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Biomedtracker:2026年JPM医疗大会报告-Day4(英文版)(23页).pdf

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1、A CLEARER VIEW FROM#JPM2026#JPM2026 DAY 4 UPDATEComplete coverage,context and commercial insights from healthcares biggest symposium.2 Biomedtracker JPM2026 Day 4 Update#JPM2026 Day 4 Update Copyright 2026 Summary The 44th annual J.P.Morgan Healthcare Conference(JPM)is being held in San Francisco,CA

2、 over January 12-15,2026.This report contains presentation highlights from a selection of companies from Day 4 of the conference.Stay tuned for Biomedtrackers post-conference coverage of the 2026 J.P.Morgan Healthcare Conference.About the Author Biomedtracker is an independent research service that

3、offers proprietary clinical assessments and patient-based revenue forecasts of developmental drugs within a comprehensive and intuitive drug information database.Clients from the pharmaceutical,biotech,and investment industries rely on Biomedtracker for its insight on the likelihood of approval,comm

4、ercial potential,and future data and regulatory catalysts for drugs within the competitive landscape of every important disease and indication.Over the last several years,Biomedtracker has become the leader in providing objective information alongside evidencebased clinical assessments and investmen

5、t research on pipeline drugs worldwide.For more information on getting direct access to Biomedtracker,please email .Disclaimer Copyright 2026 Evaluate,a Norstella company.This report is published by Evaluate(the Publisher).This report contains information from reputable sources and although reasonab

6、le efforts have been made to publish accurate information,you assume sole responsibility for the selection,suitability and use of this report and acknowledge that the Publisher makes no warranties(either express or implied)as to,nor accepts liability for,the accuracy or fitness for a particular purp

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1. **会议概况**:第44届摩根大通医疗健康大会(JPM2026)于2026年1月12-15日在旧金山举行,报告涵盖第四天多家药企 presentation 要点。 2. **大型药企**: - **恒瑞医药**:现金57亿美元,创新药占比超55%,2025年获21项NDA/BLA,AXC平台推进ADC/DAC等新技术,KRAS G12D抑制剂HRS-4642 III期ORR 63%。 - **科伦博泰**:TROP2 ADC Sac-TMT全球开发,与MSD合作16项III期试验,HER2 ADC A166疗效优于T-DM1。 3. **中型药企**: - **Biocon**:2025年推出首款可互换胰岛素Kirsty,GLP-1肽市场目标超200亿美元,计划2026年启动Yesafili(阿柏西普)美国上市。 4. **小型/微型药企**: - **Inventiva**:MASH药物lanifibranor III期入组完成,2026年读出数据。 - **Precigen**:RRP药物PAPZIMEOS上市6周覆盖1.7亿保单,峰值潜力超10亿美元。 - **Vicore**:IPF药物buloxibutid IIa期FVC改善216mL,IIb期ASPIRE试验入组中。 5. **财务与战略**:多家公司强调技术平台(如JCR的脑穿透技术、Oruka的长效IL-23抑制剂)及商业化进展,现金储备支撑后续研发(如Zevra现金23亿美元)。
**恒瑞ADC平台优势?** **科伦生物TROP2 ADC进展?** **英克伟纳MASH疗法潜力?**
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