PR Newswire BiotechnologyCodex · 实盘不做把握 5/10不做原因:无增量信息
北京时间·🕒 发布 19:00:00·⟳ 抓取 19:00:41 +41s·⚡ 决策 08-28 23:15:52 +4h15m·59.8 天前
InxMed与益方生物KRAS G12C结直肠癌联合疗法结果发表于Lancet Oncology
事件本身利好研发叙事,但核心疗效数据已在ASCO 2026披露,Lancet发表和III期IND表述更偏确认性进展;直接权益主体InxMed无可确认已挂牌证券,益方生物可交易但边际增量和可执行报价不足,不满足ENTER。
📄 原文PR Newswire Biotechnology↗ 原文
InxMed Announces Publication in The Lancet Oncology Featuring Encouraging Antitumor Activity of Ifebemtinib in Combinat…
不做 益方生物(688382.SH)
不做益方生物(688382.SH):事件方向正面但核心数据已在5月ASCO披露,本次期刊发表和III期IND提交的新增交易预期差不足,且缺少真实报价无法设定可执行入场。
不做 InxMed Co., Ltd(N/A)
不做InxMed:其为ifebemtinib直接权益主体,但未确认已有可交易上市证券。
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
结论摘要
这是一条生物医药临床进展消息:ifebemtinib加garsorasib在KRAS G12C突变转移性结直肠癌中显示优于单药的ORR/PFS趋势,并支持进入III期。但随机样本仅36例,ORR差异p=0.068未达常规统计显著,且ASCO在2026-05-27已公布相近结果;对益方生物而言,garsorasib只是组合中的KRAS G12C药物,未新增商业化收入或批准,短线预期差不够清晰。
消息传播链
- ASCO摘要已披露随机CRC队列ORR、PFS、OS等核心疗效数据,是本次核心数据的更早公开来源。
- Lancet Oncology线上发表完整Ib/II期论文,确认组合疗法有前景但随机部分ORR改善未达统计显著。
- InxMed通过PR Newswire发布新闻稿,并新增强调中国III期IND提交。
- 中文医疗行业媒体跟进报道,说明该消息已有行业扩散。
关键理由
- 临床方向正面:组合疗法ORR和PFS较garsorasib单药改善,支持后续III期开发。
- 但量级仍早:KRAS G12C约占转移性结直肠癌3%至4%,当前只是Ib/II期论文发表和IND提交,未形成可确认销售增量。
- 对益方生物的边际催化弱于InxMed,且关键疗效数据已在2026年5月ASCO公开。
主要风险
- 随机队列规模小且ORR改善未达到统计显著,后续III期失败风险仍高。
- 无法取得688382.SH真实现价和盘中走势,不能判断是否已被当日价格消化。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-05-27 · 影响 weakens
同一随机队列核心疗效已在ASCO摘要披露,削弱本次PR的新增预期差。
检索:ifebemtinib garsorasib KRAS G12C colorectal cancer ASCO 2026 prior disclosure 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-24 · 影响 weakens
论文解释称ORR改善未达到统计显著性,仍需后续III期确认。
检索:Lancet Oncology ifebemtinib garsorasib randomized ORR statistical significance 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足叠加数据已提前披露,使本次不适合给益方生物追多单。
方向:未找到可直接用于益方生物688382.SH的同市场、同阶段、同机制高相似股价先例;只能判断为研发叙事正面。
涨幅量级:缺少高相似且锚点干净的外部事件研究样本,不能据此校准短线涨幅。
形态:早期临床论文发表若核心数据已在会议披露,常见风险是确认性落地而非新增重估;本轮未量化为可交易胜率。
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原文全文
展开原文 · 8,062 字
InxMed Announces Publication in The Lancet Oncology Featuring Encouraging Antitumor Activity of Ifebemtinib in Combination with Garsorasib in Previously Treated Metastatic Colorectal Cancer (CRC) Harboring KRAS G12C Mutation
NANJING, China, Aug. 28, 2026 /PRNewswire/ -- InxMed Co., Ltd ("InxMed"), a clinical-stage biotechnology company dedicated to developing innovative therapies targeting cancer treatment resistance and metastasis, today announced that the clinical results of ifebemtinib (IN10018), a highly selective focal adhesion kinase (FAK) inhibitor, in combination with garsorasib (D-1553), a potent KRAS G12C inhibitor, in previously treated KRAS G12C-mutant metastatic colorectal cancer (CRC), have been published online in The Lancet Oncology.
The data were derived from a phase Ib/II trial (NCT06166836/NCT05379946) evaluating the efficacy and safety of ifebemtinib plus garsorasib in KRAS G12C-mutant solid tumors, where ifebemtinib plus garsorasib, as an all-oral, chemotherapy-free regimen, demonstrated encouraging antitumor activity in patients with previously treated KRAS G12C-mutant metastatic CRC. This is the first clinical study, to our knowledge, to evaluate the efficacy and safety of FAK inhibitors in combination with KRAS G12C inhibitors in KRAS G12C-mutant solid tumors.
