PR Newswire BiotechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 21:00:00时区推断·⟳ 抓取 21:01:11·⚡ 决策 07-27 21:02:29 +1m18s·92.0 天前
CSL公布ANDEMBRY儿童HAE 3b期积极顶线结果并计划提交扩龄申请
ANDEMBRY在2至11岁HAE儿童小样本3b期研究中显示安全性和疗效信号,支持后续扩龄申报,但当前只是顶线数据和计划提交,不是监管批准。
📄 原文PR Newswire Biotechnology↗ 原文
- CSL plans to begin submitting regulatory filings for expanded pediatric indication for ANDEMBRY in the first half of…
不做 CSL(CSLLY.US)
本次只是ANDEMBRY儿童扩龄3b期顶线数据和拟申报,非获批或销售超预期;儿童HAE人群小且相对CSL收入基数不足,不做。
不做 CSL(CSL.AU)
澳洲主上市股同样受益于产品进展,但事件相对集团市值和收入体量太小,且当前澳股已收盘,缺少可执行短线edge。
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
- CSL一手新闻稿披露ANDEMBRY在2至11岁儿童HAE 3b期顶线结果积极,并计划在公司财年上半年开始提交扩龄申请。
- CSL年报显示公司2025财年收入约156亿美元,ANDEMBRY已在美国、欧盟、日本等市场获批12岁及以上HAE预防用途。
关键理由
- ANDEMBRY在2至11岁HAE儿童小样本3b期研究中显示安全性和疗效信号,支持后续扩龄申报,但当前只是顶线数据和计划提交,不是监管批准。
- CSL 2025财年收入约156亿美元,ANDEMBRY虽是重点新药但仍处早期上市扩展阶段,儿童2至11岁HAE人群很小,短期可量化增量相对公司体量不足。
- 该产品已在美国、欧盟、日本等主要市场获批12岁及以上HAE预防适应症,本次扩龄更像标签延展进展,难以形成美股OTC或澳股主标的短线重定价。
主要风险
- 若后续正式获批且披露商业化渗透、定价或销售超预期,需重新评估,但本次尚未给出收入或利润增量。
- CSLLY为美国OTC ADR,事件发生时美股盘前不可连续成交,且主交易市场为澳洲,执行与流动性不适合作为短线事件单。
反向证据
- 做多前查反向 · 来源 web · 日期 2025 · 影响 weakens
HAE为罕见病,儿童2至11岁子人群更小;未见本次公告披露销售额、定价、渗透率或利润增量,削弱主标的交易弹性。
检索:ANDEMBRY hereditary angioedema pediatric market sales CSL revenue 原文 ↗
原文全文
展开原文 · 7,119 字
- CSL plans to begin submitting regulatory filings for expanded pediatric indication for ANDEMBRY in the first half of the company's fiscal year
- Full data to be presented at upcoming scientific congress
KING OF PRUSSIA, Pa., July 27, 2026 /PRNewswire/ -- Global biotechnology leader CSL (ASX:CSL; USOTC:CSLLY) today announced positive top-line Phase 3b results evaluating ANDEMBRY® (garadacimab-gxii) in children aged 2 to 11 years with hereditary angioedema (HAE). ANDEMBRY is approved in over 40 countries for the prevention of HAE attacks in adult and pediatric patients aged 12 years and older.
In this multicenter, open-label Phase 3b study evaluating ANDEMBRY in people living with HAE aged 2 to 11 years, ANDEMBRY demonstrated a favorable safety and tolerability profile consistent with previous studies. Treatment response was observed across the study population, with the majority of participants remaining attack-free during the 12-month treatment period. Participants aged 6 to 11 years (n = 16) received 100 mg of ANDEMBRY once monthly, while participants aged 2 to 5 years (n = 6) received 100 mg of ANDEMBRY every two months.
ANDEMBRY is a monoclonal antibody that targets factor XIIa, a plasma protein that plays a key role in attacks of swelling in people with HAE. By acting at the top of the HAE cascade, ANDEMBRY prevents attacks and represents a novel long-term prophylactic strategy.
