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阿斯特捷利康COPD新药告捷!年销售高峰估逾50亿美元

2026-09-09 00:43:27 网络 阅读(1)

英国制药大厂阿斯特捷利康(AZN-US)周二(8日)公布两项慢性阻塞性肺病(COPD)后期临床试验完整结果,实验性生物制剂tozorakimab可使广泛患者族群的中度及重度急性恶化减少约30%,不仅达到或超越分析师预期,也提高这款药物成为年销售额逾50亿美元重磅产品的希望。

阿斯特捷利康COPD新药告捷!年销售高峰估逾50亿美元

Tozorakimab目前正接受美国食品药物管理局(FDA)优先审查,预计最快2027年第一季取得美国批准,欧盟与中国等主要市场也在审查中。这款药物每4周注射一次,在两项试验的主要前吸烟者族群中,分别使中度及重度急性恶化减少29%与34%;涵盖目前及过去吸烟者的整体族群中,降幅则分别达30%与29%。

试验结果已刊登于《新英格兰医学期刊》(New England Journal of Medicine),并在欧洲呼吸学会年会发表。阿斯特捷利康表示,患者整体耐受性良好,主要不良反应为注射部位反应。

突破现有疗法限制 低嗜酸性球患者也受益

COPD是一种会阻塞气流、造成呼吸困难的渐进性肺部疾病,症状包括咳嗽、反复胸腔感染及呼吸急促,目前无法治愈,但治疗可延缓恶化。阿斯特捷利康估计,美国确诊及未确诊患者合计约1,600万至2,600万人,COPD也是美国第五大死因。

目前已获准治疗COPD的生物制剂,包括再生元制药(REGN-US)与赛诺菲(SNY-US)共同开发的Dupixent,以及葛兰素史克(GSK-US)的Nucala,但主要适用于嗜酸性球数值偏高的患者。嗜酸性球是一种与发炎反应有关的白血球,现有疗法仅能涵盖约30%的COPD患者,其余约70%患者获益有限或完全无效。

Tozorakimab试验则纳入现有及过去吸烟者、不同肺功能严重程度,以及各种嗜酸性球数值的患者。分析显示,在嗜酸性球数值低于150的族群中,急性恶化减少23%;数值达150以上者减少34%,300以上者降幅更达43%。

阿斯特捷利康生物制药事业部总裁Ruud Dobber表示,目前没有生物制剂可供嗜酸性球数值低于150的COPD患者使用,tozorakimab凭借广泛适用性,有机会真正改变治疗模式。

阻断两条IL-33路径 年销售额上看50亿美元

Tozorakimab借由阻断会引发发炎与黏液生成的免疫蛋白IL-33发挥作用。其他药厂过去开发抗IL-33疗法的成果有限,包括赛诺菲与罗氏(RHHBY-US)旗下药物均未展现同等成效,导致投资人一度质疑这类疗法的潜力。

阿斯特捷利康认为,tozorakimab成功之处在于可同时抑制两条不同的IL-33路径,不只能控制发炎,也可能减少黏液生成与呼吸道损伤。执行长苏博科(Pascal Soriot)坦言,公司原先也认为成功机率不高,市场预测几乎未替这款药物计入任何价值,最终结果却证明药物有效。

阿斯特捷利康近期将tozorakimab的年销售高峰预测提高至逾50亿美元,可望协助公司实现2030年营收800亿美元的目标。该药目前也正进行重度气喘第二期试验及重度病毒性下呼吸道疾病第三期试验,未来还可能扩及支气管扩张症等由IL-33驱动的疾病。

不过,密西根大学医疗体系肺部与重症照护部门主管Meilan Han指出,由于尚无试验直接比较tozorakimab与Dupixent及Nucala,医师仍须判断对嗜酸性球偏高患者应优先采用哪种疗法,未来需要更多子群分析才能确立其治疗定位。

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