吉利德：Trop2 ADC一线治疗HR+/HER2-乳腺三期临床失败

医药笔记

11/08

▎Armstrong2025年11月7日，吉利德宣布Trop2 ADC新药Trodelvy对比化疗一线治疗内分泌治疗后HR+/HER2-乳腺癌的三期临床ASCENT-07没有达到PFS主要终点，关键次要终点OS尚未成熟，但观察到获益趋势，研究将继续进行以评估OS数据。Trodelvy 2024年销售额为13.15亿美元，2025年前三季度销售额为10.14亿美元，在二线三阴乳腺癌市场占据第一位的...

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2024年销售额为13.15亿美元，2025年前三季度销售额为10.14亿美元，在二线三阴乳腺癌市场占据第一位的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108093356a6e9fd53&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999015986.USD","symbol_name":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108093356a6e9fd53&s=b","article_id":"2582862418","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108093356a6e9fd53&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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(USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念"},"translate_title":"Gilead: Trop2 ADC first-line treatment of HR+/HER2-breast phase III clinical failure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADC":1.5,"GILD":0.9,"HR":1.5},"content_text":"▎Armstrong2025年11月7日，吉利德宣布Trop2 ADC新药Trodelvy对比化疗一线治疗内分泌治疗后HR+/HER2-乳腺癌的三期临床ASCENT-07没有达到PFS主要终点，关键次要终点OS尚未成熟，但观察到获益趋势，研究将继续进行以评估OS数据。Trodelvy 2024年销售额为13.15亿美元，2025年前三季度销售额为10.14亿美元，在二线三阴乳腺癌市场占据第一位的市场份额。Trodelvy一线治疗三阴乳腺癌已经递交上市申请。Trodelvy为全球首款Trop-2 ADC药物，采用SN-38作为payload。总结吉利德Trodelvy为全球首款Trop2 ADC，但作为上一代ADC在适应症拓展的道路上充满曲折，先后在非小细胞肺癌、尿路上皮癌失败，此次HR+/HER2-乳腺癌又错失PFS终点，仅守住三阴乳腺癌这一阵地。吉利德围绕Trodelvy还在探索小细胞肺癌、子宫内膜癌等适应症。相比之下，科伦博泰sac-TMT为全球首款获批治疗肺癌的Trop2 ADC，在适应症扩展的过程中不断取得临床突破，合作伙伴默沙东已开展15项全球三期临床。Armstrong技术全梳理系列GPRC5D靶点全梳理；CD40靶点全梳理；CD47靶点全梳理；补体靶向药物技术全梳理；补体药物：眼科治疗的重要方向；Claudin 6靶点全梳理；Claudin 18.2靶点全梳理；靶点冷暖，行业自知；中国大分子新药研发格局；被炮轰的“me too”；佐剂百年史；胰岛素百年传奇；CUSBEA：风雨四十载；中国新药研发的焦虑；中国生物医药企业的研发竞争；中国双抗竞争格局；中国ADC竞争格局；中国双抗技术全梳理；中国ADC技术全梳理；Ambrx技术全梳理；Vir 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