"The top-line results support our plans to seek an expanded pediatric indication for ANDEMBRY in children aged 2 to 11 years," said Dr. Bill Mezzanotte, Executive Vice President, Head of R&D, CSL. "We are excited to share the full study findings with the scientific and patient communities at an upcoming medical congress and remain committed to advancing treatment options for people living with hereditary angioedema."
CSL plans to begin submitting filings to health authorities in the first half of the company's fiscal year to support an expanded pediatric indication for ANDEMBRY in children aged 2 to 11 years. Full study results will be presented at an upcoming scientific congress and submitted for publication in a peer-reviewed journal.
About Hereditary Angioedema (HAE)
HAE is a rare and potentially life-threatening genetic condition that occurs in about 1 in 10,000 to 1 in 50,000 people. HAE is caused by deficient or dysfunctional C1 esterase inhibitor (C1INH), a protein in the blood that helps to control inflammation. Inadequate amounts of properly functioning C1INH can lead to the accumulation of fluid in body tissues, causing considerable swelling referred to as angioedema. HAE attacks can affect many parts of the body, including the face, abdomen, larynx, and extremities. Patients who have abdominal attacks of HAE can experience extreme pain, diarrhea, nausea, and vomiting caused by swelling of the intestinal wall. HAE attacks that involve the face or throat can result in airway closure, asphyxiation and, if left untreated, death.
About ANDEMBRY
ANDEMBRY is a novel monoclonal antibody inhibiting factor XIIa (anti-FXIIa mAb) that has completed the Phase 3 pivotal study as a once-monthly subcutaneous prophylactic treatment for attacks related to HAE, a form of bradykinin-mediated angioedema. It was discovered and optimized by scientists at CSL's Bio21-based research site, with formulation and manufacturing for the clinical programs completed at the CSL Broadmeadows Biotech Manufacturing Facility. ANDEMBRY uniquely inhibits the plasma protein, FXIIa. FXII is the first protein activated in the HAE pathway, initiating the inflammatory bradykinin-producing kallikrein-kinin system. By targeting activated FXII (FXIIa), ANDEMBRY inhibits this cascade at the top as compared to other HAE therapies that target downstream mediators.
IMPORTANT SAFETY INFORMATION
What are the possible side effects of ANDEMBRY?
The most common side effects of ANDEMBRY include:
- Redness, itchiness, and bruising (injection-site reactions)
- Stomach (abdominal) pain
- Runny or stuffy nose, sneezing, watery eyes (nasopharyngitis)
What is ANDEMBRY?
ANDEMBRY® (garadacimab-gxii) injection, for subcutaneous use, is a prescription medication used to prevent attacks of hereditary angioedema (HAE) in people 12 years and older.
It is not known if ANDEMBRY is safe and effective in children under 12 years of age.
What should I tell my healthcare provider before using ANDEMBRY?
Before using ANDEMBRY, tell your healthcare provider about any medical condition you may have, especially if you are pregnant, planning to become pregnant, breastfeeding, or planning to breastfeed. It is not known if ANDEMBRY can harm your unborn baby or if ANDEMBRY passes into breastmilk. Talk to your healthcare provider about the best way to feed your baby while using ANDEMBRY.
Tell your healthcare provider about all medications you take, including prescription medicines, over-the-counter treatments, vitamins, and herbal supplements.
How should I use ANDEMBRY?
Use ANDEMBRY exactly as instructed by your healthcare provider. Detailed instructions for use can be found in the patient information section of the full prescribing information.
ANDEMBRY is given as an injection under your skin (subcutaneous) by you or a caregiver. Your healthcare provider should show you or your caregiver how to prepare and inject your dose of ANDEMBRY before you inject yourself for the first time. Do not try to inject ANDEMBRY unless you have been trained by your healthcare provider.
Please see full prescribing information for ANDEMBRY,
including patient information and instructions for use.
You are encouraged to report negative side effects of prescription drugs to the FDA. Visit www.fda.gov/medwatch, or call 1-800-FDA-1088.