Encouraging Antitumor Efficacy and Manageable Safety Profile
The CRC cohort of this trial contains two parts: Part 1-single-arm study and Part 2-randomized study. In Part 1-single-arm study, 15 previously-treated KRAS G12C-mutant metastatic CRC patients were enrolled and received ifebemtinib (100mg once a day) plus garsorasib (600mg twice a day) orally. And in Part 2-randomized study, 36 previously-treated KRAS G12C-mutant metastatic CRC patients were enrolled and randomly assigned (1:1) to receive ifebemtinib plus garsorasib or garsorasib alone (600mg twice a day) orally. By the data cutoff on June 30, 2025, the median follow-up was 23.8 months in the single-arm study, and in the randomized study the median follow-up was 10•3 months for the combination group and 10•9 months for the monotherapy group. Key findings published in this paper were summarized below:
Objective Response Rate (ORR): In the single-arm study, 15 patients were enrolled with 14 patients evaluable, and the confirmed ORR was 46.7% (95% CI: 21.3–73.4) in the full population and 50.0% (95% CI: 23.0–77.0) in the evaluable population. In the randomized study, the confirmed ORR was 38.9% (95% CI: 17.3–64.3) in the ifebemtinib plus garsorasib group versus 16.7% (95% CI: 3.6–41.4) in the garsorasib monotherapy group, representing an absolute improvement of 22.2% in the combination group.
Progression-Free Survival (PFS): In the single-arm study, the median PFS was 6.9 months (95% CI: 2.8–12.0). In the randomized study, ifebemtinib plus garsorasib achieved a median PFS of 7.7 months (95% CI: 3.0–NE) versus 4.0 months (95% CI: 2.0–5.6) with garsorasib monotherapy group (HR 0.48, 95% CI: 0.22–1.04), pointing to a favorable PFS trend in favor of the combination.
Overall Survival (OS): In the single-arm study, the median OS was 14.3 months (95% CI: 4.7–NE). In the randomized study, the median OS was not estimable (95% CI: 10.2–NE) in ifebemtinib plus garsorasib group versus 7.5 months (95% CI: 5.3–NE) in garsorasib monotherapy group (HR 0.34, 95% CI: 0.11–1.12), suggesting a favorable OS trend in the combination group.
Manageable safety profile: Across all 33 patients receiving ifebemtinib plus garsorasib, 32 patients (97%) reported treatment-related adverse events (TRAE) with most of them reported as grade 1-2 and grade 3 TRAEs reported in 30% of patients. No grade 4 TRAEs, treatment-related deaths or TRAEs leading to study drug discontinuation were reported across all cohorts. The most common TRAEs occurring in all 33 patients receiving ifebemtinib plus garsorasib were diarrhoea, proteinuria, and nausea.
Overcoming Resistance by FAK Inhibition When Targeting KRAS
KRAS G12C mutations occur in approximately 3–4% of patients with metastatic colorectal cancer. Currently, KRAS G12C inhibitor monotherapy shows limited efficacy in this patient population, and two KRAS G12C inhibitors plus anti-EGFR antibody regimens demonstrated synergistic activity and have been approved by FDA for the treatment of adult patients with KRAS G12C-mutated locally advanced or metastatic CRC who have received prior treatment with fluoropyrimidine-, oxaliplatin-, and irinotecan-based chemotherapy. However, anti-EGFR antibody requires intravenous administration and are commonly associated with dermatological toxicities. How to further enhance the efficacy of KRAS G12C-targeted therapy while providing a more convenient and tolerable treatment option has become a clinical imperative.
InxMed's translational research found out that KRAS G12C inhibition alone triggers adaptive hyperactivation of the FAK–YAP signaling pathway, promotes fibrogenesis in the tumor microenvironment, and thereby enhances tumor cell survival. FAK inhibition by ifebemtinib disrupts this resistance mechanism, sensitizing tumor cells to KRAS G12C inhibition and prolonging the duration of treatment response. The clinical data reported herein provide further support for ifebemtinib in combination with KRAS G12C inhibitors in the treatment of previously treated KRAS G12C-mutant metastatic CRC.
Advancing the Clinical Development
The study demonstrates that the dual-oral, chemotherapy-free regimen of ifebemtinib plus garsorasib has shown encouraging antitumor activity and a manageable safety profile in patients with previously treated KRAS G12C-mutant metastatic CRC. These findings warrant a pivotal trial of this combination regimen to further establish its clinical benefit. The company has submitted an IND application in China, for a phase III trial evaluating the efficacy and safety of ifebemtinib plus garsorasib versus investigators' choice of standard therapy for treatment of previously treated metastatic colorectal cancer harboring KRAS G12C mutation.
