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Author: Leaf
On August 23, Corning Jereh and CSPC announced that they had reached a license agreement for the Her2 bispecific antibody KN026
The next day, the share prices of the two listed companies were inconsistent.
As the authorized party of this transaction, Corning Jerry is naturally the winner
For CSPC that has introduced part of the rights and interests of KN026, the considerations, gains and challenges behind this transaction can also be analyzed
According to the information published by Corning Jerry, KN026 can simultaneously bind to two different epitopes (epitope II and IV) of the HER2 protein and retain the wild-type Fc region
From the perspective of indication layout development strategy, BeiGene introduced Zanidatamab to first choose HER2+ amplified biliary tract cancer for development, and for HER2+ breast cancer and gastric cancer, it explores the development of Zanidatamab+ chemotherapy ± tislelizumab combination therapy
For HER2+ breast cancer, regardless of the risk level of the disease, the treatment plan (preoperative adjuvant, postoperative treatment or salvage treatment) with sequential chemotherapy or combined with Pertuzumab/Trastuzumab is already the first-line clinical treatment.
At the same time, Pertuzumab/Trastuzumab already has original research and/or biosimilar drugs on the market in China, and the new HER2 drug under research will also compete with biosimilars for commercialization after defeating the market of standard therapies
Trastuzumab and patozumab biosimilars declared in China
Secondly, as a HER2 double antibody, KN026 has to face the competition of ADC drugs in breast cancer indications, because the advancement of the treatment line of Her2 ADC drugs is the general trend
For HER2+ gastric cancer indications, the market prospects of KN026 also need strong clinical data to support
For Her2 positive advanced gastric cancer, KN026 may be able to move forward towards the positioning of adjuvant therapy
In short, Corning Jereh’s transaction can be said to be a representative case of Biotech’s early realization of the commercial value of the product pipeline under the background of domestic innovative drugs, and at the same time it can obtain cash to support the continuous development of other innovative products