You can also report side effects to CSL Behring's Pharmacovigilance Department at 1-866-915-6958.
About CSL
CSL (ASX:CSL; USOTC:CSLLY) is a leading global biopharma company with a dynamic portfolio of lifesaving medicines, including those that treat haemophilia and immune deficiencies, vaccines to prevent influenza, and therapies in iron deficiency, dialysis and nephrology. Since our start in 1916, we have been driven by our promise to save lives using the latest technologies. Today, CSL – including our three businesses, CSL Behring, CSL Seqirus and CSL Vifor – provides lifesaving products to patients in more than 100 countries and employs 29,000+ people. Our unique combination of commercial strength, R&D focus and operational excellence enables us to identify, develop and deliver innovations so our patients can live life to the fullest. For inspiring stories about the promise of biotechnology, visit CSL.com/Vita.
For more information about CSL, visit CSL.com.
Media Contacts
Etanjalie Ayala
Mobile: +1 610 297 1069
Email: [email protected]
Bernadette Murdoch
Mobile: +61 449 950 745
Email: [email protected]
Investors Contact
Bernard Ronchi
Mobile: +61 3 9389 3470
Email: [email protected]
ANDEMBRY is manufactured by CSL Behring GmbH and distributed by CSL Behring LLC. ANDEMBRY® is a registered trademark of CSL Behring GmbH.
©2026 CSL Behring LLC. USA-AND-0594-JUL26
SOURCE CSL
- Full data to be presented at upcoming scientific congress
KING OF PRUSSIA, Pa., July 27, 2026 /PRNewswire/ -- Global biotechnology leader CSL (ASX:CSL; USOTC:CSLLY) today announced positive top-line Phase 3b results evaluating ANDEMBRY® (garadacimab-gxii) in children aged 2 to 11 years with hereditary angioedema (HAE). ANDEMBRY is approved in over 40 countries for the prevention of HAE attacks in adult and pediatric patients aged 12 years and older.
In this multicenter, open-label Phase 3b study evaluating ANDEMBRY in people living with HAE aged 2 to 11 years, ANDEMBRY demonstrated a favorable safety and tolerability profile consistent with previous studies. Treatment response was observed across the study population, with the majority of participants remaining attack-free during the 12-month treatment period. Participants aged 6 to 11 years (n = 16) received 100 mg of ANDEMBRY once monthly, while participants aged 2 to 5 years (n = 6) received 100 mg of ANDEMBRY every two months.
ANDEMBRY is a monoclonal antibody that targets factor XIIa, a plasma protein that plays a key role in attacks of swelling in people with HAE. By acting at the top of the HAE cascade, ANDEMBRY prevents attacks and represents a novel long-term prophylactic strategy.
"The top-line results support our plans to seek an expanded pediatric indication for ANDEMBRY in children aged 2 to 11 years," said Dr. Bill Mezzanotte, Executive Vice President, Head of R&D, CSL. "We are excited to share the full study findings with the scientific and patient communities at an upcoming medical congress and remain committed to advancing treatment options for people living with hereditary angioedema."
CSL plans to begin submitting filings to health authorities in the first half of the company's fiscal year to support an expanded pediatric indication for ANDEMBRY in children aged 2 to 11 years. Full study results will be presented at an upcoming scientific congress and submitted for publication in a peer-reviewed journal.
About Hereditary Angioedema (HAE)
HAE is a rare and potentially life-threatening genetic condition that occurs in about 1 in 10,000 to 1 in 50,000 people. HAE is caused by deficient or dysfunctional C1 esterase inhibitor (C1INH), a protein in the blood that helps to control inflammation. Inadequate amounts of properly functioning C1INH can lead to the accumulation of fluid in body tissues, causing considerable swelling referred to as angioedema. HAE attacks can affect many parts of the body, including the face, abdomen, larynx, and extremities. Patients who have abdominal attacks of HAE can experience extreme pain, diarrhea, nausea, and vomiting caused by swelling of the intestinal wall. HAE attacks that involve the face or throat can result in airway closure, asphyxiation and, if left untreated, death.
