Henlius In David Versus Goliath Race With Pfizer For First PD-L1 ADC

While Henlius Biotech’s PD-L1-targeting antibody-drug conjugate HLX43 is struggling to catch up with Pfizer’s PF-08046054, the global frontrunner in the space, a key differentiation of the China-originated asset could lie in PD-L1-negative patients.

Henlius’ HLX43 is the second most advanced in the class of PD-L1-targeting ADCs globally, after Pfizer's PDL1V. (Shutterstock)

Shanghai Henlius Biotech is trying to play a David versus Goliath game of catch-up with Pfizer, in pursuit of the commercialization of the world’s first PD-L1-targeting antibody-drug conjugate (ADC).

Key Takeaways
  • Since January, Chinese firm Henlius has planned or initiated six Phase II studies with HLX43, its PD-L1-targeting ADC, as monotherapy in non-small cell lung and cervical cancer, and nasopharyngeal, esophageal squamous cell, hepatocellular and head and neck squamous cell carcinoma.
  • Pfizer is ahead in the global race, planning to advance its same-class ADC PF-08046054 (PDL1V) into two Phase III programs in head and neck squamous cell carcinoma and non-small cell lung cancer in the second half

On the surface of the hot race, Henlius’s HLX43, the second most advanced globally in the class, appears to be a long shot

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