Based on a robust translational medicine foundation and compelling clinical evidence, Ifebemtinib is poised to become a revolutionary therapeutic that could fundamentally reshape the RAS-targeted treatment paradigm. InxMed is strategically driving a comprehensive development program for Ifebemtinib across RAS-mutant tumors, with combination regimens already initiated or in preparation not only with KRAS G12C inhibitors, but also with KRAS G12D inhibitors and multi-RAS inhibitors, among other novel classes, underscoring the company's commitment to transforming the future of RAS-addicted cancers.
About Ifebemtinib (IN10018)
Ifebemtinib (IN10018) is an orally available, highly potent, and selective small-molecule inhibitor of focal adhesion kinase (FAK). InxMed holds exclusive global development and commercialization rights. Clinically, ifebemtinib has demonstrated excellent safety and tolerability in over 700 subjects globally, showing vast potential as a "backbone" combination partner across multiple modalities, including RAS inhibitors, immune checkpoint blockades, and antibody-drug conjugates (ADCs). It has received multiple Breakthrough Therapy Designations from the NMPA and Fast Track Designation from the U.S. FDA.
About InxMed
Founded in 2017, InxMed is a late clinical-stage biotechnology company dedicated to tackling a central challenge in cancer therapy—drug resistance caused by tumor defense mechanisms. Our strategy focuses on critical signaling hubs shared across multiple tumor types, most notably the focal adhesion kinase (FAK) and integrin pathways, which play pivotal roles in tumor cell survival and contribute to treatment failure across various therapeutic modalities. In parallel, we target cancer-associated fibroblasts (CAFs) to dismantle the protective barrier around tumor cells. Through these integrated efforts, we aim to redefine cancer treatment and pioneer new frontiers in therapeutic innovation. For more information, please visit en.inxmed.com.
SOURCE InxMed Co., Ltd
NANJING, China, Aug. 28, 2026 /PRNewswire/ -- InxMed Co., Ltd ("InxMed"), a clinical-stage biotechnology company dedicated to developing innovative therapies targeting cancer treatment resistance and metastasis, today announced that the clinical results of ifebemtinib (IN10018), a highly selective focal adhesion kinase (FAK) inhibitor, in combination with garsorasib (D-1553), a potent KRAS G12C inhibitor, in previously treated KRAS G12C-mutant metastatic colorectal cancer (CRC), have been published online in The Lancet Oncology.
The data were derived from a phase Ib/II trial (NCT06166836/NCT05379946) evaluating the efficacy and safety of ifebemtinib plus garsorasib in KRAS G12C-mutant solid tumors, where ifebemtinib plus garsorasib, as an all-oral, chemotherapy-free regimen, demonstrated encouraging antitumor activity in patients with previously treated KRAS G12C-mutant metastatic CRC. This is the first clinical study, to our knowledge, to evaluate the efficacy and safety of FAK inhibitors in combination with KRAS G12C inhibitors in KRAS G12C-mutant solid tumors.
Encouraging Antitumor Efficacy and Manageable Safety Profile
The CRC cohort of this trial contains two parts: Part 1-single-arm study and Part 2-randomized study. In Part 1-single-arm study, 15 previously-treated KRAS G12C-mutant metastatic CRC patients were enrolled and received ifebemtinib (100mg once a day) plus garsorasib (600mg twice a day) orally. And in Part 2-randomized study, 36 previously-treated KRAS G12C-mutant metastatic CRC patients were enrolled and randomly assigned (1:1) to receive ifebemtinib plus garsorasib or garsorasib alone (600mg twice a day) orally. By the data cutoff on June 30, 2025, the median follow-up was 23.8 months in the single-arm study, and in the randomized study the median follow-up was 10•3 months for the combination group and 10•9 months for the monotherapy group. Key findings published in this paper were summarized below:
Objective Response Rate (ORR): In the single-arm study, 15 patients were enrolled with 14 patients evaluable, and the confirmed ORR was 46.7% (95% CI: 21.3–73.4) in the full population and 50.0% (95% CI: 23.0–77.0) in the evaluable population. In the randomized study, the confirmed ORR was 38.9% (95% CI: 17.3–64.3) in the ifebemtinib plus garsorasib group versus 16.7% (95% CI: 3.6–41.4) in the garsorasib monotherapy group, representing an absolute improvement of 22.2% in the combination group.
Progression-Free Survival (PFS): In the single-arm study, the median PFS was 6.9 months (95% CI: 2.8–12.0). In the randomized study, ifebemtinib plus garsorasib achieved a median PFS of 7.7 months (95% CI: 3.0–NE) versus 4.0 months (95% CI: 2.0–5.6) with garsorasib monotherapy group (HR 0.48, 95% CI: 0.22–1.04), pointing to a favorable PFS trend in favor of the combination.