About ANDEMBRY
ANDEMBRY is a novel monoclonal antibody inhibiting factor XIIa (anti-FXIIa mAb) that has completed the Phase 3 pivotal study as a once-monthly subcutaneous prophylactic treatment for attacks related to HAE, a form of bradykinin-mediated angioedema. It was discovered and optimized by scientists at CSL's Bio21-based research site, with formulation and manufacturing for the clinical programs completed at the CSL Broadmeadows Biotech Manufacturing Facility. ANDEMBRY uniquely inhibits the plasma protein, FXIIa. FXII is the first protein activated in the HAE pathway, initiating the inflammatory bradykinin-producing kallikrein-kinin system. By targeting activated FXII (FXIIa), ANDEMBRY inhibits this cascade at the top as compared to other HAE therapies that target downstream mediators.
IMPORTANT SAFETY INFORMATION
What are the possible side effects of ANDEMBRY?
The most common side effects of ANDEMBRY include:
- Redness, itchiness, and bruising (injection-site reactions)
- Stomach (abdominal) pain
- Runny or stuffy nose, sneezing, watery eyes (nasopharyngitis)
What is ANDEMBRY?
ANDEMBRY® (garadacimab-gxii) injection, for subcutaneous use, is a prescription medication used to prevent attacks of hereditary angioedema (HAE) in people 12 years and older.
It is not known if ANDEMBRY is safe and effective in children under 12 years of age.
What should I tell my healthcare provider before using ANDEMBRY?
Before using ANDEMBRY, tell your healthcare provider about any medical condition you may have, especially if you are pregnant, planning to become pregnant, breastfeeding, or planning to breastfeed. It is not known if ANDEMBRY can harm your unborn baby or if ANDEMBRY passes into breastmilk. Talk to your healthcare provider about the best way to feed your baby while using ANDEMBRY.
Tell your healthcare provider about all medications you take, including prescription medicines, over-the-counter treatments, vitamins, and herbal supplements.
How should I use ANDEMBRY?
Use ANDEMBRY exactly as instructed by your healthcare provider. Detailed instructions for use can be found in the patient information section of the full prescribing information.
ANDEMBRY is given as an injection under your skin (subcutaneous) by you or a caregiver. Your healthcare provider should show you or your caregiver how to prepare and inject your dose of ANDEMBRY before you inject yourself for the first time. Do not try to inject ANDEMBRY unless you have been trained by your healthcare provider.
Please see full prescribing information for ANDEMBRY,
including patient information and instructions for use.
You are encouraged to report negative side effects of prescription drugs to the FDA. Visit www.fda.gov/medwatch, or call 1-800-FDA-1088.
You can also report side effects to CSL Behring's Pharmacovigilance Department at 1-866-915-6958.
About CSL
CSL (ASX:CSL; USOTC:CSLLY) is a leading global biopharma company with a dynamic portfolio of lifesaving medicines, including those that treat haemophilia and immune deficiencies, vaccines to prevent influenza, and therapies in iron deficiency, dialysis and nephrology. Since our start in 1916, we have been driven by our promise to save lives using the latest technologies. Today, CSL – including our three businesses, CSL Behring, CSL Seqirus and CSL Vifor – provides lifesaving products to patients in more than 100 countries and employs 29,000+ people. Our unique combination of commercial strength, R&D focus and operational excellence enables us to identify, develop and deliver innovations so our patients can live life to the fullest. For inspiring stories about the promise of biotechnology, visit CSL.com/Vita.
For more information about CSL, visit CSL.com.
Media Contacts
Etanjalie Ayala
Mobile: +1 610 297 1069
Email: [email protected]
Bernadette Murdoch
Mobile: +61 449 950 745
Email: [email protected]
Investors Contact
Bernard Ronchi
Mobile: +61 3 9389 3470
Email: [email protected]
ANDEMBRY is manufactured by CSL Behring GmbH and distributed by CSL Behring LLC. ANDEMBRY® is a registered trademark of CSL Behring GmbH.
©2026 CSL Behring LLC. USA-AND-0594-JUL26
SOURCE CSL
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