene in Asia as the country released the latest gross domestic product and external trade data.
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