Overall Survival (OS): In the single-arm study, the median OS was 14.3 months (95% CI: 4.7–NE). In the randomized study, the median OS was not estimable (95% CI: 10.2–NE) in ifebemtinib plus garsorasib group versus 7.5 months (95% CI: 5.3–NE) in garsorasib monotherapy group (HR 0.34, 95% CI: 0.11–1.12), suggesting a favorable OS trend in the combination group.
Manageable safety profile: Across all 33 patients receiving ifebemtinib plus garsorasib, 32 patients (97%) reported treatment-related adverse events (TRAE) with most of them reported as grade 1-2 and grade 3 TRAEs reported in 30% of patients. No grade 4 TRAEs, treatment-related deaths or TRAEs leading to study drug discontinuation were reported across all cohorts. The most common TRAEs occurring in all 33 patients receiving ifebemtinib plus garsorasib were diarrhoea, proteinuria, and nausea.
Overcoming Resistance by FAK Inhibition When Targeting KRAS
KRAS G12C mutations occur in approximately 3–4% of patients with metastatic colorectal cancer. Currently, KRAS G12C inhibitor monotherapy shows limited efficacy in this patient population, and two KRAS G12C inhibitors plus anti-EGFR antibody regimens demonstrated synergistic activity and have been approved by FDA for the treatment of adult patients with KRAS G12C-mutated locally advanced or metastatic CRC who have received prior treatment with fluoropyrimidine-, oxaliplatin-, and irinotecan-based chemotherapy. However, anti-EGFR antibody requires intravenous administration and are commonly associated with dermatological toxicities. How to further enhance the efficacy of KRAS G12C-targeted therapy while providing a more convenient and tolerable treatment option has become a clinical imperative.
InxMed's translational research found out that KRAS G12C inhibition alone triggers adaptive hyperactivation of the FAK–YAP signaling pathway, promotes fibrogenesis in the tumor microenvironment, and thereby enhances tumor cell survival. FAK inhibition by ifebemtinib disrupts this resistance mechanism, sensitizing tumor cells to KRAS G12C inhibition and prolonging the duration of treatment response. The clinical data reported herein provide further support for ifebemtinib in combination with KRAS G12C inhibitors in the treatment of previously treated KRAS G12C-mutant metastatic CRC.
Advancing the Clinical Development
The study demonstrates that the dual-oral, chemotherapy-free regimen of ifebemtinib plus garsorasib has shown encouraging antitumor activity and a manageable safety profile in patients with previously treated KRAS G12C-mutant metastatic CRC. These findings warrant a pivotal trial of this combination regimen to further establish its clinical benefit. The company has submitted an IND application in China, for a phase III trial evaluating the efficacy and safety of ifebemtinib plus garsorasib versus investigators' choice of standard therapy for treatment of previously treated metastatic colorectal cancer harboring KRAS G12C mutation.
Based on a robust translational medicine foundation and compelling clinical evidence, Ifebemtinib is poised to become a revolutionary therapeutic that could fundamentally reshape the RAS-targeted treatment paradigm. InxMed is strategically driving a comprehensive development program for Ifebemtinib across RAS-mutant tumors, with combination regimens already initiated or in preparation not only with KRAS G12C inhibitors, but also with KRAS G12D inhibitors and multi-RAS inhibitors, among other novel classes, underscoring the company's commitment to transforming the future of RAS-addicted cancers.
About Ifebemtinib (IN10018)
Ifebemtinib (IN10018) is an orally available, highly potent, and selective small-molecule inhibitor of focal adhesion kinase (FAK). InxMed holds exclusive global development and commercialization rights. Clinically, ifebemtinib has demonstrated excellent safety and tolerability in over 700 subjects globally, showing vast potential as a "backbone" combination partner across multiple modalities, including RAS inhibitors, immune checkpoint blockades, and antibody-drug conjugates (ADCs). It has received multiple Breakthrough Therapy Designations from the NMPA and Fast Track Designation from the U.S. FDA.
About InxMed
Founded in 2017, InxMed is a late clinical-stage biotechnology company dedicated to tackling a central challenge in cancer therapy—drug resistance caused by tumor defense mechanisms. Our strategy focuses on critical signaling hubs shared across multiple tumor types, most notably the focal adhesion kinase (FAK) and integrin pathways, which play pivotal roles in tumor cell survival and contribute to treatment failure across various therapeutic modalities. In parallel, we target cancer-associated fibroblasts (CAFs) to dismantle the protective barrier around tumor cells. Through these integrated efforts, we aim to redefine cancer treatment and pioneer new frontiers in therapeutic innovation. For more information, please visit en.inxmed.com.
SOURCE InxMed Co., Ltd
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